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JPMorgan Core Plus Bond ETF
JCPB

Overview Fund Activity

112 hedge funds and large institutions have $694M invested in JPMorgan Core Plus Bond ETF in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 50 increasing their positions, 21 reducing their positions, and 10 closing their positions.

Holders
112
Holders Change
+20
Holders Change %
+21.74%
% of All Funds
1.79%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
32
Increased
50
Reduced
21
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWMT
1
Legacy Wealth Management (Tennessee)
Tennessee
$95.5M
2
WP
2
WMS Partners
Maryland
$17.4M
3
Bank of America
3
Bank of America
North Carolina
$51.3M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$72.6M
5
HIP
5
HUB Investment Partners
Texas
$12.2M

Top Sellers

1
PWMG
1
Prestige Wealth Management Group
New Jersey
$937K
2
MCC
2
Money Concepts Capital
Florida
$1.02M
3
CHA
3
Cooper/Haims Advisors
New York
$1.72M
4
QA
4
Quantitative Advantage
Minnesota
$0
5
CWA
5
Choice Wealth Advisors
Maine
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LWMNY
26
Landmark Wealth Management (New York)
New York
$6.17M 130,196 +24,351 +23%
DWP
27
Destiny Wealth Partners
Florida
$5.79M 122,154 +10,174 +9%
MPWT
28
MassMutual Private Wealth & Trust
Connecticut
$5.53M 116,612 +8,061 +7%
MOS
29
MGO One Seven
Ohio
$5.4M 113,928 +113,928 New
T
30
TCWP
Ohio
$5.4M 113,928 +113,928 New
GSIAS
31
Garden State Investment Advisory Services
New Jersey
$4.85M 102,373 +94,869 +1,264%
FPCG
32
Forum Private Client Group
Indiana
$4.6M 97,164 +97,164 New
Stifel Financial
33
Stifel Financial
Missouri
$4.32M 91,209 +19,380 +27%
OMC
34
Old Mission Capital
Illinois
$4.22M 89,123 -1,393 -2%
MG
35
Mather Group
Illinois
$4.04M 85,177 -1,789 -2%
CP
36
Capital Planning
Washington
$4.01M 84,605 +2,812 +3%
DWP
37
Daymark Wealth Partners
Ohio
$3.39M 71,559 +56,098 +363%
Osaic Holdings
38
Osaic Holdings
Arizona
$3.09M 65,126 +17,656 +37%
IGWM
39
ICA Group Wealth Management
Colorado
$3.04M 64,174 +2,814 +5%
FF
40
Financial Futures
New Jersey
$2.88M 60,722 +60,722 New
DT
41
Daniels + Tansey
Delaware
$2.75M 58,095 +3,284 +6%
CA
42
Cetera Advisors
Colorado
$2.13M 44,992 +38,916 +640%
RPGK
43
Retirement Planning Group (Kansas)
Kansas
$1.96M 41,456 -2,601 -6%
CAWM
44
Capital Advisors Wealth Management
Washington
$1.87M 39,419 +18,978 +93%
LWM
45
Lionsbridge Wealth Management
Florida
$1.79M 37,822 +37,822 New
TPA
46
Trivium Point Advisory
Connecticut
$1.76M 37,130 +37,130 New
CHA
47
Cooper/Haims Advisors
New York
$1.72M 36,305 -152,502 -81%
HFM
48
Hartford Financial Management
Connecticut
$1.61M 34,069 +3,299 +11%
Baird Financial Group
49
Baird Financial Group
Wisconsin
$1.5M 31,750 +19,492 +159%
DIM
50
Delta Investment Management
California
$1.42M 29,983 -1,352 -4%
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