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JPMorgan Core Plus Bond ETF

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.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 10

138% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 21

40% more capital invested

Capital invested by funds: $496M → $694M (+$198M)

22% more funds holding

Funds holding: 92112 (+20)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

19.36% less ownership

Funds ownership: 99.02%79.66% (-19%)

Holders
112
Holders Change
+20
Holders Change %
+21.74%
% of All Funds
1.78%
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
Name Holding Trade Value Shares
Change
Change in
Stake
LWMNY
26
Landmark Wealth Management (New York)
New York
$6.17M +$1.14M +24,351 +23%
DWP
27
Destiny Wealth Partners
Florida
$5.79M +$478K +10,174 +9%
MPWT
28
MassMutual Private Wealth & Trust
Connecticut
$5.53M +$378K +8,061 +7%
MOS
29
MGO One Seven
Ohio
$5.4M +$5.35M +113,928 New
T
30
TCWP
Ohio
$5.4M +$5.35M +113,928 New
GSIAS
31
Garden State Investment Advisory Services
New Jersey
$4.85M +$4.45M +94,869 +1,264%
FPCG
32
Forum Private Client Group
Indiana
$4.6M +$4.56M +97,164 New
Stifel Financial
33
Stifel Financial
Missouri
$4.32M +$910K +19,380 +27%
OMC
34
Old Mission Capital
Illinois
$4.22M -$65.4K -1,393 -2%
MG
35
Mather Group
Illinois
$4.04M -$84K -1,789 -2%
CP
36
Capital Planning
Washington
$4.01M +$132K +2,812 +3%
DWP
37
Daymark Wealth Partners
Ohio
$3.39M +$2.63M +56,098 +363%
Osaic Holdings
38
Osaic Holdings
Arizona
$3.09M +$829K +17,656 +37%
IGWM
39
ICA Group Wealth Management
Colorado
$3.04M +$132K +2,814 +5%
FF
40
Financial Futures
New Jersey
$2.88M +$2.85M +60,722 New
DT
41
Daniels + Tansey
Delaware
$2.75M +$154K +3,284 +6%
CA
42
Cetera Advisors
Colorado
$2.13M +$1.83M +38,916 +640%
RPGK
43
Retirement Planning Group (Kansas)
Kansas
$1.96M -$122K -2,601 -6%
CAWM
44
Capital Advisors Wealth Management
Washington
$1.87M +$891K +18,978 +93%
LWM
45
Lionsbridge Wealth Management
Florida
$1.79M +$1.78M +37,822 New
TPA
46
Trivium Point Advisory
Connecticut
$1.76M +$1.74M +37,130 New
CHA
47
Cooper/Haims Advisors
New York
$1.72M -$7.16M -152,502 -81%
HFM
48
Hartford Financial Management
Connecticut
$1.61M +$155K +3,299 +11%
Baird Financial Group
49
Baird Financial Group
Wisconsin
$1.5M +$915K +19,492 +159%
DIM
50
Delta Investment Management
California
$1.42M -$63.5K -1,352 -4%