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JPMorgan Core Plus Bond ETF

143 hedge funds and large institutions have $891M invested in JPMorgan Core Plus Bond ETF in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 68 increasing their positions, 28 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

517% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 6

143% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 28

88% more funds holding in top 10

Funds holding in top 10: 815 (+7)

28% more capital invested

Capital invested by funds: $694M → $891M (+$197M)

28% more funds holding

Funds holding: 112143 (+31)

0.71% more ownership

Funds ownership: 79.66%80.37% (+0.71%)

Holders
143
Holders Change
+31
Holders Change %
+27.68%
% of All Funds
2.25%
Holding in Top 10
15
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+87.5%
% of All Funds
0.24%
New
37
Increased
68
Reduced
28
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$8.88M +$149K +3,175 +2%
GSIAS
27
Garden State Investment Advisory Services
New Jersey
$8.72M +$3.99M +84,814 +83%
CAL
28
Capital Analysts LLC
Pennsylvania
$8.42M +$287K +6,099 +3%
IAS
29
IMA Advisory Services
Colorado
$8.08M +$8.15M +173,485 New
T
30
TCWP
Ohio
$8.07M +$2.78M +59,234 +52%
FWP
31
FAS Wealth Partners
Kansas
$8.02M +$120K +2,547 +2%
TLP
32
Trinity Legacy Partners
Texas
$8.02M +$8.09M +172,201 New
Osaic Holdings
33
Osaic Holdings
Arizona
$7.95M +$5.01M +106,559 +164%
DWP
34
Destiny Wealth Partners
Florida
$7.15M +$1.47M +31,259 +26%
PSCM
35
Per Stirling Capital Management
Texas
$7.09M +$6.17M +131,320 +631%
VWA
36
Visionary Wealth Advisors
Illinois
$6.26M +$5.35M +113,793 +551%
LWMNY
37
Landmark Wealth Management (New York)
New York
$6.16M +$91.8K +1,954 +2%
Stifel Financial
38
Stifel Financial
Missouri
$5.32M +$1.09M +23,089 +25%
VCP
39
Verus Capital Partners
Arizona
$4.99M +$5.04M +107,193 New
MCC
40
Money Concepts Capital
Florida
$4.95M +$4.35M +92,651 +678%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$4.7M +$4.74M +100,827 New
MG
42
Mather Group
Illinois
$4.45M +$488K +10,379 +12%
CW
43
CreativeOne Wealth
Kansas
$4.08M +$4.12M +87,704 New
FF
44
Financial Futures
New Jersey
$3.98M +$1.16M +24,660 +41%
CP
45
Capital Planning
Washington
$3.84M -$103K -2,199 -3%
IGWM
46
ICA Group Wealth Management
Colorado
$3.73M +$744K +15,830 +25%
MPWT
47
MassMutual Private Wealth & Trust
Connecticut
$3.7M -$1.75M -37,218 -32%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$3.55M +$2.75M +58,422 +330%
CA
49
Cetera Advisors
Colorado
$2.81M +$723K +15,385 +34%
DT
50
Daniels + Tansey
Delaware
$2.75M +$41K +872 +2%