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JPMorgan Core Plus Bond ETF
JCPB

Overview Fund Activity

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.

Holders
143
Holders Change
+31
Holders Change %
+27.68%
% of All Funds
2.26%
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
–

Top Buyers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$27.2M
2
WP
2
WMS Partners
Maryland
$42.8M
3
DWP
3
Daymark Wealth Partners
Ohio
$15M
4
Jane Street
4
Jane Street
New York
$19.5M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$41.3M

Top Sellers

1
AWE
1
Avidian Wealth Enterprises
Texas
$1.03M
2
MOS
2
MGO One Seven
Ohio
$0
3
OMC
3
Old Mission Capital
Illinois
$1.58M
4
Morgan Stanley
4
Morgan Stanley
New York
$20.9M
5
MPWT
5
MassMutual Private Wealth & Trust
Connecticut
$3.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$8.88M 190,631 +3,175 +2%
GSIAS
27
Garden State Investment Advisory Services
New Jersey
$8.72M 187,187 +84,814 +83%
CAL
28
Capital Analysts LLC
Pennsylvania
$8.42M 180,780 +6,099 +3%
IAS
29
IMA Advisory Services
Colorado
$8.08M 173,485 +173,485 New
T
30
TCWP
Ohio
$8.07M 173,162 +59,234 +52%
FWP
31
FAS Wealth Partners
Kansas
$8.02M 172,209 +2,547 +2%
TLP
32
Trinity Legacy Partners
Texas
$8.02M 172,201 +172,201 New
Osaic Holdings
33
Osaic Holdings
Arizona
$7.95M 171,685 +106,559 +164%
DWP
34
Destiny Wealth Partners
Florida
$7.15M 153,413 +31,259 +26%
PSCM
35
Per Stirling Capital Management
Texas
$7.09M 152,140 +131,320 +631%
VWA
36
Visionary Wealth Advisors
Illinois
$6.26M 134,461 +113,793 +551%
LWMNY
37
Landmark Wealth Management (New York)
New York
$6.16M 132,150 +1,954 +2%
Stifel Financial
38
Stifel Financial
Missouri
$5.32M 114,298 +23,089 +25%
VCP
39
Verus Capital Partners
Arizona
$4.99M 107,193 +107,193 New
MCC
40
Money Concepts Capital
Florida
$4.95M 106,319 +92,651 +678%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$4.7M 100,827 +100,827 New
MG
42
Mather Group
Illinois
$4.45M 95,556 +10,379 +12%
CW
43
CreativeOne Wealth
Kansas
$4.09M 87,704 +87,704 New
FF
44
Financial Futures
New Jersey
$3.98M 85,382 +24,660 +41%
CP
45
Capital Planning
Washington
$3.84M 82,406 -2,199 -3%
IGWM
46
ICA Group Wealth Management
Colorado
$3.73M 80,004 +15,830 +25%
MPWT
47
MassMutual Private Wealth & Trust
Connecticut
$3.7M 79,394 -37,218 -32%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$3.55M 76,120 +58,422 +330%
CA
49
Cetera Advisors
Colorado
$2.81M 60,377 +15,385 +34%
DT
50
Daniels + Tansey
Delaware
$2.75M 58,967 +872 +2%
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