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JPMorgan Core Plus Bond ETF

158 hedge funds and large institutions have $1.22B invested in JPMorgan Core Plus Bond ETF in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 82 increasing their positions, 37 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 37

121% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 14

40% more funds holding in top 10

Funds holding in top 10: 1521 (+6)

37% more capital invested

Capital invested by funds: $891M → $1.22B (+$330M)

10% more funds holding

Funds holding: 143158 (+15)

0.62% more ownership

Funds ownership: 80.37%80.99% (+0.62%)

Holders
158
Holders Change
+15
Holders Change %
+10.49%
% of All Funds
2.51%
Holding in Top 10
21
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+40%
% of All Funds
0.33%
New
31
Increased
82
Reduced
37
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$13M +$4.56M +99,671 +52%
KV
27
Kickstand Ventures
New York
$12.8M +$13.1M +286,228 New
HIP
28
HUB Investment Partners
Texas
$12.7M -$8.88K -194 -0.1%
TLP
29
Trinity Legacy Partners
Texas
$11.5M +$3.85M +84,231 +49%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$11.1M +$11.3M +247,646 New
Stifel Financial
31
Stifel Financial
Missouri
$10.7M +$5.78M +126,317 +111%
JCM
32
Janney Capital Management
Pennsylvania
$10.7M -$369K -8,053 -3%
Jane Street
33
Jane Street
New York
$10.2M -$8.73M -190,736 -46%
Thrivent Financial for Lutherans
34
Thrivent Financial for Lutherans
Minnesota
$9.19M +$9.4M +205,476 New
Osaic Holdings
35
Osaic Holdings
Arizona
$9.09M +$1.45M +31,736 +18%
GSIAS
36
Garden State Investment Advisory Services
New Jersey
$8.82M +$471K +10,300 +6%
ACP
37
Aveo Capital Partners
Colorado
$8.57M -$9.66M -211,001 -52%
VWA
38
Visionary Wealth Advisors
Illinois
$8.53M +$2.59M +56,505 +42%
FWP
39
FAS Wealth Partners
Kansas
$8.38M +$706K +15,428 +9%
IAS
40
IMA Advisory Services
Colorado
$7.95M +$207K +4,525 +3%
PSCM
41
Per Stirling Capital Management
Texas
$7.6M +$826K +18,040 +12%
DWP
42
Destiny Wealth Partners
Florida
$7.38M +$544K +11,899 +8%
FF
43
Financial Futures
New Jersey
$6.45M +$2.7M +59,054 +69%
Baird Financial Group
44
Baird Financial Group
Wisconsin
$6.29M +$5.29M +115,527 +458%
LWMNY
45
Landmark Wealth Management (New York)
New York
$6.07M +$172K +3,768 +3%
VCP
46
Verus Capital Partners
Arizona
$6.02M +$1.26M +27,488 +26%
BDFN
47
Bond & Devick Financial Network
Minnesota
$6M -$3.8M -83,136 -38%
RJFSA
48
Raymond James Financial Services Advisors
Florida
$5.76M +$1.28M +28,030 +28%
HFM
49
Hartford Financial Management
Connecticut
$5.45M +$3.85M +84,054 +222%
MG
50
Mather Group
Illinois
$4.52M +$257K +5,613 +6%