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JPMorgan Core Plus Bond ETF
JCPB

Overview Fund Activity

210 hedge funds and large institutions have $2.1B invested in JPMorgan Core Plus Bond ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 98 increasing their positions, 40 reducing their positions, and 8 closing their positions.

Holders
210
Holders Change
+52
Holders Change %
+32.91%
% of All Funds
3.08%
Holding in Top 10
30
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+42.86%
% of All Funds
0.44%
New
62
Increased
98
Reduced
40
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$342M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$48.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$67M
4
CA
4
CGN Advisors
Kansas
$39.5M
5
VAMG
5
Voisard Asset Management Group
Michigan
$36.1M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
Jane Street
2
Jane Street
New York
$2.91M
3
PWA
3
Peterson Wealth Advisors
Utah
$14.4M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$48.2M
5
DWP
5
Daymark Wealth Partners
Ohio
$15.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Corient Private Wealth
26
Corient Private Wealth
Florida
$18M 382,900 +375,073 +4,792%
REMPR
27
Roof Eidam Maycock Peralta (REMP)
California
$17.5M 371,478 +6,228 +2%
JFGIW
28
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$17.2M 363,841 +363,841 New
CA
29
Continuum Advisory
Idaho
$17.2M 364,382 +364,382 New
FPCG
30
Forum Private Client Group
Indiana
$16.5M 349,462 +349,462 New
DWP
31
Daymark Wealth Partners
Ohio
$15.8M 335,527 -24,287 -7%
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$15.7M 332,524 +127,048 +62%
Truist Financial
33
Truist Financial
North Carolina
$15.3M 324,495 +34,193 +12%
GWANC
34
Guardian Wealth Advisors (North Carolina)
North Carolina
$15.2M 323,001 -15,485 -5%
ACA
35
Aptus Capital Advisors
Alabama
$15.2M 323,001 -15,485 -5%
GC
36
Gratus Capital
Georgia
$15M 319,157 -11,062 -3%
CHA
37
Cooper/Haims Advisors
New York
$15M 318,579 +220,425 +225%
JCM
38
Janney Capital Management
Pennsylvania
$14.9M 316,368 +77,196 +32%
SCM
39
Steele Capital Management
Iowa
$14.8M 313,605 +313,605 New
PWA
40
Peterson Wealth Advisors
Utah
$14.4M 306,318 -58,439 -16%
KV
41
Kickstand Ventures
New York
$14.3M 304,639 +18,411 +6%
HIP
42
HUB Investment Partners
Texas
$14.2M 300,709 +16,461 +6%
IWC
43
Integrated Wealth Concepts
Massachusetts
$11.8M 249,928 +249,928 New
TLP
44
Trinity Legacy Partners
Texas
$11.7M 248,806 -7,626 -3%
VWA
45
Visionary Wealth Advisors
Illinois
$11.6M 246,472 +55,506 +29%
APW
46
Acima Private Wealth
Virginia
$11.4M 242,321 +242,321 New
WCFA
47
Walkner Condon Financial Advisors
Wisconsin
$10.5M 223,394 +175,940 +371%
FWP
48
FAS Wealth Partners
Kansas
$10.4M 220,985 +33,348 +18%
MIA
49
Milestone Investment Advisors
Wisconsin
$10.4M 220,562 +166,015 +304%
CAN
50
Cetera Advisor Networks
California
$9.63M 204,571 +132,323 +183%
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