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JPMorgan Core Plus Bond ETF
JCPB

Overview Fund Activity

235 hedge funds and large institutions have $2.51B invested in JPMorgan Core Plus Bond ETF in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 131 increasing their positions, 54 reducing their positions, and 16 closing their positions.

Holders
235
Holders Change
+25
Holders Change %
+11.9%
% of All Funds
3.41%
Holding in Top 10
37
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+23.33%
% of All Funds
0.54%
New
41
Increased
131
Reduced
54
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WWM
1
Wiser Wealth Management
Georgia
$40.4M
2
BWL
2
Bogart Wealth LLC
Virginia
$39.3M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$80.6M
4
GSAM
4
Grant Street Asset Management
Pennsylvania
$65.1M
5
MCIA
5
Mountain Capital Investment Advisors
Colorado
$28.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$38.6M
2
Bank of America
2
Bank of America
North Carolina
$319M
3
Stifel Financial
3
Stifel Financial
Missouri
$13.8M
4
OMC
4
Old Mission Capital
Illinois
$0
5
CHA
5
Cooper/Haims Advisors
New York
$9.45M
Name Market Value Shares Shares
Change 		Shares
Change %
HFM
26
Hartford Financial Management
Connecticut
$25.6M 549,761 +70,872 +15%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$25.6M 548,223 +134,159 +32%
CAL
28
Capital Analysts LLC
Pennsylvania
$24.5M 524,650 +15,337 +3%
SFI
29
SPC Financial Inc
Maryland
$24M 514,935 +13,138 +3%
MC
30
McCarthy & Cox
Ohio
$20.5M 440,063 +440,063 New
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$20.1M 431,387 +366,344 +563%
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$19.7M 421,590 +89,066 +27%
FPCG
33
Forum Private Client Group
Indiana
$19.4M 416,328 +66,866 +19%
REMPR
34
Roof Eidam Maycock Peralta (REMP)
California
$18.6M 398,729 +27,251 +7%
CA
35
Continuum Advisory
Idaho
$18.4M 399,906 +35,524 +10%
BFG
36
Berger Financial Group
Minnesota
$18.2M 390,333 +390,333 New
Truist Financial
37
Truist Financial
North Carolina
$17.2M 368,373 +43,878 +14%
SCM
38
Steele Capital Management
Iowa
$17.1M 367,635 +54,030 +17%
GC
39
Gratus Capital
Georgia
$15.8M 337,942 +18,785 +6%
PWA
40
Peterson Wealth Advisors
Utah
$15.5M 332,386 +26,068 +9%
ACA
41
Aptus Capital Advisors
Alabama
$14.5M 310,550 -12,451 -4%
GWANC
42
Guardian Wealth Advisors (North Carolina)
North Carolina
$14.5M 310,079 -12,922 -4%
HIP
43
HUB Investment Partners
Texas
$14.3M 306,556 +5,847 +2%
DWP
44
Daymark Wealth Partners
Ohio
$14.3M 305,741 -29,786 -9%
JCM
45
Janney Capital Management
Pennsylvania
$14.3M 305,641 -10,727 -3%
Stifel Financial
46
Stifel Financial
Missouri
$13.8M 296,891 -226,669 -43%
KV
47
Kickstand Ventures
New York
$13.5M 288,425 -16,214 -5%
VWA
48
Visionary Wealth Advisors
Illinois
$13.3M 284,831 +38,359 +16%
TLP
49
Trinity Legacy Partners
Texas
$13.1M 281,070 +32,264 +13%
JFGIW
50
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13M 278,700 -85,141 -23%
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