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JPMorgan Core Plus Bond ETF
JCPB

Overview Fund Activity

260 hedge funds and large institutions have $2.77B invested in JPMorgan Core Plus Bond ETF in 2024 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 152 increasing their positions, 57 reducing their positions, and 11 closing their positions.

Holders
260
Holders Change
+25
Holders Change %
+10.64%
% of All Funds
3.78%
Holding in Top 10
47
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+27.03%
% of All Funds
0.68%
New
38
Increased
152
Reduced
57
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SPA
1
Sentinel Pension Advisors
Massachusetts
$43.8M
2
Mariner
2
Mariner
Kansas
$39.2M
3
TWM
3
Tradition Wealth Management
Minnesota
$27.7M
4
DWP
4
Destiny Wealth Partners
Florida
$26.9M
5
RHP
5
Royal Harbor Partners
Texas
$18.4M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$90.6M
2
LWL
2
Leo Wealth LLC
Texas
$1.64M
3
AFA
3
AllGen Financial Advisors
Florida
$47.4M
4
BFG
4
Berger Financial Group
Minnesota
$12.8M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$31.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$31.1M 672,185 -111,102 -14%
CF
27
Corrigan Financial
Rhode Island
$28.2M 603,948 – –
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$28.1M 606,608 +58,385 +11%
TWM
29
Tradition Wealth Management
Minnesota
$27.7M 598,742 +463,797 +344%
HFM
30
Hartford Financial Management
Connecticut
$27.4M 592,230 +42,469 +8%
DWP
31
Destiny Wealth Partners
Florida
$26.9M 580,776 +423,181 +269%
CAL
32
Capital Analysts LLC
Pennsylvania
$25M 538,648 +13,998 +3%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$24.5M 529,789 +98,402 +23%
SFI
34
SPC Financial Inc
Maryland
$24.5M 528,819 +13,884 +3%
FPCG
35
Forum Private Client Group
Indiana
$21.6M 466,502 +50,174 +12%
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$21.2M 458,195 +36,605 +9%
MC
37
McCarthy & Cox
Ohio
$20.9M 450,436 +10,373 +2%
CA
38
Continuum Advisory
Idaho
$18.9M 407,471 +7,565 +2%
REMPR
39
Roof Eidam Maycock Peralta (REMP)
California
$18.4M 396,642 -2,087 -0.5%
RHP
40
Royal Harbor Partners
Texas
$18.4M 396,486 +396,486 New
FCG
41
Financial Connections Group
California
$18.2M 392,835 +392,835 New
SCM
42
Steele Capital Management
Iowa
$17.9M 385,970 +18,335 +5%
Truist Financial
43
Truist Financial
North Carolina
$17.6M 380,131 +11,758 +3%
JFGIW
44
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$17.5M 378,103 +99,403 +36%
IC
45
Innealta Capital
Texas
$16.9M 364,211 +297,229 +444%
GC
46
Gratus Capital
Georgia
$16.2M 348,833 +10,891 +3%
PWA
47
Peterson Wealth Advisors
Utah
$15.9M 342,506 +10,120 +3%
KV
48
Kickstand Ventures
New York
$15.6M 337,765 +49,340 +17%
ACA
49
Aptus Capital Advisors
Alabama
$15.6M 336,723 +26,173 +8%
GWANC
50
Guardian Wealth Advisors (North Carolina)
North Carolina
$15.6M 336,722 +26,643 +9%
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