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JPMorgan Core Plus Bond ETF

292 hedge funds and large institutions have $3.5B invested in JPMorgan Core Plus Bond ETF in 2024 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 183 increasing their positions, 43 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

326% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 43

292% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 13

26% more capital invested

Capital invested by funds: $2.77B → $3.5B (+$723M)

12% more funds holding

Funds holding: 260292 (+32)

6% more funds holding in top 10

Funds holding in top 10: 4750 (+3)

1.05% less ownership

Funds ownership: 84.54%83.49% (-1%)

Holders
292
Holders Change
+32
Holders Change %
+12.31%
% of All Funds
4.19%
Holding in Top 10
50
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.38%
% of All Funds
0.72%
New
51
Increased
183
Reduced
43
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFA
26
AllGen Financial Advisors
Florida
$39.4M -$9.82M -206,753 -20%
CF
27
Corrigan Financial
Rhode Island
$33.9M +$4.7M +99,008 +16%
JGCM
28
Joseph Group Capital Management
Ohio
$33.7M +$33.2M +698,632 New
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$33.4M +$4.06M +85,498 +14%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$33.4M -$7.22M -152,009 -18%
TWM
31
Tradition Wealth Management
Minnesota
$30.7M +$1.78M +37,411 +6%
MC
32
McCarthy & Cox
Ohio
$29.2M +$7.35M +154,831 +34%
HFM
33
Hartford Financial Management
Connecticut
$28.9M +$302K +6,353 +1%
Stifel Financial
34
Stifel Financial
Missouri
$27.5M +$13.2M +277,823 +95%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$27.3M +$1.69M +35,475 +7%
CAL
36
Capital Analysts LLC
Pennsylvania
$27.3M +$1.25M +26,361 +5%
Focus Partners Wealth
37
Focus Partners Wealth
Massachusetts
$26.5M +$26.1M +549,740 New
DWP
38
Destiny Wealth Partners
Florida
$26.5M -$1.52M -32,004 -6%
KAS
39
Kestra Advisory Services
Texas
$26.4M +$19.7M +415,290 +317%
PCMC
40
Private Capital Management (Colorado)
Colorado
$25.7M +$17.1M +360,858 +209%
SFI
41
SPC Financial Inc
Maryland
$24.9M -$586K -12,345 -2%
FPCG
42
Forum Private Client Group
Indiana
$24.3M +$1.72M +36,309 +8%
FCG
43
Financial Connections Group
California
$21.8M +$2.85M +59,897 +15%
SCM
44
Steele Capital Management
Iowa
$21.7M +$3.04M +64,010 +17%
CA
45
Continuum Advisory
Idaho
$21.7M +$2.8M +59,035 +14%
RHP
46
Royal Harbor Partners
Texas
$20.2M +$1.06M +22,250 +6%
Truist Financial
47
Truist Financial
North Carolina
$20.2M +$1.83M +38,477 +10%
REMPR
48
Roof Eidam Maycock Peralta (REMP)
California
$20.1M +$951K +20,024 +5%
IC
49
Innealta Capital
Texas
$19.9M +$2.25M +47,376 +13%
JFGIW
50
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$19M +$727K +15,302 +4%

JCPB Hedge Fund Activity: Q3 2024 in Review

292 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Core Plus Bond ETF (JCPB) for Q3 2024, worth a combined $3.5B — up 26% from $2.77B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new JCPB positions and 13 closed out — a net gain of 38 holders — while 183 added to existing stakes and 43 trimmed.

The largest buyer was Moss Adams Wealth Advisors, opening a new position worth an estimated $76.8M. The largest seller was Mountain Capital Investment Advisors, exiting entirely with an estimated $31.4M sold.

  • 292 institutional investors held JPMorgan Core Plus Bond ETF (JCPB) as of Q3 2024, up from 260 in Q2 2024.
  • Funds reported $3.5B of JPMorgan Core Plus Bond ETF stock for Q3 2024, up 26% quarter-over-quarter.
  • 51 funds opened new JPMorgan Core Plus Bond ETF positions in Q3 2024 and 13 closed out, a net change of +38 holders.
  • The largest JPMorgan Core Plus Bond ETF buyer in Q3 2024 was Moss Adams Wealth Advisors, an estimated $76.8M added.
  • The largest JPMorgan Core Plus Bond ETF seller in Q3 2024 was Mountain Capital Investment Advisors, an estimated $31.4M sold.

Based on aggregated 13F filings for Q3 2024.