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JPMorgan Core Plus Bond ETF
JCPB

Overview Fund Activity

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.

Holders
292
Holders Change
+32
Holders Change %
+12.31%
% of All Funds
4.22%
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
–

Top Buyers

1
MAWA
1
Moss Adams Wealth Advisors
Washington
$78M
2
JGCM
2
Joseph Group Capital Management
Ohio
$33.7M
3
Bank of America
3
Bank of America
North Carolina
$375M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$26.5M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$45.8M

Top Sellers

1
MCIA
1
Mountain Capital Investment Advisors
Colorado
$0
2
AFA
2
AllGen Financial Advisors
Florida
$39.4M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$33.4M
4
SFC
4
Strategic Financial Concepts
Texas
$215K
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.61M
Name Market Value Shares Shares
Change 		Shares
Change %
AFA
26
AllGen Financial Advisors
Florida
$39.4M 817,137 -206,753 -20%
CF
27
Corrigan Financial
Rhode Island
$33.9M 702,956 +99,008 +16%
JGCM
28
Joseph Group Capital Management
Ohio
$33.7M 698,632 +698,632 New
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$33.4M 692,106 +85,498 +14%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$33.4M 691,399 -152,009 -18%
TWM
31
Tradition Wealth Management
Minnesota
$30.7M 636,153 +37,411 +6%
MC
32
McCarthy & Cox
Ohio
$29.2M 605,267 +154,831 +34%
HFM
33
Hartford Financial Management
Connecticut
$28.9M 598,583 +6,353 +1%
Stifel Financial
34
Stifel Financial
Missouri
$27.5M 570,548 +277,823 +95%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$27.3M 565,264 +35,475 +7%
CAL
36
Capital Analysts LLC
Pennsylvania
$27.3M 565,009 +26,361 +5%
Focus Partners Wealth
37
Focus Partners Wealth
Massachusetts
$26.5M 549,740 +549,740 New
DWP
38
Destiny Wealth Partners
Florida
$26.5M 548,772 -32,004 -6%
KAS
39
Kestra Advisory Services
Texas
$26.4M 546,452 +415,290 +317%
PCMC
40
Private Capital Management (Colorado)
Colorado
$25.7M 533,266 +360,858 +209%
SFI
41
SPC Financial Inc
Maryland
$24.9M 516,474 -12,345 -2%
FPCG
42
Forum Private Client Group
Indiana
$24.3M 502,811 +36,309 +8%
FCG
43
Financial Connections Group
California
$21.8M 452,732 +59,897 +15%
SCM
44
Steele Capital Management
Iowa
$21.7M 449,980 +64,010 +17%
CA
45
Continuum Advisory
Idaho
$21.7M 466,506 +59,035 +14%
RHP
46
Royal Harbor Partners
Texas
$20.2M 418,736 +22,250 +6%
Truist Financial
47
Truist Financial
North Carolina
$20.2M 418,608 +38,477 +10%
REMPR
48
Roof Eidam Maycock Peralta (REMP)
California
$20.1M 416,666 +20,024 +5%
IC
49
Innealta Capital
Texas
$19.9M 411,587 +47,376 +13%
JFGIW
50
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$19M 393,405 +15,302 +4%
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