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JPMorgan Core Plus Bond ETF
JCPB

Overview Fund Activity

322 hedge funds and large institutions have $4.01B invested in JPMorgan Core Plus Bond ETF in 2024 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 178 increasing their positions, 69 reducing their positions, and 19 closing their positions.

Holders
322
Holders Change
+30
Holders Change %
+10.27%
% of All Funds
4.29%
Holding in Top 10
57
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+14%
% of All Funds
0.76%
New
57
Increased
178
Reduced
69
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$143M
2
Wells Fargo
2
Wells Fargo
California
$82.6M
3
HFS
3
Hughes Financial Services
Virginia
$56.1M
4
VFA
4
Valeo Financial Advisors
Indiana
$68.3M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$143M

Top Sellers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$7.71M
2
REMPR
2
Roof Eidam Maycock Peralta (REMP)
California
$1.16M
3
PCM
3
Pennsylvania Capital Management
Pennsylvania
$0
4
Stifel Financial
4
Stifel Financial
Missouri
$16.3M
5
SI
5
Stephens Inc
Arkansas
$41.4M
Name Market Value Shares Shares
Change 		Shares
Change %
WWM
26
Wiser Wealth Management
Georgia
$41.1M 891,562 -39,425 -4%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$39.6M 858,945 +751,502 +699%
PCMC
28
Private Capital Management (Colorado)
Colorado
$39.2M 851,584 +318,318 +60%
AFA
29
AllGen Financial Advisors
Florida
$37.7M 817,944 +807 +0.1%
TWM
30
Tradition Wealth Management
Minnesota
$36.1M 783,411 +147,258 +23%
JGCM
31
Joseph Group Capital Management
Ohio
$34.7M 753,409 +54,777 +8%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$33.9M 735,307 +43,908 +6%
CF
33
Corrigan Financial
Rhode Island
$33.5M 726,761 +23,805 +3%
VAMG
34
Voisard Asset Management Group
Michigan
$32.5M 704,793 -135,904 -16%
Focus Partners Wealth
35
Focus Partners Wealth
Massachusetts
$29.8M 647,323 +97,583 +18%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$29.3M 636,151 +70,887 +13%
RHP
37
Royal Harbor Partners
Texas
$28.9M 627,243 +208,507 +50%
CAL
38
Capital Analysts LLC
Pennsylvania
$28.5M 619,148 +54,139 +10%
HFM
39
Hartford Financial Management
Connecticut
$28.3M 614,337 +15,754 +3%
KAS
40
Kestra Advisory Services
Texas
$26.5M 575,465 +29,013 +5%
DWP
41
Destiny Wealth Partners
Florida
$26.4M 573,038 +24,266 +4%
MC
42
McCarthy & Cox
Ohio
$26.2M 567,628 -37,639 -6%
FPCG
43
Forum Private Client Group
Indiana
$24.8M 539,174 +36,363 +7%
Truist Financial
44
Truist Financial
North Carolina
$24.6M 533,721 +115,113 +27%
SFI
45
SPC Financial Inc
Maryland
$24.6M 532,971 +16,497 +3%
SCM
46
Steele Capital Management
Iowa
$24.2M 523,081 +73,101 +16%
KFG
47
Kelly Financial Group
Connecticut
$22.3M 481,968 +481,968 New
HSG
48
Helen Stephens Group
Texas
$21.5M 466,590 +285,475 +158%
FCG
49
Financial Connections Group
California
$21.3M 462,002 +9,270 +2%
CA
50
Continuum Advisory
Idaho
$21.2M 459,917 -6,589 -1%
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