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JPMorgan Core Plus Bond ETF
JCPB

Overview Fund Activity

62 hedge funds and large institutions have $289M invested in JPMorgan Core Plus Bond ETF in 2022 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 9 closing their positions.

Holders
62
Holders Change
+12
Holders Change %
+24%
% of All Funds
1.05%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.14%
New
21
Increased
22
Reduced
16
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PWA
1
Peterson Wealth Advisors
Utah
$20.5M
2
CHA
2
Cooper/Haims Advisors
New York
$9.66M
3
LC
3
Legacy CG
Texas
$9.06M
4
FWP
4
FAS Wealth Partners
Kansas
$12.3M
5
AWE
5
Avidian Wealth Enterprises
Texas
$7.7M

Top Sellers

1
5L
1
55I LLC
Massachusetts
$0
2
LWMNY
2
Landmark Wealth Management (New York)
New York
$7.12M
3
CCWA
3
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$0
4
AWM
4
Apollon Wealth Management
South Carolina
$1.55M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$11.7M
Name Market Value Shares Shares
Change 		Shares
Change %
LSPW
51
Lake Street Private Wealth
Illinois
$222K 4,623 +4,623 New
IWC
52
Integrated Wealth Concepts
Massachusetts
$203K 4,230 -345 -8%
CAPTRUST Financial Advisors
53
CAPTRUST Financial Advisors
North Carolina
$150K 3,114 -1,358 -30%
FSWA
54
Financial Synergies Wealth Advisors
Texas
$53.9K 1,121 +1,121 New
MWM
55
Mascoma Wealth Management
New Hampshire
$37K 769 – –
FA
56
Financial Advantage
Maryland
$37K 784 +38 +5%
BWP
57
Baldwin Wealth Partners
Massachusetts
$31K 650 -100 -13%
FFA
58
Founders Financial Alliance
North Carolina
$26K 544 +544 New
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$23K 485 +485 New
LPWM
60
Lake Point Wealth Management
Texas
$9K 187 +187 New
PFGIA
61
Patriot Financial Group Insurance Agency
Massachusetts
$4K 82 +52 +173%
TAM
62
Tucker Asset Management
Colorado
$1.11K 23 +23 New
5L
63
55I LLC
Massachusetts
– – -287,899 Closed
CCWA
64
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– – -165,690 Closed
Mariner
65
Mariner
Kansas
– – -12,611 Closed
AWC
66
Adamsbrown Wealth Consultants
Kansas
– – -6,895 Closed
BAMG
67
Brand Asset Management Group
Missouri
– – -5,766 Closed
HA
68
Herold Advisors
New York
– – -250 Closed
T
69
TCWP
Ohio
– – -205 Closed
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
– – -16 Closed
Wells Fargo
71
Wells Fargo
California
– – -1 Closed
CFGS
72
Concourse Financial Group Securities
Alabama
– – – –
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