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JPMorgan Core Plus Bond ETF
JCPB

Overview Fund Activity

71 hedge funds and large institutions have $347M invested in JPMorgan Core Plus Bond ETF in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 17 reducing their positions, and 5 closing their positions.

Holders
71
Holders Change
+9
Holders Change %
+14.52%
% of All Funds
1.23%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.17%
New
16
Increased
35
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Gratus Capital
Georgia
$14.8M
2
AFA
2
AllGen Financial Advisors
Florida
$14.3M
3
LWMT
3
Legacy Wealth Management (Tennessee)
Tennessee
$17.1M
4
LSPW
4
Lake Street Private Wealth
Illinois
$5.93M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$16.3M

Top Sellers

1
CP
1
Castleview Partners
Texas
$0
2
LC
2
Legacy CG
Texas
$5.13M
3
CHA
3
Cooper/Haims Advisors
New York
$6.62M
4
LWMNY
4
Landmark Wealth Management (New York)
New York
$4.82M
5
IA
5
Integrity Advisory
Kansas
$7.43M
Name Market Value Shares Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
51
CAPTRUST Financial Advisors
North Carolina
$495K 10,790 +7,676 +246%
TCA
52
Transcend Capital Advisors
New Jersey
$454K 9,889 -528 -5%
AWS
53
Atria Wealth Solutions
New York
$451K 9,827 +9,827 New
BWM
54
BlackDiamond Wealth Management
New York
$357K 7,941 +668 +9%
FPIS
55
Financial Planning & Information Services
Wisconsin
$323K 7,041 +7,041 New
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$306K 6,662 +292 +5%
CAL
57
Capital Analysts LLC
Pennsylvania
$298K 6,503 +516 +9%
Wells Fargo
58
Wells Fargo
California
$262K 5,711 +5,711 New
AIP
59
Almanack Investment Partners
Pennsylvania
$234K 5,085 +5,085 New
PA
60
PFG Advisors
Arizona
$223K 4,850 +4,850 New
HSG
61
Helen Stephens Group
Texas
$218K 4,754 +4,754 New
MYIA
62
Mount Yale Investment Advisors
Colorado
$201K 4,390 +4,390 New
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$97K 2,123 +2,123 New
CT
64
Clearstead Trust
Maine
$93K 2,024 +2,024 New
FA
65
Financial Advantage
Maryland
$36K 800 +16 +2%
FSWA
66
Financial Synergies Wealth Advisors
Texas
$32.2K 703 -418 -37%
BWP
67
Baldwin Wealth Partners
Massachusetts
$30K 650 – –
FFA
68
Founders Financial Alliance
North Carolina
$25K 544 – –
UBS Group
69
UBS Group
Switzerland
$18K 383 +383 New
TAM
70
Tucker Asset Management
Colorado
$1.04K 23 – –
CP
71
Castleview Partners
Texas
– – -86,237 Closed
IWC
72
Integrated Wealth Concepts
Massachusetts
– – -4,230 Closed
MWM
73
Mascoma Wealth Management
New Hampshire
– – -769 Closed
Rockefeller Capital Management
74
Rockefeller Capital Management
New York
– – -485 Closed
PFGIA
75
Patriot Financial Group Insurance Agency
Massachusetts
– – -82 Closed
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