JCPB icon

JPMorgan Core Plus Bond ETF
JCPB

Overview Fund Activity

92 hedge funds and large institutions have $496M invested in JPMorgan Core Plus Bond ETF in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 32 increasing their positions, 22 reducing their positions, and 13 closing their positions.

Holders
92
Holders Change
+21
Holders Change %
+29.58%
% of All Funds
1.48%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.15%
New
34
Increased
32
Reduced
22
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$35M
2
LWMT
2
Legacy Wealth Management (Tennessee)
Tennessee
$33M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$29M
4
AFA
4
AllGen Financial Advisors
Florida
$29.4M
5
ACP
5
Aveo Capital Partners
Colorado
$11.8M

Top Sellers

1
CA
1
CGN Advisors
Kansas
$1.28M
2
LC
2
Legacy CG
Texas
$0
3
LSPW
3
Lake Street Private Wealth
Illinois
$286K
4
Jane Street
4
Jane Street
New York
$1.66M
5
FWP
5
FAS Wealth Partners
Kansas
$9.69M
Name Market Value Shares Shares
Change 		Shares
Change %
TI
51
Tidal Investments
Wisconsin
$818K 17,805 +17,805 New
ICM
52
IMS Capital Management
Oregon
$798K 17,380 – –
CAN
53
Cetera Advisor Networks
California
$772K 16,807 +16,807 New
SFS
54
Security Financial Services
Indiana
$760K 16,540 +779 +5%
AWM
55
Apollon Wealth Management
South Carolina
$752K 16,365 -4,830 -23%
DWP
56
Daymark Wealth Partners
Ohio
$710K 15,461 +15,461 New
FFA
57
Fragasso Financial Advisors
Pennsylvania
$620K 13,506 +104 +0.8%
Baird Financial Group
58
Baird Financial Group
Wisconsin
$563K 12,258 +12,258 New
HSG
59
Helen Stephens Group
Texas
$510K 11,111 +6,357 +134%
LFG
60
Larson Financial Group
Missouri
$506K 11,018 -97 -0.9%
AWS
61
Atria Wealth Solutions
New York
$463K 10,072 +245 +2%
TCA
62
Transcend Capital Advisors
New Jersey
$427K 9,303 -586 -6%
FW
63
FirstPurpose Wealth
Utah
$388K 8,440 +8,440 New
GSIAS
64
Garden State Investment Advisory Services
New Jersey
$346K 7,504 +7,504 New
EFL
65
ERn Financial LLC
Wisconsin
$293K 6,379 +6,379 New
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$291K 6,327 -335 -5%
LSPW
67
Lake Street Private Wealth
Illinois
$286K 6,219 -53,687 -90%
CA
68
Cetera Advisors
Colorado
$279K 6,076 +6,076 New
WIP
69
WealthCare Investment Partners
Rhode Island
$263K 5,719 +5,719 New
PA
70
PFG Advisors
Arizona
$256K 5,569 +719 +15%
BFA
71
Beaumont Financial Advisors
Massachusetts
$252K 5,480 +5,480 New
TNBTD
72
Trustmark National Bank Trust Department
Mississippi
$243K 5,300 +5,300 New
DWM
73
Drive Wealth Management
Utah
$238K 5,179 +5,179 New
SFM
74
Signet Financial Management
New Jersey
$226K 4,915 +4,915 New
Cetera Investment Advisers
75
Cetera Investment Advisers
Illinois
$222K 4,829 +4,829 New
1 2
3
4 5