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JPMorgan Core Plus Bond ETF

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.

New
Increased
Maintained
Reduced
Closed

162% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 13

45% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 22

43% more capital invested

Capital invested by funds: $347M → $496M (+$149M)

30% more funds holding

Funds holding: 7192 (+21)

12.12% more ownership

Funds ownership: 86.89%99.02% (+12%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

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
0.14%
New
34
Increased
32
Reduced
22
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TI
51
Tidal Investments
Wisconsin
$818K +$818K +17,805 New
ICM
52
IMS Capital Management
Oregon
$798K
CAN
53
Cetera Advisor Networks
California
$772K +$772K +16,807 New
SFS
54
Security Financial Services
Indiana
$760K +$35.8K +779 +5%
AWM
55
Apollon Wealth Management
South Carolina
$752K -$222K -4,830 -23%
DWP
56
Daymark Wealth Partners
Ohio
$710K +$710K +15,461 New
FFA
57
Fragasso Financial Advisors
Pennsylvania
$620K +$4.78K +104 +0.8%
Baird Financial Group
58
Baird Financial Group
Wisconsin
$563K +$563K +12,258 New
HSG
59
Helen Stephens Group
Texas
$510K +$292K +6,357 +134%
LFG
60
Larson Financial Group
Missouri
$506K -$4.46K -97 -0.9%
AWS
61
Atria Wealth Solutions
New York
$463K +$11.3K +245 +2%
TCA
62
Transcend Capital Advisors
New Jersey
$427K -$26.9K -586 -6%
FW
63
FirstPurpose Wealth
Utah
$388K +$388K +8,440 New
GSIAS
64
Garden State Investment Advisory Services
New Jersey
$346K +$345K +7,504 New
EFL
65
ERn Financial LLC
Wisconsin
$293K +$293K +6,379 New
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$291K -$15.4K -335 -5%
LSPW
67
Lake Street Private Wealth
Illinois
$286K -$2.47M -53,687 -90%
CA
68
Cetera Advisors
Colorado
$279K +$279K +6,076 New
WIP
69
WealthCare Investment Partners
Rhode Island
$263K +$263K +5,719 New
PA
70
PFG Advisors
Arizona
$256K +$33K +719 +15%
BFA
71
Beaumont Financial Advisors
Massachusetts
$252K +$252K +5,480 New
TNBTD
72
Trustmark National Bank Trust Department
Mississippi
$243K +$243K +5,300 New
DWM
73
Drive Wealth Management
Utah
$238K +$238K +5,179 New
SFM
74
Signet Financial Management
New Jersey
$226K +$226K +4,915 New
Cetera Investment Advisers
75
Cetera Investment Advisers
Illinois
$222K +$222K +4,829 New