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JPMorgan Core Plus Bond ETF

112 hedge funds and large institutions have $694M invested in JPMorgan Core Plus Bond ETF in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 50 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 10

138% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 21

40% more capital invested

Capital invested by funds: $496M → $694M (+$198M)

22% more funds holding

Funds holding: 92112 (+20)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

19.36% less ownership

Funds ownership: 99.02%79.66% (-19%)

Holders
112
Holders Change
+20
Holders Change %
+21.74%
% of All Funds
1.78%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
32
Increased
50
Reduced
21
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JJBC
51
James J. Burns & Company
New York
$1.42M +$445K +9,477 +46%
Mariner
52
Mariner
Kansas
$1.18M +$1.16M +24,808 New
IA
53
IFP Advisors
Florida
$1.16M -$61.1K -1,301 -5%
CAN
54
Cetera Advisor Networks
California
$1.06M +$256K +5,464 +33%
FFA
55
Farther Finance Advisors
California
$1.04M +$1.03M +21,900 New
FH
56
FWG Holdings
Florida
$1.02M +$1.01M +21,570 New
ACA
57
Aptus Capital Advisors
Alabama
$1.02M -$66.6K -1,419 -6%
GWANC
58
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.02M -$66.6K -1,419 -6%
MCC
59
Money Concepts Capital
Florida
$1.02M -$5.16M -109,830 -89%
WF
60
Wayfinding Financial
Washington
$995K +$987K +21,016 New
PSCM
61
Per Stirling Capital Management
Texas
$987K +$59.2K +1,261 +6%
VWA
62
Visionary Wealth Advisors
Illinois
$979K +$970K +20,668 New
PWMG
63
Prestige Wealth Management Group
New Jersey
$937K -$20.9M -445,499 -96%
SFS
64
Security Financial Services
Indiana
$915K +$130K +2,763 +17%
TI
65
Tidal Investments
Wisconsin
$839K -$4.32K -92 -0.5%
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$839K +$831K +17,698 New
ICM
67
IMS Capital Management
Oregon
$824K
AWS
68
Atria Wealth Solutions
New York
$759K +$279K +5,953 +59%
HSG
69
Helen Stephens Group
Texas
$708K +$180K +3,832 +34%
SPC
70
Sigma Planning Corp
Michigan
$697K +$690K +14,697 New
FFA
71
Fragasso Financial Advisors
Pennsylvania
$634K -$5.73K -122 -0.9%
LFG
72
Larson Financial Group
Missouri
$592K +$69.4K +1,478 +13%
AWM
73
Apollon Wealth Management
South Carolina
$582K -$192K -4,080 -25%
IWA
74
Intercontinental Wealth Advisors
Texas
$568K +$563K +11,992 New
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
$527K +$305K +6,492 +140%