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JPMorgan Core Plus Bond ETF
JCPB

Overview Fund Activity

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.

Holders
112
Holders Change
+20
Holders Change %
+21.74%
% of All Funds
1.79%
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
–

Top Buyers

1
LWMT
1
Legacy Wealth Management (Tennessee)
Tennessee
$95.5M
2
WP
2
WMS Partners
Maryland
$17.4M
3
Bank of America
3
Bank of America
North Carolina
$51.3M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$72.6M
5
HIP
5
HUB Investment Partners
Texas
$12.2M

Top Sellers

1
PWMG
1
Prestige Wealth Management Group
New Jersey
$937K
2
MCC
2
Money Concepts Capital
Florida
$1.02M
3
CHA
3
Cooper/Haims Advisors
New York
$1.72M
4
QA
4
Quantitative Advantage
Minnesota
$0
5
CWA
5
Choice Wealth Advisors
Maine
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JJBC
51
James J. Burns & Company
New York
$1.42M 29,938 +9,477 +46%
Mariner
52
Mariner
Kansas
$1.18M 24,808 +24,808 New
IA
53
IFP Advisors
Florida
$1.16M 23,064 -1,301 -5%
CAN
54
Cetera Advisor Networks
California
$1.06M 22,271 +5,464 +33%
FFA
55
Farther Finance Advisors
California
$1.04M 21,900 +21,900 New
FH
56
FWG Holdings
Florida
$1.02M 21,570 +21,570 New
GWANC
57
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.02M 21,498 -1,419 -6%
ACA
58
Aptus Capital Advisors
Alabama
$1.02M 21,498 -1,419 -6%
MCC
59
Money Concepts Capital
Florida
$1.02M 13,668 -109,830 -89%
WF
60
Wayfinding Financial
Washington
$995K 21,016 +21,016 New
PSCM
61
Per Stirling Capital Management
Texas
$987K 20,820 +1,261 +6%
VWA
62
Visionary Wealth Advisors
Illinois
$979K 20,668 +20,668 New
PWMG
63
Prestige Wealth Management Group
New Jersey
$937K 19,771 -445,499 -96%
SFS
64
Security Financial Services
Indiana
$915K 19,303 +2,763 +17%
TI
65
Tidal Investments
Wisconsin
$839K 17,713 -92 -0.5%
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$839K 17,698 +17,698 New
ICM
67
IMS Capital Management
Oregon
$824K 17,380 – –
AWS
68
Atria Wealth Solutions
New York
$759K 16,025 +5,953 +59%
HSG
69
Helen Stephens Group
Texas
$708K 14,943 +3,832 +34%
SPC
70
Sigma Planning Corp
Michigan
$697K 14,697 +14,697 New
FFA
71
Fragasso Financial Advisors
Pennsylvania
$634K 13,384 -122 -0.9%
LFG
72
Larson Financial Group
Missouri
$592K 12,496 +1,478 +13%
AWM
73
Apollon Wealth Management
South Carolina
$582K 12,285 -4,080 -25%
IWA
74
Intercontinental Wealth Advisors
Texas
$568K 11,992 +11,992 New
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
$527K 11,123 +6,492 +140%
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