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JPMorgan Core Plus Bond ETF
JCPB

Overview Fund Activity

143 hedge funds and large institutions have $891M invested in JPMorgan Core Plus Bond ETF in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 68 increasing their positions, 28 reducing their positions, and 6 closing their positions.

Holders
143
Holders Change
+31
Holders Change %
+27.68%
% of All Funds
2.26%
Holding in Top 10
15
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+87.5%
% of All Funds
0.24%
New
37
Increased
68
Reduced
28
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$27.2M
2
WP
2
WMS Partners
Maryland
$42.8M
3
DWP
3
Daymark Wealth Partners
Ohio
$15M
4
Jane Street
4
Jane Street
New York
$19.5M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$41.3M

Top Sellers

1
AWE
1
Avidian Wealth Enterprises
Texas
$1.03M
2
MOS
2
MGO One Seven
Ohio
$0
3
OMC
3
Old Mission Capital
Illinois
$1.58M
4
Morgan Stanley
4
Morgan Stanley
New York
$20.9M
5
MPWT
5
MassMutual Private Wealth & Trust
Connecticut
$3.7M
Name Market Value Shares Shares
Change 		Shares
Change %
TPA
51
Trivium Point Advisory
Connecticut
$2.39M 51,344 +14,214 +38%
CAWM
52
Capital Advisors Wealth Management
Washington
$2.11M 45,282 +5,863 +15%
GFS
53
GYL Financial Synergies
Connecticut
$2.09M 44,836 +44,836 New
RPGK
54
Retirement Planning Group (Kansas)
Kansas
$1.94M 41,626 +170 +0.4%
HW
55
Hedeker Wealth
Illinois
$1.91M 40,990 +40,990 New
CHA
56
Cooper/Haims Advisors
New York
$1.82M 39,050 +2,745 +8%
LWM
57
Lionsbridge Wealth Management
Florida
$1.8M 38,608 +786 +2%
HFM
58
Hartford Financial Management
Connecticut
$1.76M 37,848 +3,779 +11%
RJA
59
Raymond James & Associates
Florida
$1.73M 37,052 +37,052 New
DADC
60
D.A. Davidson & Co
Montana
$1.73M 37,051 +37,051 New
OMC
61
Old Mission Capital
Illinois
$1.58M 33,844 -55,279 -62%
GM
62
GeoWealth Management
Illinois
$1.56M 33,364 +33,364 New
DIM
63
Delta Investment Management
California
$1.37M 29,455 -528 -2%
MIA
64
Milestone Investment Advisors
Wisconsin
$1.27M 27,327 +27,327 New
HSG
65
Helen Stephens Group
Texas
$1.26M 26,996 +12,053 +81%
JJBC
66
James J. Burns & Company
New York
$1.21M 25,941 -3,997 -13%
Baird Financial Group
67
Baird Financial Group
Wisconsin
$1.18M 25,243 -6,507 -20%
Mariner
68
Mariner
Kansas
$1.17M 25,031 +223 +0.9%
Lido Advisors
69
Lido Advisors
California
$1.12M 24,018 +24,018 New
IA
70
IFP Advisors
Florida
$1.07M 23,017 -47 -0.2%
AWE
71
Avidian Wealth Enterprises
Texas
$1.03M 22,173 -163,218 -88%
CAN
72
Cetera Advisor Networks
California
$1.02M 22,005 -266 -1%
FH
73
FWG Holdings
Florida
$1.02M 22,247 +677 +3%
KAS
74
Kestra Advisory Services
Texas
$1.02M 21,852 +11,698 +115%
MML Investors Services
75
MML Investors Services
Massachusetts
$934K 20,055 +14,437 +257%
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