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JPMorgan Core Plus Bond ETF

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.

New
Increased
Maintained
Reduced
Closed

517% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 6

143% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 28

88% more funds holding in top 10

Funds holding in top 10: 815 (+7)

28% more capital invested

Capital invested by funds: $694M → $891M (+$197M)

28% more funds holding

Funds holding: 112143 (+31)

0.71% more ownership

Funds ownership: 79.66%80.37% (+0.71%)

Holders
143
Holders Change
+31
Holders Change %
+27.68%
% of All Funds
2.25%
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
Name Holding Trade Value Shares
Change
Change in
Stake
TPA
51
Trivium Point Advisory
Connecticut
$2.39M +$668K +14,214 +38%
CAWM
52
Capital Advisors Wealth Management
Washington
$2.11M +$276K +5,863 +15%
GFS
53
GYL Financial Synergies
Connecticut
$2.09M +$2.11M +44,836 New
RPGK
54
Retirement Planning Group (Kansas)
Kansas
$1.94M +$7.99K +170 +0.4%
HW
55
Hedeker Wealth
Illinois
$1.91M +$1.93M +40,990 New
CHA
56
Cooper/Haims Advisors
New York
$1.82M +$129K +2,745 +8%
LWM
57
Lionsbridge Wealth Management
Florida
$1.8M +$36.9K +786 +2%
HFM
58
Hartford Financial Management
Connecticut
$1.76M +$178K +3,779 +11%
RJA
59
Raymond James & Associates
Florida
$1.73M +$1.74M +37,052 New
DADC
60
D.A. Davidson & Co
Montana
$1.73M +$1.74M +37,051 New
OMC
61
Old Mission Capital
Illinois
$1.58M -$2.6M -55,279 -62%
GM
62
GeoWealth Management
Illinois
$1.55M +$1.57M +33,364 New
DIM
63
Delta Investment Management
California
$1.37M -$24.8K -528 -2%
MIA
64
Milestone Investment Advisors
Wisconsin
$1.27M +$1.28M +27,327 New
HSG
65
Helen Stephens Group
Texas
$1.26M +$567K +12,053 +81%
JJBC
66
James J. Burns & Company
New York
$1.21M -$188K -3,997 -13%
Baird Financial Group
67
Baird Financial Group
Wisconsin
$1.18M -$306K -6,507 -20%
Mariner
68
Mariner
Kansas
$1.17M +$10.5K +223 +0.9%
Lido Advisors
69
Lido Advisors
California
$1.12M +$1.13M +24,018 New
IA
70
IFP Advisors
Florida
$1.07M -$2.21K -47 -0.2%
AWE
71
Avidian Wealth Enterprises
Texas
$1.03M -$7.67M -163,218 -88%
CAN
72
Cetera Advisor Networks
California
$1.02M -$12.5K -266 -1%
FH
73
FWG Holdings
Florida
$1.02M +$31.8K +677 +3%
KAS
74
Kestra Advisory Services
Texas
$1.02M +$550K +11,698 +115%
MML Investors Services
75
MML Investors Services
Massachusetts
$934K +$679K +14,437 +257%