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JPMorgan Core Plus Bond ETF
JCPB

Overview Fund Activity

158 hedge funds and large institutions have $1.22B invested in JPMorgan Core Plus Bond ETF in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 82 increasing their positions, 37 reducing their positions, and 14 closing their positions.

Holders
158
Holders Change
+15
Holders Change %
+10.49%
% of All Funds
2.52%
Holding in Top 10
21
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+40%
% of All Funds
0.33%
New
31
Increased
82
Reduced
37
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$128M
2
SI
2
Stephens Inc
Arkansas
$46.6M
3
DT
3
Daniels + Tansey
Delaware
$66.9M
4
GSAM
4
Grant Street Asset Management
Pennsylvania
$31.1M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$47.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$36.9M
2
FPCG
2
Forum Private Client Group
Indiana
$0
3
ACP
3
Aveo Capital Partners
Colorado
$8.57M
4
Jane Street
4
Jane Street
New York
$10.2M
5
T
5
TCWP
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CHA
51
Cooper/Haims Advisors
New York
$4.38M 98,154 +59,104 +151%
CA
52
Cetera Advisors
Colorado
$4.32M 96,661 +36,284 +60%
IGWM
53
ICA Group Wealth Management
Colorado
$4.13M 93,447 +13,443 +17%
EFS
54
Econ Financial Services
Pennsylvania
$3.92M 87,780 +77,902 +789%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$3.65M 81,654 +5,534 +7%
CP
56
Capital Planning
Washington
$3.56M 79,673 -2,733 -3%
CAN
57
Cetera Advisor Networks
California
$3.23M 72,248 +50,243 +228%
MPWT
58
MassMutual Private Wealth & Trust
Connecticut
$3.22M 72,141 -7,253 -9%
MA
59
Mutual Advisors
Nebraska
$3.21M 71,814 +71,814 New
Citadel Advisors
60
Citadel Advisors
Florida
$2.95M 66,148 +66,148 New
CW
61
CreativeOne Wealth
Kansas
$2.85M 63,853 -23,851 -27%
Mariner
62
Mariner
Kansas
$2.84M 63,516 +38,485 +154%
RPGK
63
Retirement Planning Group (Kansas)
Kansas
$2.7M 60,378 +18,752 +45%
LPAM
64
Lodestar Private Asset Management
California
$2.62M 58,738 +58,738 New
TPA
65
Trivium Point Advisory
Connecticut
$2.51M 57,319 +5,975 +12%
MIA
66
Milestone Investment Advisors
Wisconsin
$2.44M 54,547 +27,220 +100%
HSG
67
Helen Stephens Group
Texas
$2.32M 51,976 +24,980 +93%
WCFA
68
Walkner Condon Financial Advisors
Wisconsin
$2.12M 47,454 +40,285 +562%
CAWM
69
Capital Advisors Wealth Management
Washington
$2.07M 46,287 +1,005 +2%
MCC
70
Money Concepts Capital
Florida
$2.03M 45,507 -60,812 -57%
GFS
71
GYL Financial Synergies
Connecticut
$1.96M 43,820 -1,016 -2%
HW
72
Hedeker Wealth
Illinois
$1.86M 41,628 +638 +2%
LWM
73
Lionsbridge Wealth Management
Florida
$1.75M 39,282 +674 +2%
DADC
74
D.A. Davidson & Co
Montana
$1.65M 36,845 -206 -0.6%
LA
75
LexAurum Advisors
Kansas
$1.62M 36,287 +36,287 New
1 2
3
4 5