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JPMorgan Core Plus Bond ETF

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.

New
Increased
Maintained
Reduced
Closed

122% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 37

121% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 14

40% more funds holding in top 10

Funds holding in top 10: 1521 (+6)

37% more capital invested

Capital invested by funds: $891M → $1.22B (+$330M)

10% more funds holding

Funds holding: 143158 (+15)

0.62% more ownership

Funds ownership: 80.37%80.99% (+0.62%)

Holders
158
Holders Change
+15
Holders Change %
+10.49%
% of All Funds
2.51%
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
Name Holding Trade Value Shares
Change
Change in
Stake
CHA
51
Cooper/Haims Advisors
New York
$4.38M +$2.7M +59,104 +151%
CA
52
Cetera Advisors
Colorado
$4.32M +$1.66M +36,284 +60%
IGWM
53
ICA Group Wealth Management
Colorado
$4.13M +$615K +13,443 +17%
EFS
54
Econ Financial Services
Pennsylvania
$3.92M +$3.56M +77,902 +789%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$3.65M +$253K +5,534 +7%
CP
56
Capital Planning
Washington
$3.56M -$125K -2,733 -3%
CAN
57
Cetera Advisor Networks
California
$3.23M +$2.3M +50,243 +228%
MPWT
58
MassMutual Private Wealth & Trust
Connecticut
$3.22M -$332K -7,253 -9%
MA
59
Mutual Advisors
Nebraska
$3.21M +$3.29M +71,814 New
Citadel Advisors
60
Citadel Advisors
Florida
$2.95M +$3.03M +66,148 New
CW
61
CreativeOne Wealth
Kansas
$2.85M -$1.09M -23,851 -27%
Mariner
62
Mariner
Kansas
$2.84M +$1.76M +38,485 +154%
RPGK
63
Retirement Planning Group (Kansas)
Kansas
$2.7M +$858K +18,752 +45%
LPAM
64
Lodestar Private Asset Management
California
$2.62M +$2.69M +58,738 New
TPA
65
Trivium Point Advisory
Connecticut
$2.51M +$273K +5,975 +12%
MIA
66
Milestone Investment Advisors
Wisconsin
$2.44M +$1.25M +27,220 +100%
HSG
67
Helen Stephens Group
Texas
$2.32M +$1.14M +24,980 +93%
WCFA
68
Walkner Condon Financial Advisors
Wisconsin
$2.12M +$1.84M +40,285 +562%
CAWM
69
Capital Advisors Wealth Management
Washington
$2.07M +$46K +1,005 +2%
MCC
70
Money Concepts Capital
Florida
$2.03M -$2.78M -60,812 -57%
GFS
71
GYL Financial Synergies
Connecticut
$1.96M -$46.5K -1,016 -2%
HW
72
Hedeker Wealth
Illinois
$1.86M +$29.2K +638 +2%
LWM
73
Lionsbridge Wealth Management
Florida
$1.75M +$30.8K +674 +2%
DADC
74
D.A. Davidson & Co
Montana
$1.65M -$9.43K -206 -0.6%
LA
75
LexAurum Advisors
Kansas
$1.62M +$1.66M +36,287 New