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JPMorgan Core Plus Bond ETF

210 hedge funds and large institutions have $2.1B invested in JPMorgan Core Plus Bond ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 98 increasing their positions, 40 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

675% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 8

145% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 40

72% more capital invested

Capital invested by funds: $1.22B → $2.1B (+$884M)

43% more funds holding in top 10

Funds holding in top 10: 2130 (+9)

33% more funds holding

Funds holding: 158210 (+52)

8.96% more ownership

Funds ownership: 80.99%89.95% (+9%)

Holders
210
Holders Change
+52
Holders Change %
+32.91%
% of All Funds
3.06%
Holding in Top 10
30
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+42.86%
% of All Funds
0.44%
New
62
Increased
98
Reduced
40
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GSIAS
51
Garden State Investment Advisory Services
New Jersey
$9.41M +$73.6K +1,630 +0.8%
AF
52
Allworth Financial
California
$9.31M +$8.93M +197,813 New
FWM
53
FMA Wealth Management
Massachusetts
$9.28M +$8.9M +197,134 New
LWL
54
Leo Wealth LLC
Texas
$8.7M +$8.42M +186,423 New
IAS
55
IMA Advisory Services
Colorado
$8.67M +$275K +6,080 +3%
PSCM
56
Per Stirling Capital Management
Texas
$8.37M +$338K +7,485 +4%
DWP
57
Destiny Wealth Partners
Florida
$8.27M +$531K +11,752 +7%
ACP
58
Aveo Capital Partners
Colorado
$8.18M -$825K -18,262 -10%
CPCP
59
Cedar Point Capital Partners
Iowa
$8.01M +$7.68M +170,184 New
MWA
60
MN Wealth Advisors
Kansas
$7.68M +$7.37M +163,116 New
Baird Financial Group
61
Baird Financial Group
Wisconsin
$7.64M +$973K +21,556 +15%
EFL
62
ERn Financial LLC
Wisconsin
$7.33M +$6.82M +151,056 +2,292%
FF
63
Financial Futures
New Jersey
$7.27M +$453K +10,038 +7%
VCP
64
Verus Capital Partners
Arizona
$7.11M +$733K +16,242 +12%
LWMNY
65
Landmark Wealth Management (New York)
New York
$6.65M +$236K +5,225 +4%
OC
66
Oarsman Capital
Wisconsin
$6.57M +$6.3M +139,629 New
OMC
67
Old Mission Capital
Illinois
$6.56M +$6.3M +139,425 New
BDFN
68
Bond & Devick Financial Network
Minnesota
$6.55M +$218K +4,830 +4%
MA
69
Mutual Advisors
Nebraska
$5.95M +$2.46M +54,502 +76%
LWM
70
Lionsbridge Wealth Management
Florida
$5.87M +$3.85M +85,354 +217%
MG
71
Mather Group
Illinois
$5.74M +$936K +20,727 +20%
CA
72
Cetera Advisors
Colorado
$5.69M +$1.09M +24,186 +25%
IGWM
73
ICA Group Wealth Management
Colorado
$5.4M +$964K +21,345 +23%
Creative Planning
74
Creative Planning
Kansas
$4.81M +$4.61M +102,119 New
EFS
75
Econ Financial Services
Pennsylvania
$4.62M +$463K +10,253 +12%