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JPMorgan Core Plus Bond ETF
JCPB

Overview Fund Activity

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.

Holders
210
Holders Change
+52
Holders Change %
+32.91%
% of All Funds
3.08%
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
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$342M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$48.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$67M
4
CA
4
CGN Advisors
Kansas
$39.5M
5
VAMG
5
Voisard Asset Management Group
Michigan
$36.1M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
Jane Street
2
Jane Street
New York
$2.91M
3
PWA
3
Peterson Wealth Advisors
Utah
$14.4M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$48.2M
5
DWP
5
Daymark Wealth Partners
Ohio
$15.8M
Name Market Value Shares Shares
Change 		Shares
Change %
GSIAS
51
Garden State Investment Advisory Services
New Jersey
$9.41M 199,117 +1,630 +0.8%
AF
52
Allworth Financial
California
$9.31M 197,813 +197,813 New
FWM
53
FMA Wealth Management
Massachusetts
$9.28M 197,134 +197,134 New
LWL
54
Leo Wealth LLC
Texas
$8.7M 186,423 +186,423 New
IAS
55
IMA Advisory Services
Colorado
$8.67M 184,090 +6,080 +3%
PSCM
56
Per Stirling Capital Management
Texas
$8.37M 177,665 +7,485 +4%
DWP
57
Destiny Wealth Partners
Florida
$8.27M 177,064 +11,752 +7%
ACP
58
Aveo Capital Partners
Colorado
$8.18M 173,629 -18,262 -10%
CPCP
59
Cedar Point Capital Partners
Iowa
$8.01M 170,184 +170,184 New
MWA
60
MN Wealth Advisors
Kansas
$7.68M 163,116 +163,116 New
Baird Financial Group
61
Baird Financial Group
Wisconsin
$7.64M 162,326 +21,556 +15%
EFL
62
ERn Financial LLC
Wisconsin
$7.33M 157,647 +151,056 +2,292%
FF
63
Financial Futures
New Jersey
$7.27M 154,474 +10,038 +7%
VCP
64
Verus Capital Partners
Arizona
$7.11M 150,923 +16,242 +12%
LWMNY
65
Landmark Wealth Management (New York)
New York
$6.65M 141,143 +5,225 +4%
OC
66
Oarsman Capital
Wisconsin
$6.57M 139,629 +139,629 New
OMC
67
Old Mission Capital
Illinois
$6.56M 139,425 +139,425 New
BDFN
68
Bond & Devick Financial Network
Minnesota
$6.55M 139,141 +4,830 +4%
MA
69
Mutual Advisors
Nebraska
$5.95M 126,316 +54,502 +76%
LWM
70
Lionsbridge Wealth Management
Florida
$5.87M 124,636 +85,354 +217%
MG
71
Mather Group
Illinois
$5.74M 121,896 +20,727 +20%
CA
72
Cetera Advisors
Colorado
$5.69M 120,847 +24,186 +25%
IGWM
73
ICA Group Wealth Management
Colorado
$5.4M 114,792 +21,345 +23%
Creative Planning
74
Creative Planning
Kansas
$4.81M 102,119 +102,119 New
EFS
75
Econ Financial Services
Pennsylvania
$4.62M 98,033 +10,253 +12%
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3
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