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JPMorgan Core Plus Bond ETF
JCPB

Overview Fund Activity

235 hedge funds and large institutions have $2.51B invested in JPMorgan Core Plus Bond ETF in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 131 increasing their positions, 54 reducing their positions, and 16 closing their positions.

Holders
235
Holders Change
+25
Holders Change %
+11.9%
% of All Funds
3.41%
Holding in Top 10
37
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+23.33%
% of All Funds
0.54%
New
41
Increased
131
Reduced
54
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WWM
1
Wiser Wealth Management
Georgia
$40.4M
2
BWL
2
Bogart Wealth LLC
Virginia
$39.3M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$80.6M
4
GSAM
4
Grant Street Asset Management
Pennsylvania
$65.1M
5
MCIA
5
Mountain Capital Investment Advisors
Colorado
$28.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$38.6M
2
Bank of America
2
Bank of America
North Carolina
$319M
3
Stifel Financial
3
Stifel Financial
Missouri
$13.8M
4
OMC
4
Old Mission Capital
Illinois
$0
5
CHA
5
Cooper/Haims Advisors
New York
$9.45M
Name Market Value Shares Shares
Change 		Shares
Change %
MWM
51
Mascoma Wealth Management
New Hampshire
$12.8M 275,160 +274,869 +94,457%
IWC
52
Integrated Wealth Concepts
Massachusetts
$11.5M 246,709 -3,219 -1%
MIA
53
Milestone Investment Advisors
Wisconsin
$11.5M 246,372 +25,810 +12%
APW
54
Acima Private Wealth
Virginia
$11.5M 245,632 +3,311 +1%
WCFA
55
Walkner Condon Financial Advisors
Wisconsin
$11.1M 237,614 +14,220 +6%
RJA
56
Raymond James & Associates
Florida
$10.9M 233,669 +195,572 +513%
FWP
57
FAS Wealth Partners
Kansas
$10.7M 229,087 +8,102 +4%
CA
58
Cetera Advisors
Colorado
$10.6M 226,199 +105,352 +87%
LWL
59
Leo Wealth LLC
Texas
$9.52M 206,205 +19,782 +11%
FFS
60
Founders Financial Securities
Maryland
$9.51M 203,900 +203,900 New
CHA
61
Cooper/Haims Advisors
New York
$9.45M 202,589 -115,990 -36%
GSIAS
62
Garden State Investment Advisory Services
New Jersey
$9.44M 202,378 +3,261 +2%
FWM
63
FMA Wealth Management
Massachusetts
$9.34M 200,267 +3,133 +2%
IAS
64
IMA Advisory Services
Colorado
$9.07M 194,494 +10,404 +6%
Baird Financial Group
65
Baird Financial Group
Wisconsin
$8.72M 186,874 +24,548 +15%
BWM
66
BCGM Wealth Management
Indiana
$8.71M 186,805 +181,991 +3,780%
BWA
67
Boulder Wealth Advisors
Colorado
$8.68M 186,019 +186,019 New
PSCM
68
Per Stirling Capital Management
Texas
$8.55M 183,323 +5,658 +3%
CAN
69
Cetera Advisor Networks
California
$8.37M 179,342 -25,229 -12%
CPCP
70
Cedar Point Capital Partners
Iowa
$8.21M 175,942 +5,758 +3%
VCP
71
Verus Capital Partners
Arizona
$8M 171,450 +20,527 +14%
Mariner
72
Mariner
Kansas
$7.59M 162,804 +90,005 +124%
EFL
73
ERn Financial LLC
Wisconsin
$7.57M 162,188 +4,541 +3%
DWP
74
Destiny Wealth Partners
Florida
$7.35M 157,595 -19,469 -11%
LWMNY
75
Landmark Wealth Management (New York)
New York
$6.91M 148,189 +7,046 +5%
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