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JPMorgan Core Plus Bond ETF

260 hedge funds and large institutions have $2.77B invested in JPMorgan Core Plus Bond ETF in 2024 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 152 increasing their positions, 57 reducing their positions, and 11 closing their positions.

Holders
260
Holders Change
+25
Holders Change %
+10.64%
% of All Funds
3.78%
Holding in Top 10
47
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+27.03%
% of All Funds
0.68%
New
38
Increased
152
Reduced
57
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HIP
51
HUB Investment Partners
Texas
$15.3M 330,811 +24,255 +8%
VWA
52
Visionary Wealth Advisors
Illinois
$14.8M 318,877 +34,046 +12%
MIA
53
Milestone Investment Advisors
Wisconsin
$14.1M 305,144 +58,772 +24%
JCM
54
Janney Capital Management
Pennsylvania
$14.1M 304,805 -836 -0.3%
MWM
55
Mascoma Wealth Management
New Hampshire
$13.7M 296,730 +21,570 +8%
Stifel Financial
56
Stifel Financial
Missouri
$13.6M 292,725 -4,166 -1%
AMM
57
American Money Management
California
$13.6M 292,496 +292,496 New
TLP
58
Trinity Legacy Partners
Texas
$13.2M 284,318 +3,248 +1%
BFG
59
Berger Financial Group
Minnesota
$12.8M 277,068 -113,265 -29%
RJA
60
Raymond James & Associates
Florida
$12.4M 267,355 +33,686 +14%
WCFA
61
Walkner Condon Financial Advisors
Wisconsin
$11.7M 252,808 +15,194 +6%
APW
62
Acima Private Wealth
Virginia
$11.5M 249,047 +3,415 +1%
FWP
63
FAS Wealth Partners
Kansas
$10.7M 230,676 +1,589 +0.7%
JWM
64
Janiczek Wealth Management
Colorado
$9.87M 213,055 +160,213 +303%
FWM
65
FMA Wealth Management
Massachusetts
$9.68M 209,037 +8,770 +4%
FFS
66
Founders Financial Securities
Maryland
$9.56M 206,438 +2,538 +1%
IWC
67
Integrated Wealth Concepts
Massachusetts
$9.54M 205,966 -40,743 -17%
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$9.52M 205,516 +130,735 +175%
IAS
69
IMA Advisory Services
Colorado
$9.41M 203,050 +8,556 +4%
GSIAS
70
Garden State Investment Advisory Services
New Jersey
$9.38M 202,285 -93 -0%
DWP
71
Daymark Wealth Partners
Ohio
$9.35M 201,829 -103,912 -34%
CHA
72
Cooper/Haims Advisors
New York
$9.32M 201,249 -1,340 -0.7%
BWA
73
Boulder Wealth Advisors
Colorado
$8.63M 186,376 +357 +0.2%
BWM
74
BCGM Wealth Management
Indiana
$8.53M 184,220 -2,585 -1%
Baird Financial Group
75
Baird Financial Group
Wisconsin
$8.5M 183,434 -3,440 -2%