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JPMorgan Core Plus Bond ETF

292 hedge funds and large institutions have $3.5B invested in JPMorgan Core Plus Bond ETF in 2024 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 183 increasing their positions, 43 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

326% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 43

292% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 13

26% more capital invested

Capital invested by funds: $2.77B → $3.5B (+$723M)

12% more funds holding

Funds holding: 260292 (+32)

6% more funds holding in top 10

Funds holding in top 10: 4750 (+3)

1.05% less ownership

Funds ownership: 84.54%83.49% (-1%)

Holders
292
Holders Change
+32
Holders Change %
+12.31%
% of All Funds
4.19%
Holding in Top 10
50
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.38%
% of All Funds
0.72%
New
51
Increased
183
Reduced
43
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MIA
51
Milestone Investment Advisors
Wisconsin
$18.9M +$4.14M +87,175 +29%
MML Investors Services
52
MML Investors Services
Massachusetts
$18.2M +$10.7M +226,071 +149%
PWA
53
Peterson Wealth Advisors
Utah
$17.5M +$924K +19,442 +6%
VFA
54
Valeo Financial Advisors
Indiana
$17.3M +$17.1M +359,285 New
ACA
55
Aptus Capital Advisors
Alabama
$16.9M +$678K +14,270 +4%
GWANC
56
Guardian Wealth Advisors (North Carolina)
North Carolina
$16.9M +$678K +14,270 +4%
HIP
57
HUB Investment Partners
Texas
$16.7M +$699K +14,712 +4%
KV
58
Kickstand Ventures
New York
$16.5M +$219K +4,609 +1%
VWA
59
Visionary Wealth Advisors
Illinois
$15.7M +$267K +5,624 +2%
AMM
60
American Money Management
California
$15.4M +$1.28M +27,010 +9%
MWM
61
Mascoma Wealth Management
New Hampshire
$15.4M +$1.07M +22,432 +8%
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$14.8M +$4.85M +102,156 +50%
RJA
63
Raymond James & Associates
Florida
$14.8M +$1.84M +38,776 +15%
FFS
64
Founders Financial Securities
Maryland
$14.5M +$4.51M +94,887 +46%
WCFA
65
Walkner Condon Financial Advisors
Wisconsin
$14.5M +$2.3M +48,500 +19%
TLP
66
Trinity Legacy Partners
Texas
$14.5M +$1.07M +22,503 +8%
JCM
67
Janney Capital Management
Pennsylvania
$14.4M -$263K -5,532 -2%
HI
68
Horizon Investments
North Carolina
$14.4M +$14.3M +301,401 New
BWM
69
BCGM Wealth Management
Indiana
$14.2M +$5.24M +110,356 +60%
FWM
70
FMA Wealth Management
Massachusetts
$13.7M +$3.51M +73,954 +35%
BFG
71
Berger Financial Group
Minnesota
$13.5M +$99K +2,084 +0.8%
APP
72
Avantax Planning Partners
Iowa
$13.4M +$7.78M +163,803 +145%
MA
73
Mutual Advisors
Nebraska
$12.8M +$6.64M +139,883 +105%
TWP
74
Triad Wealth Partners
Kansas
$12.8M +$4.95M +104,128 +65%
APW
75
Acima Private Wealth
Virginia
$12.4M +$374K +7,877 +3%

JCPB Hedge Fund Activity: Q3 2024 in Review

292 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Core Plus Bond ETF (JCPB) for Q3 2024, worth a combined $3.5B — up 26% from $2.77B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new JCPB positions and 13 closed out — a net gain of 38 holders — while 183 added to existing stakes and 43 trimmed.

The largest buyer was Moss Adams Wealth Advisors, opening a new position worth an estimated $76.8M. The largest seller was Mountain Capital Investment Advisors, exiting entirely with an estimated $31.4M sold.

  • 292 institutional investors held JPMorgan Core Plus Bond ETF (JCPB) as of Q3 2024, up from 260 in Q2 2024.
  • Funds reported $3.5B of JPMorgan Core Plus Bond ETF stock for Q3 2024, up 26% quarter-over-quarter.
  • 51 funds opened new JPMorgan Core Plus Bond ETF positions in Q3 2024 and 13 closed out, a net change of +38 holders.
  • The largest JPMorgan Core Plus Bond ETF buyer in Q3 2024 was Moss Adams Wealth Advisors, an estimated $76.8M added.
  • The largest JPMorgan Core Plus Bond ETF seller in Q3 2024 was Mountain Capital Investment Advisors, an estimated $31.4M sold.

Based on aggregated 13F filings for Q3 2024.