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JPMorgan Core Plus Bond ETF
JCPB

Overview Fund Activity

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.

Holders
292
Holders Change
+32
Holders Change %
+12.31%
% of All Funds
4.22%
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
–

Top Buyers

1
MAWA
1
Moss Adams Wealth Advisors
Washington
$78M
2
JGCM
2
Joseph Group Capital Management
Ohio
$33.7M
3
Bank of America
3
Bank of America
North Carolina
$375M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$26.5M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$45.8M

Top Sellers

1
MCIA
1
Mountain Capital Investment Advisors
Colorado
$0
2
AFA
2
AllGen Financial Advisors
Florida
$39.4M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$33.4M
4
SFC
4
Strategic Financial Concepts
Texas
$215K
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.61M
Name Market Value Shares Shares
Change 		Shares
Change %
MIA
51
Milestone Investment Advisors
Wisconsin
$18.9M 392,319 +87,175 +29%
MML Investors Services
52
MML Investors Services
Massachusetts
$18.2M 378,009 +226,071 +149%
PWA
53
Peterson Wealth Advisors
Utah
$17.5M 361,948 +19,442 +6%
VFA
54
Valeo Financial Advisors
Indiana
$17.3M 359,285 +359,285 New
ACA
55
Aptus Capital Advisors
Alabama
$16.9M 350,993 +14,270 +4%
GWANC
56
Guardian Wealth Advisors (North Carolina)
North Carolina
$16.9M 350,992 +14,270 +4%
HIP
57
HUB Investment Partners
Texas
$16.7M 345,523 +14,712 +4%
KV
58
Kickstand Ventures
New York
$16.5M 342,374 +4,609 +1%
VWA
59
Visionary Wealth Advisors
Illinois
$15.7M 324,501 +5,624 +2%
AMM
60
American Money Management
California
$15.4M 319,506 +27,010 +9%
MWM
61
Mascoma Wealth Management
New Hampshire
$15.4M 319,162 +22,432 +8%
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$14.8M 307,672 +102,156 +50%
RJA
63
Raymond James & Associates
Florida
$14.8M 306,131 +38,776 +15%
FFS
64
Founders Financial Securities
Maryland
$14.5M 301,325 +94,887 +46%
WCFA
65
Walkner Condon Financial Advisors
Wisconsin
$14.5M 301,308 +48,500 +19%
TLP
66
Trinity Legacy Partners
Texas
$14.5M 306,821 +22,503 +8%
JCM
67
Janney Capital Management
Pennsylvania
$14.4M 299,273 -5,532 -2%
HI
68
Horizon Investments
North Carolina
$14.4M 301,401 +301,401 New
BWM
69
BCGM Wealth Management
Indiana
$14.2M 294,576 +110,356 +60%
FWM
70
FMA Wealth Management
Massachusetts
$13.7M 282,991 +73,954 +35%
BFG
71
Berger Financial Group
Minnesota
$13.5M 279,152 +2,084 +0.8%
APP
72
Avantax Planning Partners
Iowa
$13.4M 277,158 +163,803 +145%
MA
73
Mutual Advisors
Nebraska
$12.8M 272,974 +139,883 +105%
TWP
74
Triad Wealth Partners
Kansas
$12.8M 265,215 +104,128 +65%
APW
75
Acima Private Wealth
Virginia
$12.4M 256,924 +7,877 +3%
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