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JPMorgan Core Plus Bond ETF
JCPB

Overview Fund Activity

322 hedge funds and large institutions have $4.01B invested in JPMorgan Core Plus Bond ETF in 2024 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 178 increasing their positions, 69 reducing their positions, and 19 closing their positions.

Holders
322
Holders Change
+30
Holders Change %
+10.27%
% of All Funds
4.29%
Holding in Top 10
57
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+14%
% of All Funds
0.76%
New
57
Increased
178
Reduced
69
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$143M
2
Wells Fargo
2
Wells Fargo
California
$82.6M
3
HFS
3
Hughes Financial Services
Virginia
$56.1M
4
VFA
4
Valeo Financial Advisors
Indiana
$68.3M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$143M

Top Sellers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$7.71M
2
REMPR
2
Roof Eidam Maycock Peralta (REMP)
California
$1.16M
3
PCM
3
Pennsylvania Capital Management
Pennsylvania
$0
4
Stifel Financial
4
Stifel Financial
Missouri
$16.3M
5
SI
5
Stephens Inc
Arkansas
$41.4M
Name Market Value Shares Shares
Change 		Shares
Change %
ACA
51
Aptus Capital Advisors
Alabama
$20.7M 448,534 +97,541 +28%
GWANC
52
Guardian Wealth Advisors (North Carolina)
North Carolina
$20.7M 448,534 +97,542 +28%
SMM
53
Stadion Money Management
Georgia
$19.1M 415,127 +415,127 New
APP
54
Avantax Planning Partners
Iowa
$18.9M 409,843 +132,685 +48%
TWP
55
Triad Wealth Partners
Kansas
$18.8M 408,683 +143,468 +54%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$18.6M 404,449 +96,777 +31%
Cerity Partners
57
Cerity Partners
New York
$17.9M 386,909 +386,909 New
KV
58
Kickstand Ventures
New York
$17.8M 385,363 +42,989 +13%
BOC
59
Blue Oak Capital
California
$17.6M 381,163 +381,163 New
AMM
60
American Money Management
California
$17M 369,806 +50,300 +16%
MML Investors Services
61
MML Investors Services
Massachusetts
$16.6M 360,760 -17,249 -5%
Stifel Financial
62
Stifel Financial
Missouri
$16.3M 353,831 -216,717 -38%
PWA
63
Peterson Wealth Advisors
Utah
$15.6M 338,195 -23,753 -7%
MWM
64
Mascoma Wealth Management
New Hampshire
$15.1M 327,926 +8,764 +3%
HIP
65
HUB Investment Partners
Texas
$14.7M 318,801 -26,722 -8%
RWM
66
Riverchase Wealth Management
Texas
$14.5M 315,670 +315,670 New
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$14.1M 306,787 +62,762 +26%
SC
68
Savant Capital
Illinois
$14M 303,122 +303,122 New
JWBC
69
John W. Brooker & Co
California
$13.9M 301,256 +92,205 +44%
MA
70
Mutual Advisors
Nebraska
$13.4M 290,445 +17,471 +6%
ML
71
McAdam LLC
Pennsylvania
$13.4M 290,643 +181,639 +167%
JCM
72
Janney Capital Management
Pennsylvania
$13.4M 290,543 -8,730 -3%
WCFA
73
Walkner Condon Financial Advisors
Wisconsin
$13.4M 290,477 -10,831 -4%
MFG
74
Magnus Financial Group
New York
$13.3M 289,240 +53,921 +23%
FWM
75
FMA Wealth Management
Massachusetts
$13.2M 286,149 +3,158 +1%
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3
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