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JPMorgan Core Plus Bond ETF
JCPB

Overview Fund Activity

92 hedge funds and large institutions have $496M invested in JPMorgan Core Plus Bond ETF in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 32 increasing their positions, 22 reducing their positions, and 13 closing their positions.

Holders
92
Holders Change
+21
Holders Change %
+29.58%
% of All Funds
1.48%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.15%
New
34
Increased
32
Reduced
22
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$35M
2
LWMT
2
Legacy Wealth Management (Tennessee)
Tennessee
$33M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$29M
4
AFA
4
AllGen Financial Advisors
Florida
$29.4M
5
ACP
5
Aveo Capital Partners
Colorado
$11.8M

Top Sellers

1
CA
1
CGN Advisors
Kansas
$1.28M
2
LC
2
Legacy CG
Texas
$0
3
LSPW
3
Lake Street Private Wealth
Illinois
$286K
4
Jane Street
4
Jane Street
New York
$1.66M
5
FWP
5
FAS Wealth Partners
Kansas
$9.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
76
Susquehanna International Group
Pennsylvania
$213K +$213K +4,631 New
SPI
77
Sutton Place Investors
New York
$207K +$207K +4,513 New
PPC
78
Park Place Capital
Alabama
$133K +$133K +2,905 New
Wells Fargo
79
Wells Fargo
California
$114K -$148K -3,223 -56%
AF
80
Advisornet Financial
Minnesota
$106K +$106K +2,315 New
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$98K – – –
BFEC
82
Benjamin F. Edwards & Company
Missouri
$92K +$92K +1,993 New
FP
83
Financial Perspectives
Minnesota
$83.2K +$83.2K +1,811 New
SCA
84
Stonebridge Capital Advisors
Minnesota
$60.4K +$60.4K +1,315 New
FAM
85
Family Asset Management
South Carolina
$36.6K +$36.6K +797 New
FSWA
86
Financial Synergies Wealth Advisors
Texas
$35.3K +$3.03K +66 +9%
BWP
87
Baldwin Wealth Partners
Massachusetts
$29.9K – – –
TC
88
Truvestments Capital
Florida
$7.69K +$7.69K +167 New
BCMIO
89
Beacon Capital Management Inc (Ohio)
Ohio
$3.28K +$3.28K +72 New
TAM
90
Tucker Asset Management
Colorado
$1.06K – – –
ASN
91
Advisory Services Network
Georgia
$459 +$459 +10 New
Fidelity Investments
92
Fidelity Investments
Massachusetts
$138 +$138 +3 New
LC
93
Legacy CG
Texas
– -$5.13M -111,907 Closed
Citadel Advisors
94
Citadel Advisors
Florida
– -$1.47M -31,996 Closed
MML Investors Services
95
MML Investors Services
Massachusetts
– -$691K -15,068 Closed
FWM
96
Foresight Wealth Management
Utah
– -$661K -14,397 Closed
KWM
97
Kingsview Wealth Management
Oregon
– -$579K -12,611 Closed
CAPTRUST Financial Advisors
98
CAPTRUST Financial Advisors
North Carolina
– -$495K -10,790 Closed
BWM
99
BlackDiamond Wealth Management
New York
– -$357K -7,941 Closed
AIP
100
Almanack Investment Partners
Pennsylvania
– -$234K -5,085 Closed
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4
5