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JPMorgan Core Plus Bond ETF
JCPB

Overview Fund Activity

112 hedge funds and large institutions have $694M invested in JPMorgan Core Plus Bond ETF in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 50 increasing their positions, 21 reducing their positions, and 10 closing their positions.

Holders
112
Holders Change
+20
Holders Change %
+21.74%
% of All Funds
1.79%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
32
Increased
50
Reduced
21
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWMT
1
Legacy Wealth Management (Tennessee)
Tennessee
$95.5M
2
WP
2
WMS Partners
Maryland
$17.4M
3
Bank of America
3
Bank of America
North Carolina
$51.3M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$72.6M
5
HIP
5
HUB Investment Partners
Texas
$12.2M

Top Sellers

1
PWMG
1
Prestige Wealth Management Group
New Jersey
$937K
2
MCC
2
Money Concepts Capital
Florida
$1.02M
3
CHA
3
Cooper/Haims Advisors
New York
$1.72M
4
QA
4
Quantitative Advantage
Minnesota
$0
5
CWA
5
Choice Wealth Advisors
Maine
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JWCA
76
J.W. Cole Advisors
Florida
$519K 10,945 +10,945 New
TCA
77
Transcend Capital Advisors
New Jersey
$517K 10,900 +1,597 +17%
KAS
78
Kestra Advisory Services
Texas
$481K 10,154 +10,154 New
QCIG
79
Quad-Cities Investment Group
Iowa
$470K 9,916 +9,916 New
PAG
80
Private Advisor Group
New Jersey
$387K 8,168 +8,168 New
LSPW
81
Lake Street Private Wealth
Illinois
$359K 7,577 +1,358 +22%
SFM
82
Signet Financial Management
New Jersey
$343K 7,244 +2,329 +47%
Cetera Investment Advisers
83
Cetera Investment Advisers
Illinois
$338K 7,125 +2,296 +48%
Royal Bank of Canada
84
Royal Bank of Canada
Ontario, Canada
$298K 6,281 -46 -0.7%
PA
85
PFG Advisors
Arizona
$291K 6,130 +561 +10%
WIP
86
WealthCare Investment Partners
Rhode Island
$285K 6,014 +295 +5%
MML Investors Services
87
MML Investors Services
Massachusetts
$266K 5,618 +5,618 New
BFA
88
Beaumont Financial Advisors
Massachusetts
$260K 5,480 – –
LB
89
Leo Brokerage
Texas
$255K 5,381 +5,381 New
TNBTD
90
Trustmark National Bank Trust Department
Mississippi
$251K 5,300 – –
DWM
91
Drive Wealth Management
Utah
$231K 4,868 -311 -6%
AF
92
Advisornet Financial
Minnesota
$228K 4,815 +2,500 +108%
AAS
93
Avantax Advisory Services
Texas
$217K 4,575 +4,575 New
IWC
94
Integrated Wealth Concepts
Massachusetts
$215K 4,535 +4,535 New
SPI
95
Sutton Place Investors
New York
$207K 4,372 -141 -3%
AWM
96
AE Wealth Management
Kansas
$207K 4,358 +4,358 New
PPC
97
Park Place Capital
Alabama
$194K 4,096 +1,191 +41%
SCA
98
Stonebridge Capital Advisors
Minnesota
$133K 2,815 +1,500 +114%
LFA
99
LGT Financial Advisors
Texas
$123K 2,598 +2,598 New
HI
100
Harbour Investments
Wisconsin
$106K 2,232 +2,232 New
1 2 3
4
5