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JPMorgan Core Plus Bond ETF

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.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 10

138% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 21

40% more capital invested

Capital invested by funds: $496M → $694M (+$198M)

22% more funds holding

Funds holding: 92112 (+20)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

19.36% less ownership

Funds ownership: 99.02%79.66% (-19%)

Holders
112
Holders Change
+20
Holders Change %
+21.74%
% of All Funds
1.78%
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
Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
76
J.W. Cole Advisors
Florida
$519K +$514K +10,945 New
TCA
77
Transcend Capital Advisors
New Jersey
$517K +$75K +1,597 +17%
KAS
78
Kestra Advisory Services
Texas
$481K +$477K +10,154 New
QCIG
79
Quad-Cities Investment Group
Iowa
$470K +$465K +9,916 New
PAG
80
Private Advisor Group
New Jersey
$387K +$383K +8,168 New
LSPW
81
Lake Street Private Wealth
Illinois
$359K +$63.7K +1,358 +22%
SFM
82
Signet Financial Management
New Jersey
$343K +$109K +2,329 +47%
Cetera Investment Advisers
83
Cetera Investment Advisers
Illinois
$338K +$108K +2,296 +48%
Royal Bank of Canada
84
Royal Bank of Canada
Ontario, Canada
$298K -$2.16K -46 -0.7%
PA
85
PFG Advisors
Arizona
$291K +$26.3K +561 +10%
WIP
86
WealthCare Investment Partners
Rhode Island
$285K +$13.8K +295 +5%
MML Investors Services
87
MML Investors Services
Massachusetts
$266K +$264K +5,618 New
BFA
88
Beaumont Financial Advisors
Massachusetts
$260K
LB
89
Leo Brokerage
Texas
$255K +$253K +5,381 New
TNBTD
90
Trustmark National Bank Trust Department
Mississippi
$251K
DWM
91
Drive Wealth Management
Utah
$231K -$14.6K -311 -6%
AF
92
Advisornet Financial
Minnesota
$228K +$117K +2,500 +108%
AAS
93
Avantax Advisory Services
Texas
$217K +$215K +4,575 New
IWC
94
Integrated Wealth Concepts
Massachusetts
$215K +$213K +4,535 New
SPI
95
Sutton Place Investors
New York
$207K -$6.62K -141 -3%
AWM
96
AE Wealth Management
Kansas
$207K +$205K +4,358 New
PPC
97
Park Place Capital
Alabama
$194K +$55.9K +1,191 +41%
SCA
98
Stonebridge Capital Advisors
Minnesota
$133K +$70.4K +1,500 +114%
LFA
99
LGT Financial Advisors
Texas
$123K +$122K +2,598 New
HI
100
Harbour Investments
Wisconsin
$106K +$105K +2,232 New