We are live on ! Find out more
JCPB icon

JPMorgan Core Plus Bond ETF

143 hedge funds and large institutions have $891M invested in JPMorgan Core Plus Bond ETF in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 68 increasing their positions, 28 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

517% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 6

143% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 28

88% more funds holding in top 10

Funds holding in top 10: 815 (+7)

28% more capital invested

Capital invested by funds: $694M → $891M (+$197M)

28% more funds holding

Funds holding: 112143 (+31)

0.71% more ownership

Funds ownership: 79.66%80.37% (+0.71%)

Holders
143
Holders Change
+31
Holders Change %
+27.68%
% of All Funds
2.25%
Holding in Top 10
15
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+87.5%
% of All Funds
0.24%
New
37
Increased
68
Reduced
28
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
76
Royal Bank of Canada
Ontario, Canada
$923K +$636K +13,534 +215%
PWMG
77
Prestige Wealth Management Group
New Jersey
$921K
TI
78
Tidal Investments
Wisconsin
$826K +$470 +10 +0.1%
AWS
79
Atria Wealth Solutions
New York
$825K +$79K +1,680 +10%
ICM
80
IMS Capital Management
Oregon
$810K
WF
81
Wayfinding Financial
Washington
$772K -$203K -4,328 -21%
ACA
82
Aptus Capital Advisors
Alabama
$729K -$275K -5,848 -27%
GWANC
83
Guardian Wealth Advisors (North Carolina)
North Carolina
$729K -$275K -5,848 -27%
SPC
84
Sigma Planning Corp
Michigan
$716K +$31.7K +674 +5%
SFS
85
Security Financial Services
Indiana
$698K -$203K -4,314 -22%
AWM
86
Apollon Wealth Management
South Carolina
$653K +$81.5K +1,733 +14%
FFA
87
Fragasso Financial Advisors
Pennsylvania
$623K +$47 +1 +0%
FFA
88
Farther Finance Advisors
California
$619K -$405K -8,617 -39%
AWA
89
Arete Wealth Advisors
Illinois
$609K +$615K +13,076 New
QCIG
90
Quad-Cities Investment Group
Iowa
$606K +$145K +3,089 +31%
LB
91
Leo Brokerage
Texas
$586K +$339K +7,219 +134%
IWA
92
Intercontinental Wealth Advisors
Texas
$575K +$16.5K +350 +3%
LFG
93
Larson Financial Group
Missouri
$548K -$34.2K -727 -6%
AGP
94
Autumn Glory Partners
Texas
$524K +$528K +11,243 New
JWCA
95
J.W. Cole Advisors
Florida
$514K +$4.28K +91 +0.8%
BFEC
96
Benjamin F. Edwards & Company
Missouri
$506K +$417K +8,877 +445%
NFG
97
Nations Financial Group
Iowa
$489K +$494K +10,507 New
EFS
98
Econ Financial Services
Pennsylvania
$460K +$464K +9,878 New
Cetera Investment Advisers
99
Cetera Investment Advisers
Illinois
$440K +$110K +2,330 +33%
TCA
100
Transcend Capital Advisors
New Jersey
$415K -$93.2K -1,983 -18%