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JPMorgan Core Plus Bond ETF

158 hedge funds and large institutions have $1.22B invested in JPMorgan Core Plus Bond ETF in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 82 increasing their positions, 37 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 37

121% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 14

40% more funds holding in top 10

Funds holding in top 10: 1521 (+6)

37% more capital invested

Capital invested by funds: $891M → $1.22B (+$330M)

10% more funds holding

Funds holding: 143158 (+15)

0.62% more ownership

Funds ownership: 80.37%80.99% (+0.62%)

Holders
158
Holders Change
+15
Holders Change %
+10.49%
% of All Funds
2.51%
Holding in Top 10
21
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+40%
% of All Funds
0.33%
New
31
Increased
82
Reduced
37
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
76
Atria Wealth Solutions
New York
$1.58M +$805K +17,582 +99%
RJA
77
Raymond James & Associates
Florida
$1.51M -$150K -3,273 -9%
Royal Bank of Canada
78
Royal Bank of Canada
Ontario, Canada
$1.36M +$486K +10,625 +54%
GM
79
GeoWealth Management
Illinois
$1.36M -$137K -3,001 -9%
MML Investors Services
80
MML Investors Services
Massachusetts
$1.24M +$356K +7,790 +39%
IA
81
IFP Advisors
Florida
$1.23M +$211K +4,613 +20%
KAS
82
Kestra Advisory Services
Texas
$1.18M +$209K +4,578 +21%
JJBC
83
James J. Burns & Company
New York
$1.12M -$43.7K -954 -4%
GWM
84
GSB Wealth Management
Connecticut
$1.09M +$723K +15,805 +184%
IP
85
Ignite Planners
California
$1.08M +$1.12M +24,569 New
LNC
86
Lincoln National Corp
Pennsylvania
$1.06M +$712K +15,565 +191%
FH
87
FWG Holdings
Florida
$975K -$1.1K -24 -0.1%
Lido Advisors
88
Lido Advisors
California
$969K -$106K -2,315 -10%
BFEC
89
Benjamin F. Edwards & Company
Missouri
$894K +$418K +9,137 +84%
MCA
90
MSH Capital Advisors
Arizona
$863K +$884K +19,313 New
KWM
91
Kingsview Wealth Management
Oregon
$812K +$832K +18,171 New
TI
92
Tidal Investments
Wisconsin
$794K +$2.84K +62 +0.3%
PWMG
93
Prestige Wealth Management Group
New Jersey
$782K -$104K -2,272 -11%
ICM
94
IMS Capital Management
Oregon
$766K -$11K -241 -1%
TFS
95
Thoroughbred Financial Services
Tennessee
$750K +$769K +16,807 New
QCIG
96
Quad-Cities Investment Group
Iowa
$747K +$170K +3,708 +29%
WF
97
Wayfinding Financial
Washington
$693K -$48.4K -1,058 -6%
Cetera Investment Advisers
98
Cetera Investment Advisers
Illinois
$664K +$248K +5,417 +57%
SFS
99
Security Financial Services
Indiana
$627K -$43.8K -958 -6%
NFG
100
Nations Financial Group
Iowa
$620K +$154K +3,365 +32%