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JPMorgan Core Plus Bond ETF
JCPB

Overview Fund Activity

210 hedge funds and large institutions have $2.1B invested in JPMorgan Core Plus Bond ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 98 increasing their positions, 40 reducing their positions, and 8 closing their positions.

Holders
210
Holders Change
+52
Holders Change %
+32.91%
% of All Funds
3.08%
Holding in Top 10
30
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+42.86%
% of All Funds
0.44%
New
62
Increased
98
Reduced
40
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$342M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$48.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$67M
4
CA
4
CGN Advisors
Kansas
$39.5M
5
VAMG
5
Voisard Asset Management Group
Michigan
$36.1M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
Jane Street
2
Jane Street
New York
$2.91M
3
PWA
3
Peterson Wealth Advisors
Utah
$14.4M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$48.2M
5
DWP
5
Daymark Wealth Partners
Ohio
$15.8M
Name Market Value Shares Shares
Change 		Shares
Change %
CP
76
Capital Planning
Washington
$4.52M 95,670 +15,997 +20%
NEWAS
77
N.E.W. Advisory Services
Wisconsin
$4.46M 94,692 +94,692 New
LPAM
78
Lodestar Private Asset Management
California
$4.2M 89,242 +30,504 +52%
HSG
79
Helen Stephens Group
Texas
$3.9M 82,820 +30,844 +59%
TA
80
TruWealth Advisors
Louisiana
$3.67M 77,976 +77,976 New
Mariner
81
Mariner
Kansas
$3.43M 72,799 +9,283 +15%
TPA
82
Trivium Point Advisory
Connecticut
$3.37M 71,480 +14,161 +25%
MPWT
83
MassMutual Private Wealth & Trust
Connecticut
$3.34M 71,018 -1,123 -2%
TWM
84
Tradition Wealth Management
Minnesota
$3.33M 70,728 +70,728 New
AWS
85
Atria Wealth Solutions
New York
$3.25M 69,033 +33,746 +96%
NA
86
NewEdge Advisors
Louisiana
$3.15M 67,735 +67,735 New
Cetera Investment Advisers
87
Cetera Investment Advisers
Illinois
$3.06M 65,043 +50,171 +337%
Jane Street
88
Jane Street
New York
$2.91M 61,875 -166,198 -73%
Cambridge Investment Research Advisors
89
Cambridge Investment Research Advisors
Iowa
$2.87M 60,883 -20,771 -25%
GAM
90
Gotham Asset Management
New York
$2.72M 57,790 +57,790 New
CWA
91
Clarity Wealth Advisors
California
$2.71M 57,559 +57,559 New
Royal Bank of Canada
92
Royal Bank of Canada
Ontario, Canada
$2.64M 56,092 +25,652 +84%
TFM
93
Trademark Financial Management
Minnesota
$2.59M 55,019 +55,019 New
SCA
94
Snowden Capital Advisors
New York
$2.49M 52,799 +52,799 New
BAM
95
Belpointe Asset Management
Nevada
$2.46M 52,231 +52,231 New
AWM
96
Axxcess Wealth Management
California
$2.37M 50,254 +50,254 New
CW
97
CreativeOne Wealth
Kansas
$2.36M 50,062 -13,791 -22%
CAWM
98
Capital Advisors Wealth Management
Washington
$2.26M 47,898 +1,611 +3%
Citadel Advisors
99
Citadel Advisors
Florida
$2.24M 47,573 -18,575 -28%
KAS
100
Kestra Advisory Services
Texas
$2.18M 46,336 +19,906 +75%
2 3
4
5 6