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JPMorgan Core Plus Bond ETF

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.

New
Increased
Maintained
Reduced
Closed

675% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 8

145% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 40

72% more capital invested

Capital invested by funds: $1.22B → $2.1B (+$884M)

43% more funds holding in top 10

Funds holding in top 10: 2130 (+9)

33% more funds holding

Funds holding: 158210 (+52)

8.96% more ownership

Funds ownership: 80.99%89.95% (+9%)

Holders
210
Holders Change
+52
Holders Change %
+32.91%
% of All Funds
3.06%
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
Name Holding Trade Value Shares
Change
Change in
Stake
CP
76
Capital Planning
Washington
$4.52M +$722K +15,997 +20%
NEWAS
77
N.E.W. Advisory Services
Wisconsin
$4.46M +$4.28M +94,692 New
LPAM
78
Lodestar Private Asset Management
California
$4.2M +$1.38M +30,504 +52%
HSG
79
Helen Stephens Group
Texas
$3.9M +$1.39M +30,844 +59%
TA
80
TruWealth Advisors
Louisiana
$3.67M +$3.52M +77,976 New
Mariner
81
Mariner
Kansas
$3.43M +$419K +9,283 +15%
TPA
82
Trivium Point Advisory
Connecticut
$3.37M +$639K +14,161 +25%
MPWT
83
MassMutual Private Wealth & Trust
Connecticut
$3.34M -$50.7K -1,123 -2%
TWM
84
Tradition Wealth Management
Minnesota
$3.33M +$3.19M +70,728 New
AWS
85
Atria Wealth Solutions
New York
$3.25M +$1.52M +33,746 +96%
NA
86
NewEdge Advisors
Louisiana
$3.15M +$3.06M +67,735 New
Cetera Investment Advisers
87
Cetera Investment Advisers
Illinois
$3.06M +$2.27M +50,171 +337%
Jane Street
88
Jane Street
New York
$2.91M -$7.5M -166,198 -73%
Cambridge Investment Research Advisors
89
Cambridge Investment Research Advisors
Iowa
$2.87M -$938K -20,771 -25%
GAM
90
Gotham Asset Management
New York
$2.72M +$2.61M +57,790 New
CWA
91
Clarity Wealth Advisors
California
$2.71M +$2.6M +57,559 New
Royal Bank of Canada
92
Royal Bank of Canada
Ontario, Canada
$2.64M +$1.16M +25,652 +84%
TFM
93
Trademark Financial Management
Minnesota
$2.59M +$2.48M +55,019 New
SCA
94
Snowden Capital Advisors
New York
$2.49M +$2.38M +52,799 New
BAM
95
Belpointe Asset Management
Nevada
$2.46M +$2.36M +52,231 New
AWM
96
Axxcess Wealth Management
California
$2.37M +$2.27M +50,254 New
CW
97
CreativeOne Wealth
Kansas
$2.36M -$623K -13,791 -22%
CAWM
98
Capital Advisors Wealth Management
Washington
$2.26M +$72.7K +1,611 +3%
Citadel Advisors
99
Citadel Advisors
Florida
$2.24M -$839K -18,575 -28%
KAS
100
Kestra Advisory Services
Texas
$2.18M +$899K +19,906 +75%