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JPMorgan Core Plus Bond ETF

235 hedge funds and large institutions have $2.51B invested in JPMorgan Core Plus Bond ETF in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 131 increasing their positions, 54 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 16

143% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 54

23% more funds holding in top 10

Funds holding in top 10: 3037 (+7)

19% more capital invested

Capital invested by funds: $2.1B → $2.51B (+$405M)

12% more funds holding

Funds holding: 210235 (+25)

0.82% less ownership

Funds ownership: 89.95%89.13% (-0.82%)

Holders
235
Holders Change
+25
Holders Change %
+11.9%
% of All Funds
3.39%
Holding in Top 10
37
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+23.33%
% of All Funds
0.53%
New
41
Increased
131
Reduced
54
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
76
Lionsbridge Wealth Management
Florida
$6.73M +$919K +19,745 +16%
BDFN
77
Bond & Devick Financial Network
Minnesota
$6.71M +$215K +4,616 +3%
MWA
78
MN Wealth Advisors
Kansas
$6.55M -$1.06M -22,702 -14%
NEWAS
79
N.E.W. Advisory Services
Wisconsin
$6.55M +$2.12M +45,665 +48%
HSG
80
Helen Stephens Group
Texas
$6.4M +$2.53M +54,472 +66%
TWM
81
Tradition Wealth Management
Minnesota
$6.29M +$2.99M +64,217 +91%
MA
82
Mutual Advisors
Nebraska
$6.26M +$368K +7,902 +6%
IGWM
83
ICA Group Wealth Management
Colorado
$6.21M +$851K +18,297 +16%
TWP
84
Triad Wealth Partners
Kansas
$6.19M +$6.17M +132,621 New
TCM
85
TD Capital Management
Tennessee
$5.82M +$4.01M +86,243 +224%
MG
86
Mather Group
Illinois
$5.74M
OC
87
Oarsman Capital
Wisconsin
$5.4M -$1.11M -23,758 -17%
CP
88
Capital Planning
Washington
$4.85M +$384K +8,249 +9%
KAS
89
Kestra Advisory Services
Texas
$4.78M +$2.61M +56,073 +121%
LPAM
90
Lodestar Private Asset Management
California
$4.77M +$607K +13,052 +15%
AF
91
Allworth Financial
California
$4.71M -$4.5M -96,775 -49%
MML Investors Services
92
MML Investors Services
Massachusetts
$4.6M +$2.7M +58,042 +143%
AAS
93
Ameritas Advisory Services
Nebraska
$4.34M +$4.07M +87,544 +1,564%
EFS
94
Econ Financial Services
Pennsylvania
$4.13M -$437K -9,390 -10%
Creative Planning
95
Creative Planning
Kansas
$4.11M -$653K -14,026 -14%
MFG
96
Magnus Financial Group
New York
$4.1M +$4.09M +87,968 New
TPA
97
Trivium Point Advisory
Connecticut
$4M +$666K +14,312 +20%
TA
98
TruWealth Advisors
Louisiana
$3.9M +$262K +5,634 +7%
ATWA
99
Arbor Trust Wealth Advisors
Michigan
$3.86M +$3.3M +71,020 +524%
CWA
100
Clarity Wealth Advisors
California
$3.75M +$1.06M +22,747 +40%