JCPB icon

JPMorgan Core Plus Bond ETF
JCPB

Overview Fund Activity

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.

Holders
235
Holders Change
+25
Holders Change %
+11.9%
% of All Funds
3.41%
Holding in Top 10
37
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+23.33%
% of All Funds
0.54%
New
41
Increased
131
Reduced
54
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WWM
1
Wiser Wealth Management
Georgia
$40.4M
2
BWL
2
Bogart Wealth LLC
Virginia
$39.3M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$80.6M
4
GSAM
4
Grant Street Asset Management
Pennsylvania
$65.1M
5
MCIA
5
Mountain Capital Investment Advisors
Colorado
$28.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$38.6M
2
Bank of America
2
Bank of America
North Carolina
$319M
3
Stifel Financial
3
Stifel Financial
Missouri
$13.8M
4
OMC
4
Old Mission Capital
Illinois
$0
5
CHA
5
Cooper/Haims Advisors
New York
$9.45M
Name Market Value Shares Shares
Change 		Shares
Change %
LWM
76
Lionsbridge Wealth Management
Florida
$6.73M 144,381 +19,745 +16%
BDFN
77
Bond & Devick Financial Network
Minnesota
$6.71M 143,757 +4,616 +3%
MWA
78
MN Wealth Advisors
Kansas
$6.55M 140,414 -22,702 -14%
NEWAS
79
N.E.W. Advisory Services
Wisconsin
$6.55M 140,357 +45,665 +48%
HSG
80
Helen Stephens Group
Texas
$6.4M 137,292 +54,472 +66%
TWM
81
Tradition Wealth Management
Minnesota
$6.29M 134,945 +64,217 +91%
MA
82
Mutual Advisors
Nebraska
$6.26M 134,218 +7,902 +6%
IGWM
83
ICA Group Wealth Management
Colorado
$6.21M 133,089 +18,297 +16%
TWP
84
Triad Wealth Partners
Kansas
$6.19M 132,621 +132,621 New
TCM
85
TD Capital Management
Tennessee
$5.82M 124,719 +86,243 +224%
MG
86
Mather Group
Illinois
$5.74M 121,896 – –
OC
87
Oarsman Capital
Wisconsin
$5.4M 115,871 -23,758 -17%
CP
88
Capital Planning
Washington
$4.85M 103,919 +8,249 +9%
KAS
89
Kestra Advisory Services
Texas
$4.78M 102,409 +56,073 +121%
LPAM
90
Lodestar Private Asset Management
California
$4.77M 102,294 +13,052 +15%
AF
91
Allworth Financial
California
$4.71M 101,038 -96,775 -49%
MML Investors Services
92
MML Investors Services
Massachusetts
$4.6M 98,567 +58,042 +143%
AAS
93
Ameritas Advisory Services
Nebraska
$4.34M 93,143 +87,544 +1,564%
EFS
94
Econ Financial Services
Pennsylvania
$4.13M 88,643 -9,390 -10%
Creative Planning
95
Creative Planning
Kansas
$4.11M 88,093 -14,026 -14%
MFG
96
Magnus Financial Group
New York
$4.1M 87,968 +87,968 New
TPA
97
Trivium Point Advisory
Connecticut
$4M 85,792 +14,312 +20%
TA
98
TruWealth Advisors
Louisiana
$3.9M 83,610 +5,634 +7%
ATWA
99
Arbor Trust Wealth Advisors
Michigan
$3.86M 84,579 +71,020 +524%
CWA
100
Clarity Wealth Advisors
California
$3.75M 80,306 +22,747 +40%
2 3
4
5 6