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JPMorgan Core Plus Bond ETF
JCPB

Overview Fund Activity

260 hedge funds and large institutions have $2.77B invested in JPMorgan Core Plus Bond ETF in 2024 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 152 increasing their positions, 57 reducing their positions, and 11 closing their positions.

Holders
260
Holders Change
+25
Holders Change %
+10.64%
% of All Funds
3.78%
Holding in Top 10
47
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+27.03%
% of All Funds
0.68%
New
38
Increased
152
Reduced
57
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SPA
1
Sentinel Pension Advisors
Massachusetts
$43.8M
2
Mariner
2
Mariner
Kansas
$39.2M
3
TWM
3
Tradition Wealth Management
Minnesota
$27.7M
4
DWP
4
Destiny Wealth Partners
Florida
$26.9M
5
RHP
5
Royal Harbor Partners
Texas
$18.4M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$90.6M
2
LWL
2
Leo Wealth LLC
Texas
$1.64M
3
AFA
3
AllGen Financial Advisors
Florida
$47.4M
4
BFG
4
Berger Financial Group
Minnesota
$12.8M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$31.1M
Name Market Value Shares Shares
Change 		Shares
Change %
CPCP
76
Cedar Point Capital Partners
Iowa
$8.44M 182,162 +6,220 +4%
JWBC
77
John W. Brooker & Co
California
$8.36M 180,397 +121,416 +206%
PSCM
78
Per Stirling Capital Management
Texas
$8.29M 178,878 -4,445 -2%
TCM
79
TD Capital Management
Tennessee
$8.19M 176,726 +52,007 +42%
PCMC
80
Private Capital Management (Colorado)
Colorado
$7.99M 172,408 +167,373 +3,324%
EFL
81
ERn Financial LLC
Wisconsin
$7.77M 167,664 +5,476 +3%
VCP
82
Verus Capital Partners
Arizona
$7.52M 162,398 -9,052 -5%
TWP
83
Triad Wealth Partners
Kansas
$7.46M 161,087 +28,466 +21%
LWMNY
84
Landmark Wealth Management (New York)
New York
$7.27M 156,890 +8,701 +6%
HSG
85
Helen Stephens Group
Texas
$7.27M 156,813 +19,521 +14%
BDFN
86
Bond & Devick Financial Network
Minnesota
$7.16M 154,579 +10,822 +8%
NEWAS
87
N.E.W. Advisory Services
Wisconsin
$7.09M 153,118 +12,761 +9%
MML Investors Services
88
MML Investors Services
Massachusetts
$7.04M 151,938 +53,371 +54%
IGWM
89
ICA Group Wealth Management
Colorado
$6.83M 147,446 +14,357 +11%
LWM
90
Lionsbridge Wealth Management
Florida
$6.63M 143,210 -1,171 -0.8%
MFG
91
Magnus Financial Group
New York
$6.47M 139,743 +51,775 +59%
MA
92
Mutual Advisors
Nebraska
$6.24M 133,091 -1,127 -0.8%
MWA
93
MN Wealth Advisors
Kansas
$6.22M 134,188 -6,226 -4%
KAS
94
Kestra Advisory Services
Texas
$6.08M 131,162 +28,753 +28%
MG
95
Mather Group
Illinois
$5.95M 127,453 +5,557 +5%
LPAM
96
Lodestar Private Asset Management
California
$5.7M 123,072 +20,778 +20%
APP
97
Avantax Planning Partners
Iowa
$5.25M 113,355 +113,355 New
ATWA
98
Arbor Trust Wealth Advisors
Michigan
$4.94M 106,711 +22,132 +26%
CP
99
Capital Planning
Washington
$4.94M 106,637 +2,718 +3%
EFS
100
Econ Financial Services
Pennsylvania
$4.92M 106,277 +17,634 +20%
2 3
4
5 6