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JPMorgan Core Plus Bond ETF
JCPB

Overview Fund Activity

292 hedge funds and large institutions have $3.5B invested in JPMorgan Core Plus Bond ETF in 2024 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 183 increasing their positions, 43 reducing their positions, and 13 closing their positions.

Holders
292
Holders Change
+32
Holders Change %
+12.31%
% of All Funds
4.22%
Holding in Top 10
50
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.38%
% of All Funds
0.72%
New
51
Increased
183
Reduced
43
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MAWA
1
Moss Adams Wealth Advisors
Washington
$78M
2
JGCM
2
Joseph Group Capital Management
Ohio
$33.7M
3
Bank of America
3
Bank of America
North Carolina
$375M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$26.5M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$45.8M

Top Sellers

1
MCIA
1
Mountain Capital Investment Advisors
Colorado
$0
2
AFA
2
AllGen Financial Advisors
Florida
$39.4M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$33.4M
4
SFC
4
Strategic Financial Concepts
Texas
$215K
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.61M
Name Market Value Shares Shares
Change 		Shares
Change %
DWP
76
Daymark Wealth Partners
Ohio
$11.9M 247,038 +45,209 +22%
Royal Bank of Canada
77
Royal Bank of Canada
Ontario, Canada
$11.8M 244,025 +184,209 +308%
MFG
78
Magnus Financial Group
New York
$11.4M 235,319 +95,576 +68%
IAS
79
IMA Advisory Services
Colorado
$11.3M 235,125 +32,075 +16%
FWP
80
FAS Wealth Partners
Kansas
$11.3M 233,655 +2,979 +1%
PCM
81
Pennsylvania Capital Management
Pennsylvania
$11M 228,862 +228,862 New
TCM
82
TD Capital Management
Tennessee
$10.7M 221,371 +44,645 +25%
CHA
83
Cooper/Haims Advisors
New York
$10.2M 212,441 +11,192 +6%
JWBC
84
John W. Brooker & Co
California
$10.1M 209,051 +28,654 +16%
GSIAS
85
Garden State Investment Advisory Services
New Jersey
$10.1M 208,874 +6,589 +3%
CPCP
86
Cedar Point Capital Partners
Iowa
$9.97M 206,707 +24,545 +13%
IWC
87
Integrated Wealth Concepts
Massachusetts
$9.53M 197,592 -8,374 -4%
Baird Financial Group
88
Baird Financial Group
Wisconsin
$9.08M 188,279 +4,845 +3%
BWA
89
Boulder Wealth Advisors
Colorado
$9M 186,599 +223 +0.1%
VCP
90
Verus Capital Partners
Arizona
$8.87M 183,777 +21,379 +13%
PWM
91
Perigon Wealth Management
California
$8.83M 183,135 +183,135 New
HSG
92
Helen Stephens Group
Texas
$8.74M 181,115 +24,302 +15%
PSCM
93
Per Stirling Capital Management
Texas
$8.67M 179,785 +907 +0.5%
EFL
94
ERn Financial LLC
Wisconsin
$8.33M 172,632 +4,968 +3%
BDFN
95
Bond & Devick Financial Network
Minnesota
$7.99M 165,548 +10,969 +7%
LWMNY
96
Landmark Wealth Management (New York)
New York
$7.73M 160,264 +3,374 +2%
LWM
97
Lionsbridge Wealth Management
Florida
$6.78M 140,475 -2,735 -2%
LPAM
98
Lodestar Private Asset Management
California
$6.71M 139,009 +15,937 +13%
Jones Financial Companies
99
Jones Financial Companies
Missouri
$6.7M 138,581 +56,246 +68%
NEWAS
100
N.E.W. Advisory Services
Wisconsin
$6.53M 135,421 -17,697 -12%
2 3
4
5 6