We are live on ! Find out more
JCPB icon

JPMorgan Core Plus Bond ETF

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.

New
Increased
Maintained
Reduced
Closed

326% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 43

292% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 13

26% more capital invested

Capital invested by funds: $2.77B → $3.5B (+$723M)

12% more funds holding

Funds holding: 260292 (+32)

6% more funds holding in top 10

Funds holding in top 10: 4750 (+3)

1.05% less ownership

Funds ownership: 84.54%83.49% (-1%)

Holders
292
Holders Change
+32
Holders Change %
+12.31%
% of All Funds
4.19%
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
Name Holding Trade Value Shares
Change
Change in
Stake
DWP
76
Daymark Wealth Partners
Ohio
$11.9M +$2.15M +45,209 +22%
Royal Bank of Canada
77
Royal Bank of Canada
Ontario, Canada
$11.8M +$8.75M +184,209 +308%
MFG
78
Magnus Financial Group
New York
$11.4M +$4.54M +95,576 +68%
IAS
79
IMA Advisory Services
Colorado
$11.3M +$1.52M +32,075 +16%
FWP
80
FAS Wealth Partners
Kansas
$11.3M +$142K +2,979 +1%
PCM
81
Pennsylvania Capital Management
Pennsylvania
$11M +$10.9M +228,862 New
TCM
82
TD Capital Management
Tennessee
$10.7M +$2.12M +44,645 +25%
CHA
83
Cooper/Haims Advisors
New York
$10.2M +$532K +11,192 +6%
JWBC
84
John W. Brooker & Co
California
$10.1M +$1.36M +28,654 +16%
GSIAS
85
Garden State Investment Advisory Services
New Jersey
$10.1M +$313K +6,589 +3%
CPCP
86
Cedar Point Capital Partners
Iowa
$9.97M +$1.17M +24,545 +13%
IWC
87
Integrated Wealth Concepts
Massachusetts
$9.53M -$398K -8,374 -4%
Baird Financial Group
88
Baird Financial Group
Wisconsin
$9.08M +$230K +4,845 +3%
BWA
89
Boulder Wealth Advisors
Colorado
$9M +$10.6K +223 +0.1%
VCP
90
Verus Capital Partners
Arizona
$8.87M +$1.02M +21,379 +13%
PWM
91
Perigon Wealth Management
California
$8.83M +$8.7M +183,135 New
HSG
92
Helen Stephens Group
Texas
$8.74M +$1.15M +24,302 +15%
PSCM
93
Per Stirling Capital Management
Texas
$8.67M +$43.1K +907 +0.5%
EFL
94
ERn Financial LLC
Wisconsin
$8.33M +$236K +4,968 +3%
BDFN
95
Bond & Devick Financial Network
Minnesota
$7.99M +$521K +10,969 +7%
LWMNY
96
Landmark Wealth Management (New York)
New York
$7.73M +$160K +3,374 +2%
LWM
97
Lionsbridge Wealth Management
Florida
$6.78M -$130K -2,735 -2%
LPAM
98
Lodestar Private Asset Management
California
$6.71M +$757K +15,937 +13%
Jones Financial Companies
99
Jones Financial Companies
Missouri
$6.7M +$2.67M +56,246 +68%
NEWAS
100
N.E.W. Advisory Services
Wisconsin
$6.53M -$841K -17,697 -12%

JCPB Hedge Fund Activity: Q3 2024 in Review

292 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Core Plus Bond ETF (JCPB) for Q3 2024, worth a combined $3.5B — up 26% from $2.77B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new JCPB positions and 13 closed out — a net gain of 38 holders — while 183 added to existing stakes and 43 trimmed.

The largest buyer was Moss Adams Wealth Advisors, opening a new position worth an estimated $76.8M. The largest seller was Mountain Capital Investment Advisors, exiting entirely with an estimated $31.4M sold.

  • 292 institutional investors held JPMorgan Core Plus Bond ETF (JCPB) as of Q3 2024, up from 260 in Q2 2024.
  • Funds reported $3.5B of JPMorgan Core Plus Bond ETF stock for Q3 2024, up 26% quarter-over-quarter.
  • 51 funds opened new JPMorgan Core Plus Bond ETF positions in Q3 2024 and 13 closed out, a net change of +38 holders.
  • The largest JPMorgan Core Plus Bond ETF buyer in Q3 2024 was Moss Adams Wealth Advisors, an estimated $76.8M added.
  • The largest JPMorgan Core Plus Bond ETF seller in Q3 2024 was Mountain Capital Investment Advisors, an estimated $31.4M sold.

Based on aggregated 13F filings for Q3 2024.