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JPMorgan Core Plus Bond ETF
JCPB

Overview Fund Activity

322 hedge funds and large institutions have $4.01B invested in JPMorgan Core Plus Bond ETF in 2024 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 178 increasing their positions, 69 reducing their positions, and 19 closing their positions.

Holders
322
Holders Change
+30
Holders Change %
+10.27%
% of All Funds
4.29%
Holding in Top 10
57
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+14%
% of All Funds
0.76%
New
57
Increased
178
Reduced
69
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$143M
2
Wells Fargo
2
Wells Fargo
California
$82.6M
3
HFS
3
Hughes Financial Services
Virginia
$56.1M
4
VFA
4
Valeo Financial Advisors
Indiana
$68.3M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$143M

Top Sellers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$7.71M
2
REMPR
2
Roof Eidam Maycock Peralta (REMP)
California
$1.16M
3
PCM
3
Pennsylvania Capital Management
Pennsylvania
$0
4
Stifel Financial
4
Stifel Financial
Missouri
$16.3M
5
SI
5
Stephens Inc
Arkansas
$41.4M
Name Market Value Shares Shares
Change 		Shares
Change %
VWA
76
Visionary Wealth Advisors
Illinois
$13.1M 284,891 -39,610 -12%
APW
77
Acima Private Wealth
Virginia
$13M 281,866 +24,942 +10%
EFS
78
Econ Financial Services
Pennsylvania
$12.9M 280,897 +174,245 +163%
BFG
79
Berger Financial Group
Minnesota
$12.9M 279,308 +156 +0.1%
FFS
80
Founders Financial Securities
Maryland
$12.8M 278,720 -22,605 -8%
HI
81
Horizon Investments
North Carolina
$12.7M 276,501 -24,900 -8%
JFGIW
82
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$12.7M 272,899 -120,506 -31%
TLP
83
Trinity Legacy Partners
Texas
$12.6M 272,945 -33,876 -11%
PWM
84
Perigon Wealth Management
California
$12.5M 270,018 +86,883 +47%
IC
85
Innealta Capital
Texas
$12.3M 267,820 -143,767 -35%
TCM
86
TD Capital Management
Tennessee
$12.3M 267,771 +46,400 +21%
FWP
87
FAS Wealth Partners
Kansas
$12.2M 264,738 +31,083 +13%
IAS
88
IMA Advisory Services
Colorado
$12.1M 261,245 +26,120 +11%
DWP
89
Daymark Wealth Partners
Ohio
$12M 260,807 +13,769 +6%
CHA
90
Cooper/Haims Advisors
New York
$11.7M 254,575 +42,134 +20%
CPCP
91
Cedar Point Capital Partners
Iowa
$11M 238,187 +31,480 +15%
BWM
92
BCGM Wealth Management
Indiana
$10.7M 232,744 -61,832 -21%
MIA
93
Milestone Investment Advisors
Wisconsin
$10.5M 227,777 -164,542 -42%
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$10.3M 224,601 +185,606 +476%
ATWA
95
Arbor Trust Wealth Advisors
Michigan
$10.3M 221,972 +115,261 +108%
BWM
96
BankPlus Wealth Management
Mississippi
$10.2M 222,210 +222,210 New
PWM
97
Pacific Wealth Management
California
$10.1M 218,533 +218,533 New
TFO
98
Tarbox Family Office
California
$9.65M 209,571 +125,039 +148%
T
99
Tableaux
Massachusetts
$9M 195,272 +195,272 New
Baird Financial Group
100
Baird Financial Group
Wisconsin
$8.89M 192,970 +4,691 +2%
2 3
4
5 6