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JPMorgan Core Plus Bond ETF

324 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 59 funds opening new positions, 178 increasing their positions, 69 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 19

158% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 69

15% more capital invested

Capital invested by funds: $3.5B → $4.01B (+$512M)

14% more funds holding in top 10

Funds holding in top 10: 5057 (+7)

11% more funds holding

Funds holding: 292324 (+32)

1.56% less ownership

Funds ownership: 83.49%81.93% (-1.6%)

Holders
324
Holders Change
+32
Holders Change %
+10.96%
% of All Funds
4.27%
Holding in Top 10
57
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+14%
% of All Funds
0.75%
New
59
Increased
178
Reduced
69
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VWA
76
Visionary Wealth Advisors
Illinois
$13.1M -$1.86M -39,610 -12%
APW
77
Acima Private Wealth
Virginia
$13M +$1.17M +24,942 +10%
EFS
78
Econ Financial Services
Pennsylvania
$12.9M +$8.17M +174,245 +163%
BFG
79
Berger Financial Group
Minnesota
$12.9M +$7.31K +156 +0.1%
FFS
80
Founders Financial Securities
Maryland
$12.8M -$1.06M -22,605 -8%
HI
81
Horizon Investments
North Carolina
$12.7M -$1.17M -24,900 -8%
JFGIW
82
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$12.7M -$5.65M -120,506 -31%
TLP
83
Trinity Legacy Partners
Texas
$12.6M -$1.59M -33,876 -11%
PWM
84
Perigon Wealth Management
California
$12.5M +$4.07M +86,883 +47%
IC
85
Innealta Capital
Texas
$12.3M -$6.74M -143,767 -35%
TCM
86
TD Capital Management
Tennessee
$12.3M +$2.18M +46,400 +21%
FWP
87
FAS Wealth Partners
Kansas
$12.2M +$1.46M +31,083 +13%
IAS
88
IMA Advisory Services
Colorado
$12.1M +$1.22M +26,120 +11%
DWP
89
Daymark Wealth Partners
Ohio
$12M +$645K +13,769 +6%
CHA
90
Cooper/Haims Advisors
New York
$11.7M +$1.98M +42,134 +20%
CPCP
91
Cedar Point Capital Partners
Iowa
$11M +$1.48M +31,480 +15%
BWM
92
BCGM Wealth Management
Indiana
$10.7M -$2.9M -61,832 -21%
MIA
93
Milestone Investment Advisors
Wisconsin
$10.5M -$7.71M -164,542 -42%
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$10.3M +$8.7M +185,606 +476%
ATWA
95
Arbor Trust Wealth Advisors
Michigan
$10.3M +$5.4M +115,261 +108%
BWM
96
BankPlus Wealth Management
Mississippi
$10.2M +$10.4M +222,210 New
PWM
97
Pacific Wealth Management
California
$10.1M +$10.2M +218,533 New
TFO
98
Tarbox Family Office
California
$9.65M +$5.86M +125,039 +148%
T
99
Tableaux
Massachusetts
$9M +$9.15M +195,272 New
Baird Financial Group
100
Baird Financial Group
Wisconsin
$8.89M +$220K +4,691 +2%