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JPMorgan Core Plus Bond ETF
JCPB

Overview Fund Activity

112 hedge funds and large institutions have $694M invested in JPMorgan Core Plus Bond ETF in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 50 increasing their positions, 21 reducing their positions, and 10 closing their positions.

Holders
112
Holders Change
+20
Holders Change %
+21.74%
% of All Funds
1.79%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
32
Increased
50
Reduced
21
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWMT
1
Legacy Wealth Management (Tennessee)
Tennessee
$95.5M
2
WP
2
WMS Partners
Maryland
$17.4M
3
Bank of America
3
Bank of America
North Carolina
$51.3M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$72.6M
5
HIP
5
HUB Investment Partners
Texas
$12.2M

Top Sellers

1
PWMG
1
Prestige Wealth Management Group
New Jersey
$937K
2
MCC
2
Money Concepts Capital
Florida
$1.02M
3
CHA
3
Cooper/Haims Advisors
New York
$1.72M
4
QA
4
Quantitative Advantage
Minnesota
$0
5
CWA
5
Choice Wealth Advisors
Maine
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$101K 2,123 – –
BFEC
102
Benjamin F. Edwards & Company
Missouri
$94K 1,993 – –
FP
103
Financial Perspectives
Minnesota
$85.8K 1,811 – –
AAS
104
Ameritas Advisory Services
Nebraska
$55K 1,162 +1,162 New
FAM
105
Family Asset Management
South Carolina
$42.9K 905 +108 +14%
FSWA
106
Financial Synergies Wealth Advisors
Texas
$36.8K 777 +8 +1%
BWP
107
Baldwin Wealth Partners
Massachusetts
$30.8K 650 – –
TWD
108
True Wealth Design
Ohio
$28.9K 610 +610 New
Commonwealth Equity Services
109
Commonwealth Equity Services
Massachusetts
$12.2K 258,096 +30,551 +13%
TC
110
Truvestments Capital
Florida
$7.93K 167 – –
TAM
111
Tucker Asset Management
Colorado
$1.09K 23 – –
TFGT
112
TS Financial Group (TSFG)
Illinois
$1K 29 +29 New
Wells Fargo
113
Wells Fargo
California
– – -2,488 Closed
QA
114
Quantitative Advantage
Minnesota
– – -64,200 Closed
CWA
115
Choice Wealth Advisors
Maine
– – -47,289 Closed
CA
116
CGN Advisors
Kansas
– – -27,862 Closed
TC
117
TownSquare Capital
Utah
– – -21,412 Closed
FW
118
FirstPurpose Wealth
Utah
– – -8,440 Closed
EFL
119
ERn Financial LLC
Wisconsin
– – -6,379 Closed
BCMIO
120
Beacon Capital Management Inc (Ohio)
Ohio
– – -72 Closed
ASN
121
Advisory Services Network
Georgia
– – -10 Closed
Fidelity Investments
122
Fidelity Investments
Massachusetts
– – -3 Closed
CFGS
123
Concourse Financial Group Securities
Alabama
– – – –
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5