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JPMorgan Core Plus Bond ETF

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.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 10

138% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 21

40% more capital invested

Capital invested by funds: $496M → $694M (+$198M)

22% more funds holding

Funds holding: 92112 (+20)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

19.36% less ownership

Funds ownership: 99.02%79.66% (-19%)

Holders
112
Holders Change
+20
Holders Change %
+21.74%
% of All Funds
1.78%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$101K
BFEC
102
Benjamin F. Edwards & Company
Missouri
$94K
FP
103
Financial Perspectives
Minnesota
$85.8K
AAS
104
Ameritas Advisory Services
Nebraska
$55K +$54.5K +1,162 New
FAM
105
Family Asset Management
South Carolina
$42.9K +$5.07K +108 +14%
FSWA
106
Financial Synergies Wealth Advisors
Texas
$36.8K +$376 +8 +1%
BWP
107
Baldwin Wealth Partners
Massachusetts
$30.8K
TWD
108
True Wealth Design
Ohio
$28.9K +$28.6K +610 New
Commonwealth Equity Services
109
Commonwealth Equity Services
Massachusetts
$12.2K +$1.43M +30,551 +13%
TC
110
Truvestments Capital
Florida
$7.93K
TAM
111
Tucker Asset Management
Colorado
$1.09K
TFGT
112
TS Financial Group (TSFG)
Illinois
$1K +$1.36K +29 New
Wells Fargo
113
Wells Fargo
California
$4 -$117K -2,488 Closed
QA
114
Quantitative Advantage
Minnesota
-$2.95M -64,200 Closed
CWA
115
Choice Wealth Advisors
Maine
-$2.17M -47,289 Closed
CA
116
CGN Advisors
Kansas
-$1.28M -27,862 Closed
TC
117
TownSquare Capital
Utah
-$983K -21,412 Closed
FW
118
FirstPurpose Wealth
Utah
-$388K -8,440 Closed
EFL
119
ERn Financial LLC
Wisconsin
-$293K -6,379 Closed
BCMIO
120
Beacon Capital Management Inc (Ohio)
Ohio
-$3.28K -72 Closed
ASN
121
Advisory Services Network
Georgia
-$459 -10 Closed
Fidelity Investments
122
Fidelity Investments
Massachusetts
-$138 -3 Closed