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JPMorgan Core Plus Bond ETF
JCPB

Overview Fund Activity

143 hedge funds and large institutions have $891M invested in JPMorgan Core Plus Bond ETF in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 68 increasing their positions, 28 reducing their positions, and 6 closing their positions.

Holders
143
Holders Change
+31
Holders Change %
+27.68%
% of All Funds
2.26%
Holding in Top 10
15
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+87.5%
% of All Funds
0.24%
New
37
Increased
68
Reduced
28
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$27.2M
2
WP
2
WMS Partners
Maryland
$42.8M
3
DWP
3
Daymark Wealth Partners
Ohio
$15M
4
Jane Street
4
Jane Street
New York
$19.5M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$41.3M

Top Sellers

1
AWE
1
Avidian Wealth Enterprises
Texas
$1.03M
2
MOS
2
MGO One Seven
Ohio
$0
3
OMC
3
Old Mission Capital
Illinois
$1.58M
4
Morgan Stanley
4
Morgan Stanley
New York
$20.9M
5
MPWT
5
MassMutual Private Wealth & Trust
Connecticut
$3.7M
Name Market Value Shares Shares
Change 		Shares
Change %
GWM
101
GSB Wealth Management
Connecticut
$401K 8,600 +8,600 New
SWM
102
Silverlake Wealth Management
Vermont
$400K 8,595 +8,595 New
LNC
103
Lincoln National Corp
Pennsylvania
$379K 8,139 +8,139 New
PAG
104
Private Advisor Group
New Jersey
$379K 8,168 – –
MHR
105
Matthew Hamilton Rosenberg
$373K 7,999 +7,999 New
FCFC
106
First Citizens Financial Corp
Iowa
$369K 7,916 +7,916 New
SFM
107
Signet Financial Management
New Jersey
$357K 7,658 +414 +6%
WCFA
108
Walkner Condon Financial Advisors
Wisconsin
$334K 7,169 +7,169 New
UWM
109
USAdvisors Wealth Management
Minnesota
$314K 6,751 +6,751 New
LSPW
110
Lake Street Private Wealth
Illinois
$278K 5,960 -1,617 -21%
PA
111
PFG Advisors
Arizona
$266K 5,716 -414 -7%
WIP
112
WealthCare Investment Partners
Rhode Island
$266K 5,755 -259 -4%
BFA
113
Beaumont Financial Advisors
Massachusetts
$255K 5,475 -5 -0.1%
AF
114
Advisornet Financial
Minnesota
$248K 5,315 +500 +10%
TNBTD
115
Trustmark National Bank Trust Department
Mississippi
$247K 5,300 – –
MAG
116
Mayfair Advisory Group
Alabama
$235K 5,117 +5,117 New
CA
117
CGN Advisors
Kansas
$230K 4,936 +4,936 New
PWP
118
Private Wealth Partners
California
$220K 4,725 +4,725 New
DWM
119
Drive Wealth Management
Utah
$209K 4,492 -376 -8%
FPGK
120
Financial Partners Group (Kansas)
Kansas
$207K 4,504 +4,504 New
IWC
121
Integrated Wealth Concepts
Massachusetts
$205K 4,394 -141 -3%
PAWA
122
Palo Alto Wealth Advisors
California
$204K 4,390 +4,390 New
BPA
123
Beacon Pointe Advisors
California
$204K 4,389 +4,389 New
LFA
124
LGT Financial Advisors
Texas
$204K 4,371 +1,773 +68%
SPI
125
Sutton Place Investors
New York
$201K 4,307 -65 -1%
2 3 4
5
6