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JPMorgan Core Plus Bond ETF

158 hedge funds and large institutions have $1.22B invested in JPMorgan Core Plus Bond ETF in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 82 increasing their positions, 37 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 37

121% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 14

40% more funds holding in top 10

Funds holding in top 10: 1521 (+6)

37% more capital invested

Capital invested by funds: $891M → $1.22B (+$330M)

10% more funds holding

Funds holding: 143158 (+15)

0.62% more ownership

Funds ownership: 80.37%80.99% (+0.62%)

Holders
158
Holders Change
+15
Holders Change %
+10.49%
% of All Funds
2.51%
Holding in Top 10
21
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+40%
% of All Funds
0.33%
New
31
Increased
82
Reduced
37
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
101
CGN Advisors
Kansas
$589K +$377K +8,243 +167%
SPC
102
Sigma Planning Corp
Michigan
$570K -$120K -2,619 -17%
FFA
103
Farther Finance Advisors
California
$541K -$53.6K -1,171 -9%
BPA
104
Beacon Pointe Advisors
California
$526K +$338K +7,396 +169%
FAM
105
Frontier Asset Management
Wyoming
$521K +$533K +11,654 New
LFG
106
Larson Financial Group
Missouri
$502K -$24.3K -531 -5%
JWCA
107
J.W. Cole Advisors
Florida
$494K +$1.42K +31 +0.3%
AGP
108
Autumn Glory Partners
Texas
$462K -$41K -897 -8%
FCFC
109
First Citizens Financial Corp
Iowa
$458K +$107K +2,347 +30%
MHR
110
Matthew Hamilton Rosenberg
$427K +$71.8K +1,570 +20%
SFM
111
Signet Financial Management
New Jersey
$419K +$79.1K +1,729 +23%
TCA
112
Transcend Capital Advisors
New Jersey
$415K +$17.1K +373 +4%
TCM
113
TD Capital Management
Tennessee
$401K +$376K +8,220 +1,092%
OC
114
Oppenheimer & Co
New York
$399K +$409K +8,927 New
Comerica Bank
115
Comerica Bank
Texas
$398K +$408K +8,912 New
PAG
116
Private Advisor Group
New Jersey
$365K
Corient Private Wealth
117
Corient Private Wealth
Florida
$350K +$358K +7,827 New
SWM
118
Silverlake Wealth Management
Vermont
$336K -$49.4K -1,079 -13%
UWM
119
USAdvisors Wealth Management
Minnesota
$326K +$25.9K +565 +8%
LSPW
120
Lake Street Private Wealth
Illinois
$312K +$46.8K +1,023 +17%
CAG
121
Csenge Advisory Group
Florida
$299K +$307K +6,700 New
EFL
122
ERn Financial LLC
Wisconsin
$294K +$302K +6,591 New
PAWA
123
Palo Alto Wealth Advisors
California
$285K +$91.5K +2,000 +46%
PVI
124
Pine Valley Investments
New Jersey
$265K +$271K +5,923 New
BFA
125
Beaumont Financial Advisors
Massachusetts
$262K +$17.8K +390 +7%