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JPMorgan Core Plus Bond ETF

210 hedge funds and large institutions have $2.1B invested in JPMorgan Core Plus Bond ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 98 increasing their positions, 40 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

675% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 8

145% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 40

72% more capital invested

Capital invested by funds: $1.22B → $2.1B (+$884M)

43% more funds holding in top 10

Funds holding in top 10: 2130 (+9)

33% more funds holding

Funds holding: 158210 (+52)

8.96% more ownership

Funds ownership: 80.99%89.95% (+9%)

Holders
210
Holders Change
+52
Holders Change %
+32.91%
% of All Funds
3.06%
Holding in Top 10
30
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+42.86%
% of All Funds
0.44%
New
62
Increased
98
Reduced
40
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RPGK
101
Retirement Planning Group (Kansas)
Kansas
$2.12M -$695K -15,398 -26%
MCC
102
Money Concepts Capital
Florida
$2.09M -$46.2K -1,024 -2%
GFS
103
GYL Financial Synergies
Connecticut
$2.08M +$20.2K +447 +1%
IP
104
Ignite Planners
California
$2.06M +$874K +19,363 +79%
HW
105
Hedeker Wealth
Illinois
$1.94M -$23.2K -513 -1%
MML Investors Services
106
MML Investors Services
Massachusetts
$1.91M +$573K +12,680 +46%
TCM
107
TD Capital Management
Tennessee
$1.81M +$1.33M +29,503 +329%
RJA
108
Raymond James & Associates
Florida
$1.79M +$195K +4,318 +13%
GWM
109
GSB Wealth Management
Connecticut
$1.78M +$606K +13,420 +55%
DADC
110
D.A. Davidson & Co
Montana
$1.75M +$13.3K +295 +0.8%
LA
111
LexAurum Advisors
Kansas
$1.7M -$12.7K -282 -0.8%
CWA
112
Choice Wealth Advisors
Maine
$1.55M +$1.49M +32,920 New
PVI
113
Pine Valley Investments
New Jersey
$1.45M +$1.12M +24,904 +420%
AWA
114
Arete Wealth Advisors
Illinois
$1.44M +$1.38M +30,569 New
GM
115
GeoWealth Management
Illinois
$1.44M +$4.38K +97 +0.3%
FTUS
116
Flow Traders U.S.
New York
$1.4M +$1.34M +29,716 New
SWP
117
Summit Wealth Partners
Florida
$1.36M +$1.3M +28,830 New
QCIG
118
Quad-Cities Investment Group
Iowa
$1.32M +$516K +11,423 +68%
OC
119
Oppenheimer & Co
New York
$1.26M +$802K +17,762 +199%
LNC
120
Lincoln National Corp
Pennsylvania
$1.25M +$128K +2,839 +12%
SPG
121
Strategic Planning Group
Utah
$1.24M +$1.19M +26,348 New
JJBC
122
James J. Burns & Company
New York
$1.18M +$6.37K +141 +0.6%
FAM
123
Frontier Asset Management
Wyoming
$1.15M +$572K +12,668 +109%
FH
124
FWG Holdings
Florida
$1.1M +$61.3K +1,358 +6%
TFS
125
Thoroughbred Financial Services
Tennessee
$1.06M +$259K +5,744 +34%