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JPMorgan Core Plus Bond ETF
JCPB

Overview Fund Activity

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.

Holders
210
Holders Change
+52
Holders Change %
+32.91%
% of All Funds
3.08%
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
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$342M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$48.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$67M
4
CA
4
CGN Advisors
Kansas
$39.5M
5
VAMG
5
Voisard Asset Management Group
Michigan
$36.1M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
Jane Street
2
Jane Street
New York
$2.91M
3
PWA
3
Peterson Wealth Advisors
Utah
$14.4M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$48.2M
5
DWP
5
Daymark Wealth Partners
Ohio
$15.8M
Name Market Value Shares Shares
Change 		Shares
Change %
RPGK
101
Retirement Planning Group (Kansas)
Kansas
$2.12M 44,980 -15,398 -26%
MCC
102
Money Concepts Capital
Florida
$2.09M 44,483 -1,024 -2%
GFS
103
GYL Financial Synergies
Connecticut
$2.08M 44,267 +447 +1%
IP
104
Ignite Planners
California
$2.06M 43,932 +19,363 +79%
HW
105
Hedeker Wealth
Illinois
$1.94M 41,115 -513 -1%
MML Investors Services
106
MML Investors Services
Massachusetts
$1.91M 40,525 +12,680 +46%
TCM
107
TD Capital Management
Tennessee
$1.81M 38,476 +29,503 +329%
RJA
108
Raymond James & Associates
Florida
$1.79M 38,097 +4,318 +13%
GWM
109
GSB Wealth Management
Connecticut
$1.78M 37,825 +13,420 +55%
DADC
110
D.A. Davidson & Co
Montana
$1.75M 37,140 +295 +0.8%
LA
111
LexAurum Advisors
Kansas
$1.7M 36,005 -282 -0.8%
CWA
112
Choice Wealth Advisors
Maine
$1.55M 32,920 +32,920 New
PVI
113
Pine Valley Investments
New Jersey
$1.45M 30,827 +24,904 +420%
AWA
114
Arete Wealth Advisors
Illinois
$1.44M 30,569 +30,569 New
GM
115
GeoWealth Management
Illinois
$1.44M 30,460 +97 +0.3%
FTUS
116
Flow Traders U.S.
New York
$1.4M 29,716 +29,716 New
SWP
117
Summit Wealth Partners
Florida
$1.36M 28,830 +28,830 New
QCIG
118
Quad-Cities Investment Group
Iowa
$1.32M 28,136 +11,423 +68%
OC
119
Oppenheimer & Co
New York
$1.26M 26,689 +17,762 +199%
LNC
120
Lincoln National Corp
Pennsylvania
$1.25M 26,543 +2,839 +12%
SPG
121
Strategic Planning Group
Utah
$1.24M 26,348 +26,348 New
JJBC
122
James J. Burns & Company
New York
$1.18M 25,128 +141 +0.6%
FAM
123
Frontier Asset Management
Wyoming
$1.15M 24,322 +12,668 +109%
FH
124
FWG Holdings
Florida
$1.1M 23,581 +1,358 +6%
TFS
125
Thoroughbred Financial Services
Tennessee
$1.06M 22,551 +5,744 +34%
3 4
5
6 7