JCPB icon

JPMorgan Core Plus Bond ETF
JCPB

Overview Fund Activity

235 hedge funds and large institutions have $2.51B invested in JPMorgan Core Plus Bond ETF in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 131 increasing their positions, 54 reducing their positions, and 16 closing their positions.

Holders
235
Holders Change
+25
Holders Change %
+11.9%
% of All Funds
3.41%
Holding in Top 10
37
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+23.33%
% of All Funds
0.54%
New
41
Increased
131
Reduced
54
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WWM
1
Wiser Wealth Management
Georgia
$40.4M
2
BWL
2
Bogart Wealth LLC
Virginia
$39.3M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$80.6M
4
GSAM
4
Grant Street Asset Management
Pennsylvania
$65.1M
5
MCIA
5
Mountain Capital Investment Advisors
Colorado
$28.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$38.6M
2
Bank of America
2
Bank of America
North Carolina
$319M
3
Stifel Financial
3
Stifel Financial
Missouri
$13.8M
4
OMC
4
Old Mission Capital
Illinois
$0
5
CHA
5
Cooper/Haims Advisors
New York
$9.45M
Name Market Value Shares Shares
Change 		Shares
Change %
AWS
101
Atria Wealth Solutions
New York
$3.52M 75,408 +6,375 +9%
Cambridge Investment Research Advisors
102
Cambridge Investment Research Advisors
Iowa
$3.49M 74,781 +13,898 +23%
AWM
103
Axxcess Wealth Management
California
$3.17M 67,885 +17,631 +35%
IC
104
Innealta Capital
Texas
$3.12M 66,982 +66,982 New
MPWT
105
MassMutual Private Wealth & Trust
Connecticut
$3.12M 66,785 -4,233 -6%
ACP
106
Aveo Capital Partners
Colorado
$3.01M 65,706 -107,923 -62%
Royal Bank of Canada
107
Royal Bank of Canada
Ontario, Canada
$2.9M 62,143 +6,051 +11%
GAM
108
Gotham Asset Management
New York
$2.85M 61,015 +3,225 +6%
IP
109
Ignite Planners
California
$2.84M 61,636 +17,704 +40%
JWBC
110
John W. Brooker & Co
California
$2.75M 58,981 +58,981 New
FF
111
Financial Futures
New Jersey
$2.74M 58,635 -95,839 -62%
CW
112
CreativeOne Wealth
Kansas
$2.69M 57,726 +7,664 +15%
DADC
113
D.A. Davidson & Co
Montana
$2.66M 57,119 +19,979 +54%
TFM
114
Trademark Financial Management
Minnesota
$2.62M 56,153 +1,134 +2%
SCA
115
Snowden Capital Advisors
New York
$2.54M 54,347 +1,548 +3%
WMA
116
West Michigan Advisors
Michigan
$2.51M 53,848 +53,848 New
JWM
117
Janiczek Wealth Management
Colorado
$2.46M 52,842 +52,842 New
RPGK
118
Retirement Planning Group (Kansas)
Kansas
$2.38M 51,050 +6,070 +13%
MCC
119
Money Concepts Capital
Florida
$2.24M 48,085 +3,602 +8%
GWM
120
GSB Wealth Management
Connecticut
$2.17M 46,490 +8,665 +23%
GFS
121
GYL Financial Synergies
Connecticut
$2.06M 44,224 -43 -0.1%
CAWM
122
Capital Advisors Wealth Management
Washington
$2.06M 44,214 -3,684 -8%
UAG
123
United Advisor Group
Ohio
$2.05M 44,027 +44,027 New
Jones Financial Companies
124
Jones Financial Companies
Missouri
$2.04M 43,705 +43,705 New
HW
125
Hedeker Wealth
Illinois
$1.96M 42,069 +954 +2%
3 4
5
6 7