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JPMorgan Core Plus Bond ETF

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.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 16

143% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 54

23% more funds holding in top 10

Funds holding in top 10: 3037 (+7)

19% more capital invested

Capital invested by funds: $2.1B → $2.51B (+$405M)

12% more funds holding

Funds holding: 210235 (+25)

0.82% less ownership

Funds ownership: 89.95%89.13% (-0.82%)

Holders
235
Holders Change
+25
Holders Change %
+11.9%
% of All Funds
3.39%
Holding in Top 10
37
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+23.33%
% of All Funds
0.53%
New
41
Increased
131
Reduced
54
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
101
Atria Wealth Solutions
New York
$3.52M +$297K +6,375 +9%
Cambridge Investment Research Advisors
102
Cambridge Investment Research Advisors
Iowa
$3.49M +$647K +13,898 +23%
AWM
103
Axxcess Wealth Management
California
$3.17M +$820K +17,631 +35%
IC
104
Innealta Capital
Texas
$3.12M +$3.12M +66,982 New
MPWT
105
MassMutual Private Wealth & Trust
Connecticut
$3.12M -$197K -4,233 -6%
ACP
106
Aveo Capital Partners
Colorado
$3.01M -$5.02M -107,923 -62%
Royal Bank of Canada
107
Royal Bank of Canada
Ontario, Canada
$2.9M +$282K +6,051 +11%
GAM
108
Gotham Asset Management
New York
$2.85M +$150K +3,225 +6%
IP
109
Ignite Planners
California
$2.84M +$824K +17,704 +40%
JWBC
110
John W. Brooker & Co
California
$2.75M +$2.74M +58,981 New
FF
111
Financial Futures
New Jersey
$2.74M -$4.46M -95,839 -62%
CW
112
CreativeOne Wealth
Kansas
$2.69M +$357K +7,664 +15%
DADC
113
D.A. Davidson & Co
Montana
$2.66M +$929K +19,979 +54%
TFM
114
Trademark Financial Management
Minnesota
$2.62M +$52.8K +1,134 +2%
SCA
115
Snowden Capital Advisors
New York
$2.54M +$72K +1,548 +3%
WMA
116
West Michigan Advisors
Michigan
$2.51M +$2.51M +53,848 New
JWM
117
Janiczek Wealth Management
Colorado
$2.46M +$2.46M +52,842 New
RPGK
118
Retirement Planning Group (Kansas)
Kansas
$2.38M +$282K +6,070 +13%
MCC
119
Money Concepts Capital
Florida
$2.24M +$168K +3,602 +8%
GWM
120
GSB Wealth Management
Connecticut
$2.17M +$403K +8,665 +23%
GFS
121
GYL Financial Synergies
Connecticut
$2.06M -$2K -43 -0.1%
CAWM
122
Capital Advisors Wealth Management
Washington
$2.06M -$171K -3,684 -8%
UAG
123
United Advisor Group
Ohio
$2.05M +$2.05M +44,027 New
Jones Financial Companies
124
Jones Financial Companies
Missouri
$2.04M +$2.03M +43,705 New
HW
125
Hedeker Wealth
Illinois
$1.96M +$44.4K +954 +2%