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JPMorgan Core Plus Bond ETF
JCPB

Overview Fund Activity

260 hedge funds and large institutions have $2.77B invested in JPMorgan Core Plus Bond ETF in 2024 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 152 increasing their positions, 57 reducing their positions, and 11 closing their positions.

Holders
260
Holders Change
+25
Holders Change %
+10.64%
% of All Funds
3.78%
Holding in Top 10
47
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+27.03%
% of All Funds
0.68%
New
38
Increased
152
Reduced
57
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SPA
1
Sentinel Pension Advisors
Massachusetts
$43.8M
2
Mariner
2
Mariner
Kansas
$39.2M
3
TWM
3
Tradition Wealth Management
Minnesota
$27.7M
4
DWP
4
Destiny Wealth Partners
Florida
$26.9M
5
RHP
5
Royal Harbor Partners
Texas
$18.4M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$90.6M
2
LWL
2
Leo Wealth LLC
Texas
$1.64M
3
AFA
3
AllGen Financial Advisors
Florida
$47.4M
4
BFG
4
Berger Financial Group
Minnesota
$12.8M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$31.1M
Name Market Value Shares Shares
Change 		Shares
Change %
FA
101
Fagan Associates
New York
$4.9M 105,810 +105,810 New
Citadel Advisors
102
Citadel Advisors
Florida
$4.59M 99,142 +99,142 New
AAS
103
Ameritas Advisory Services
Nebraska
$4.57M 98,602 +5,459 +6%
PJWM
104
Philip James Wealth Mangement
Georgia
$4.23M 91,384 +91,384 New
TPA
105
Trivium Point Advisory
Connecticut
$4.15M 89,554 +3,762 +4%
CWA
106
Clarity Wealth Advisors
California
$4.05M 87,435 +7,129 +9%
TA
107
TruWealth Advisors
Louisiana
$3.93M 84,746 +1,136 +1%
Jones Financial Companies
108
Jones Financial Companies
Missouri
$3.81M 82,335 +38,630 +88%
Creative Planning
109
Creative Planning
Kansas
$3.8M 81,940 -6,153 -7%
AF
110
Allworth Financial
California
$3.69M 79,031 -22,007 -22%
AWS
111
Atria Wealth Solutions
New York
$3.64M 78,600 +3,192 +4%
IP
112
Ignite Planners
California
$3.35M 72,053 +10,417 +17%
OC
113
Oarsman Capital
Wisconsin
$3.3M 71,274 -44,597 -38%
WMA
114
West Michigan Advisors
Michigan
$3.29M 71,104 +17,256 +32%
DADC
115
D.A. Davidson & Co
Montana
$3.28M 70,870 +13,751 +24%
AAS
116
Avantax Advisory Services
Texas
$3.14M 67,726 +53,114 +363%
ACP
117
Aveo Capital Partners
Colorado
$3.07M 66,210 +504 +0.8%
MPWT
118
MassMutual Private Wealth & Trust
Connecticut
$2.97M 64,003 -2,782 -4%
GAM
119
Gotham Asset Management
New York
$2.92M 63,029 +2,014 +3%
Royal Bank of Canada
120
Royal Bank of Canada
Ontario, Canada
$2.77M 59,816 -2,327 -4%
TFM
121
Trademark Financial Management
Minnesota
$2.7M 58,173 +2,020 +4%
UAG
122
United Advisor Group
Ohio
$2.53M 54,587 +10,560 +24%
LPL Financial
123
LPL Financial
California
$2.5M 54,051 +38,567 +249%
OC
124
Oppenheimer & Co
New York
$2.48M 53,443 +15,981 +43%
CW
125
CreativeOne Wealth
Kansas
$2.38M 51,268 -6,458 -11%
3 4
5
6 7