We are live on ! Find out more
JCPB icon

JPMorgan Core Plus Bond ETF

292 hedge funds and large institutions have $3.5B invested in JPMorgan Core Plus Bond ETF in 2024 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 183 increasing their positions, 43 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

326% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 43

292% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 13

26% more capital invested

Capital invested by funds: $2.77B → $3.5B (+$723M)

12% more funds holding

Funds holding: 260292 (+32)

6% more funds holding in top 10

Funds holding in top 10: 4750 (+3)

1.05% less ownership

Funds ownership: 84.54%83.49% (-1%)

Holders
292
Holders Change
+32
Holders Change %
+12.31%
% of All Funds
4.19%
Holding in Top 10
50
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.38%
% of All Funds
0.72%
New
51
Increased
183
Reduced
43
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
101
LPL Financial
California
$6.52M +$3.85M +81,061 +150%
MG
102
Mather Group
Illinois
$6.39M +$234K +4,920 +4%
MWA
103
MN Wealth Advisors
Kansas
$6.26M -$214K -4,499 -3%
CWMS
104
Cannon Wealth Management Services
North Carolina
$6.11M +$6.01M +126,574 New
CWA
105
Clarity Wealth Advisors
California
$5.94M +$1.7M +35,745 +41%
IP
106
Ignite Planners
California
$5.9M +$2.39M +50,337 +70%
AAS
107
Ameritas Advisory Services
Nebraska
$5.75M +$981K +20,645 +21%
TPA
108
Trivium Point Advisory
Connecticut
$5.67M +$1.54M +32,468 +36%
AWS
109
Atria Wealth Solutions
New York
$5.49M +$1.67M +35,157 +45%
CP
110
Capital Planning
Washington
$5.43M +$283K +5,960 +6%
AAS
111
Avantax Advisory Services
Texas
$5.43M +$2.13M +44,871 +66%
ML
112
McAdam LLC
Pennsylvania
$5.26M +$5.18M +109,004 New
Northwestern Mutual Wealth Management
113
Northwestern Mutual Wealth Management
Wisconsin
$5.18M +$4.3M +90,498 +534%
EFS
114
Econ Financial Services
Pennsylvania
$5.14M +$17.8K +375 +0.4%
OC
115
Oppenheimer & Co
New York
$5.07M +$2.45M +51,660 +97%
FA
116
Fagan Associates
New York
$5.03M -$77K -1,620 -2%
TC
117
TownSquare Capital
Utah
$5.03M +$4.95M +104,190 New
ATWA
118
Arbor Trust Wealth Advisors
Michigan
$4.94M
PJWM
119
Philip James Wealth Mangement
Georgia
$4.54M +$126K +2,648 +3%
TA
120
TruWealth Advisors
Louisiana
$4.23M +$140K +2,946 +3%
TFO
121
Tarbox Family Office
California
$4.08M +$3.71M +78,143 +1,223%
Susquehanna International Group
122
Susquehanna International Group
Pennsylvania
$3.82M +$2.3M +48,391 +157%
HI
123
Harbour Investments
Wisconsin
$3.67M +$3.4M +71,523 +1,566%
WMA
124
West Michigan Advisors
Michigan
$3.58M +$146K +3,065 +4%
AF
125
Allworth Financial
California
$3.51M -$297K -6,259 -8%

JCPB Hedge Fund Activity: Q3 2024 in Review

292 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Core Plus Bond ETF (JCPB) for Q3 2024, worth a combined $3.5B — up 26% from $2.77B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new JCPB positions and 13 closed out — a net gain of 38 holders — while 183 added to existing stakes and 43 trimmed.

The largest buyer was Moss Adams Wealth Advisors, opening a new position worth an estimated $76.8M. The largest seller was Mountain Capital Investment Advisors, exiting entirely with an estimated $31.4M sold.

  • 292 institutional investors held JPMorgan Core Plus Bond ETF (JCPB) as of Q3 2024, up from 260 in Q2 2024.
  • Funds reported $3.5B of JPMorgan Core Plus Bond ETF stock for Q3 2024, up 26% quarter-over-quarter.
  • 51 funds opened new JPMorgan Core Plus Bond ETF positions in Q3 2024 and 13 closed out, a net change of +38 holders.
  • The largest JPMorgan Core Plus Bond ETF buyer in Q3 2024 was Moss Adams Wealth Advisors, an estimated $76.8M added.
  • The largest JPMorgan Core Plus Bond ETF seller in Q3 2024 was Mountain Capital Investment Advisors, an estimated $31.4M sold.

Based on aggregated 13F filings for Q3 2024.