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JPMorgan Core Plus Bond ETF
JCPB

Overview Fund Activity

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.

Holders
292
Holders Change
+32
Holders Change %
+12.31%
% of All Funds
4.22%
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
–

Top Buyers

1
MAWA
1
Moss Adams Wealth Advisors
Washington
$78M
2
JGCM
2
Joseph Group Capital Management
Ohio
$33.7M
3
Bank of America
3
Bank of America
North Carolina
$375M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$26.5M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$45.8M

Top Sellers

1
MCIA
1
Mountain Capital Investment Advisors
Colorado
$0
2
AFA
2
AllGen Financial Advisors
Florida
$39.4M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$33.4M
4
SFC
4
Strategic Financial Concepts
Texas
$215K
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.61M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
101
LPL Financial
California
$6.52M 135,112 +81,061 +150%
MG
102
Mather Group
Illinois
$6.39M 132,373 +4,920 +4%
MWA
103
MN Wealth Advisors
Kansas
$6.26M 129,689 -4,499 -3%
CWMS
104
Cannon Wealth Management Services
North Carolina
$6.11M 126,574 +126,574 New
CWA
105
Clarity Wealth Advisors
California
$5.94M 123,180 +35,745 +41%
IP
106
Ignite Planners
California
$5.9M 122,390 +50,337 +70%
AAS
107
Ameritas Advisory Services
Nebraska
$5.75M 119,247 +20,645 +21%
TPA
108
Trivium Point Advisory
Connecticut
$5.67M 122,022 +32,468 +36%
AWS
109
Atria Wealth Solutions
New York
$5.49M 113,757 +35,157 +45%
CP
110
Capital Planning
Washington
$5.43M 112,597 +5,960 +6%
AAS
111
Avantax Advisory Services
Texas
$5.43M 112,597 +44,871 +66%
ML
112
McAdam LLC
Pennsylvania
$5.26M 109,004 +109,004 New
Northwestern Mutual Wealth Management
113
Northwestern Mutual Wealth Management
Wisconsin
$5.18M 107,443 +90,498 +534%
EFS
114
Econ Financial Services
Pennsylvania
$5.14M 106,652 +375 +0.4%
OC
115
Oppenheimer & Co
New York
$5.07M 105,103 +51,660 +97%
FA
116
Fagan Associates
New York
$5.03M 104,190 -1,620 -2%
TC
117
TownSquare Capital
Utah
$5.03M 104,190 +104,190 New
ATWA
118
Arbor Trust Wealth Advisors
Michigan
$4.94M 106,711 – –
PJWM
119
Philip James Wealth Mangement
Georgia
$4.54M 94,032 +2,648 +3%
TA
120
TruWealth Advisors
Louisiana
$4.23M 87,692 +2,946 +3%
TFO
121
Tarbox Family Office
California
$4.08M 84,532 +78,143 +1,223%
Susquehanna International Group
122
Susquehanna International Group
Pennsylvania
$3.82M 79,120 +48,391 +157%
HI
123
Harbour Investments
Wisconsin
$3.67M 76,091 +71,523 +1,566%
WMA
124
West Michigan Advisors
Michigan
$3.58M 74,169 +3,065 +4%
AF
125
Allworth Financial
California
$3.51M 72,772 -6,259 -8%
3 4
5
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