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JPMorgan Core Plus Bond ETF
JCPB

Overview Fund Activity

322 hedge funds and large institutions have $4.01B invested in JPMorgan Core Plus Bond ETF in 2024 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 178 increasing their positions, 69 reducing their positions, and 19 closing their positions.

Holders
322
Holders Change
+30
Holders Change %
+10.27%
% of All Funds
4.29%
Holding in Top 10
57
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+14%
% of All Funds
0.76%
New
57
Increased
178
Reduced
69
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$143M
2
Wells Fargo
2
Wells Fargo
California
$82.6M
3
HFS
3
Hughes Financial Services
Virginia
$56.1M
4
VFA
4
Valeo Financial Advisors
Indiana
$68.3M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$143M

Top Sellers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$7.71M
2
REMPR
2
Roof Eidam Maycock Peralta (REMP)
California
$1.16M
3
PCM
3
Pennsylvania Capital Management
Pennsylvania
$0
4
Stifel Financial
4
Stifel Financial
Missouri
$16.3M
5
SI
5
Stephens Inc
Arkansas
$41.4M
Name Market Value Shares Shares
Change 		Shares
Change %
VCP
101
Verus Capital Partners
Arizona
$8.54M 185,269 +1,492 +0.8%
BWA
102
Boulder Wealth Advisors
Colorado
$8.51M 184,703 -1,896 -1%
Jones Financial Companies
103
Jones Financial Companies
Missouri
$8.47M 183,923 +45,342 +33%
EFL
104
ERn Financial LLC
Wisconsin
$8.31M 180,276 +7,644 +4%
ETC
105
Exchange Traded Concepts
Oklahoma
$8.07M 175,075 +175,075 New
FFG
106
Floyd Financial Group
Missouri
$8.03M 175,854 +175,854 New
SO
107
Sierra Ocean
California
$8.02M 174,165 +174,165 New
BDFN
108
Bond & Devick Financial Network
Minnesota
$7.99M 165,548 – –
Corient Private Wealth
109
Corient Private Wealth
Florida
$7.71M 167,448 -1,219,686 -88%
LWMNY
110
Landmark Wealth Management (New York)
New York
$7.7M 167,124 +6,860 +4%
CWMS
111
Cannon Wealth Management Services
North Carolina
$7.43M 160,664 +34,090 +27%
NEWAS
112
N.E.W. Advisory Services
Wisconsin
$7.13M 154,718 +19,297 +14%
Jane Street
113
Jane Street
New York
$7.12M 154,499 +154,499 New
PJWM
114
Philip James Wealth Mangement
Georgia
$7.01M 152,187 +58,155 +62%
AAS
115
Avantax Advisory Services
Texas
$7M 152,013 +39,416 +35%
PSCM
116
Per Stirling Capital Management
Texas
$6.84M 148,553 -31,232 -17%
CWA
117
Clarity Wealth Advisors
California
$6.82M 148,089 +24,909 +20%
LPAM
118
Lodestar Private Asset Management
California
$6.68M 144,958 +5,949 +4%
GFG
119
Greenbush Financial Group
New York
$6.66M 144,541 +144,541 New
MWA
120
MN Wealth Advisors
Kansas
$6.31M 137,059 +7,370 +6%
GSIAS
121
Garden State Investment Advisory Services
New Jersey
$6.29M 135,826 -73,048 -35%
SPIA
122
Steward Partners Investment Advisory
New York
$6.25M 135,647 +135,079 +23,782%
LPL Financial
123
LPL Financial
California
$6.24M 135,487 +375 +0.3%
LWM
124
Lionsbridge Wealth Management
Florida
$6.2M 134,675 -5,800 -4%
MG
125
Mather Group
Illinois
$6.13M 133,121 +748 +0.6%
3 4
5
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