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JPMorgan Core Plus Bond ETF

324 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 59 funds opening new positions, 178 increasing their positions, 69 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 19

158% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 69

15% more capital invested

Capital invested by funds: $3.5B → $4.01B (+$512M)

14% more funds holding in top 10

Funds holding in top 10: 5057 (+7)

11% more funds holding

Funds holding: 292324 (+32)

1.56% less ownership

Funds ownership: 83.49%81.93% (-1.6%)

Holders
324
Holders Change
+32
Holders Change %
+10.96%
% of All Funds
4.27%
Holding in Top 10
57
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+14%
% of All Funds
0.75%
New
59
Increased
178
Reduced
69
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VCP
101
Verus Capital Partners
Arizona
$8.53M +$69.9K +1,492 +0.8%
BWA
102
Boulder Wealth Advisors
Colorado
$8.51M -$88.9K -1,896 -1%
Jones Financial Companies
103
Jones Financial Companies
Missouri
$8.47M +$2.13M +45,342 +33%
EFL
104
ERn Financial LLC
Wisconsin
$8.31M +$358K +7,644 +4%
ETC
105
Exchange Traded Concepts
Oklahoma
$8.07M +$8.21M +175,075 New
FFG
106
Floyd Financial Group
Missouri
$8.03M +$8.24M +175,854 New
SO
107
Sierra Ocean
California
$8.02M +$8.16M +174,165 New
BDFN
108
Bond & Devick Financial Network
Minnesota
$7.99M
Corient Private Wealth
109
Corient Private Wealth
Florida
$7.71M -$57.2M -1,219,686 -88%
LWMNY
110
Landmark Wealth Management (New York)
New York
$7.7M +$322K +6,860 +4%
CWMS
111
Cannon Wealth Management Services
North Carolina
$7.43M +$1.6M +34,090 +27%
NEWAS
112
N.E.W. Advisory Services
Wisconsin
$7.13M +$905K +19,297 +14%
Jane Street
113
Jane Street
New York
$7.12M +$7.24M +154,499 New
PJWM
114
Philip James Wealth Mangement
Georgia
$7.01M +$2.73M +58,155 +62%
AAS
115
Avantax Advisory Services
Texas
$7M +$1.85M +39,416 +35%
PSCM
116
Per Stirling Capital Management
Texas
$6.84M -$1.46M -31,232 -17%
CWA
117
Clarity Wealth Advisors
California
$6.82M +$1.17M +24,909 +20%
LPAM
118
Lodestar Private Asset Management
California
$6.68M +$279K +5,949 +4%
GFG
119
Greenbush Financial Group
New York
$6.66M +$6.78M +144,541 New
MWA
120
MN Wealth Advisors
Kansas
$6.31M +$345K +7,370 +6%
GSIAS
121
Garden State Investment Advisory Services
New Jersey
$6.29M -$3.42M -73,048 -35%
SPIA
122
Steward Partners Investment Advisory
New York
$6.25M +$6.33M +135,079 +23,782%
LPL Financial
123
LPL Financial
California
$6.24M +$17.6K +375 +0.3%
LWM
124
Lionsbridge Wealth Management
Florida
$6.2M -$272K -5,800 -4%
MG
125
Mather Group
Illinois
$6.13M +$35.1K +748 +0.6%