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JPMorgan Core Plus Bond ETF

143 hedge funds and large institutions have $891M invested in JPMorgan Core Plus Bond ETF in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 68 increasing their positions, 28 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

517% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 6

143% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 28

88% more funds holding in top 10

Funds holding in top 10: 815 (+7)

28% more capital invested

Capital invested by funds: $694M → $891M (+$197M)

28% more funds holding

Funds holding: 112143 (+31)

0.71% more ownership

Funds ownership: 79.66%80.37% (+0.71%)

Holders
143
Holders Change
+31
Holders Change %
+27.68%
% of All Funds
2.25%
Holding in Top 10
15
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+87.5%
% of All Funds
0.24%
New
37
Increased
68
Reduced
28
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PPC
126
Park Place Capital
Alabama
$200K +$8.79K +187 +5%
SCA
127
Stonebridge Capital Advisors
Minnesota
$154K +$23.5K +500 +18%
HI
128
Harbour Investments
Wisconsin
$105K +$1.13K +24 +1%
Carson Wealth (CWM LLC)
129
Carson Wealth (CWM LLC)
Nebraska
$99K
FSWA
130
Financial Synergies Wealth Advisors
Texas
$36.6K +$376 +8 +1%
TCM
131
TD Capital Management
Tennessee
$35.1K +$35.4K +753 New
BWP
132
Baldwin Wealth Partners
Massachusetts
$30.3K
TWD
133
True Wealth Design
Ohio
$28.4K
GRP
134
Global Retirement Partners
California
$23.3K +$23.5K +500 New
FAM
135
Family Asset Management
South Carolina
$22.2K -$20.1K -428 -47%
SWM
136
Spire Wealth Management
Virginia
$9.92K +$10K +213 New
TC
137
Truvestments Capital
Florida
$7.8K
GWM
138
Geneos Wealth Management
Colorado
$5.82K +$5.88K +125 New
TRCT
139
Tower Research Capital (TRC)
New York
$4.66K +$4.7K +100 New
Wells Fargo
140
Wells Fargo
California
$3.22K +$3.24K +69 New
TAM
141
Tucker Asset Management
Colorado
$1.07K
TFGT
142
TS Financial Group (TSFG)
Illinois
$1K
AIC
143
Archer Investment Corporation
Indiana
$982 +$987 +21 New
MOS
144
MGO One Seven
Ohio
-$5.4M -113,928 Closed
Susquehanna International Group
145
Susquehanna International Group
Pennsylvania
-$527K -11,123 Closed
AAS
146
Avantax Advisory Services
Texas
-$217K -4,575 Closed
AWM
147
AE Wealth Management
Kansas
-$207K -4,358 Closed
FP
148
Financial Perspectives
Minnesota
-$85.8K -1,811 Closed
AAS
149
Ameritas Advisory Services
Nebraska
-$55K -1,162 Closed