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JPMorgan Core Plus Bond ETF

158 hedge funds and large institutions have $1.22B invested in JPMorgan Core Plus Bond ETF in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 82 increasing their positions, 37 reducing their positions, and 14 closing their positions.

Holders
158
Holders Change
+15
Holders Change %
+10.49%
% of All Funds
2.52%
Holding in Top 10
21
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+40%
% of All Funds
0.33%
New
31
Increased
82
Reduced
37
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AG
126
Ascent Group
Virginia
$255K 5,743 +5,743 New
HG
127
Harbor Group
New Hampshire
$250K 5,592 +5,592 New
OIA
128
OneDigital Investment Advisors
Kansas
$248K 5,556 +5,556 New
ASN
129
Advisory Services Network
Georgia
$239K 5,356 +5,356 New
TNBTD
130
Trustmark National Bank Trust Department
Mississippi
$237K 5,300
AWM
131
Apollon Wealth Management
South Carolina
$236K 5,283 -8,735 -62%
Envestnet Portfolio Solutions
132
Envestnet Portfolio Solutions
Illinois
$235K 5,267 +5,267 New
WIP
133
WealthCare Investment Partners
Rhode Island
$231K 5,231 -524 -9%
MAG
134
Mayfair Advisory Group
Alabama
$227K 5,117
PA
135
PFG Advisors
Arizona
$215K 4,823 -893 -16%
PWP
136
Private Wealth Partners
California
$211K 4,725
FPGK
137
Financial Partners Group (Kansas)
Kansas
$210K 4,729 +225 +5%
PPC
138
Park Place Capital
Alabama
$168K 3,769 -514 -12%
GRP
139
Global Retirement Partners
California
$149K 3,386 +2,886 +577%
AF
140
Advisornet Financial
Minnesota
$134K 3,000 -2,315 -44%
HI
141
Harbour Investments
Wisconsin
$103K 2,308 +52 +2%
LFA
142
LGT Financial Advisors
Texas
$81.2K 1,817 -2,554 -58%
Wells Fargo
143
Wells Fargo
California
$58.4K 1,307 +1,238 +1,794%
PCMC
144
Private Capital Management (Colorado)
Colorado
$46.9K 1,050 +1,050 New
SCA
145
Stonebridge Capital Advisors
Minnesota
$44.7K 1,000 -2,315 -70%
FSWA
146
Financial Synergies Wealth Advisors
Texas
$35.5K 794 +9 +1%
SPIA
147
Steward Partners Investment Advisory
New York
$30.2K 676 +676 New
BWP
148
Baldwin Wealth Partners
Massachusetts
$29K 650
Carson Wealth (CWM LLC)
149
Carson Wealth (CWM LLC)
Nebraska
$29K 643 -1,480 -70%
FAM
150
Family Asset Management
South Carolina
$16.2K 362 -115 -24%