We are live on ! Find out more
JCPB icon

JPMorgan Core Plus Bond ETF

210 hedge funds and large institutions have $2.1B invested in JPMorgan Core Plus Bond ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 98 increasing their positions, 40 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

675% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 8

145% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 40

72% more capital invested

Capital invested by funds: $1.22B → $2.1B (+$884M)

43% more funds holding in top 10

Funds holding in top 10: 2130 (+9)

33% more funds holding

Funds holding: 158210 (+52)

8.96% more ownership

Funds ownership: 80.99%89.95% (+9%)

Holders
210
Holders Change
+52
Holders Change %
+32.91%
% of All Funds
3.06%
Holding in Top 10
30
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+42.86%
% of All Funds
0.44%
New
62
Increased
98
Reduced
40
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
126
Benjamin F. Edwards & Company
Missouri
$972K +$28.4K +628 +3%
FFA
127
Farther Finance Advisors
California
$969K +$383K +8,475 +70%
NFG
128
Nations Financial Group
Iowa
$957K +$292K +6,459 +47%
ICM
129
IMS Capital Management
Oregon
$944K +$131K +2,900 +17%
WWP
130
Walden Wealth Partners
Ohio
$912K +$874K +19,365 New
SFC
131
Sprinkle Financial Consultants
Colorado
$910K +$873K +19,324 New
MCA
132
MSH Capital Advisors
Arizona
$909K
WF
133
Wayfinding Financial
Washington
$905K +$159K +3,519 +23%
FCFC
134
First Citizens Financial Corp
Iowa
$868K +$369K +8,171 +80%
Lido Advisors
135
Lido Advisors
California
$860K -$158K -3,505 -16%
TC
136
TownSquare Capital
Utah
$855K +$820K +18,157 New
MHR
137
Matthew Hamilton Rosenberg
$853K +$386K +8,555 +89%
CSIA
138
Carl Stuart Investment Advisor
Texas
$835K +$801K +17,736 New
CFS
139
CGC Financial Services
Oregon
$791K +$759K +16,799 New
IA
140
IFP Advisors
Florida
$773K -$506K -11,214 -41%
MCM
141
MidAtlantic Capital Management
Virginia
$675K +$647K +14,327 New
SFS
142
Security Financial Services
Indiana
$650K -$10.1K -224 -2%
BPA
143
Beacon Pointe Advisors
California
$648K +$89.7K +1,987 +17%
ATWA
144
Arbor Trust Wealth Advisors
Michigan
$641K +$612K +13,559 New
KCIC
145
Kuhn & Co Investment Counsel
Illinois
$618K +$592K +13,117 New
AAS
146
Avantax Advisory Services
Texas
$593K +$569K +12,601 New
CIA
147
Concurrent Investment Advisors
Florida
$549K +$527K +11,665 New
SFM
148
Signet Financial Management
New Jersey
$507K +$62K +1,373 +15%
LPL Financial
149
LPL Financial
California
$486K +$466K +10,315 New
AGP
150
Autumn Glory Partners
Texas
$485K