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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.

Holders
210
Holders Change
+52
Holders Change %
+32.91%
% of All Funds
3.08%
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 Market Value Shares Shares
Change
Shares
Change %
BFEC
126
Benjamin F. Edwards & Company
Missouri
$972K 20,635 +628 +3%
FFA
127
Farther Finance Advisors
California
$969K 20,587 +8,475 +70%
NFG
128
Nations Financial Group
Iowa
$957K 20,331 +6,459 +47%
ICM
129
IMS Capital Management
Oregon
$944K 20,039 +2,900 +17%
WWP
130
Walden Wealth Partners
Ohio
$912K 19,365 +19,365 New
SFC
131
Sprinkle Financial Consultants
Colorado
$910K 19,324 +19,324 New
MCA
132
MSH Capital Advisors
Arizona
$909K 19,313
WF
133
Wayfinding Financial
Washington
$905K 19,149 +3,519 +23%
FCFC
134
First Citizens Financial Corp
Iowa
$868K 18,434 +8,171 +80%
Lido Advisors
135
Lido Advisors
California
$860K 18,198 -3,505 -16%
TC
136
TownSquare Capital
Utah
$855K 18,157 +18,157 New
MHR
137
Matthew Hamilton Rosenberg
$853K 18,124 +8,555 +89%
CSIA
138
Carl Stuart Investment Advisor
Texas
$835K 17,736 +17,736 New
CFS
139
CGC Financial Services
Oregon
$791K 16,799 +16,799 New
IA
140
IFP Advisors
Florida
$773K 16,416 -11,214 -41%
MCM
141
MidAtlantic Capital Management
Virginia
$675K 14,327 +14,327 New
SFS
142
Security Financial Services
Indiana
$650K 13,807 -224 -2%
BPA
143
Beacon Pointe Advisors
California
$648K 13,772 +1,987 +17%
ATWA
144
Arbor Trust Wealth Advisors
Michigan
$641K 13,559 +13,559 New
KCIC
145
Kuhn & Co Investment Counsel
Illinois
$618K 13,117 +13,117 New
AAS
146
Avantax Advisory Services
Texas
$593K 12,601 +12,601 New
CIA
147
Concurrent Investment Advisors
Florida
$549K 11,665 +11,665 New
SFM
148
Signet Financial Management
New Jersey
$507K 10,760 +1,373 +15%
LPL Financial
149
LPL Financial
California
$486K 10,315 +10,315 New
AGP
150
Autumn Glory Partners
Texas
$485K 10,346