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JPMorgan Core Plus Bond ETF
JCPB

Overview Fund Activity

235 hedge funds and large institutions have $2.51B invested in JPMorgan Core Plus Bond ETF in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 131 increasing their positions, 54 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
+25
Holders Change %
+11.9%
% of All Funds
3.41%
Holding in Top 10
37
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+23.33%
% of All Funds
0.54%
New
41
Increased
131
Reduced
54
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WWM
1
Wiser Wealth Management
Georgia
$40.4M
2
BWL
2
Bogart Wealth LLC
Virginia
$39.3M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$80.6M
4
GSAM
4
Grant Street Asset Management
Pennsylvania
$65.1M
5
MCIA
5
Mountain Capital Investment Advisors
Colorado
$28.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$38.6M
2
Bank of America
2
Bank of America
North Carolina
$319M
3
Stifel Financial
3
Stifel Financial
Missouri
$13.8M
4
OMC
4
Old Mission Capital
Illinois
$0
5
CHA
5
Cooper/Haims Advisors
New York
$9.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
126
Oppenheimer & Co
New York
$1.75M +$503K +10,773 +40%
BAM
127
Belpointe Asset Management
Nevada
$1.72M -$716K -15,360 -29%
LA
128
LexAurum Advisors
Kansas
$1.7M +$22.5K +483 +1%
SWP
129
Summit Wealth Partners
Florida
$1.64M +$292K +6,254 +22%
QCIG
130
Quad-Cities Investment Group
Iowa
$1.59M +$280K +6,011 +21%
AWA
131
Arete Wealth Advisors
Illinois
$1.59M +$162K +3,471 +11%
SFC
132
Sprinkle Financial Consultants
Colorado
$1.55M +$646K +13,847 +72%
MFG
133
Menard Financial Group
Texas
$1.45M +$1.45M +31,160 New
NFG
134
Nations Financial Group
Iowa
$1.36M +$412K +8,832 +43%
LNC
135
Lincoln National Corp
Pennsylvania
$1.34M +$103K +2,215 +8%
NA
136
NewEdge Advisors
Louisiana
$1.32M -$1.84M -39,521 -58%
BFEC
137
Benjamin F. Edwards & Company
Missouri
$1.31M +$348K +7,460 +36%
TFS
138
Thoroughbred Financial Services
Tennessee
$1.18M +$126K +2,708 +12%
FAM
139
Frontier Asset Management
Wyoming
$1.14M +$5.08K +109 +0.4%
FH
140
FWG Holdings
Florida
$1.1M +$17.7K +386 +2%
Bank of Montreal
141
Bank of Montreal
Ontario, Canada
$1.07M +$1.07M +22,977 New
Jane Street
142
Jane Street
New York
$1.07M -$1.81M -38,894 -63%
GRP
143
Global Retirement Partners
California
$1.05M +$686K +14,716 +190%
SPG
144
Strategic Planning Group
Utah
$995K -$234K -5,027 -19%
PVI
145
Pine Valley Investments
New Jersey
$953K -$485K -10,399 -34%
GM
146
GeoWealth Management
Illinois
$950K -$471K -10,104 -33%
FFA
147
Farther Finance Advisors
California
$947K -$2.68K -58 -0.3%
ICM
148
IMS Capital Management
Oregon
$935K – – –
KWM
149
Kingsview Wealth Management
Oregon
$906K +$463K +9,929 +105%
KCIC
150
Kuhn & Co Investment Counsel
Illinois
$888K +$276K +5,913 +45%
4 5
6
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