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JPMorgan Core Plus Bond ETF
JCPB

Overview Fund Activity

260 hedge funds and large institutions have $2.77B invested in JPMorgan Core Plus Bond ETF in 2024 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 152 increasing their positions, 57 reducing their positions, and 11 closing their positions.

Holders
260
Holders Change
+25
Holders Change %
+10.64%
% of All Funds
3.78%
Holding in Top 10
47
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+27.03%
% of All Funds
0.68%
New
38
Increased
152
Reduced
57
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SPA
1
Sentinel Pension Advisors
Massachusetts
$43.8M
2
Mariner
2
Mariner
Kansas
$39.2M
3
TWM
3
Tradition Wealth Management
Minnesota
$27.7M
4
DWP
4
Destiny Wealth Partners
Florida
$26.9M
5
RHP
5
Royal Harbor Partners
Texas
$18.4M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$90.6M
2
LWL
2
Leo Wealth LLC
Texas
$1.64M
3
AFA
3
AllGen Financial Advisors
Florida
$47.4M
4
BFG
4
Berger Financial Group
Minnesota
$12.8M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$31.1M
Name Market Value Shares Shares
Change 		Shares
Change %
SCA
126
Snowden Capital Advisors
New York
$2.36M 50,885 -3,462 -6%
RPGK
127
Retirement Planning Group (Kansas)
Kansas
$2.35M 50,814 -236 -0.5%
MCC
128
Money Concepts Capital
Florida
$2.26M 48,705 +620 +1%
GWM
129
GSB Wealth Management
Connecticut
$2.25M 48,603 +2,113 +5%
DAS
130
Diversify Advisory Services
Utah
$2.2M 47,306 +47,306 New
SWP
131
Summit Wealth Partners
Florida
$2.19M 47,287 +12,203 +35%
GFS
132
GYL Financial Synergies
Connecticut
$2M 43,192 -1,032 -2%
AWA
133
Arete Wealth Advisors
Illinois
$1.86M 40,047 +6,007 +18%
BAM
134
Belpointe Asset Management
Nevada
$1.78M 38,355 +1,484 +4%
BFEC
135
Benjamin F. Edwards & Company
Missouri
$1.68M 36,301 +8,206 +29%
LA
136
LexAurum Advisors
Kansas
$1.68M 36,206 -282 -0.8%
QCIG
137
Quad-Cities Investment Group
Iowa
$1.67M 36,109 +1,962 +6%
CAWM
138
Capital Advisors Wealth Management
Washington
$1.66M 35,820 -8,394 -19%
NFG
139
Nations Financial Group
Iowa
$1.64M 35,440 +6,277 +22%
PVI
140
Pine Valley Investments
New Jersey
$1.64M 35,422 +14,994 +73%
LWL
141
Leo Wealth LLC
Texas
$1.64M 35,651 -170,554 -83%
FTUS
142
Flow Traders U.S.
New York
$1.63M 35,211 +35,211 New
JJBC
143
James J. Burns & Company
New York
$1.55M 33,506 +15,100 +82%
MFG
144
Menard Financial Group
Texas
$1.55M 33,468 +2,308 +7%
SFC
145
Sprinkle Financial Consultants
Colorado
$1.54M 33,306 +135 +0.4%
GRP
146
Global Retirement Partners
California
$1.48M 32,012 +9,556 +43%
TFS
147
Thoroughbred Financial Services
Tennessee
$1.43M 30,850 +5,591 +22%
Susquehanna International Group
148
Susquehanna International Group
Pennsylvania
$1.42M 30,729 +23,744 +340%
CIA
149
Concurrent Investment Advisors
Florida
$1.33M 28,749 +15,801 +122%
SA
150
Sanctuary Advisors
Indiana
$1.25M 27,554 +27,554 New
4 5
6
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