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JPMorgan Core Plus Bond ETF

292 hedge funds and large institutions have $3.5B invested in JPMorgan Core Plus Bond ETF in 2024 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 183 increasing their positions, 43 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

326% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 43

292% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 13

26% more capital invested

Capital invested by funds: $2.77B → $3.5B (+$723M)

12% more funds holding

Funds holding: 260292 (+32)

6% more funds holding in top 10

Funds holding in top 10: 4750 (+3)

1.05% less ownership

Funds ownership: 84.54%83.49% (-1%)

Holders
292
Holders Change
+32
Holders Change %
+12.31%
% of All Funds
4.19%
Holding in Top 10
50
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.38%
% of All Funds
0.72%
New
51
Increased
183
Reduced
43
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LIS
126
Legacy Investment Solutions
Idaho
$3.5M +$3.58M +75,391 New
LWMI
127
Legacy Wealth Management (Idaho)
Idaho
$3.5M +$3.58M +75,391 New
DADC
128
D.A. Davidson & Co
Montana
$3.44M +$20.3K +428 +0.6%
CIA
129
Concurrent Investment Advisors
Florida
$3.41M +$2M +42,030 +146%
UAG
130
United Advisor Group
Ohio
$3.39M +$741K +15,597 +29%
CW
131
CreativeOne Wealth
Kansas
$3.25M +$764K +16,075 +31%
ACP
132
Aveo Capital Partners
Colorado
$3.21M +$18.8K +396 +0.6%
OC
133
Oarsman Capital
Wisconsin
$3.21M -$225K -4,745 -7%
LWL
134
Leo Wealth LLC
Texas
$3.2M +$1.46M +30,780 +86%
MCM
135
MidAtlantic Capital Management
Virginia
$3.1M +$2.35M +49,574 +336%
GAM
136
Gotham Asset Management
New York
$3.09M +$52.3K +1,102 +2%
MPWT
137
MassMutual Private Wealth & Trust
Connecticut
$3.06M -$29.8K -628 -1%
GWM
138
GSB Wealth Management
Connecticut
$3.05M +$692K +14,567 +30%
TFM
139
Trademark Financial Management
Minnesota
$2.95M +$139K +2,932 +5%
Creative Planning
140
Creative Planning
Kansas
$2.93M -$1.01M -21,202 -26%
GRP
141
Global Retirement Partners
California
$2.86M +$1.29M +27,227 +85%
NFG
142
Nations Financial Group
Iowa
$2.75M +$1.02M +21,509 +61%
SA
143
Sanctuary Advisors
Indiana
$2.72M +$1.47M +30,929 +112%
HFRG
144
Houlihan Financial Resource Group
Virginia
$2.69M +$1.59M +33,550 +150%
SCA
145
Snowden Capital Advisors
New York
$2.58M +$119K +2,496 +5%
MCC
146
Money Concepts Capital
Florida
$2.45M +$100K +2,111 +4%
PVI
147
Pine Valley Investments
New Jersey
$2.45M +$726K +15,293 +43%
SWP
148
Summit Wealth Partners
Florida
$2.4M +$114K +2,395 +5%
DAS
149
Diversify Advisory Services
Utah
$2.38M +$156K +3,277 +7%
AWA
150
Arete Wealth Advisors
Illinois
$2.34M +$402K +8,455 +21%

JCPB Hedge Fund Activity: Q3 2024 in Review

292 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Core Plus Bond ETF (JCPB) for Q3 2024, worth a combined $3.5B — up 26% from $2.77B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new JCPB positions and 13 closed out — a net gain of 38 holders — while 183 added to existing stakes and 43 trimmed.

The largest buyer was Moss Adams Wealth Advisors, opening a new position worth an estimated $76.8M. The largest seller was Mountain Capital Investment Advisors, exiting entirely with an estimated $31.4M sold.

  • 292 institutional investors held JPMorgan Core Plus Bond ETF (JCPB) as of Q3 2024, up from 260 in Q2 2024.
  • Funds reported $3.5B of JPMorgan Core Plus Bond ETF stock for Q3 2024, up 26% quarter-over-quarter.
  • 51 funds opened new JPMorgan Core Plus Bond ETF positions in Q3 2024 and 13 closed out, a net change of +38 holders.
  • The largest JPMorgan Core Plus Bond ETF buyer in Q3 2024 was Moss Adams Wealth Advisors, an estimated $76.8M added.
  • The largest JPMorgan Core Plus Bond ETF seller in Q3 2024 was Mountain Capital Investment Advisors, an estimated $31.4M sold.

Based on aggregated 13F filings for Q3 2024.