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JPMorgan Core Plus Bond ETF
JCPB

Overview Fund Activity

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.

Holders
292
Holders Change
+32
Holders Change %
+12.31%
% of All Funds
4.22%
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
–

Top Buyers

1
MAWA
1
Moss Adams Wealth Advisors
Washington
$78M
2
JGCM
2
Joseph Group Capital Management
Ohio
$33.7M
3
Bank of America
3
Bank of America
North Carolina
$375M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$26.5M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$45.8M

Top Sellers

1
MCIA
1
Mountain Capital Investment Advisors
Colorado
$0
2
AFA
2
AllGen Financial Advisors
Florida
$39.4M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$33.4M
4
SFC
4
Strategic Financial Concepts
Texas
$215K
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.61M
Name Market Value Shares Shares
Change 		Shares
Change %
LWMI
126
Legacy Wealth Management (Idaho)
Idaho
$3.5M 75,391 +75,391 New
LIS
127
Legacy Investment Solutions
Idaho
$3.5M 75,391 +75,391 New
DADC
128
D.A. Davidson & Co
Montana
$3.44M 71,298 +428 +0.6%
CIA
129
Concurrent Investment Advisors
Florida
$3.41M 70,779 +42,030 +146%
UAG
130
United Advisor Group
Ohio
$3.39M 70,184 +15,597 +29%
CW
131
CreativeOne Wealth
Kansas
$3.25M 67,343 +16,075 +31%
ACP
132
Aveo Capital Partners
Colorado
$3.21M 66,606 +396 +0.6%
OC
133
Oarsman Capital
Wisconsin
$3.21M 66,529 -4,745 -7%
LWL
134
Leo Wealth LLC
Texas
$3.2M 66,431 +30,780 +86%
MCM
135
MidAtlantic Capital Management
Virginia
$3.1M 64,347 +49,574 +336%
GAM
136
Gotham Asset Management
New York
$3.09M 64,131 +1,102 +2%
MPWT
137
MassMutual Private Wealth & Trust
Connecticut
$3.06M 63,375 -628 -1%
GWM
138
GSB Wealth Management
Connecticut
$3.05M 63,170 +14,567 +30%
TFM
139
Trademark Financial Management
Minnesota
$2.95M 61,105 +2,932 +5%
Creative Planning
140
Creative Planning
Kansas
$2.93M 60,738 -21,202 -26%
GRP
141
Global Retirement Partners
California
$2.86M 59,239 +27,227 +85%
NFG
142
Nations Financial Group
Iowa
$2.75M 56,949 +21,509 +61%
SA
143
Sanctuary Advisors
Indiana
$2.72M 58,483 +30,929 +112%
HFRG
144
Houlihan Financial Resource Group
Virginia
$2.69M 55,845 +33,550 +150%
SCA
145
Snowden Capital Advisors
New York
$2.58M 53,381 +2,496 +5%
MCC
146
Money Concepts Capital
Florida
$2.45M 50,816 +2,111 +4%
PVI
147
Pine Valley Investments
New Jersey
$2.45M 50,715 +15,293 +43%
SWP
148
Summit Wealth Partners
Florida
$2.4M 49,682 +2,395 +5%
DAS
149
Diversify Advisory Services
Utah
$2.38M 50,583 +3,277 +7%
AWA
150
Arete Wealth Advisors
Illinois
$2.34M 48,502 +8,455 +21%
4 5
6
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