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JPMorgan Core Plus Bond ETF
JCPB

Overview Fund Activity

322 hedge funds and large institutions have $4.01B invested in JPMorgan Core Plus Bond ETF in 2024 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 178 increasing their positions, 69 reducing their positions, and 19 closing their positions.

Holders
322
Holders Change
+30
Holders Change %
+10.27%
% of All Funds
4.29%
Holding in Top 10
57
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+14%
% of All Funds
0.76%
New
57
Increased
178
Reduced
69
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$143M
2
Wells Fargo
2
Wells Fargo
California
$82.6M
3
HFS
3
Hughes Financial Services
Virginia
$56.1M
4
VFA
4
Valeo Financial Advisors
Indiana
$68.3M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$143M

Top Sellers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$7.71M
2
REMPR
2
Roof Eidam Maycock Peralta (REMP)
California
$1.16M
3
PCM
3
Pennsylvania Capital Management
Pennsylvania
$0
4
Stifel Financial
4
Stifel Financial
Missouri
$16.3M
5
SI
5
Stephens Inc
Arkansas
$41.4M
Name Market Value Shares Shares
Change 		Shares
Change %
DADC
126
D.A. Davidson & Co
Montana
$6.1M 132,440 +61,142 +86%
TPA
127
Trivium Point Advisory
Connecticut
$5.98M 129,855 +7,833 +6%
IP
128
Ignite Planners
California
$5.91M 128,432 +6,042 +5%
AWS
129
Atria Wealth Solutions
New York
$5.83M 126,417 +12,660 +11%
AAS
130
Ameritas Advisory Services
Nebraska
$5.54M 120,193 +946 +0.8%
NFG
131
Nations Financial Group
Iowa
$5.35M 116,124 +59,175 +104%
OC
132
Oppenheimer & Co
New York
$5.3M 114,941 +9,838 +9%
FA
133
Fagan Associates
New York
$5.07M 110,110 +5,920 +6%
WC
134
Waterloo Capital
Texas
$4.8M 104,262 +104,262 New
SFS
135
Summit Financial Strategies
Ohio
$4.74M 102,791 +102,791 New
AIA
136
AssuredPartners Investment Advisors
Florida
$4.41M 95,670 +95,670 New
TC
137
TownSquare Capital
Utah
$4.39M 95,389 -8,801 -8%
CP
138
Capital Planning
Washington
$4.13M 89,181 -23,416 -21%
TA
139
TruWealth Advisors
Louisiana
$4.09M 88,688 +996 +1%
CIA
140
Concurrent Investment Advisors
Florida
$4M 86,812 +16,033 +23%
UAG
141
United Advisor Group
Ohio
$3.97M 86,066 +15,882 +23%
5W
142
5T Wealth
California
$3.82M 82,939 +82,939 New
HI
143
Harbour Investments
Wisconsin
$3.81M 82,595 +6,504 +9%
SA
144
Sanctuary Advisors
Indiana
$3.57M 76,818 +18,335 +31%
LWL
145
Leo Wealth LLC
Texas
$3.56M 77,373 +10,942 +16%
GWM
146
GSB Wealth Management
Connecticut
$3.55M 77,000 +13,830 +22%
WMA
147
West Michigan Advisors
Michigan
$3.54M 76,556 +2,387 +3%
GFG
148
Goldstone Financial Group
Illinois
$3.53M 76,557 +76,557 New
SFC
149
Sprinkle Financial Consultants
Colorado
$3.35M 72,663 +38,931 +115%
HFRG
150
Houlihan Financial Resource Group
Virginia
$3.32M 72,155 +16,310 +29%
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6
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