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JPMorgan Core Plus Bond ETF

324 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 59 funds opening new positions, 178 increasing their positions, 69 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 19

158% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 69

15% more capital invested

Capital invested by funds: $3.5B → $4.01B (+$512M)

14% more funds holding in top 10

Funds holding in top 10: 5057 (+7)

11% more funds holding

Funds holding: 292324 (+32)

1.56% less ownership

Funds ownership: 83.49%81.93% (-1.6%)

Holders
324
Holders Change
+32
Holders Change %
+10.96%
% of All Funds
4.27%
Holding in Top 10
57
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+14%
% of All Funds
0.75%
New
59
Increased
178
Reduced
69
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
126
D.A. Davidson & Co
Montana
$6.1M +$2.87M +61,142 +86%
TPA
127
Trivium Point Advisory
Connecticut
$5.98M +$367K +7,833 +6%
IP
128
Ignite Planners
California
$5.91M +$283K +6,042 +5%
AWS
129
Atria Wealth Solutions
New York
$5.83M +$593K +12,660 +11%
AAS
130
Ameritas Advisory Services
Nebraska
$5.54M +$44.3K +946 +0.8%
NFG
131
Nations Financial Group
Iowa
$5.35M +$2.77M +59,175 +104%
OC
132
Oppenheimer & Co
New York
$5.3M +$461K +9,838 +9%
FA
133
Fagan Associates
New York
$5.07M +$278K +5,920 +6%
WC
134
Waterloo Capital
Texas
$4.8M +$4.89M +104,262 New
SFS
135
Summit Financial Strategies
Ohio
$4.74M +$4.82M +102,791 New
AIA
136
AssuredPartners Investment Advisors
Florida
$4.41M +$4.48M +95,670 New
TC
137
TownSquare Capital
Utah
$4.39M -$413K -8,801 -8%
CP
138
Capital Planning
Washington
$4.13M -$1.1M -23,416 -21%
TA
139
TruWealth Advisors
Louisiana
$4.09M +$46.7K +996 +1%
CIA
140
Concurrent Investment Advisors
Florida
$4M +$752K +16,033 +23%
UAG
141
United Advisor Group
Ohio
$3.97M +$745K +15,882 +23%
5W
142
5T Wealth
California
$3.82M +$3.89M +82,939 New
HI
143
Harbour Investments
Wisconsin
$3.81M +$305K +6,504 +9%
SA
144
Sanctuary Advisors
Indiana
$3.57M +$860K +18,335 +31%
LWL
145
Leo Wealth LLC
Texas
$3.56M +$513K +10,942 +16%
GWM
146
GSB Wealth Management
Connecticut
$3.55M +$648K +13,830 +22%
WMA
147
West Michigan Advisors
Michigan
$3.54M +$112K +2,387 +3%
GFG
148
Goldstone Financial Group
Illinois
$3.53M +$3.59M +76,557 New
SFC
149
Sprinkle Financial Consultants
Colorado
$3.35M +$1.83M +38,931 +115%
HFRG
150
Houlihan Financial Resource Group
Virginia
$3.32M +$765K +16,310 +29%