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JPMorgan Core Plus Bond ETF
JCPB

Overview Fund Activity

158 hedge funds and large institutions have $1.22B invested in JPMorgan Core Plus Bond ETF in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 82 increasing their positions, 37 reducing their positions, and 14 closing their positions.

Holders
158
Holders Change
+15
Holders Change %
+10.49%
% of All Funds
2.52%
Holding in Top 10
21
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+40%
% of All Funds
0.33%
New
31
Increased
82
Reduced
37
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$128M
2
SI
2
Stephens Inc
Arkansas
$46.6M
3
DT
3
Daniels + Tansey
Delaware
$66.9M
4
GSAM
4
Grant Street Asset Management
Pennsylvania
$31.1M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$47.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$36.9M
2
FPCG
2
Forum Private Client Group
Indiana
$0
3
ACP
3
Aveo Capital Partners
Colorado
$8.57M
4
Jane Street
4
Jane Street
New York
$10.2M
5
T
5
TCWP
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JWA
151
JFS Wealth Advisors
Pennsylvania
$10.1K 227 +227 New
SWM
152
Spire Wealth Management
Virginia
$7.77K 174 -39 -18%
GWM
153
Geneos Wealth Management
Colorado
$5.58K 125 – –
SIS
154
Sound Income Strategies
Florida
$4.87K 109 +109 New
TRCT
155
Tower Research Capital (TRC)
New York
$4.47K 100 – –
Northwestern Mutual Wealth Management
156
Northwestern Mutual Wealth Management
Wisconsin
$1.7K 38 +38 New
TFGT
157
TS Financial Group (TSFG)
Illinois
$1K 29 – –
AWM
158
Abound Wealth Management
Tennessee
$224 5 +5 New
FPCG
159
Forum Private Client Group
Indiana
– – -213,230 Closed
T
160
TCWP
Ohio
– – -173,162 Closed
OMC
161
Old Mission Capital
Illinois
– – -33,844 Closed
DIM
162
Delta Investment Management
California
– – -29,455 Closed
AWE
163
Avidian Wealth Enterprises
Texas
– – -22,173 Closed
FFA
164
Fragasso Financial Advisors
Pennsylvania
– – -13,385 Closed
AWA
165
Arete Wealth Advisors
Illinois
– – -13,076 Closed
DWM
166
Drive Wealth Management
Utah
– – -4,492 Closed
IWC
167
Integrated Wealth Concepts
Massachusetts
– – -4,394 Closed
SPI
168
Sutton Place Investors
New York
– – -4,307 Closed
TWD
169
True Wealth Design
Ohio
– – -610 Closed
TC
170
Truvestments Capital
Florida
– – -167 Closed
TAM
171
Tucker Asset Management
Colorado
– – -23 Closed
AIC
172
Archer Investment Corporation
Indiana
– – -21 Closed
CFGS
173
Concourse Financial Group Securities
Alabama
– – – –
3 4 5 6
7