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JPMorgan Core Plus Bond ETF

210 hedge funds and large institutions have $2.1B invested in JPMorgan Core Plus Bond ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 98 increasing their positions, 40 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

675% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 8

145% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 40

72% more capital invested

Capital invested by funds: $1.22B → $2.1B (+$884M)

43% more funds holding in top 10

Funds holding in top 10: 2130 (+9)

33% more funds holding

Funds holding: 158210 (+52)

8.96% more ownership

Funds ownership: 80.99%89.95% (+9%)

Holders
210
Holders Change
+52
Holders Change %
+32.91%
% of All Funds
3.06%
Holding in Top 10
30
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+42.86%
% of All Funds
0.44%
New
62
Increased
98
Reduced
40
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAWA
151
Palo Alto Wealth Advisors
California
$456K +$147K +3,255 +51%
KWM
152
Kingsview Wealth Management
Oregon
$447K -$392K -8,682 -48%
TCA
153
Transcend Capital Advisors
New Jersey
$440K +$2.35K +52 +0.6%
JWCA
154
J.W. Cole Advisors
Florida
$439K -$78.6K -1,740 -16%
PCS
155
Personal CFO Solutions
New Jersey
$402K +$386K +8,544 New
Comerica Bank
156
Comerica Bank
Texas
$402K -$17K -376 -4%
RJT
157
Raymond James Trust
Florida
$389K +$373K +8,270 New
PAG
158
Private Advisor Group
New Jersey
$385K
GRP
159
Global Retirement Partners
California
$362K +$197K +4,354 +129%
AG
160
Ascent Group
Virginia
$354K +$84.8K +1,878 +33%
MOS
161
MGO One Seven
Ohio
$345K +$331K +7,321 New
LSPW
162
Lake Street Private Wealth
Illinois
$344K +$14.1K +312 +4%
UWM
163
USAdvisors Wealth Management
Minnesota
$343K -$1.35K -30 -0.4%
DOA
164
D'Orazio & Associates
Virginia
$337K +$324K +7,166 New
JWA
165
JFS Wealth Advisors
Pennsylvania
$319K +$296K +6,556 +2,888%
HWM
166
HB Wealth Management
Georgia
$306K +$294K +6,509 New
ASN
167
Advisory Services Network
Georgia
$305K +$50.9K +1,128 +21%
PWM
168
Pinnacle Wealth Management
California
$296K +$284K +6,282 New
Envestnet Portfolio Solutions
169
Envestnet Portfolio Solutions
Illinois
$287K +$37.4K +828 +16%
TI
170
Tidal Investments
Wisconsin
$284K -$531K -11,749 -66%
GIA
171
Gladstone Institutional Advisory
Florida
$282K +$270K +5,980 New
SCM
172
Stonehearth Capital Management
Massachusetts
$280K +$268K +5,941 New
SPC
173
Sigma Planning Corp
Michigan
$278K -$309K -6,840 -54%
BFA
174
Beaumont Financial Advisors
Massachusetts
$270K -$5.64K -125 -2%
AAS
175
Ameritas Advisory Services
Nebraska
$262K +$253K +5,599 New