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JPMorgan Core Plus Bond ETF
JCPB

Overview Fund Activity

235 hedge funds and large institutions have $2.51B invested in JPMorgan Core Plus Bond ETF in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 131 increasing their positions, 54 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
+25
Holders Change %
+11.9%
% of All Funds
3.41%
Holding in Top 10
37
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+23.33%
% of All Funds
0.54%
New
41
Increased
131
Reduced
54
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WWM
Wiser Wealth Management
Georgia
$40.4M
2
BWL
Bogart Wealth LLC
Virginia
$39.3M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$80.6M
4
GSAM
Grant Street Asset Management
Pennsylvania
$65.1M
5
MCIA
Mountain Capital Investment Advisors
Colorado
$28.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$38.6M
2
Bank of America
Bank of America
North Carolina
$319M
3
Stifel Financial
Stifel Financial
Missouri
$13.8M
4
OMC
Old Mission Capital
Illinois
$0
5
CHA
Cooper/Haims Advisors
New York
$9.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCFC
151
First Citizens Financial Corp
Iowa
$872K +$11.8K +254 +1%
WWP
152
Walden Wealth Partners
Ohio
$867K -$28K -606 -3%
MHR
153
Matthew Hamilton Rosenberg
$864K +$28K +607 +3%
JJBC
154
James J. Burns & Company
New York
$848K -$310K -6,722 -27%
Lido Advisors
155
Lido Advisors
California
$789K -$59.7K -1,280 -7%
PG
156
Patten Group
Tennessee
$787K +$787K +16,872 New
WF
157
Wayfinding Financial
Washington
$783K -$93.5K -2,042 -11%
Betterment LLC
158
Betterment LLC
New York
$776K +$776K +16,634 New
CFS
159
CRA Financial Services
New Jersey
$775K +$775K +16,625 New
PWM
160
Pinnacle Wealth Management
California
$766K +$473K +10,149 +162%
HFRG
161
Houlihan Financial Resource Group
Virginia
$723K +$511K +10,950 +241%
LPL Financial
162
LPL Financial
California
$722K +$241K +5,169 +50%
BPA
163
Beacon Pointe Advisors
California
$721K +$79K +1,693 +12%
AAS
164
Avantax Advisory Services
Texas
$682K +$93.8K +2,011 +16%
Northwestern Mutual Wealth Management
165
Northwestern Mutual Wealth Management
Wisconsin
$676K +$532K +11,399 +369%
MCM
166
MidAtlantic Capital Management
Virginia
$668K – – –
SFS
167
Security Financial Services
Indiana
$606K -$37.9K -812 -6%
CIA
168
Concurrent Investment Advisors
Florida
$604K +$59.8K +1,283 +11%
SPC
169
Sigma Planning Corp
Michigan
$595K +$319K +6,846 +116%
IA
170
IFP Advisors
Florida
$580K -$186K -3,992 -24%
SFM
171
Signet Financial Management
New Jersey
$573K +$71.6K +1,534 +14%
RJT
172
Raymond James Trust
Florida
$524K +$139K +2,974 +36%
OIA
173
OneDigital Investment Advisors
Kansas
$524K +$524K +11,238 New
PAWA
174
Palo Alto Wealth Advisors
California
$516K +$66.6K +1,427 +15%
Renaissance Technologies
175
Renaissance Technologies
New York
$513K +$513K +11,000 New
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