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JPMorgan Core Plus Bond ETF
JCPB

Overview Fund Activity

260 hedge funds and large institutions have $2.77B invested in JPMorgan Core Plus Bond ETF in 2024 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 152 increasing their positions, 57 reducing their positions, and 11 closing their positions.

Holders
260
Holders Change
+25
Holders Change %
+10.64%
% of All Funds
3.78%
Holding in Top 10
47
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+27.03%
% of All Funds
0.68%
New
38
Increased
152
Reduced
57
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SPA
1
Sentinel Pension Advisors
Massachusetts
$43.8M
2
Mariner
2
Mariner
Kansas
$39.2M
3
TWM
3
Tradition Wealth Management
Minnesota
$27.7M
4
DWP
4
Destiny Wealth Partners
Florida
$26.9M
5
RHP
5
Royal Harbor Partners
Texas
$18.4M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$90.6M
2
LWL
2
Leo Wealth LLC
Texas
$1.64M
3
AFA
3
AllGen Financial Advisors
Florida
$47.4M
4
BFG
4
Berger Financial Group
Minnesota
$12.8M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$31.1M
Name Market Value Shares Shares
Change 		Shares
Change %
CCFM
151
Clear Creek Financial Management
Washington
$1.21M 26,108 +16,128 +162%
HWMO
152
Heritage Wealth Management (Ohio)
Ohio
$1.19M 25,682 +25,682 New
KWM
153
Kingsview Wealth Management
Oregon
$1.17M 25,241 +5,823 +30%
FAM
154
Frontier Asset Management
Wyoming
$1.14M 24,628 +197 +0.8%
PG
155
Patten Group
Tennessee
$1.13M 24,314 +7,442 +44%
FH
156
FWG Holdings
Florida
$1.12M 23,997 +30 +0.1%
Betterment LLC
157
Betterment LLC
New York
$1.11M 23,902 +7,268 +44%
WGCA
158
Wolf Group Capital Advisors
Virginia
$1.1M 23,807 +23,807 New
FCFC
159
First Citizens Financial Corp
Iowa
$1.09M 23,458 +4,770 +26%
SPG
160
Strategic Planning Group
Utah
$1.06M 22,847 +1,526 +7%
HFRG
161
Houlihan Financial Resource Group
Virginia
$1.03M 22,295 +6,805 +44%
KCIC
162
Kuhn & Co Investment Counsel
Illinois
$973K 21,010 +1,980 +10%
FFA
163
Farther Finance Advisors
California
$969K 21,131 +602 +3%
PNC Financial Services Group
164
PNC Financial Services Group
Pennsylvania
$968K 20,897 +20,614 +7,284%
GM
165
GeoWealth Management
Illinois
$949K 20,473 +117 +0.6%
ICM
166
IMS Capital Management
Oregon
$942K 19,670 -369 -2%
WWP
167
Walden Wealth Partners
Ohio
$898K 19,388 +629 +3%
AWM
168
Axxcess Wealth Management
California
$887K 19,150 -48,735 -72%
MHR
169
Matthew Hamilton Rosenberg
$859K 18,731 – –
Carson Wealth (CWM LLC)
170
Carson Wealth (CWM LLC)
Nebraska
$823K 17,759 +14,722 +485%
Wells Fargo
171
Wells Fargo
California
$796K 17,184 +17,183 +1,718,300%
WF
172
Wayfinding Financial
Washington
$796K 17,191 +84 +0.5%
Northwestern Mutual Wealth Management
173
Northwestern Mutual Wealth Management
Wisconsin
$785K 16,945 +2,461 +17%
FF
174
Financial Futures
New Jersey
$774K 16,704 -41,931 -72%
Lido Advisors
175
Lido Advisors
California
$772K 16,658 -260 -2%
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