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JPMorgan Core Plus Bond ETF

292 hedge funds and large institutions have $3.5B invested in JPMorgan Core Plus Bond ETF in 2024 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 183 increasing their positions, 43 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

326% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 43

292% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 13

26% more capital invested

Capital invested by funds: $2.77B → $3.5B (+$723M)

12% more funds holding

Funds holding: 260292 (+32)

6% more funds holding in top 10

Funds holding in top 10: 4750 (+3)

1.05% less ownership

Funds ownership: 84.54%83.49% (-1%)

Holders
292
Holders Change
+32
Holders Change %
+12.31%
% of All Funds
4.19%
Holding in Top 10
50
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.38%
% of All Funds
0.72%
New
51
Increased
183
Reduced
43
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CC
151
Courier Capital
New York
$2.28M +$1.95M +41,059 +660%
JSW
152
Journey Strategic Wealth
New Jersey
$2.25M +$2.21M +46,571 New
SCM
153
Saxony Capital Management
Missouri
$2.16M +$1.66M +35,048 +357%
WANY
154
Wealthspire Advisors (New York)
New York
$2.16M +$2.12M +44,688 New
BEI
155
Benjamin Edwards Inc
Missouri
$2.14M +$2.11M +44,327 New
GFS
156
GYL Financial Synergies
Connecticut
$2.11M +$24.4K +514 +1%
RPGK
157
Retirement Planning Group (Kansas)
Kansas
$2M -$446K -9,385 -18%
QCIG
158
Quad-Cities Investment Group
Iowa
$1.99M +$241K +5,064 +14%
JJBC
159
James J. Burns & Company
New York
$1.96M +$342K +7,194 +21%
BAM
160
Belpointe Asset Management
Nevada
$1.89M +$43.7K +920 +2%
PNC Financial Services Group
161
PNC Financial Services Group
Pennsylvania
$1.88M +$860K +18,098 +87%
CAWM
162
Capital Advisors Wealth Management
Washington
$1.87M +$141K +2,968 +8%
LA
163
LexAurum Advisors
Kansas
$1.75M +$2.8K +59 +0.2%
FA
164
Fountainhead AM
New Jersey
$1.68M +$1.19M +25,036 +254%
SFC
165
Sprinkle Financial Consultants
Colorado
$1.63M +$20.2K +426 +1%
Citadel Advisors
166
Citadel Advisors
Florida
$1.61M -$3.12M -65,678 -66%
TFS
167
Thoroughbred Financial Services
Tennessee
$1.59M +$102K +2,143 +7%
MFG
168
Menard Financial Group
Texas
$1.58M -$35.3K -743 -2%
HWMO
169
Heritage Wealth Management (Ohio)
Ohio
$1.53M +$287K +6,046 +24%
FFA
170
Farther Finance Advisors
California
$1.53M +$498K +10,482 +50%
KWM
171
Kingsview Wealth Management
Oregon
$1.5M +$280K +5,886 +23%
PG
172
Patten Group
Tennessee
$1.47M +$296K +6,238 +26%
BCI
173
Brinker Capital Investments
Pennsylvania
$1.38M +$1.35M +28,521 New
OPS
174
Orion Portfolio Solutions
Nebraska
$1.38M +$1.35M +28,521 New
NA
175
NewEdge Advisors
Louisiana
$1.34M +$668K +14,069 +102%

JCPB Hedge Fund Activity: Q3 2024 in Review

292 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Core Plus Bond ETF (JCPB) for Q3 2024, worth a combined $3.5B — up 26% from $2.77B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new JCPB positions and 13 closed out — a net gain of 38 holders — while 183 added to existing stakes and 43 trimmed.

The largest buyer was Moss Adams Wealth Advisors, opening a new position worth an estimated $76.8M. The largest seller was Mountain Capital Investment Advisors, exiting entirely with an estimated $31.4M sold.

  • 292 institutional investors held JPMorgan Core Plus Bond ETF (JCPB) as of Q3 2024, up from 260 in Q2 2024.
  • Funds reported $3.5B of JPMorgan Core Plus Bond ETF stock for Q3 2024, up 26% quarter-over-quarter.
  • 51 funds opened new JPMorgan Core Plus Bond ETF positions in Q3 2024 and 13 closed out, a net change of +38 holders.
  • The largest JPMorgan Core Plus Bond ETF buyer in Q3 2024 was Moss Adams Wealth Advisors, an estimated $76.8M added.
  • The largest JPMorgan Core Plus Bond ETF seller in Q3 2024 was Mountain Capital Investment Advisors, an estimated $31.4M sold.

Based on aggregated 13F filings for Q3 2024.