JCPB icon

JPMorgan Core Plus Bond ETF
JCPB

Overview Fund Activity

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.

Holders
292
Holders Change
+32
Holders Change %
+12.31%
% of All Funds
4.22%
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
–

Top Buyers

1
MAWA
1
Moss Adams Wealth Advisors
Washington
$78M
2
JGCM
2
Joseph Group Capital Management
Ohio
$33.7M
3
Bank of America
3
Bank of America
North Carolina
$375M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$26.5M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$45.8M

Top Sellers

1
MCIA
1
Mountain Capital Investment Advisors
Colorado
$0
2
AFA
2
AllGen Financial Advisors
Florida
$39.4M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$33.4M
4
SFC
4
Strategic Financial Concepts
Texas
$215K
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.61M
Name Market Value Shares Shares
Change 		Shares
Change %
CC
151
Courier Capital
New York
$2.28M 47,276 +41,059 +660%
JSW
152
Journey Strategic Wealth
New Jersey
$2.25M 46,571 +46,571 New
SCM
153
Saxony Capital Management
Missouri
$2.16M 44,871 +35,048 +357%
WANY
154
Wealthspire Advisors (New York)
New York
$2.16M 44,688 +44,688 New
BEI
155
Benjamin Edwards Inc
Missouri
$2.14M 44,327 +44,327 New
GFS
156
GYL Financial Synergies
Connecticut
$2.11M 43,706 +514 +1%
RPGK
157
Retirement Planning Group (Kansas)
Kansas
$2M 41,429 -9,385 -18%
QCIG
158
Quad-Cities Investment Group
Iowa
$1.99M 41,173 +5,064 +14%
JJBC
159
James J. Burns & Company
New York
$1.96M 40,700 +7,194 +21%
BAM
160
Belpointe Asset Management
Nevada
$1.89M 39,275 +920 +2%
PNC Financial Services Group
161
PNC Financial Services Group
Pennsylvania
$1.88M 38,995 +18,098 +87%
CAWM
162
Capital Advisors Wealth Management
Washington
$1.87M 38,788 +2,968 +8%
LA
163
LexAurum Advisors
Kansas
$1.75M 36,265 +59 +0.2%
FA
164
Fountainhead AM
New Jersey
$1.68M 34,893 +25,036 +254%
SFC
165
Sprinkle Financial Consultants
Colorado
$1.63M 33,732 +426 +1%
Citadel Advisors
166
Citadel Advisors
Florida
$1.61M 33,464 -65,678 -66%
TFS
167
Thoroughbred Financial Services
Tennessee
$1.59M 32,993 +2,143 +7%
MFG
168
Menard Financial Group
Texas
$1.58M 32,725 -743 -2%
HWMO
169
Heritage Wealth Management (Ohio)
Ohio
$1.53M 31,728 +6,046 +24%
FFA
170
Farther Finance Advisors
California
$1.53M 31,613 +10,482 +50%
KWM
171
Kingsview Wealth Management
Oregon
$1.5M 31,127 +5,886 +23%
PG
172
Patten Group
Tennessee
$1.47M 30,552 +6,238 +26%
BCI
173
Brinker Capital Investments
Pennsylvania
$1.38M 28,521 +28,521 New
OPS
174
Orion Portfolio Solutions
Nebraska
$1.38M 28,521 +28,521 New
NA
175
NewEdge Advisors
Louisiana
$1.34M 27,850 +14,069 +102%
5 6
7
8 9