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JPMorgan Core Plus Bond ETF
JCPB

Overview Fund Activity

322 hedge funds and large institutions have $4.01B invested in JPMorgan Core Plus Bond ETF in 2024 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 178 increasing their positions, 69 reducing their positions, and 19 closing their positions.

Holders
322
Holders Change
+30
Holders Change %
+10.27%
% of All Funds
4.29%
Holding in Top 10
57
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+14%
% of All Funds
0.76%
New
57
Increased
178
Reduced
69
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$143M
2
Wells Fargo
2
Wells Fargo
California
$82.6M
3
HFS
3
Hughes Financial Services
Virginia
$56.1M
4
VFA
4
Valeo Financial Advisors
Indiana
$68.3M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$143M

Top Sellers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$7.71M
2
REMPR
2
Roof Eidam Maycock Peralta (REMP)
California
$1.16M
3
PCM
3
Pennsylvania Capital Management
Pennsylvania
$0
4
Stifel Financial
4
Stifel Financial
Missouri
$16.3M
5
SI
5
Stephens Inc
Arkansas
$41.4M
Name Market Value Shares Shares
Change 		Shares
Change %
AWA
151
Arete Wealth Advisors
Illinois
$3.27M 70,935 +22,433 +46%
CW
152
CreativeOne Wealth
Kansas
$3.24M 70,293 +2,950 +4%
LIS
153
Legacy Investment Solutions
Idaho
$3.16M 68,216 -7,175 -10%
LWMI
154
Legacy Wealth Management (Idaho)
Idaho
$3.16M 68,216 -7,175 -10%
GAM
155
Gotham Asset Management
New York
$3.12M 67,695 +3,564 +6%
GRP
156
Global Retirement Partners
California
$3.12M 67,668 +8,429 +14%
OC
157
Oarsman Capital
Wisconsin
$3.1M 67,295 +766 +1%
SCA
158
Snowden Capital Advisors
New York
$3.08M 66,671 +13,290 +25%
PVI
159
Pine Valley Investments
New Jersey
$3.01M 65,254 +14,539 +29%
AF
160
Allworth Financial
California
$3M 64,867 -7,905 -11%
MPWT
161
MassMutual Private Wealth & Trust
Connecticut
$2.94M 63,731 +356 +0.6%
MCM
162
MidAtlantic Capital Management
Virginia
$2.85M 61,951 -2,396 -4%
MCC
163
Money Concepts Capital
Florida
$2.79M 60,527 +9,711 +19%
ACP
164
Aveo Capital Partners
Colorado
$2.78M 60,396 -6,210 -9%
CC
165
Courier Capital
New York
$2.68M 58,086 +10,810 +23%
SWP
166
Summit Wealth Partners
Florida
$2.6M 56,532 +6,850 +14%
TFM
167
Trademark Financial Management
Minnesota
$2.58M 56,060 -5,045 -8%
FTUS
168
Flow Traders U.S.
New York
$2.51M 54,471 +40,810 +299%
AWA
169
Acorn Wealth Advisors
Michigan
$2.41M 52,397 +52,397 New
JJBC
170
James J. Burns & Company
New York
$2.41M 52,368 +11,668 +29%
LA
171
LexAurum Advisors
Kansas
$2.32M 50,404 +14,139 +39%
BEI
172
Benjamin Edwards Inc
Missouri
$2.31M 50,232 +5,905 +13%
NA
173
NewEdge Advisors
Louisiana
$2.3M 50,030 +22,180 +80%
Carson Wealth (CWM LLC)
174
Carson Wealth (CWM LLC)
Nebraska
$2.2M 47,672 +24,239 +103%
Creative Planning
175
Creative Planning
Kansas
$2.1M 45,649 -15,089 -25%
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