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JPMorgan Core Plus Bond ETF

324 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 59 funds opening new positions, 178 increasing their positions, 69 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 19

158% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 69

15% more capital invested

Capital invested by funds: $3.5B → $4.01B (+$512M)

14% more funds holding in top 10

Funds holding in top 10: 5057 (+7)

11% more funds holding

Funds holding: 292324 (+32)

1.56% less ownership

Funds ownership: 83.49%81.93% (-1.6%)

Holders
324
Holders Change
+32
Holders Change %
+10.96%
% of All Funds
4.27%
Holding in Top 10
57
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+14%
% of All Funds
0.75%
New
59
Increased
178
Reduced
69
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
151
Arete Wealth Advisors
Illinois
$3.27M +$1.05M +22,433 +46%
CW
152
CreativeOne Wealth
Kansas
$3.24M +$138K +2,950 +4%
LIS
153
Legacy Investment Solutions
Idaho
$3.16M -$336K -7,175 -10%
LWMI
154
Legacy Wealth Management (Idaho)
Idaho
$3.16M -$336K -7,175 -10%
GAM
155
Gotham Asset Management
New York
$3.12M +$167K +3,564 +6%
GRP
156
Global Retirement Partners
California
$3.12M +$395K +8,429 +14%
OC
157
Oarsman Capital
Wisconsin
$3.1M +$35.9K +766 +1%
SCA
158
Snowden Capital Advisors
New York
$3.08M +$623K +13,290 +25%
PVI
159
Pine Valley Investments
New Jersey
$3.01M +$682K +14,539 +29%
AF
160
Allworth Financial
California
$3M -$371K -7,905 -11%
MPWT
161
MassMutual Private Wealth & Trust
Connecticut
$2.94M +$16.7K +356 +0.6%
MCM
162
MidAtlantic Capital Management
Virginia
$2.85M -$112K -2,396 -4%
MCC
163
Money Concepts Capital
Florida
$2.79M +$455K +9,711 +19%
ACP
164
Aveo Capital Partners
Colorado
$2.78M -$291K -6,210 -9%
CC
165
Courier Capital
New York
$2.68M +$507K +10,810 +23%
MWA
166
Medallion Wealth Advisors
Connecticut
$2.62M +$2.66M +56,766 New
SWP
167
Summit Wealth Partners
Florida
$2.6M +$321K +6,850 +14%
TFM
168
Trademark Financial Management
Minnesota
$2.58M -$237K -5,045 -8%
FTUS
169
Flow Traders U.S.
New York
$2.51M +$1.91M +40,810 +299%
AWA
170
Acorn Wealth Advisors
Michigan
$2.41M +$2.46M +52,397 New
JJBC
171
James J. Burns & Company
New York
$2.41M +$547K +11,668 +29%
LA
172
LexAurum Advisors
Kansas
$2.32M +$663K +14,139 +39%
BEI
173
Benjamin Edwards Inc
Missouri
$2.31M +$277K +5,905 +13%
NA
174
NewEdge Advisors
Louisiana
$2.3M +$1.04M +22,180 +80%
Carson Wealth (CWM LLC)
175
Carson Wealth (CWM LLC)
Nebraska
$2.2M +$1.14M +24,239 +103%