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JPMorgan Core Plus Bond ETF
JCPB

Overview Fund Activity

210 hedge funds and large institutions have $2.1B invested in JPMorgan Core Plus Bond ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 98 increasing their positions, 40 reducing their positions, and 8 closing their positions.

Holders
210
Holders Change
+52
Holders Change %
+32.91%
% of All Funds
3.08%
Holding in Top 10
30
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+42.86%
% of All Funds
0.44%
New
62
Increased
98
Reduced
40
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$342M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$48.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$67M
4
CA
4
CGN Advisors
Kansas
$39.5M
5
VAMG
5
Voisard Asset Management Group
Michigan
$36.1M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
Jane Street
2
Jane Street
New York
$2.91M
3
PWA
3
Peterson Wealth Advisors
Utah
$14.4M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$48.2M
5
DWP
5
Daymark Wealth Partners
Ohio
$15.8M
Name Market Value Shares Shares
Change 		Shares
Change %
TNBTD
176
Trustmark National Bank Trust Department
Mississippi
$250K 5,300 – –
LW
177
Linscomb Wealth
Texas
$246K 5,223 +5,223 New
MAG
178
Mayfair Advisory Group
Alabama
$240K 5,117 – –
AWM
179
Apollon Wealth Management
South Carolina
$237K 5,036 -247 -5%
LFG
180
Larson Financial Group
Missouri
$233K 4,951 -6,287 -56%
BWM
181
BCGM Wealth Management
Indiana
$227K 4,814 +4,814 New
SWM
182
Silverlake Wealth Management
Vermont
$226K 4,797 -2,719 -36%
PA
183
PFG Advisors
Arizona
$225K 4,787 -36 -0.7%
FPGK
184
Financial Partners Group (Kansas)
Kansas
$223K 4,743 +14 +0.3%
PWP
185
Private Wealth Partners
California
$222K 4,725 – –
SOS
186
Silver Oak Securities
Tennessee
$217K 4,602 +4,602 New
HFRG
187
Houlihan Financial Resource Group
Virginia
$214K 4,540 +4,540 New
WIP
188
WealthCare Investment Partners
Rhode Island
$210K 4,486 -745 -14%
HI
189
Harbour Investments
Wisconsin
$210K 4,455 +2,147 +93%
CCA
190
Criterion Capital Advisors
Tennessee
$200K 4,258 +4,258 New
AF
191
Advisornet Financial
Minnesota
$161K 3,425 +425 +14%
Northwestern Mutual Wealth Management
192
Northwestern Mutual Wealth Management
Wisconsin
$145K 3,085 +3,047 +8,018%
PWMG
193
Prestige Wealth Management Group
New Jersey
$143K 3,020 -14,479 -83%
PPC
194
Park Place Capital
Alabama
$101K 2,148 -1,621 -43%
WTC
195
WhitTier Trust Company
Nevada
$62.9K 1,336 +1,336 New
PCMC
196
Private Capital Management (Colorado)
Colorado
$56.5K 1,200 +150 +14%
FSWA
197
Financial Synergies Wealth Advisors
Texas
$35.3K 769 -25 -3%
JGCM
198
Joseph Group Capital Management
Ohio
$35K 743 +743 New
Fidelity Investments
199
Fidelity Investments
Massachusetts
$32.9K 699 +699 New
SPIA
200
Steward Partners Investment Advisory
New York
$31.8K 676 – –
5 6 7
8
9