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JPMorgan Core Plus Bond ETF
JCPB

Overview Fund Activity

235 hedge funds and large institutions have $2.51B invested in JPMorgan Core Plus Bond ETF in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 131 increasing their positions, 54 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
+25
Holders Change %
+11.9%
% of All Funds
3.41%
Holding in Top 10
37
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+23.33%
% of All Funds
0.54%
New
41
Increased
131
Reduced
54
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WWM
1
Wiser Wealth Management
Georgia
$40.4M
2
BWL
2
Bogart Wealth LLC
Virginia
$39.3M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$80.6M
4
GSAM
4
Grant Street Asset Management
Pennsylvania
$65.1M
5
MCIA
5
Mountain Capital Investment Advisors
Colorado
$28.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$38.6M
2
Bank of America
2
Bank of America
North Carolina
$319M
3
Stifel Financial
3
Stifel Financial
Missouri
$13.8M
4
OMC
4
Old Mission Capital
Illinois
$0
5
CHA
5
Cooper/Haims Advisors
New York
$9.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
AGP
176
Autumn Glory Partners
Texas
$483K – – –
ASN
177
Advisory Services Network
Georgia
$480K +$178K +3,814 +59%
PCS
178
Personal CFO Solutions
New Jersey
$470K +$71K +1,522 +18%
CCFM
179
Clear Creek Financial Management
Washington
$466K +$466K +9,980 New
SIAP
180
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$459K +$459K +9,850 New
TCA
181
Transcend Capital Advisors
New Jersey
$457K +$21.6K +464 +5%
UWM
182
USAdvisors Wealth Management
Minnesota
$400K +$60K +1,287 +18%
JWA
183
JFS Wealth Advisors
Pennsylvania
$398K +$81.7K +1,752 +26%
GIA
184
Gladstone Institutional Advisory
Florida
$398K +$119K +2,553 +43%
Comerica Bank
185
Comerica Bank
Texas
$389K -$9.52K -204 -2%
AG
186
Ascent Group
Virginia
$376K +$20.2K +434 +6%
CFS
187
CGC Financial Services
Oregon
$370K -$413K -8,861 -53%
US Bancorp
188
US Bancorp
Minnesota
$358K +$358K +7,679 New
PAG
189
Private Advisor Group
New Jersey
$350K -$31.1K -667 -8%
TNBTD
190
Trustmark National Bank Trust Department
Mississippi
$341K +$93.3K +2,000 +38%
Envestnet Portfolio Solutions
191
Envestnet Portfolio Solutions
Illinois
$339K +$55K +1,179 +19%
Susquehanna International Group
192
Susquehanna International Group
Pennsylvania
$326K +$326K +6,985 New
LSPW
193
Lake Street Private Wealth
Illinois
$319K -$20.9K -449 -6%
FA
194
Fountainhead AM
New Jersey
$303K +$303K +6,499 New
SCM
195
Stonehearth Capital Management
Massachusetts
$287K +$9.7K +208 +4%
TI
196
Tidal Investments
Wisconsin
$284K +$2.15K +46 +0.8%
MOS
197
MGO One Seven
Ohio
$265K -$77K -1,650 -23%
LW
198
Linscomb Wealth
Texas
$260K +$16.6K +355 +7%
PFS
199
Prospera Financial Services
Texas
$258K +$258K +5,535 New
BFA
200
Beaumont Financial Advisors
Massachusetts
$255K -$13.2K -282 -5%
6 7
8
9 10