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JPMorgan Core Plus Bond ETF
JCPB

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.

New
Increased
Maintained
Reduced
Closed

326% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 43

292% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 13

26% more capital invested

Capital invested by funds: $2.77B → $3.5B (+$723M)

12% more funds holding

Funds holding: 260 → 292 (+32)

6% more funds holding in top 10

Funds holding in top 10: 47 → 50 (+3)

1.05% less ownership

Funds ownership: 84.54% → 83.49% (-1%)

Holders
292
Holders Change
+32
Holders Change %
+12.31%
% of All Funds
4.19%
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

Rank Fund Capital Flow
1
MAWA
Moss Adams Wealth Advisors
Washington
+$76.8M
2
JGCM
Joseph Group Capital Management
Ohio
+$33.2M
3
Bank of America
Bank of America
North Carolina
+$26.6M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$26.1M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$23.3M

Top Sellers

Rank Fund Capital Flow
1
MCIA
Mountain Capital Investment Advisors
Colorado
-$31.4M
2
AFA
AllGen Financial Advisors
Florida
-$9.82M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$7.22M
4
SFC
Strategic Financial Concepts
Texas
-$7.17M
5
Citadel Advisors
Citadel Advisors
Florida
-$3.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
TNBTD
176
Trustmark National Bank Trust Department
Mississippi
$1.33M +$751K +15,800 +133%
GPW
177
Gentry Private Wealth
Kansas
$1.33M +$1.31M +27,584 New
CCFM
178
Clear Creek Financial Management
Washington
$1.28M +$16K +336 +1%
Betterment LLC
179
Betterment LLC
New York
$1.27M +$114K +2,409 +10%
BPA
180
Beacon Pointe Advisors
California
$1.24M +$553K +11,635 +83%
NG
181
Norden Group
Utah
$1.22M +$1.2M +25,203 New
EWA
182
Etesian Wealth Advisors
Oregon
$1.21M +$864K +18,180 +264%
FAM
183
Frontier Asset Management
Wyoming
$1.2M +$7.79K +164 +0.7%
FCFC
184
First Citizens Financial Corp
Iowa
$1.15M +$14.4K +304 +1%
Carson Wealth (CWM LLC)
185
Carson Wealth (CWM LLC)
Nebraska
$1.13M +$270K +5,674 +32%
FFA
186
Florida Financial Advisors
Florida
$1.1M +$1.08M +22,801 New
FH
187
FWG Holdings
Florida
$1.08M -$47.3K -995 -4%
GM
188
GeoWealth Management
Illinois
$1.07M +$83.3K +1,754 +9%
SPG
189
Strategic Planning Group
Utah
$1.06M -$41.7K -877 -4%
FFWA
190
FRG Family Wealth Advisors
Washington
$1.02M +$1.01M +21,200 New
MHR
191
Matthew Hamilton Rosenberg
$1M +$98.6K +2,076 +11%
BIP
192
Blueprint Investment Partners
North Carolina
$964K +$949K +19,985 New
E
193
ETFidea
New York
$957K +$942K +19,840 New
ICM
194
IMS Capital Management
Oregon
$949K – – –
PCS
195
Personal CFO Solutions
New Jersey
$882K +$201K +4,242 +30%
KCIC
196
Kuhn & Co Investment Counsel
Illinois
$857K -$154K -3,252 -15%
WF
197
Wayfinding Financial
Washington
$834K +$4.89K +103 +0.6%
Lido Advisors
198
Lido Advisors
California
$800K -$3.94K -83 -0.5%
AWM
199
Axxcess Wealth Management
California
$755K -$166K -3,500 -18%
SPC
200
Sigma Planning Corp
Michigan
$752K +$93.8K +1,975 +14%
6 7
8
9 10

JCPB Hedge Fund Activity: Q3 2024 in Review

292 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Core Plus Bond ETF (JCPB) for Q3 2024, worth a combined $3.5B — up 26% from $2.77B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new JCPB positions and 13 closed out — a net gain of 38 holders — while 183 added to existing stakes and 43 trimmed.

The largest buyer was Moss Adams Wealth Advisors, opening a new position worth an estimated $76.8M. The largest seller was Mountain Capital Investment Advisors, exiting entirely with an estimated $31.4M sold.

  • 292 institutional investors held JPMorgan Core Plus Bond ETF (JCPB) as of Q3 2024, up from 260 in Q2 2024.
  • Funds reported $3.5B of JPMorgan Core Plus Bond ETF stock for Q3 2024, up 26% quarter-over-quarter.
  • 51 funds opened new JPMorgan Core Plus Bond ETF positions in Q3 2024 and 13 closed out, a net change of +38 holders.
  • The largest JPMorgan Core Plus Bond ETF buyer in Q3 2024 was Moss Adams Wealth Advisors, an estimated $76.8M added.
  • The largest JPMorgan Core Plus Bond ETF seller in Q3 2024 was Mountain Capital Investment Advisors, an estimated $31.4M sold.

Based on aggregated 13F filings for Q3 2024.