JCPB icon

JPMorgan Core Plus Bond ETF
JCPB

Overview Fund Activity

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.

Holders
292
Holders Change
+32
Holders Change %
+12.31%
% of All Funds
4.22%
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

1
MAWA
1
Moss Adams Wealth Advisors
Washington
$78M
2
JGCM
2
Joseph Group Capital Management
Ohio
$33.7M
3
Bank of America
3
Bank of America
North Carolina
$375M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$26.5M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$45.8M

Top Sellers

1
MCIA
1
Mountain Capital Investment Advisors
Colorado
$0
2
AFA
2
AllGen Financial Advisors
Florida
$39.4M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$33.4M
4
SFC
4
Strategic Financial Concepts
Texas
$215K
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.61M
Name Market Value Shares Shares
Change 		Shares
Change %
TNBTD
176
Trustmark National Bank Trust Department
Mississippi
$1.33M 27,674 +15,800 +133%
GPW
177
Gentry Private Wealth
Kansas
$1.33M 27,584 +27,584 New
CCFM
178
Clear Creek Financial Management
Washington
$1.28M 26,444 +336 +1%
Betterment LLC
179
Betterment LLC
New York
$1.27M 26,311 +2,409 +10%
BPA
180
Beacon Pointe Advisors
California
$1.24M 25,700 +11,635 +83%
NG
181
Norden Group
Utah
$1.22M 25,203 +25,203 New
EWA
182
Etesian Wealth Advisors
Oregon
$1.21M 25,077 +18,180 +264%
FAM
183
Frontier Asset Management
Wyoming
$1.2M 24,792 +164 +0.7%
FCFC
184
First Citizens Financial Corp
Iowa
$1.15M 23,762 +304 +1%
Carson Wealth (CWM LLC)
185
Carson Wealth (CWM LLC)
Nebraska
$1.13M 23,433 +5,674 +32%
FFA
186
Florida Financial Advisors
Florida
$1.1M 22,801 +22,801 New
FH
187
FWG Holdings
Florida
$1.08M 23,002 -995 -4%
GM
188
GeoWealth Management
Illinois
$1.07M 22,227 +1,754 +9%
SPG
189
Strategic Planning Group
Utah
$1.06M 21,970 -877 -4%
FFWA
190
FRG Family Wealth Advisors
Washington
$1.02M 21,200 +21,200 New
MHR
191
Matthew Hamilton Rosenberg
$1M 20,807 +2,076 +11%
BIP
192
Blueprint Investment Partners
North Carolina
$964K 19,985 +19,985 New
E
193
ETFidea
New York
$957K 19,840 +19,840 New
ICM
194
IMS Capital Management
Oregon
$949K 19,670 – –
PCS
195
Personal CFO Solutions
New Jersey
$882K 18,279 +4,242 +30%
KCIC
196
Kuhn & Co Investment Counsel
Illinois
$857K 17,758 -3,252 -15%
WF
197
Wayfinding Financial
Washington
$834K 17,294 +103 +0.6%
Lido Advisors
198
Lido Advisors
California
$800K 16,575 -83 -0.5%
AWM
199
Axxcess Wealth Management
California
$755K 15,650 -3,500 -18%
SPC
200
Sigma Planning Corp
Michigan
$752K 15,599 +1,975 +14%
6 7
8
9 10