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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
Creative Planning
176
Creative Planning
Kansas
$2.1M -$707K -15,089 -25%
TNBTD
177
Trustmark National Bank Trust Department
Mississippi
$2.05M +$785K +16,746 +61%
SCM
178
Saxony Capital Management
Missouri
$2.04M -$23K -491 -1%
QCIG
179
Quad-Cities Investment Group
Iowa
$1.94M +$41.3K +880 +2%
BAM
180
Belpointe Asset Management
Nevada
$1.81M +$5.49K +117 +0.3%
BTD
181
BankPlus Trust Department
Mississippi
$1.81M +$1.84M +39,291 New
RPGK
182
Retirement Planning Group (Kansas)
Kansas
$1.8M -$108K -2,309 -6%
PG
183
Patten Group
Tennessee
$1.78M +$374K +7,978 +26%
KPWS
184
Kestra Private Wealth Services
Texas
$1.74M +$1.77M +37,795 New
FA
185
Fountainhead AM
New Jersey
$1.67M +$61.7K +1,317 +4%
CAWM
186
Capital Advisors Wealth Management
Washington
$1.65M -$137K -2,921 -8%
BCI
187
Brinker Capital Investments
Pennsylvania
$1.65M +$343K +7,327 +26%
OPS
188
Orion Portfolio Solutions
Nebraska
$1.65M +$343K +7,327 +26%
DAS
189
Diversify Advisory Services
Utah
$1.62M -$706K -15,064 -30%
HWMO
190
Heritage Wealth Management (Ohio)
Ohio
$1.59M +$128K +2,720 +9%
BPA
191
Beacon Pointe Advisors
California
$1.57M +$388K +8,287 +32%
TFS
192
Thoroughbred Financial Services
Tennessee
$1.56M +$38.7K +825 +3%
SPG
193
Strategic Planning Group
Utah
$1.51M +$507K +10,820 +49%
MFG
194
Menard Financial Group
Texas
$1.5M -$5.53K -118 -0.4%
EWA
195
Etesian Wealth Advisors
Oregon
$1.48M +$331K +7,070 +28%
AA
196
Alpha Advisors
Virginia
$1.47M +$1.49M +31,890 New
FFA
197
Florida Financial Advisors
Florida
$1.45M +$405K +8,629 +38%
JSW
198
Journey Strategic Wealth
New Jersey
$1.45M -$712K -15,196 -33%
RGF
199
Retirement Guys Formula
Ohio
$1.43M +$1.46M +31,047 New
BFS
200
BridgePort Financial Solutions
Iowa
$1.4M +$1.39M +29,732 New