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JPMorgan Core Plus Bond ETF
JCPB

Overview Fund Activity

322 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 57 funds opening new positions, 178 increasing their positions, 69 reducing their positions, and 19 closing their positions.

Holders
322
Holders Change
+30
Holders Change %
+10.27%
% of All Funds
4.29%
Holding in Top 10
57
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+14%
% of All Funds
0.76%
New
57
Increased
178
Reduced
69
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$143M
2
Wells Fargo
2
Wells Fargo
California
$82.6M
3
HFS
3
Hughes Financial Services
Virginia
$56.1M
4
VFA
4
Valeo Financial Advisors
Indiana
$68.3M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$143M

Top Sellers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$7.71M
2
REMPR
2
Roof Eidam Maycock Peralta (REMP)
California
$1.16M
3
PCM
3
Pennsylvania Capital Management
Pennsylvania
$0
4
Stifel Financial
4
Stifel Financial
Missouri
$16.3M
5
SI
5
Stephens Inc
Arkansas
$41.4M
Name Market Value Shares Shares
Change 		Shares
Change %
TNBTD
176
Trustmark National Bank Trust Department
Mississippi
$2.05M 44,420 +16,746 +61%
SCM
177
Saxony Capital Management
Missouri
$2.04M 44,380 -491 -1%
QCIG
178
Quad-Cities Investment Group
Iowa
$1.94M 42,053 +880 +2%
BAM
179
Belpointe Asset Management
Nevada
$1.81M 39,392 +117 +0.3%
BTD
180
BankPlus Trust Department
Mississippi
$1.81M 39,291 +39,291 New
RPGK
181
Retirement Planning Group (Kansas)
Kansas
$1.8M 39,120 -2,309 -6%
PG
182
Patten Group
Tennessee
$1.78M 38,530 +7,978 +26%
KPWS
183
Kestra Private Wealth Services
Texas
$1.74M 37,795 +37,795 New
FA
184
Fountainhead AM
New Jersey
$1.67M 36,210 +1,317 +4%
CAWM
185
Capital Advisors Wealth Management
Washington
$1.65M 35,867 -2,921 -8%
OPS
186
Orion Portfolio Solutions
Nebraska
$1.65M 35,848 +7,327 +26%
BCI
187
Brinker Capital Investments
Pennsylvania
$1.65M 35,848 +7,327 +26%
DAS
188
Diversify Advisory Services
Utah
$1.62M 35,519 -15,064 -30%
HWMO
189
Heritage Wealth Management (Ohio)
Ohio
$1.59M 34,448 +2,720 +9%
BPA
190
Beacon Pointe Advisors
California
$1.57M 33,987 +8,287 +32%
TFS
191
Thoroughbred Financial Services
Tennessee
$1.56M 33,818 +825 +3%
SPG
192
Strategic Planning Group
Utah
$1.51M 32,790 +10,820 +49%
MFG
193
Menard Financial Group
Texas
$1.5M 32,607 -118 -0.4%
EWA
194
Etesian Wealth Advisors
Oregon
$1.48M 32,147 +7,070 +28%
FFA
195
Florida Financial Advisors
Florida
$1.45M 31,430 +8,629 +38%
JSW
196
Journey Strategic Wealth
New Jersey
$1.45M 31,375 -15,196 -33%
RGF
197
Retirement Guys Formula
Ohio
$1.43M 31,047 +31,047 New
BFS
198
BridgePort Financial Solutions
Iowa
$1.4M 29,732 +29,732 New
Goldman Sachs
199
Goldman Sachs
New York
$1.36M 29,570 +29,570 New
BIP
200
Blueprint Investment Partners
North Carolina
$1.35M 29,265 +9,280 +46%
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