We are live on ! Find out more
JCPB icon

JPMorgan Core Plus Bond ETF

210 hedge funds and large institutions have $2.1B invested in JPMorgan Core Plus Bond ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 98 increasing their positions, 40 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

675% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 8

145% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 40

72% more capital invested

Capital invested by funds: $1.22B → $2.1B (+$884M)

43% more funds holding in top 10

Funds holding in top 10: 2130 (+9)

33% more funds holding

Funds holding: 158210 (+52)

8.96% more ownership

Funds ownership: 80.99%89.95% (+9%)

Holders
210
Holders Change
+52
Holders Change %
+32.91%
% of All Funds
3.06%
Holding in Top 10
30
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+42.86%
% of All Funds
0.44%
New
62
Increased
98
Reduced
40
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWP
201
Baldwin Wealth Partners
Massachusetts
$30.6K
LFA
202
LGT Financial Advisors
Texas
$25.5K -$57.6K -1,275 -70%
Carson Wealth (CWM LLC)
203
Carson Wealth (CWM LLC)
Nebraska
$17K -$12.3K -272 -42%
MWM
204
Mascoma Wealth Management
New Hampshire
$13.7K +$13.1K +291 New
FAM
205
Family Asset Management
South Carolina
$7.63K -$9.03K -200 -55%
GWM
206
Geneos Wealth Management
Colorado
$5.89K
TRCT
207
Tower Research Capital (TRC)
New York
$4.71K
SWM
208
Spire Wealth Management
Virginia
$4.42K -$3.57K -79 -45%
CPA
209
Clear Point Advisors
New York
$2.35K +$2.26K +50 New
CWM
210
Cranbrook Wealth Management
Michigan
$48 +$45 +1 New
SAM
211
Smartleaf Asset Management
Massachusetts
$33
Wells Fargo
212
Wells Fargo
California
$6 -$59K -1,307 Closed
Susquehanna International Group
213
Susquehanna International Group
Pennsylvania
-$11.1M -247,646 Closed
CAG
214
Csenge Advisory Group
Florida
-$299K -6,700 Closed
OIA
215
OneDigital Investment Advisors
Kansas
-$248K -5,556 Closed
SCA
216
Stonebridge Capital Advisors
Minnesota
-$44.7K -1,000 Closed
SIS
217
Sound Income Strategies
Florida
-$4.87K -109 Closed
TFGT
218
TS Financial Group (TSFG)
Illinois
-$1K -29 Closed
AWM
219
Abound Wealth Management
Tennessee
-$224 -5 Closed