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JPMorgan Core Plus Bond ETF
JCPB

Overview Fund Activity

235 hedge funds and large institutions have $2.51B invested in JPMorgan Core Plus Bond ETF in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 131 increasing their positions, 54 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
+25
Holders Change %
+11.9%
% of All Funds
3.41%
Holding in Top 10
37
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+23.33%
% of All Funds
0.54%
New
41
Increased
131
Reduced
54
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WWM
Wiser Wealth Management
Georgia
$40.4M
2
BWL
Bogart Wealth LLC
Virginia
$39.3M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$80.6M
4
GSAM
Grant Street Asset Management
Pennsylvania
$65.1M
5
MCIA
Mountain Capital Investment Advisors
Colorado
$28.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$38.6M
2
Bank of America
Bank of America
North Carolina
$319M
3
Stifel Financial
Stifel Financial
Missouri
$13.8M
4
OMC
Old Mission Capital
Illinois
$0
5
CHA
Cooper/Haims Advisors
New York
$9.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
TSS
201
Two Sigma Securities
New York
$250K +$250K +5,368 New
MAG
202
Mayfair Advisory Group
Alabama
$239K – – –
PCMC
203
Private Capital Management (Colorado)
Colorado
$235K +$179K +3,835 +320%
LFG
204
Larson Financial Group
Missouri
$229K -$2.01K -43 -0.9%
AWM
205
Apollon Wealth Management
South Carolina
$225K -$10.1K -216 -4%
SOS
206
Silver Oak Securities
Tennessee
$222K +$7K +150 +3%
FPGK
207
Financial Partners Group (Kansas)
Kansas
$220K -$746 -16 -0.3%
SWM
208
Silverlake Wealth Management
Vermont
$220K -$4.25K -91 -2%
SPI
209
Sutton Place Investors
New York
$216K +$216K +4,629 New
HI
210
Harbour Investments
Wisconsin
$210K +$2.57K +55 +1%
FWP
211
Firethorn Wealth Partners
Georgia
$210K +$210K +4,504 New
GWM
212
Geneos Wealth Management
Colorado
$182K +$177K +3,785 +3,028%
AF
213
Advisornet Financial
Minnesota
$160K – – –
Carson Wealth (CWM LLC)
214
Carson Wealth (CWM LLC)
Nebraska
$142K +$125K +2,666 +719%
PWMG
215
Prestige Wealth Management Group
New Jersey
$141K – – –
CA
216
CoreCap Advisors
Michigan
$135K +$135K +2,902 New
PPC
217
Park Place Capital
Alabama
$101K +$1.17K +25 +1%
WTC
218
WhitTier Trust Company
Nevada
$93.8K +$31.5K +676 +51%
UBS Group
219
UBS Group
Switzerland
$89.9K +$89.9K +1,927 New
BWP
220
Baldwin Wealth Partners
Massachusetts
$60.4K +$30.1K +645 +99%
PB
221
Pinnacle Bancorp
Nebraska
$56.2K +$56.2K +1,205 New
CCA
222
Criterion Capital Advisors
Tennessee
$54.2K -$144K -3,096 -73%
SPIA
223
Steward Partners Investment Advisory
New York
$26.5K -$5.04K -108 -16%
LFA
224
LGT Financial Advisors
Texas
$26.2K +$886 +19 +4%
AA
225
Ancora Advisors
Ohio
$24K +$24K +514 New
7 8
9
10 11