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JPMorgan Core Plus Bond ETF
JCPB

Overview Fund Activity

260 hedge funds and large institutions have $2.77B invested in JPMorgan Core Plus Bond ETF in 2024 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 152 increasing their positions, 57 reducing their positions, and 11 closing their positions.

Holders
260
Holders Change
+25
Holders Change %
+10.64%
% of All Funds
3.78%
Holding in Top 10
47
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+27.03%
% of All Funds
0.68%
New
38
Increased
152
Reduced
57
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SPA
1
Sentinel Pension Advisors
Massachusetts
$43.8M
2
Mariner
2
Mariner
Kansas
$39.2M
3
TWM
3
Tradition Wealth Management
Minnesota
$27.7M
4
DWP
4
Destiny Wealth Partners
Florida
$26.9M
5
RHP
5
Royal Harbor Partners
Texas
$18.4M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$90.6M
2
LWL
2
Leo Wealth LLC
Texas
$1.64M
3
AFA
3
AllGen Financial Advisors
Florida
$47.4M
4
BFG
4
Berger Financial Group
Minnesota
$12.8M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$31.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Portfolio Solutions
201
Envestnet Portfolio Solutions
Illinois
$358K 7,724 +450 +6%
US Bancorp
202
US Bancorp
Minnesota
$354K 7,635 -44 -0.6%
LSPW
203
Lake Street Private Wealth
Illinois
$351K 7,572 +726 +11%
RVPG
204
Relative Value Partners Group
$351K 7,572 +7,572 New
PAG
205
Private Advisor Group
New Jersey
$346K 7,463 -38 -0.5%
SHJ
206
Sharkey, Howes & Javer
Colorado
$329K 7,105 +7,105 New
PFS
207
Prospera Financial Services
Texas
$328K 7,073 +1,538 +28%
EWA
208
Etesian Wealth Advisors
Oregon
$320K 6,897 +6,897 New
UWM
209
USAdvisors Wealth Management
Minnesota
$319K 6,898 -1,675 -20%
TFO
210
Tarbox Family Office
California
$296K 6,389 +6,389 New
SCM
211
Stonehearth Capital Management
Massachusetts
$293K 6,329 +180 +3%
CL
212
Choreo LLC
Illinois
$291K 6,352 +6,352 New
CC
213
Courier Capital
New York
$288K 6,217 +6,217 New
TI
214
Tidal Investments
Wisconsin
$284K 6,133 +51 +0.8%
SPI
215
Sutton Place Investors
New York
$280K 6,040 +1,411 +30%
AFP
216
Ausdal Financial Partners
Iowa
$268K 5,795 +5,795 New
GWM
217
Geneos Wealth Management
Colorado
$261K 5,636 +1,726 +44%
LW
218
Linscomb Wealth
Texas
$259K 5,586 +8 +0.1%
BFA
219
Beaumont Financial Advisors
Massachusetts
$248K 5,351 -107 -2%
MAG
220
Mayfair Advisory Group
Alabama
$240K 5,117 – –
BWM
221
BlackDiamond Wealth Management
New York
$231K 4,894 +4,894 New
FPGK
222
Financial Partners Group (Kansas)
Kansas
$228K 4,921 +194 +4%
SWP
223
Semus Wealth Partners
Florida
$227K 4,896 +4,896 New
AWM
224
Apollon Wealth Management
South Carolina
$223K 4,820 – –
LFG
225
Larson Financial Group
Missouri
$220K 4,750 -158 -3%
7 8
9
10 11