JCPB icon

JPMorgan Core Plus Bond ETF
JCPB

Overview Fund Activity

292 hedge funds and large institutions have $3.5B invested in JPMorgan Core Plus Bond ETF in 2024 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 183 increasing their positions, 43 reducing their positions, and 13 closing their positions.

Holders
292
Holders Change
+32
Holders Change %
+12.31%
% of All Funds
4.22%
Holding in Top 10
50
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.38%
% of All Funds
0.72%
New
51
Increased
183
Reduced
43
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MAWA
1
Moss Adams Wealth Advisors
Washington
$78M
2
JGCM
2
Joseph Group Capital Management
Ohio
$33.7M
3
Bank of America
3
Bank of America
North Carolina
$375M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$26.5M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$45.8M

Top Sellers

1
MCIA
1
Mountain Capital Investment Advisors
Colorado
$0
2
AFA
2
AllGen Financial Advisors
Florida
$39.4M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$33.4M
4
SFC
4
Strategic Financial Concepts
Texas
$215K
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.61M
Name Market Value Shares Shares
Change 		Shares
Change %
FPAS
201
Focus Partners Advisor Solutions
Missouri
$722K 14,961 -14 -0.1%
SFM
202
Signet Financial Management
New Jersey
$702K 14,557 +587 +4%
DC
203
Davenport & Co
Virginia
$691K 14,328 +14,328 New
JWA
204
JFS Wealth Advisors
Pennsylvania
$681K 14,123 +5,053 +56%
CFS
205
CRA Financial Services
New Jersey
$666K 13,800 -200 -1%
FTUS
206
Flow Traders U.S.
New York
$659K 13,661 -21,550 -61%
TCA
207
Transcend Capital Advisors
New Jersey
$620K 12,850 +605 +5%
SIAP
208
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$609K 12,625 +1,525 +14%
OIA
209
OneDigital Investment Advisors
Kansas
$580K 12,030 +647 +6%
MFG
210
Mosaic Financial Group
Illinois
$575K 11,910 +11,910 New
MOS
211
MGO One Seven
Ohio
$572K 11,858 +2,644 +29%
PAWA
212
Palo Alto Wealth Advisors
California
$537K 11,418 +3,030 +36%
IA
213
IFP Advisors
Florida
$536K 11,117 -255 -2%
RJT
214
Raymond James Trust
Florida
$532K 11,023 +89 +0.8%
UWM
215
USAdvisors Wealth Management
Minnesota
$530K 10,975 +4,077 +59%
AIM
216
Anchor Investment Management
South Carolina
$516K 10,703 +10,703 New
OMC
217
Old Mission Capital
Illinois
$503K 10,421 +10,421 New
AG
218
Ascent Group
Virginia
$481K 9,981 +1,091 +12%
PAG
219
Private Advisor Group
New Jersey
$480K 9,957 +2,494 +33%
ASN
220
Advisory Services Network
Georgia
$476K 10,281 – –
AGP
221
Autumn Glory Partners
Texas
$472K 9,791 -555 -5%
IWN
222
Independent Wealth Network
Iowa
$465K 9,635 +9,635 New
BC
223
Brio Consultants
California
$461K 9,559 +822 +9%
DAS
224
Dynamic Advisor Solutions
Arizona
$430K 8,911 +8,911 New
LSPW
225
Lake Street Private Wealth
Illinois
$428K 8,865 +1,293 +17%
7 8
9
10 11