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JPMorgan Core Plus Bond ETF

324 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 59 funds opening new positions, 178 increasing their positions, 69 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 19

158% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 69

15% more capital invested

Capital invested by funds: $3.5B → $4.01B (+$512M)

14% more funds holding in top 10

Funds holding in top 10: 5057 (+7)

11% more funds holding

Funds holding: 292324 (+32)

1.56% less ownership

Funds ownership: 83.49%81.93% (-1.6%)

Holders
324
Holders Change
+32
Holders Change %
+10.96%
% of All Funds
4.27%
Holding in Top 10
57
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+14%
% of All Funds
0.75%
New
59
Increased
178
Reduced
69
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
201
Goldman Sachs
New York
$1.36M +$1.39M +29,570 New
BIP
202
Blueprint Investment Partners
North Carolina
$1.35M +$435K +9,280 +46%
Betterment LLC
203
Betterment LLC
New York
$1.34M +$136K +2,894 +11%
FFWA
204
FRG Family Wealth Advisors
Washington
$1.34M +$372K +7,925 +37%
PW
205
Peninsula Wealth
California
$1.3M +$1.32M +28,260 New
NG
206
Norden Group
Utah
$1.27M +$115K +2,462 +10%
GPW
207
Gentry Private Wealth
Kansas
$1.23M -$42.8K -914 -3%
REMPR
208
Roof Eidam Maycock Peralta (REMP)
California
$1.16M -$18.3M -391,411 -94%
MHR
209
Matthew Hamilton Rosenberg
$1.14M +$189K +4,032 +19%
FCFC
210
First Citizens Financial Corp
Iowa
$1.14M +$48.4K +1,033 +4%
EFG
211
Elm3 Financial Group
Georgia
$1.1M +$1.11M +23,769 New
FFA
212
Farther Finance Advisors
California
$1.06M -$399K -8,512 -27%
FH
213
FWG Holdings
Florida
$1.05M -$10.4K -222 -1%
KWM
214
Kingsview Wealth Management
Oregon
$1.03M -$414K -8,836 -28%
CCFM
215
Clear Creek Financial Management
Washington
$1.02M -$204K -4,350 -16%
JWA
216
JFS Wealth Advisors
Pennsylvania
$1.02M +$371K +7,913 +56%
WANY
217
Wealthspire Advisors (New York)
New York
$1.01M -$1.06M -22,661 -51%
SIAP
218
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$978K +$403K +8,595 +68%
GM
219
GeoWealth Management
Illinois
$956K -$68.7K -1,466 -7%
WF
220
Wayfinding Financial
Washington
$912K +$113K +2,420 +14%
ICM
221
IMS Capital Management
Oregon
$906K
DC
222
Davenport & Co
Virginia
$903K +$247K +5,269 +37%
CFS
223
Coordinated Financial Services
Colorado
$890K +$906K +19,324 New
CFS
224
CRA Financial Services
New Jersey
$829K +$196K +4,187 +30%
KCIC
225
Kuhn & Co Investment Counsel
Illinois
$818K