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JPMorgan Core Plus Bond ETF
JCPB

Overview Fund Activity

322 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 57 funds opening new positions, 178 increasing their positions, 69 reducing their positions, and 19 closing their positions.

Holders
322
Holders Change
+30
Holders Change %
+10.27%
% of All Funds
4.29%
Holding in Top 10
57
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+14%
% of All Funds
0.76%
New
57
Increased
178
Reduced
69
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$143M
2
Wells Fargo
2
Wells Fargo
California
$82.6M
3
HFS
3
Hughes Financial Services
Virginia
$56.1M
4
VFA
4
Valeo Financial Advisors
Indiana
$68.3M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$143M

Top Sellers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$7.71M
2
REMPR
2
Roof Eidam Maycock Peralta (REMP)
California
$1.16M
3
PCM
3
Pennsylvania Capital Management
Pennsylvania
$0
4
Stifel Financial
4
Stifel Financial
Missouri
$16.3M
5
SI
5
Stephens Inc
Arkansas
$41.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Betterment LLC
201
Betterment LLC
New York
$1.35M 29,205 +2,894 +11%
FFWA
202
FRG Family Wealth Advisors
Washington
$1.34M 29,125 +7,925 +37%
PW
203
Peninsula Wealth
California
$1.3M 28,260 +28,260 New
NG
204
Norden Group
Utah
$1.27M 27,665 +2,462 +10%
GPW
205
Gentry Private Wealth
Kansas
$1.23M 26,670 -914 -3%
REMPR
206
Roof Eidam Maycock Peralta (REMP)
California
$1.16M 25,255 -391,411 -94%
MHR
207
Matthew Hamilton Rosenberg
$1.14M 24,839 +4,032 +19%
FCFC
208
First Citizens Financial Corp
Iowa
$1.14M 24,795 +1,033 +4%
EFG
209
Elm3 Financial Group
Georgia
$1.1M 23,769 +23,769 New
FFA
210
Farther Finance Advisors
California
$1.06M 23,101 -8,512 -27%
FH
211
FWG Holdings
Florida
$1.05M 22,780 -222 -1%
KWM
212
Kingsview Wealth Management
Oregon
$1.03M 22,291 -8,836 -28%
CCFM
213
Clear Creek Financial Management
Washington
$1.02M 22,094 -4,350 -16%
JWA
214
JFS Wealth Advisors
Pennsylvania
$1.02M 22,036 +7,913 +56%
WANY
215
Wealthspire Advisors (New York)
New York
$1.01M 22,027 -22,661 -51%
SIAP
216
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$978K 21,220 +8,595 +68%
GM
217
GeoWealth Management
Illinois
$956K 20,761 -1,466 -7%
WF
218
Wayfinding Financial
Washington
$912K 19,714 +2,420 +14%
ICM
219
IMS Capital Management
Oregon
$906K 19,670 – –
DC
220
Davenport & Co
Virginia
$903K 19,597 +5,269 +37%
CFS
221
Coordinated Financial Services
Colorado
$890K 19,324 +19,324 New
CFS
222
CRA Financial Services
New Jersey
$829K 17,987 +4,187 +30%
KCIC
223
Kuhn & Co Investment Counsel
Illinois
$818K 17,758 – –
PAWA
224
Palo Alto Wealth Advisors
California
$780K 16,861 +5,443 +48%
Lido Advisors
225
Lido Advisors
California
$759K 16,408 -167 -1%
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