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JPMorgan Core Plus Bond ETF
JCPB

Overview Fund Activity

18 hedge funds and large institutions have $73.4M invested in JPMorgan Core Plus Bond ETF in 2020 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 1 reducing their positions, and 2 closing their positions.

Holders
18
Holders Change
+5
Holders Change %
+38.46%
% of All Funds
0.36%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
8
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$14.8M
2
PWMG
2
Prestige Wealth Management Group
New Jersey
$26.4M
3
Stifel Financial
3
Stifel Financial
Missouri
$2.15M
4
MPWT
4
MassMutual Private Wealth & Trust
Connecticut
$2.07M
5
FWM
5
Foresight Wealth Management
Utah
$979K

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$20.4M
2
Jane Street
2
Jane Street
New York
$0
3
FTUS
3
Flow Traders U.S.
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PWMG
1
Prestige Wealth Management Group
New Jersey
$26.4M 473,225 +201,349 +74%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$20.4M 365,246 -124,754 -25%
HighTower Advisors
3
HighTower Advisors
Illinois
$14.8M 266,174 +266,174 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$3.09M 55,459 +11,832 +27%
Stifel Financial
5
Stifel Financial
Missouri
$2.15M 38,584 +38,584 New
MPWT
6
MassMutual Private Wealth & Trust
Connecticut
$2.07M 37,072 +37,072 New
FWM
7
Foresight Wealth Management
Utah
$979K 17,566 +17,566 New
MA
8
Mutual Advisors
Nebraska
$681K 12,226 +900 +8%
KWM
9
Kingsview Wealth Management
Oregon
$578K 10,369 +4,911 +90%
BCA
10
Bay Colony Advisors
Massachusetts
$546K 9,804 +9,804 New
Truist Financial
11
Truist Financial
North Carolina
$543K 9,743 – –
ECM
12
ETrade Capital Management
Virginia
$377K 6,764 +6,764 New
FFA
13
Fragasso Financial Advisors
Pennsylvania
$327K 5,872 +895 +18%
Osaic Holdings
14
Osaic Holdings
Arizona
$253K 4,546 +3,246 +250%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$62K 1,104 +929 +531%
CAL
16
Capital Analysts LLC
Pennsylvania
$50K 902 +93 +11%
BWP
17
Baldwin Wealth Partners
Massachusetts
$42K 750 – –
FFA
18
Founders Financial Alliance
North Carolina
$30K 544 +544 New
Jane Street
19
Jane Street
New York
– – -61,142 Closed
FTUS
20
Flow Traders U.S.
New York
– – -12,676 Closed
CFGS
21
Concourse Financial Group Securities
Alabama
– – – –
IA
22
IFP Advisors
Florida
– – – –