JCPB icon

JPMorgan Core Plus Bond ETF
JCPB

Overview Fund Activity

26 hedge funds and large institutions have $90.1M invested in JPMorgan Core Plus Bond ETF in 2020 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 2 closing their positions.

Holders
26
Holders Change
+8
Holders Change %
+44.44%
% of All Funds
0.46%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
9
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CP
1
Capital Planning
Washington
$5.08M
2
HIM
2
Hotaling Investment Management
Pennsylvania
$2.9M
3
Jane Street
3
Jane Street
New York
$2.77M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$2.32M
5
DIM
5
Delta Investment Management
California
$1.66M

Top Sellers

1
PWMG
1
Prestige Wealth Management Group
New Jersey
$25.6M
2
BCA
2
Bay Colony Advisors
Massachusetts
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$19.9M
4
KWM
4
Kingsview Wealth Management
Oregon
$514K
5
FFA
5
Founders Financial Alliance
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PWMG
1
Prestige Wealth Management Group
New Jersey
$25.6M 458,795 -14,430 -3%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$19.9M 356,280 -8,966 -2%
HighTower Advisors
3
HighTower Advisors
Illinois
$16.4M 294,708 +28,534 +11%
CP
4
Capital Planning
Washington
$5.08M 90,940 +90,940 New
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$3.25M 58,333 +2,874 +5%
HIM
6
Hotaling Investment Management
Pennsylvania
$2.9M 52,013 +52,013 New
Jane Street
7
Jane Street
New York
$2.77M 49,691 +49,691 New
Stifel Financial
8
Stifel Financial
Missouri
$2.62M 47,017 +8,433 +22%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$2.32M 41,555 +41,555 New
MPWT
10
MassMutual Private Wealth & Trust
Connecticut
$2.11M 37,858 +786 +2%
DIM
11
Delta Investment Management
California
$1.66M 29,700 +29,700 New
FWM
12
Foresight Wealth Management
Utah
$1.04M 18,688 +1,122 +6%
JWCA
13
J.W. Cole Advisors
Florida
$790K 14,174 +14,174 New
MA
14
Mutual Advisors
Nebraska
$776K 13,928 +1,702 +14%
Osaic Holdings
15
Osaic Holdings
Arizona
$709K 12,719 +8,173 +180%
Morgan Stanley
16
Morgan Stanley
New York
$568K 10,190 +10,190 New
Truist Financial
17
Truist Financial
North Carolina
$543K 9,743 – –
KWM
18
Kingsview Wealth Management
Oregon
$514K 9,215 -1,154 -11%
FFA
19
Fragasso Financial Advisors
Pennsylvania
$327K 5,872 – –
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$93K 1,675 +571 +52%
CAL
21
Capital Analysts LLC
Pennsylvania
$75K 1,340 +438 +49%
BWP
22
Baldwin Wealth Partners
Massachusetts
$42K 750 – –
FA
23
Financial Advantage
Maryland
$41K 746 +746 New
Wells Fargo
24
Wells Fargo
California
$30K 537 +537 New
LFG
25
Larson Financial Group
Missouri
$21K 371 +371 New
1
2