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JPMorgan Core Plus Bond ETF
JCPB

Overview Fund Activity

31 hedge funds and large institutions have $105M invested in JPMorgan Core Plus Bond ETF in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 3 reducing their positions, and 2 closing their positions.

Holders
31
Holders Change
+5
Holders Change %
+19.23%
% of All Funds
0.55%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
17
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$26.4M
2
DT
2
Daniels + Tansey
Delaware
$3.56M
3
FTUS
3
Flow Traders U.S.
New York
$2.8M
4
DIM
4
Delta Investment Management
California
$3.24M
5
OMC
5
Old Mission Capital
Illinois
$1.55M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Truist Financial
2
Truist Financial
North Carolina
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$150K
4
JWCA
4
J.W. Cole Advisors
Florida
$594K
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$2.11M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$26.4M 490,522 +134,242 +38%
PWMG
2
Prestige Wealth Management Group
New Jersey
$25.6M 474,601 +15,806 +3%
HighTower Advisors
3
HighTower Advisors
Illinois
$16.6M 308,634 +13,926 +5%
CP
4
Capital Planning
Washington
$5.21M 96,631 +5,691 +6%
DT
5
Daniels + Tansey
Delaware
$3.56M 66,036 +66,036 New
Stifel Financial
6
Stifel Financial
Missouri
$3.34M 61,906 +14,889 +32%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$3.27M 60,744 +2,411 +4%
DIM
8
Delta Investment Management
California
$3.24M 60,042 +30,342 +102%
HIM
9
Hotaling Investment Management
Pennsylvania
$2.95M 54,673 +2,660 +5%
FTUS
10
Flow Traders U.S.
New York
$2.8M 51,966 +51,966 New
Baird Financial Group
11
Baird Financial Group
Wisconsin
$2.11M 39,096 -2,459 -6%
MPWT
12
MassMutual Private Wealth & Trust
Connecticut
$2.08M 38,620 +762 +2%
OMC
13
Old Mission Capital
Illinois
$1.55M 28,772 +28,772 New
MA
14
Mutual Advisors
Nebraska
$1.19M 22,000 +8,072 +58%
FWM
15
Foresight Wealth Management
Utah
$1.01M 18,695 +7 +0%
Morgan Stanley
16
Morgan Stanley
New York
$858K 15,919 +5,729 +56%
FFA
17
Fragasso Financial Advisors
Pennsylvania
$715K 13,263 +7,391 +126%
JWCA
18
J.W. Cole Advisors
Florida
$594K 11,023 -3,151 -22%
AWM
19
Apollon Wealth Management
South Carolina
$589K 10,933 +10,933 New
KWM
20
Kingsview Wealth Management
Oregon
$565K 10,474 +1,259 +14%
CAL
21
Capital Analysts LLC
Pennsylvania
$201K 3,729 +2,389 +178%
Osaic Holdings
22
Osaic Holdings
Arizona
$150K 2,801 -9,918 -78%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$109K 2,014 +339 +20%
MWM
24
Mascoma Wealth Management
New Hampshire
$41K 769 +769 New
BWP
25
Baldwin Wealth Partners
Massachusetts
$40K 750 – –
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