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JPMorgan Core Plus Bond ETF

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.

New
Increased
Maintained
Reduced
Closed

467% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 3

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

19% more funds holding

Funds holding: 2631 (+5)

16% more capital invested

Capital invested by funds: $90.1M → $105M (+$14.7M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.25% less ownership

Funds ownership: 67.37%67.12% (-0.25%)

Holders
31
Holders Change
+5
Holders Change %
+19.23%
% of All Funds
0.54%
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
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$26.4M +$7.35M +134,242 +38%
PWMG
2
Prestige Wealth Management Group
New Jersey
$25.6M +$865K +15,806 +3%
HighTower Advisors
3
HighTower Advisors
Illinois
$16.6M +$763K +13,926 +5%
CP
4
Capital Planning
Washington
$5.21M +$312K +5,691 +6%
DT
5
Daniels + Tansey
Delaware
$3.56M +$3.62M +66,036 New
Stifel Financial
6
Stifel Financial
Missouri
$3.34M +$815K +14,889 +32%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$3.27M +$132K +2,411 +4%
DIM
8
Delta Investment Management
California
$3.23M +$1.66M +30,342 +102%
HIM
9
Hotaling Investment Management
Pennsylvania
$2.95M +$146K +2,660 +5%
FTUS
10
Flow Traders U.S.
New York
$2.8M +$2.85M +51,966 New
Baird Financial Group
11
Baird Financial Group
Wisconsin
$2.11M -$135K -2,459 -6%
MPWT
12
MassMutual Private Wealth & Trust
Connecticut
$2.08M +$41.7K +762 +2%
OMC
13
Old Mission Capital
Illinois
$1.55M +$1.58M +28,772 New
MA
14
Mutual Advisors
Nebraska
$1.19M +$442K +8,072 +58%
FWM
15
Foresight Wealth Management
Utah
$1.01M +$383 +7 +0%
Morgan Stanley
16
Morgan Stanley
New York
$858K +$314K +5,729 +56%
FFA
17
Fragasso Financial Advisors
Pennsylvania
$715K +$405K +7,391 +126%
JWCA
18
J.W. Cole Advisors
Florida
$594K -$173K -3,151 -22%
AWM
19
Apollon Wealth Management
South Carolina
$589K +$599K +10,933 New
KWM
20
Kingsview Wealth Management
Oregon
$565K +$68.9K +1,259 +14%
CAL
21
Capital Analysts LLC
Pennsylvania
$201K +$131K +2,389 +178%
Osaic Holdings
22
Osaic Holdings
Arizona
$150K -$543K -9,918 -78%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$109K +$18.6K +339 +20%
MWM
24
Mascoma Wealth Management
New Hampshire
$41K +$42.1K +769 New
BWP
25
Baldwin Wealth Partners
Massachusetts
$40K