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JPMorgan Core Plus Bond ETF
JCPB

Overview Fund Activity

33 hedge funds and large institutions have $181M invested in JPMorgan Core Plus Bond ETF in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 6 reducing their positions, and 4 closing their positions.

Holders
33
Holders Change
+2
Holders Change %
+6.45%
% of All Funds
0.58%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
15
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$99.2M
2
Jane Street
2
Jane Street
New York
$1.8M
3
FTUS
3
Flow Traders U.S.
New York
$4.01M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$17.6M
5
AWM
5
Apollon Wealth Management
South Carolina
$1.31M

Top Sellers

1
DIM
1
Delta Investment Management
California
$1.72M
2
OMC
2
Old Mission Capital
Illinois
$0
3
PWMG
3
Prestige Wealth Management Group
New Jersey
$24.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$4K
5
JWCA
5
J.W. Cole Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$99.2M 1,811,179 +1,320,657 +269%
PWMG
2
Prestige Wealth Management Group
New Jersey
$24.7M 451,964 -22,637 -5%
HighTower Advisors
3
HighTower Advisors
Illinois
$17.6M 322,047 +13,413 +4%
CP
4
Capital Planning
Washington
$5.85M 106,920 +10,289 +11%
FTUS
5
Flow Traders U.S.
New York
$4.01M 73,168 +21,202 +41%
Stifel Financial
6
Stifel Financial
Missouri
$3.83M 70,020 +8,114 +13%
DT
7
Daniels + Tansey
Delaware
$3.77M 68,638 +2,602 +4%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$3.69M 67,427 +6,683 +11%
HIM
9
Hotaling Investment Management
Pennsylvania
$2.95M 53,902 -771 -1%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$2.23M 40,802 +1,706 +4%
MPWT
11
MassMutual Private Wealth & Trust
Connecticut
$2.05M 37,525 -1,095 -3%
Jane Street
12
Jane Street
New York
$1.8M 32,786 +32,786 New
DIM
13
Delta Investment Management
California
$1.72M 31,365 -28,677 -48%
AWM
14
Apollon Wealth Management
South Carolina
$1.31M 23,954 +13,021 +119%
FWM
15
Foresight Wealth Management
Utah
$1.03M 18,873 +178 +1%
MA
16
Mutual Advisors
Nebraska
$789K 14,415 -7,585 -34%
FFA
17
Fragasso Financial Advisors
Pennsylvania
$726K 13,263 – –
Citadel Advisors
18
Citadel Advisors
Florida
$675K 12,335 +12,335 New
KWM
19
Kingsview Wealth Management
Oregon
$586K 10,737 +263 +3%
RJT
20
Raymond James Trust
Florida
$533K 9,743 +9,743 New
CAL
21
Capital Analysts LLC
Pennsylvania
$310K 5,666 +1,937 +52%
Osaic Holdings
22
Osaic Holdings
Arizona
$266K 4,875 +2,074 +74%
5L
23
55I LLC
Massachusetts
$254K 4,634 +4,634 New
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$252K 4,605 +4,605 New
LFG
25
Larson Financial Group
Missouri
$231K 4,225 +3,771 +831%
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