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JPMorgan Core Plus Bond ETF
JCPB

Overview Fund Activity

33 hedge funds and large institutions have $120M invested in JPMorgan Core Plus Bond ETF in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 4 closing their positions.

Holders
33
Holders Change
–
Holders Change %
0%
% 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
5
Increased
13
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$18.5M
2
5L
2
55I LLC
Massachusetts
$857K
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.2M
4
MPWT
4
MassMutual Private Wealth & Trust
Connecticut
$2.49M
5
KWM
5
Kingsview Wealth Management
Oregon
$1M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$40.5M
2
FTUS
2
Flow Traders U.S.
New York
$1.06M
3
Jane Street
3
Jane Street
New York
$343K
4
MA
4
Mutual Advisors
Nebraska
$0
5
RJT
5
Raymond James Trust
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$40.5M 743,920 -1,067,259 -59%
PWMG
2
Prestige Wealth Management Group
New Jersey
$24.7M 452,958 +994 +0.2%
HighTower Advisors
3
HighTower Advisors
Illinois
$18.5M 338,527 +16,480 +5%
CP
4
Capital Planning
Washington
$5.9M 108,268 +1,348 +1%
Stifel Financial
5
Stifel Financial
Missouri
$3.99M 73,245 +3,225 +5%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$3.74M 68,598 +1,171 +2%
DT
7
Daniels + Tansey
Delaware
$3.67M 67,327 -1,311 -2%
HIM
8
Hotaling Investment Management
Pennsylvania
$2.87M 52,672 -1,230 -2%
MPWT
9
MassMutual Private Wealth & Trust
Connecticut
$2.49M 45,658 +8,133 +22%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$2.28M 41,824 +1,022 +3%
DIM
11
Delta Investment Management
California
$1.69M 31,096 -269 -0.9%
AWM
12
Apollon Wealth Management
South Carolina
$1.5M 27,599 +3,645 +15%
Citadel Advisors
13
Citadel Advisors
Florida
$1.2M 21,998 +9,663 +78%
FTUS
14
Flow Traders U.S.
New York
$1.06M 19,506 -53,662 -73%
KWM
15
Kingsview Wealth Management
Oregon
$1M 18,434 +7,697 +72%
FWM
16
Foresight Wealth Management
Utah
$987K 18,120 -753 -4%
5L
17
55I LLC
Massachusetts
$857K 15,732 +11,098 +239%
FFA
18
Fragasso Financial Advisors
Pennsylvania
$723K 13,263 – –
Jane Street
19
Jane Street
New York
$343K 6,299 -26,487 -81%
VAS
20
Vestmark Advisory Solutions
Massachusetts
$329K 6,033 +6,033 New
CAL
21
Capital Analysts LLC
Pennsylvania
$296K 5,426 -240 -4%
Osaic Holdings
22
Osaic Holdings
Arizona
$238K 4,365 -510 -10%
LB
23
Leo Brokerage
Texas
$235K 4,310 +4,310 New
LFG
24
Larson Financial Group
Missouri
$231K 4,232 +7 +0.2%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$124K 2,276 -94 -4%
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