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JPMorgan Core Plus Bond ETF
JCPB

Overview Fund Activity

41 hedge funds and large institutions have $177M invested in JPMorgan Core Plus Bond ETF in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 7 reducing their positions, and 3 closing their positions.

Holders
41
Holders Change
+8
Holders Change %
+24.24%
% of All Funds
0.63%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
12
Increased
17
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$58.4M
2
DBRC
2
D.B. Root & Company
Pennsylvania
$17.3M
3
5L
3
55I LLC
Massachusetts
$7.36M
4
FWP
4
FAS Wealth Partners
Kansas
$5.02M
5
DT
5
Daniels + Tansey
Delaware
$8.24M

Top Sellers

1
Baird Financial Group
1
Baird Financial Group
Wisconsin
$0
2
FTUS
2
Flow Traders U.S.
New York
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$400K
4
KWM
4
Kingsview Wealth Management
Oregon
$884K
5
HA
5
Herold Advisors
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$58.4M 1,075,708 +331,788 +45%
PWMG
2
Prestige Wealth Management Group
New Jersey
$25.4M 467,848 +14,890 +3%
HighTower Advisors
3
HighTower Advisors
Illinois
$18.7M 344,828 +6,301 +2%
DBRC
4
D.B. Root & Company
Pennsylvania
$17.3M 318,286 +318,286 New
DT
5
Daniels + Tansey
Delaware
$8.24M 151,851 +84,524 +126%
5L
6
55I LLC
Massachusetts
$7.36M 135,612 +119,880 +762%
CP
7
Capital Planning
Washington
$5.98M 110,052 +1,784 +2%
FWP
8
FAS Wealth Partners
Kansas
$5.02M 92,532 +92,532 New
AWM
9
Apollon Wealth Management
South Carolina
$4.61M 84,901 +57,302 +208%
Stifel Financial
10
Stifel Financial
Missouri
$4.06M 74,876 +1,631 +2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$3.71M 68,424 -174 -0.3%
Jane Street
12
Jane Street
New York
$3.13M 57,719 +51,420 +816%
HIM
13
Hotaling Investment Management
Pennsylvania
$2.91M 53,654 +982 +2%
MPWT
14
MassMutual Private Wealth & Trust
Connecticut
$2.49M 45,861 +203 +0.4%
DIM
15
Delta Investment Management
California
$1.78M 32,777 +1,681 +5%
VAS
16
Vestmark Advisory Solutions
Massachusetts
$1.05M 19,349 +13,316 +221%
ICM
17
IMS Capital Management
Oregon
$1.01M 18,520 +18,520 New
FWM
18
Foresight Wealth Management
Utah
$972K 17,919 -201 -1%
KWM
19
Kingsview Wealth Management
Oregon
$884K 16,280 -2,154 -12%
IA
20
IFP Advisors
Florida
$743K 12,695 +12,695 New
FFA
21
Fragasso Financial Advisors
Pennsylvania
$720K 13,263 – –
LFG
22
Larson Financial Group
Missouri
$485K 8,934 +4,702 +111%
Citadel Advisors
23
Citadel Advisors
Florida
$400K 7,376 -14,622 -66%
AWC
24
Adamsbrown Wealth Consultants
Kansas
$374K 6,892 +6,892 New
Osaic Holdings
25
Osaic Holdings
Arizona
$321K 5,895 +1,530 +35%
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