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JPMorgan Core Plus Bond ETF
JCPB

Overview Fund Activity

50 hedge funds and large institutions have $243M invested in JPMorgan Core Plus Bond ETF in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 10 reducing their positions, and 4 closing their positions.

Holders
50
Holders Change
+9
Holders Change %
+21.95%
% of All Funds
0.79%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
13
Increased
21
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LB
1
Leo Brokerage
Texas
$10.6M
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$8.46M
3
5L
3
55I LLC
Massachusetts
$14.7M
4
IA
4
Integrity Advisory
Kansas
$6.64M
5
DBRC
5
D.B. Root & Company
Pennsylvania
$22.7M

Top Sellers

1
DT
1
Daniels + Tansey
Delaware
$2.16M
2
Stifel Financial
2
Stifel Financial
Missouri
$3.33M
3
Jane Street
3
Jane Street
New York
$2.69M
4
Citadel Advisors
4
Citadel Advisors
Florida
$251K
5
FWM
5
Foresight Wealth Management
Utah
$804K
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$57.7M 1,130,553 +54,845 +5%
PWMG
2
Prestige Wealth Management Group
New Jersey
$24.8M 485,212 +17,364 +4%
DBRC
3
D.B. Root & Company
Pennsylvania
$22.7M 444,932 +126,646 +40%
HighTower Advisors
4
HighTower Advisors
Illinois
$18M 351,556 +6,728 +2%
5L
5
55I LLC
Massachusetts
$14.7M 287,899 +152,287 +112%
LB
6
Leo Brokerage
Texas
$10.6M 207,160 +207,160 New
LWMNY
7
Landmark Wealth Management (New York)
New York
$9.15M 351,378 +188,619 +116%
CCWA
8
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$8.46M 165,690 +165,690 New
AWM
9
Apollon Wealth Management
South Carolina
$7.43M 145,443 +60,542 +71%
MPWT
10
MassMutual Private Wealth & Trust
Connecticut
$7.07M 138,472 +92,611 +202%
IA
11
Integrity Advisory
Kansas
$6.64M 130,017 +130,017 New
CP
12
Capital Planning
Washington
$5.76M 112,696 +2,644 +2%
Morgan Stanley
13
Morgan Stanley
New York
$5.4M 105,813 +105,812 +10,581,200%
CA
14
CGN Advisors
Kansas
$5.32M 104,224 +104,224 New
VAS
15
Vestmark Advisory Solutions
Massachusetts
$5.18M 101,461 +82,112 +424%
FWP
16
FAS Wealth Partners
Kansas
$4.75M 92,990 +458 +0.5%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$4.42M 86,560 +18,136 +27%
Stifel Financial
18
Stifel Financial
Missouri
$3.33M 65,251 -9,625 -13%
HIM
19
Hotaling Investment Management
Pennsylvania
$2.96M 57,877 +4,223 +8%
Jane Street
20
Jane Street
New York
$2.69M 52,721 -4,998 -9%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$2.44M 47,701 +43,273 +977%
DT
22
Daniels + Tansey
Delaware
$2.16M 42,313 -109,538 -72%
DIM
23
Delta Investment Management
California
$1.65M 32,289 -488 -1%
IA
24
IFP Advisors
Florida
$1.15M 21,832 +9,137 +72%
ICM
25
IMS Capital Management
Oregon
$959K 18,770 +250 +1%
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