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JPMorgan Core Plus Bond ETF

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.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

110% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 10

37% more capital invested

Capital invested by funds: $177M → $243M (+$66M)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

22% more funds holding

Funds holding: 4150 (+9)

6.51% more ownership

Funds ownership: 81.6%88.12% (+6.5%)

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
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$57.7M +$2.87M +54,845 +5%
PWMG
2
Prestige Wealth Management Group
New Jersey
$24.8M +$910K +17,364 +4%
DBRC
3
D.B. Root & Company
Pennsylvania
$22.7M +$6.63M +126,646 +40%
HighTower Advisors
4
HighTower Advisors
Illinois
$18M +$352K +6,728 +2%
5L
5
55I LLC
Massachusetts
$14.7M +$7.98M +152,287 +112%
LB
6
Leo Brokerage
Texas
$10.6M +$10.9M +207,160 New
LWMNY
7
Landmark Wealth Management (New York)
New York
$9.15M +$9.88M +188,619 +116%
CCWA
8
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$8.46M +$8.68M +165,690 New
AWM
9
Apollon Wealth Management
South Carolina
$7.43M +$3.17M +60,542 +71%
MPWT
10
MassMutual Private Wealth & Trust
Connecticut
$7.07M +$4.85M +92,611 +202%
IA
11
Integrity Advisory
Kansas
$6.64M +$6.81M +130,017 New
CP
12
Capital Planning
Washington
$5.75M +$138K +2,644 +2%
Morgan Stanley
13
Morgan Stanley
New York
$5.4M +$5.54M +105,812 +10,581,200%
CA
14
CGN Advisors
Kansas
$5.32M +$5.46M +104,224 New
VAS
15
Vestmark Advisory Solutions
Massachusetts
$5.18M +$4.3M +82,112 +424%
FWP
16
FAS Wealth Partners
Kansas
$4.75M +$24K +458 +0.5%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$4.42M +$950K +18,136 +27%
Stifel Financial
18
Stifel Financial
Missouri
$3.33M -$504K -9,625 -13%
HIM
19
Hotaling Investment Management
Pennsylvania
$2.96M +$221K +4,223 +8%
Jane Street
20
Jane Street
New York
$2.69M -$262K -4,998 -9%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$2.44M +$2.27M +43,273 +977%
DT
22
Daniels + Tansey
Delaware
$2.16M -$5.74M -109,538 -72%
DIM
23
Delta Investment Management
California
$1.65M -$25.6K -488 -1%
IA
24
IFP Advisors
Florida
$1.15M +$479K +9,137 +72%
ICM
25
IMS Capital Management
Oregon
$959K +$13.1K +250 +1%