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JPMorgan Core Plus Bond ETF
JCPB

Overview Fund Activity

62 hedge funds and large institutions have $289M invested in JPMorgan Core Plus Bond ETF in 2022 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 9 closing their positions.

Holders
62
Holders Change
+12
Holders Change %
+24%
% of All Funds
1.05%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.14%
New
21
Increased
22
Reduced
16
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PWA
1
Peterson Wealth Advisors
Utah
$20.5M
2
CHA
2
Cooper/Haims Advisors
New York
$9.66M
3
LC
3
Legacy CG
Texas
$9.06M
4
FWP
4
FAS Wealth Partners
Kansas
$12.3M
5
AWE
5
Avidian Wealth Enterprises
Texas
$7.7M

Top Sellers

1
5L
1
55I LLC
Massachusetts
$0
2
LWMNY
2
Landmark Wealth Management (New York)
New York
$7.12M
3
CCWA
3
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$0
4
AWM
4
Apollon Wealth Management
South Carolina
$1.55M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$11.7M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$54.7M 1,138,616 +8,063 +0.7%
DBRC
2
D.B. Root & Company
Pennsylvania
$24.3M 505,412 +60,480 +14%
PWMG
3
Prestige Wealth Management Group
New Jersey
$22.8M 475,538 -9,674 -2%
PWA
4
Peterson Wealth Advisors
Utah
$20.5M 426,706 +426,706 New
FWP
5
FAS Wealth Partners
Kansas
$12.3M 256,068 +163,078 +175%
Morgan Stanley
6
Morgan Stanley
New York
$11.7M 244,018 +138,205 +131%
HighTower Advisors
7
HighTower Advisors
Illinois
$11.7M 243,646 -107,910 -31%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$9.83M 204,689 +156,988 +329%
CHA
9
Cooper/Haims Advisors
New York
$9.66M 201,036 +201,036 New
LC
10
Legacy CG
Texas
$9.06M 188,596 +188,596 New
IA
11
Integrity Advisory
Kansas
$8.39M 174,638 +44,621 +34%
AWE
12
Avidian Wealth Enterprises
Texas
$7.7M 160,197 +160,197 New
LWMNY
13
Landmark Wealth Management (New York)
New York
$7.12M 148,289 -203,089 -58%
VAS
14
Vestmark Advisory Solutions
Massachusetts
$6.05M 125,991 +24,530 +24%
MPWT
15
MassMutual Private Wealth & Trust
Connecticut
$5.99M 124,727 -13,745 -10%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$5.71M 118,766 +118,766 New
LB
17
Leo Brokerage
Texas
$5.57M 115,955 -91,205 -44%
CA
18
CGN Advisors
Kansas
$5.4M 112,308 +8,084 +8%
LWMT
19
Legacy Wealth Management (Tennessee)
Tennessee
$4.86M 101,236 +101,236 New
CP
20
Castleview Partners
Texas
$4.32M 86,237 +86,221 +538,881%
DWP
21
Destiny Wealth Partners
Florida
$3.59M 74,680 +74,680 New
Stifel Financial
22
Stifel Financial
Missouri
$3.58M 74,468 +9,217 +14%
DT
23
Daniels + Tansey
Delaware
$3.34M 69,627 +27,314 +65%
HIM
24
Hotaling Investment Management
Pennsylvania
$2.86M 59,502 +1,625 +3%
Jane Street
25
Jane Street
New York
$2.79M 58,082 +5,361 +10%
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