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JPMorgan Core Plus Bond ETF

71 hedge funds and large institutions have $347M invested in JPMorgan Core Plus Bond ETF in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 17 reducing their positions, and 5 closing their positions.

Holders
71
Holders Change
+9
Holders Change %
+14.52%
% of All Funds
1.23%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.17%
New
16
Increased
35
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$54.4M 1,186,447 +47,831 +4%
DBRC
2
D.B. Root & Company
Pennsylvania
$26.7M 582,555 +77,143 +15%
PWMG
3
Prestige Wealth Management Group
New Jersey
$22.1M 482,430 +6,892 +1%
PWA
4
Peterson Wealth Advisors
Utah
$19.5M 425,236 -1,470 -0.3%
LWMT
5
Legacy Wealth Management (Tennessee)
Tennessee
$17.1M 372,362 +271,126 +268%
HighTower Advisors
6
HighTower Advisors
Illinois
$16.3M 355,929 +112,283 +46%
GC
7
Gratus Capital
Georgia
$14.8M 322,412 +322,412 New
AFA
8
AllGen Financial Advisors
Florida
$14.3M 372,673 +372,673 New
Morgan Stanley
9
Morgan Stanley
New York
$12.6M 275,408 +31,390 +13%
FWP
10
FAS Wealth Partners
Kansas
$11.8M 257,200 +1,132 +0.4%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$11.4M 248,392 +43,703 +21%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$9.66M 210,497 +91,731 +77%
VAS
13
Vestmark Advisory Solutions
Massachusetts
$8.11M 176,834 +50,843 +40%
AWE
14
Avidian Wealth Enterprises
Texas
$7.48M 163,064 +2,867 +2%
IA
15
Integrity Advisory
Kansas
$7.43M 161,866 -12,772 -7%
CA
16
CGN Advisors
Kansas
$7.18M 156,501 +44,193 +39%
CHA
17
Cooper/Haims Advisors
New York
$6.62M 144,215 -56,821 -28%
LSPW
18
Lake Street Private Wealth
Illinois
$5.93M 59,906 +55,283 +1,196%
MPWT
19
MassMutual Private Wealth & Trust
Connecticut
$5.57M 121,423 -3,304 -3%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$5.18M 112,878 +73,161 +184%
LC
21
Legacy CG
Texas
$5.13M 111,907 -76,689 -41%
LWMNY
22
Landmark Wealth Management (New York)
New York
$4.82M 104,944 -43,345 -29%
CP
23
Capital Planning
Washington
$4.42M 96,362 +84,731 +728%
Jane Street
24
Jane Street
New York
$3.93M 85,596 +27,514 +47%
WWM
25
Windsor Wealth Management
Indiana
$3.84M 84,092 +26,579 +46%