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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.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 5

106% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 17

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

20% more capital invested

Capital invested by funds: $289M → $347M (+$58.2M)

15% more funds holding

Funds holding: 6271 (+9)

1.46% less ownership

Funds ownership: 88.35%86.89% (-1.5%)

Holders
71
Holders Change
+9
Holders Change %
+14.52%
% of All Funds
1.22%
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 Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$54.4M +$2.29M +47,831 +4%
DBRC
2
D.B. Root & Company
Pennsylvania
$26.7M +$3.7M +77,143 +15%
PWMG
3
Prestige Wealth Management Group
New Jersey
$22.1M +$331K +6,892 +1%
PWA
4
Peterson Wealth Advisors
Utah
$19.5M -$70.5K -1,470 -0.3%
LWMT
5
Legacy Wealth Management (Tennessee)
Tennessee
$17.1M +$13M +271,126 +268%
HighTower Advisors
6
HighTower Advisors
Illinois
$16.3M +$5.39M +112,283 +46%
GC
7
Gratus Capital
Georgia
$14.8M +$15.5M +322,412 New
AFA
8
AllGen Financial Advisors
Florida
$14.3M +$17.9M +372,673 New
Morgan Stanley
9
Morgan Stanley
New York
$12.6M +$1.51M +31,390 +13%
FWP
10
FAS Wealth Partners
Kansas
$11.8M +$54.3K +1,132 +0.4%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$11.4M +$2.1M +43,703 +21%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$9.66M +$4.4M +91,731 +77%
VAS
13
Vestmark Advisory Solutions
Massachusetts
$8.11M +$2.44M +50,843 +40%
AWE
14
Avidian Wealth Enterprises
Texas
$7.48M +$138K +2,867 +2%
IA
15
Integrity Advisory
Kansas
$7.43M -$613K -12,772 -7%
CA
16
CGN Advisors
Kansas
$7.18M +$2.12M +44,193 +39%
CHA
17
Cooper/Haims Advisors
New York
$6.62M -$2.73M -56,821 -28%
LSPW
18
Lake Street Private Wealth
Illinois
$5.92M +$2.65M +55,283 +1,196%
MPWT
19
MassMutual Private Wealth & Trust
Connecticut
$5.57M -$158K -3,304 -3%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$5.18M +$3.51M +73,161 +184%
LC
21
Legacy CG
Texas
$5.13M -$3.68M -76,689 -41%
LWMNY
22
Landmark Wealth Management (New York)
New York
$4.82M -$2.08M -43,345 -29%
CP
23
Capital Planning
Washington
$4.42M +$4.06M +84,731 +728%
Jane Street
24
Jane Street
New York
$3.93M +$1.32M +27,514 +47%
WWM
25
Windsor Wealth Management
Indiana
$3.84M +$1.27M +26,579 +46%