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JPMorgan Core Plus Bond ETF

92 hedge funds and large institutions have $496M invested in JPMorgan Core Plus Bond ETF in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 32 increasing their positions, 22 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 13

45% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 22

43% more capital invested

Capital invested by funds: $347M → $496M (+$149M)

30% more funds holding

Funds holding: 7192 (+21)

12.12% more ownership

Funds ownership: 86.89%99.02% (+12%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
92
Holders Change
+21
Holders Change %
+29.58%
% of All Funds
1.48%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.14%
New
34
Increased
32
Reduced
22
Closed
13
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
$56.2M +$1.67M +36,404 +3%
Bank of America
2
Bank of America
North Carolina
$35M +$35M +761,512 +76,151,200%
LWMT
3
Legacy Wealth Management (Tennessee)
Tennessee
$33M +$15.9M +346,227 +93%
DBRC
4
D.B. Root & Company
Pennsylvania
$29.5M +$2.77M +60,281 +10%
AFA
5
AllGen Financial Advisors
Florida
$29.4M +$12.2M +266,474 +72%
HighTower Advisors
6
HighTower Advisors
Illinois
$29M +$12.6M +274,637 +77%
PWMG
7
Prestige Wealth Management Group
New Jersey
$21.4M -$788K -17,160 -4%
PWA
8
Peterson Wealth Advisors
Utah
$17.8M -$1.76M -38,237 -9%
Morgan Stanley
9
Morgan Stanley
New York
$17M +$4.39M +95,532 +35%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$16M +$6.36M +138,485 +66%
GC
11
Gratus Capital
Georgia
$14.9M +$103K +2,244 +0.7%
VAS
12
Vestmark Advisory Solutions
Massachusetts
$12.1M +$3.94M +85,819 +49%
ACP
13
Aveo Capital Partners
Colorado
$11.8M +$11.8M +257,161 New
REMPR
14
Roof Eidam Maycock Peralta (REMP)
California
$11.6M +$11.6M +252,530 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$10.5M -$958K -20,847 -8%
FWP
16
FAS Wealth Partners
Kansas
$9.69M -$2.13M -46,294 -18%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$9.26M +$4.07M +88,701 +79%
CHA
18
Cooper/Haims Advisors
New York
$8.67M +$2.05M +44,592 +31%
CAL
19
Capital Analysts LLC
Pennsylvania
$8.51M +$8.21M +178,803 +2,750%
IA
20
Integrity Advisory
Kansas
$8.35M +$912K +19,845 +12%
AWE
21
Avidian Wealth Enterprises
Texas
$8.05M +$562K +12,238 +8%
Truist Financial
22
Truist Financial
North Carolina
$7.76M +$4.08M +88,788 +111%
FPIS
23
Financial Planning & Information Services
Wisconsin
$7.53M +$7.21M +156,985 +2,230%
MCC
24
Money Concepts Capital
Florida
$5.67M +$5.67M +123,498 New
WWM
25
Windsor Wealth Management
Indiana
$5.21M +$1.25M +27,211 +32%