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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.

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
0.15%
New
34
Increased
32
Reduced
22
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$56.2M 1,222,851 +36,404 +3%
Bank of America
2
Bank of America
North Carolina
$35M 761,513 +761,512 +76,151,200%
LWMT
3
Legacy Wealth Management (Tennessee)
Tennessee
$33M 718,589 +346,227 +93%
DBRC
4
D.B. Root & Company
Pennsylvania
$29.5M 642,836 +60,281 +10%
AFA
5
AllGen Financial Advisors
Florida
$29.4M 639,147 +266,474 +72%
HighTower Advisors
6
HighTower Advisors
Illinois
$29M 630,566 +274,637 +77%
PWMG
7
Prestige Wealth Management Group
New Jersey
$21.4M 465,270 -17,160 -4%
PWA
8
Peterson Wealth Advisors
Utah
$17.8M 386,999 -38,237 -9%
Morgan Stanley
9
Morgan Stanley
New York
$17M 370,940 +95,532 +35%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$16M 348,982 +138,485 +66%
GC
11
Gratus Capital
Georgia
$14.9M 324,656 +2,244 +0.7%
VAS
12
Vestmark Advisory Solutions
Massachusetts
$12.1M 262,653 +85,819 +49%
ACP
13
Aveo Capital Partners
Colorado
$11.8M 257,161 +257,161 New
REMPR
14
Roof Eidam Maycock Peralta (REMP)
California
$11.6M 252,530 +252,530 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$10.5M 227,545 -20,847 -8%
FWP
16
FAS Wealth Partners
Kansas
$9.69M 210,906 -46,294 -18%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$9.26M 201,579 +88,701 +79%
CHA
18
Cooper/Haims Advisors
New York
$8.67M 188,807 +44,592 +31%
CAL
19
Capital Analysts LLC
Pennsylvania
$8.51M 185,306 +178,803 +2,750%
IA
20
Integrity Advisory
Kansas
$8.35M 181,711 +19,845 +12%
AWE
21
Avidian Wealth Enterprises
Texas
$8.05M 175,302 +12,238 +8%
Truist Financial
22
Truist Financial
North Carolina
$7.76M 168,868 +88,788 +111%
FPIS
23
Financial Planning & Information Services
Wisconsin
$7.53M 164,026 +156,985 +2,230%
MCC
24
Money Concepts Capital
Florida
$5.67M 123,498 +123,498 New
WWM
25
Windsor Wealth Management
Indiana
$5.21M 111,303 +27,211 +32%