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JPMorgan Core Plus Bond ETF

112 hedge funds and large institutions have $694M invested in JPMorgan Core Plus Bond ETF in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 50 increasing their positions, 21 reducing their positions, and 10 closing their positions.

Holders
112
Holders Change
+20
Holders Change %
+21.74%
% of All Funds
1.79%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
32
Increased
50
Reduced
21
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LWMT
1
Legacy Wealth Management (Tennessee)
Tennessee
$95.5M 2,014,359 +1,295,770 +180%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$72.6M 1,531,560 +308,709 +25%
Bank of America
3
Bank of America
North Carolina
$51.3M 1,083,231 +321,718 +42%
DBRC
4
D.B. Root & Company
Pennsylvania
$33.8M 712,531 +69,695 +11%
HighTower Advisors
5
HighTower Advisors
Illinois
$32.4M 682,511 +51,945 +8%
AFA
6
AllGen Financial Advisors
Florida
$30.8M 649,891 +10,744 +2%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$25.3M 533,487 +184,505 +53%
Morgan Stanley
8
Morgan Stanley
New York
$23M 486,108 +115,168 +31%
VAS
9
Vestmark Advisory Solutions
Massachusetts
$19.6M 414,440 +151,787 +58%
FPIS
10
Financial Planning & Information Services
Wisconsin
$19.2M 405,903 +241,877 +147%
PWA
11
Peterson Wealth Advisors
Utah
$18.3M 385,724 -1,275 -0.3%
WP
12
WMS Partners
Maryland
$17.4M 367,436 +367,436 New
GC
13
Gratus Capital
Georgia
$15.3M 323,859 -797 -0.2%
REMPR
14
Roof Eidam Maycock Peralta (REMP)
California
$14.2M 300,310 +47,780 +19%
HIP
15
HUB Investment Partners
Texas
$12.2M 257,542 +257,542 New
JCM
16
Janney Capital Management
Pennsylvania
$11.9M 251,968 +251,968 New
ACP
17
Aveo Capital Partners
Colorado
$11.9M 251,594 -5,567 -2%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$11M 231,902 +30,323 +15%
BDFN
19
Bond & Devick Financial Network
Minnesota
$10.3M 216,707 +216,707 New
WWM
20
Windsor Wealth Management
Indiana
$10.2M 215,062 +103,759 +93%
Truist Financial
21
Truist Financial
North Carolina
$8.88M 187,456 +18,588 +11%
AWE
22
Avidian Wealth Enterprises
Texas
$8.79M 185,391 +10,089 +6%
Jane Street
23
Jane Street
New York
$8.62M 181,929 +145,817 +404%
CAL
24
Capital Analysts LLC
Pennsylvania
$8.28M 174,681 -10,625 -6%
FWP
25
FAS Wealth Partners
Kansas
$8.04M 169,662 -41,244 -20%