We are live on ! Find out more
JCPB icon

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.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 10

138% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 21

40% more capital invested

Capital invested by funds: $496M → $694M (+$198M)

22% more funds holding

Funds holding: 92112 (+20)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

19.36% less ownership

Funds ownership: 99.02%79.66% (-19%)

Holders
112
Holders Change
+20
Holders Change %
+21.74%
% of All Funds
1.78%
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 Holding Trade Value Shares
Change
Change in
Stake
LWMT
1
Legacy Wealth Management (Tennessee)
Tennessee
$95.5M +$60.8M +1,295,770 +180%
JP Morgan Chase
2
JP Morgan Chase
New York
$72.6M +$14.5M +308,709 +25%
Bank of America
3
Bank of America
North Carolina
$51.3M +$15.1M +321,718 +42%
DBRC
4
D.B. Root & Company
Pennsylvania
$33.8M +$3.27M +69,695 +11%
HighTower Advisors
5
HighTower Advisors
Illinois
$32.4M +$2.44M +51,945 +8%
AFA
6
AllGen Financial Advisors
Florida
$30.8M +$504K +10,744 +2%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$25.3M +$8.66M +184,505 +53%
Morgan Stanley
8
Morgan Stanley
New York
$23M +$5.41M +115,168 +31%
VAS
9
Vestmark Advisory Solutions
Massachusetts
$19.6M +$7.13M +151,787 +58%
FPIS
10
Financial Planning & Information Services
Wisconsin
$19.2M +$11.4M +241,877 +147%
PWA
11
Peterson Wealth Advisors
Utah
$18.3M -$59.9K -1,275 -0.3%
WP
12
WMS Partners
Maryland
$17.4M +$17.2M +367,436 New
GC
13
Gratus Capital
Georgia
$15.3M -$37.4K -797 -0.2%
REMPR
14
Roof Eidam Maycock Peralta (REMP)
California
$14.2M +$2.24M +47,780 +19%
HIP
15
HUB Investment Partners
Texas
$12.2M +$12.1M +257,542 New
JCM
16
Janney Capital Management
Pennsylvania
$11.9M +$11.8M +251,968 New
ACP
17
Aveo Capital Partners
Colorado
$11.9M -$261K -5,567 -2%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$11M +$1.42M +30,323 +15%
BDFN
19
Bond & Devick Financial Network
Minnesota
$10.3M +$10.2M +216,707 New
WWM
20
Windsor Wealth Management
Indiana
$10.2M +$4.87M +103,759 +93%
Truist Financial
21
Truist Financial
North Carolina
$8.88M +$873K +18,588 +11%
AWE
22
Avidian Wealth Enterprises
Texas
$8.79M +$474K +10,089 +6%
Jane Street
23
Jane Street
New York
$8.62M +$6.85M +145,817 +404%
CAL
24
Capital Analysts LLC
Pennsylvania
$8.28M -$499K -10,625 -6%
FWP
25
FAS Wealth Partners
Kansas
$8.04M -$1.94M -41,244 -20%