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JPMorgan Core Plus Bond ETF

143 hedge funds and large institutions have $891M invested in JPMorgan Core Plus Bond ETF in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 68 increasing their positions, 28 reducing their positions, and 6 closing their positions.

Holders
143
Holders Change
+31
Holders Change %
+27.68%
% of All Funds
2.26%
Holding in Top 10
15
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+87.5%
% of All Funds
0.24%
New
37
Increased
68
Reduced
28
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LWMT
1
Legacy Wealth Management (Tennessee)
Tennessee
$99.5M 2,136,706 +122,347 +6%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$73.5M 1,578,343 +46,783 +3%
Bank of America
3
Bank of America
North Carolina
$51.7M 1,109,269 +26,038 +2%
WP
4
WMS Partners
Maryland
$42.8M 919,599 +552,163 +150%
HighTower Advisors
5
HighTower Advisors
Illinois
$41.3M 886,051 +203,540 +30%
DBRC
6
D.B. Root & Company
Pennsylvania
$35.2M 756,009 +43,478 +6%
AFA
7
AllGen Financial Advisors
Florida
$33.4M 718,043 +68,152 +10%
CAPTRUST Financial Advisors
8
CAPTRUST Financial Advisors
North Carolina
$27.2M 584,445 +584,445 New
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$25.9M 555,545 +22,058 +4%
FPIS
10
Financial Planning & Information Services
Wisconsin
$24.5M 526,405 +120,502 +30%
Morgan Stanley
11
Morgan Stanley
New York
$20.9M 448,450 -37,658 -8%
Jane Street
12
Jane Street
New York
$19.5M 418,809 +236,880 +130%
ACP
13
Aveo Capital Partners
Colorado
$18.8M 402,892 +151,298 +60%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$18.7M 400,577 +142,481 +55%
VAS
15
Vestmark Advisory Solutions
Massachusetts
$18.6M 398,757 -15,683 -4%
PWA
16
Peterson Wealth Advisors
Utah
$16.7M 359,850 -25,874 -7%
REMPR
17
Roof Eidam Maycock Peralta (REMP)
California
$15.8M 339,360 +39,050 +13%
GC
18
Gratus Capital
Georgia
$15.4M 331,208 +7,349 +2%
DWP
19
Daymark Wealth Partners
Ohio
$15M 322,979 +251,420 +351%
WWM
20
Windsor Wealth Management
Indiana
$13.3M 284,550 +69,488 +32%
HIP
21
HUB Investment Partners
Texas
$13.2M 284,442 +26,900 +10%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$11.7M 250,904 +19,002 +8%
JCM
23
Janney Capital Management
Pennsylvania
$11.5M 247,225 -4,743 -2%
BDFN
24
Bond & Devick Financial Network
Minnesota
$10.1M 217,447 +740 +0.3%
FPCG
25
Forum Private Client Group
Indiana
$9.93M 213,230 +116,066 +119%