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JPMorgan Core Plus Bond ETF

158 hedge funds and large institutions have $1.22B invested in JPMorgan Core Plus Bond ETF in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 82 increasing their positions, 37 reducing their positions, and 14 closing their positions.

Holders
158
Holders Change
+15
Holders Change %
+10.49%
% of All Funds
2.52%
Holding in Top 10
21
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+40%
% of All Funds
0.33%
New
31
Increased
82
Reduced
37
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$128M 2,854,329 +1,275,986 +81%
LWMT
2
Legacy Wealth Management (Tennessee)
Tennessee
$100M 2,248,626 +111,920 +5%
DT
3
Daniels + Tansey
Delaware
$66.9M 170,299 +111,332 +189%
HighTower Advisors
4
HighTower Advisors
Illinois
$54.2M 1,213,638 +327,587 +37%
WP
5
WMS Partners
Maryland
$47.4M 1,060,016 +140,417 +15%
CAPTRUST Financial Advisors
6
CAPTRUST Financial Advisors
North Carolina
$47.1M 1,055,431 +470,986 +81%
SI
7
Stephens Inc
Arkansas
$46.6M 1,043,721 +1,043,721 New
Bank of America
8
Bank of America
North Carolina
$36.9M 825,626 -283,643 -26%
DBRC
9
D.B. Root & Company
Pennsylvania
$36M 806,559 +50,550 +7%
AFA
10
AllGen Financial Advisors
Florida
$32.3M 723,483 +5,440 +0.8%
GSAM
11
Grant Street Asset Management
Pennsylvania
$31.1M 697,130 +697,130 New
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$28M 626,771 +71,226 +13%
FPIS
13
Financial Planning & Information Services
Wisconsin
$27.6M 618,701 +92,296 +18%
VAS
14
Vestmark Advisory Solutions
Massachusetts
$25M 559,546 +160,789 +40%
Morgan Stanley
15
Morgan Stanley
New York
$24M 536,609 +88,159 +20%
CAL
16
Capital Analysts LLC
Pennsylvania
$22.6M 505,701 +324,921 +180%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$19.4M 433,465 +32,888 +8%
REMPR
18
Roof Eidam Maycock Peralta (REMP)
California
$16.3M 365,250 +25,890 +8%
PWA
19
Peterson Wealth Advisors
Utah
$16.3M 364,757 +4,907 +1%
DWP
20
Daymark Wealth Partners
Ohio
$16.1M 359,814 +36,835 +11%
WWM
21
Windsor Wealth Management
Indiana
$15.6M 349,998 +65,448 +23%
ACA
22
Aptus Capital Advisors
Alabama
$15.1M 338,486 +322,836 +2,063%
GWANC
23
Guardian Wealth Advisors (North Carolina)
North Carolina
$15.1M 338,486 +322,836 +2,063%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$14.8M 330,479 +79,575 +32%
GC
25
Gratus Capital
Georgia
$14.8M 330,219 -989 -0.3%