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JPMorgan Core Plus Bond ETF

210 hedge funds and large institutions have $2.1B invested in JPMorgan Core Plus Bond ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 98 increasing their positions, 40 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

675% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 8

145% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 40

72% more capital invested

Capital invested by funds: $1.22B → $2.1B (+$884M)

43% more funds holding in top 10

Funds holding in top 10: 2130 (+9)

33% more funds holding

Funds holding: 158210 (+52)

8.96% more ownership

Funds ownership: 80.99%89.95% (+9%)

Holders
210
Holders Change
+52
Holders Change %
+32.91%
% of All Funds
3.06%
Holding in Top 10
30
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+42.86%
% of All Funds
0.44%
New
62
Increased
98
Reduced
40
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$342M +$291M +6,446,815 +781%
JP Morgan Chase
2
JP Morgan Chase
New York
$153M +$17.6M +390,546 +14%
LWMT
3
Legacy Wealth Management (Tennessee)
Tennessee
$109M +$3.05M +67,479 +3%
Morgan Stanley
4
Morgan Stanley
New York
$67M +$40.1M +887,335 +165%
HighTower Advisors
5
HighTower Advisors
Illinois
$60.7M +$3.38M +74,761 +6%
SI
6
Stephens Inc
Arkansas
$50.9M +$1.65M +36,498 +3%
WP
7
WMS Partners
Maryland
$49.6M -$319K -7,068 -0.7%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$48.6M +$40.7M +902,262 +700%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$48.2M -$1.41M -31,326 -3%
AFA
10
AllGen Financial Advisors
Florida
$44.9M +$10.4M +230,315 +32%
CA
11
CGN Advisors
Kansas
$39.5M +$37.3M +825,276 +6,262%
DBRC
12
D.B. Root & Company
Pennsylvania
$38.6M +$620K +13,738 +2%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$38.4M +$8.51M +188,548 +30%
VAMG
14
Voisard Asset Management Group
Michigan
$36.1M +$34.6M +766,871 New
GSAM
15
Grant Street Asset Management
Pennsylvania
$35.5M +$2.53M +55,941 +8%
HG
16
Harbor Group
New Hampshire
$34.6M +$33M +729,924 +13,053%
FPIS
17
Financial Planning & Information Services
Wisconsin
$32.9M +$3.66M +81,059 +13%
VAS
18
Vestmark Advisory Solutions
Massachusetts
$28.6M +$2.15M +47,611 +9%
Osaic Holdings
19
Osaic Holdings
Arizona
$26.2M +$16M +353,794 +174%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$24.9M +$4.32M +95,694 +22%
Stifel Financial
21
Stifel Financial
Missouri
$24.7M +$12.8M +282,945 +118%
CAL
22
Capital Analysts LLC
Pennsylvania
$24M +$163K +3,612 +0.7%
SFI
23
SPC Financial Inc
Maryland
$23.6M +$22.7M +501,797 New
HFM
24
Hartford Financial Management
Connecticut
$22.5M +$16.1M +356,987 +293%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$19.5M +$3.77M +83,585 +25%