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JPMorgan Core Plus Bond ETF
JCPB

Overview Fund Activity

235 hedge funds and large institutions have $2.51B invested in JPMorgan Core Plus Bond ETF in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 131 increasing their positions, 54 reducing their positions, and 16 closing their positions.

Holders
235
Holders Change
+25
Holders Change %
+11.9%
% of All Funds
3.41%
Holding in Top 10
37
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+23.33%
% of All Funds
0.54%
New
41
Increased
131
Reduced
54
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WWM
1
Wiser Wealth Management
Georgia
$40.4M
2
BWL
2
Bogart Wealth LLC
Virginia
$39.3M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$80.6M
4
GSAM
4
Grant Street Asset Management
Pennsylvania
$65.1M
5
MCIA
5
Mountain Capital Investment Advisors
Colorado
$28.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$38.6M
2
Bank of America
2
Bank of America
North Carolina
$319M
3
Stifel Financial
3
Stifel Financial
Missouri
$13.8M
4
OMC
4
Old Mission Capital
Illinois
$0
5
CHA
5
Cooper/Haims Advisors
New York
$9.45M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$319M 6,846,814 -425,627 -6%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$151M 3,244,090 -785 -0%
LWMT
3
Legacy Wealth Management (Tennessee)
Tennessee
$116M 2,491,232 +175,127 +8%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$80.6M 1,726,924 +695,805 +67%
GSAM
5
Grant Street Asset Management
Pennsylvania
$65.1M 1,395,868 +642,797 +85%
HighTower Advisors
6
HighTower Advisors
Illinois
$59.8M 1,282,435 -5,964 -0.5%
WP
7
WMS Partners
Maryland
$57.9M 1,241,832 +188,884 +18%
AFA
8
AllGen Financial Advisors
Florida
$54.2M 1,160,930 +207,132 +22%
SI
9
Stephens Inc
Arkansas
$50M 1,072,388 -7,831 -0.7%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$49M 1,051,235 +235,916 +29%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$47.8M 1,025,748 +1,643 +0.2%
CA
12
CGN Advisors
Kansas
$47.5M 1,017,906 +179,451 +21%
DBRC
13
D.B. Root & Company
Pennsylvania
$45.5M 974,811 +154,514 +19%
WWM
14
Wiser Wealth Management
Georgia
$40.4M 867,111 +867,111 New
FPIS
15
Financial Planning & Information Services
Wisconsin
$40.4M 865,685 +165,925 +24%
Corient Private Wealth
16
Corient Private Wealth
Florida
$39.5M 847,624 +464,724 +121%
BWL
17
Bogart Wealth LLC
Virginia
$39.3M 842,644 +842,644 New
Morgan Stanley
18
Morgan Stanley
New York
$38.6M 827,584 -596,360 -42%
VAMG
19
Voisard Asset Management Group
Michigan
$37.6M 805,857 +38,986 +5%
Osaic Holdings
20
Osaic Holdings
Arizona
$36.5M 783,287 +226,072 +41%
HG
21
Harbor Group
New Hampshire
$36.2M 776,985 +41,469 +6%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$35.2M 753,731 +224,572 +42%
VAS
23
Vestmark Advisory Solutions
Massachusetts
$32.3M 692,305 +85,148 +14%
MCIA
24
Mountain Capital Investment Advisors
Colorado
$28.9M 626,791 +626,791 New
CF
25
Corrigan Financial
Rhode Island
$28.2M 603,948 +603,948 New
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