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JPMorgan Core Plus Bond ETF
JCPB

Overview Fund Activity

260 hedge funds and large institutions have $2.77B invested in JPMorgan Core Plus Bond ETF in 2024 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 152 increasing their positions, 57 reducing their positions, and 11 closing their positions.

Holders
260
Holders Change
+25
Holders Change %
+10.64%
% of All Funds
3.78%
Holding in Top 10
47
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+27.03%
% of All Funds
0.68%
New
38
Increased
152
Reduced
57
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SPA
1
Sentinel Pension Advisors
Massachusetts
$43.8M
2
Mariner
2
Mariner
Kansas
$39.2M
3
TWM
3
Tradition Wealth Management
Minnesota
$27.7M
4
DWP
4
Destiny Wealth Partners
Florida
$26.9M
5
RHP
5
Royal Harbor Partners
Texas
$18.4M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$90.6M
2
LWL
2
Leo Wealth LLC
Texas
$1.64M
3
AFA
3
AllGen Financial Advisors
Florida
$47.4M
4
BFG
4
Berger Financial Group
Minnesota
$12.8M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$31.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$334M 7,217,670 +370,856 +5%
LWMT
2
Legacy Wealth Management (Tennessee)
Tennessee
$123M 2,663,400 +172,168 +7%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$90.6M 1,954,478 -1,289,612 -40%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$86.3M 1,862,962 +136,038 +8%
GSAM
5
Grant Street Asset Management
Pennsylvania
$66.4M 1,432,676 +36,808 +3%
WP
6
WMS Partners
Maryland
$65.1M 1,404,536 +162,704 +13%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$62.8M 1,355,856 +304,621 +29%
HighTower Advisors
8
HighTower Advisors
Illinois
$60.4M 1,303,879 +21,444 +2%
CA
9
CGN Advisors
Kansas
$52.5M 1,134,023 +116,117 +11%
CAPTRUST Financial Advisors
10
CAPTRUST Financial Advisors
North Carolina
$49.1M 1,059,756 +34,008 +3%
DBRC
11
D.B. Root & Company
Pennsylvania
$48.5M 1,047,764 +72,953 +7%
Corient Private Wealth
12
Corient Private Wealth
Florida
$47.9M 1,030,058 +182,434 +22%
AFA
13
AllGen Financial Advisors
Florida
$47.4M 1,023,890 -137,040 -12%
SI
14
Stephens Inc
Arkansas
$47.1M 1,016,261 -56,127 -5%
FPIS
15
Financial Planning & Information Services
Wisconsin
$46M 991,815 +126,130 +15%
SPA
16
Sentinel Pension Advisors
Massachusetts
$43.8M 944,915 +944,915 New
WWM
17
Wiser Wealth Management
Georgia
$42.2M 911,455 +44,344 +5%
BWL
18
Bogart Wealth LLC
Virginia
$39.8M 859,885 +17,241 +2%
Mariner
19
Mariner
Kansas
$39.2M 846,046 +683,242 +420%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$39.1M 843,408 +89,677 +12%
Morgan Stanley
21
Morgan Stanley
New York
$38.1M 822,895 -4,689 -0.6%
VAMG
22
Voisard Asset Management Group
Michigan
$38M 821,037 +15,180 +2%
VAS
23
Vestmark Advisory Solutions
Massachusetts
$37.8M 816,468 +124,163 +18%
HG
24
Harbor Group
New Hampshire
$37.6M 810,901 +33,916 +4%
MCIA
25
Mountain Capital Investment Advisors
Colorado
$31.4M 671,508 +44,717 +7%
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