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JPMorgan Core Plus Bond ETF

292 hedge funds and large institutions have $3.5B invested in JPMorgan Core Plus Bond ETF in 2024 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 183 increasing their positions, 43 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

326% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 43

292% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 13

26% more capital invested

Capital invested by funds: $2.77B → $3.5B (+$723M)

12% more funds holding

Funds holding: 260292 (+32)

6% more funds holding in top 10

Funds holding in top 10: 4750 (+3)

1.05% less ownership

Funds ownership: 84.54%83.49% (-1%)

Holders
292
Holders Change
+32
Holders Change %
+12.31%
% of All Funds
4.19%
Holding in Top 10
50
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.38%
% of All Funds
0.72%
New
51
Increased
183
Reduced
43
Closed
13
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
$375M +$26.6M +559,865 +8%
LWMT
2
Legacy Wealth Management (Tennessee)
Tennessee
$146M +$16.9M +355,683 +13%
JP Morgan Chase
3
JP Morgan Chase
New York
$108M +$13.3M +279,898 +14%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$100M +$10.5M +220,083 +12%
WP
5
WMS Partners
Maryland
$80.2M +$12.3M +258,480 +18%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$79.6M +$14M +295,082 +22%
MAWA
7
Moss Adams Wealth Advisors
Washington
$78M +$76.8M +1,615,897 New
GSAM
8
Grant Street Asset Management
Pennsylvania
$73.7M +$4.53M +95,419 +7%
Corient Private Wealth
9
Corient Private Wealth
Florida
$66.9M +$17M +357,076 +35%
HighTower Advisors
10
HighTower Advisors
Illinois
$64.1M +$1.15M +24,114 +2%
CA
11
CGN Advisors
Kansas
$61.9M +$7.1M +149,455 +13%
FPIS
12
Financial Planning & Information Services
Wisconsin
$60.2M +$12.1M +255,700 +26%
Mariner
13
Mariner
Kansas
$55.8M +$14.8M +310,775 +37%
Osaic Holdings
14
Osaic Holdings
Arizona
$54.5M +$21.7M +457,159 +68%
DBRC
15
D.B. Root & Company
Pennsylvania
$53.7M +$3.1M +65,281 +6%
SI
16
Stephens Inc
Arkansas
$53.5M +$4.38M +92,156 +9%
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$52.3M +$1.15M +24,267 +2%
Morgan Stanley
18
Morgan Stanley
New York
$48.5M +$8.69M +182,918 +22%
SPA
19
Sentinel Pension Advisors
Massachusetts
$48.1M +$2.49M +52,455 +6%
VAS
20
Vestmark Advisory Solutions
Massachusetts
$45.9M +$6.45M +135,752 +17%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$45.8M +$23.3M +490,986 +107%
WWM
22
Wiser Wealth Management
Georgia
$44.9M +$928K +19,532 +2%
BWL
23
Bogart Wealth LLC
Virginia
$42.9M +$1.42M +29,856 +3%
HG
24
Harbor Group
New Hampshire
$41.4M +$2.22M +46,809 +6%
VAMG
25
Voisard Asset Management Group
Michigan
$40.6M +$934K +19,660 +2%

JCPB Hedge Fund Activity: Q3 2024 in Review

292 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Core Plus Bond ETF (JCPB) for Q3 2024, worth a combined $3.5B — up 26% from $2.77B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new JCPB positions and 13 closed out — a net gain of 38 holders — while 183 added to existing stakes and 43 trimmed.

The largest buyer was Moss Adams Wealth Advisors, opening a new position worth an estimated $76.8M. The largest seller was Mountain Capital Investment Advisors, exiting entirely with an estimated $31.4M sold.

  • 292 institutional investors held JPMorgan Core Plus Bond ETF (JCPB) as of Q3 2024, up from 260 in Q2 2024.
  • Funds reported $3.5B of JPMorgan Core Plus Bond ETF stock for Q3 2024, up 26% quarter-over-quarter.
  • 51 funds opened new JPMorgan Core Plus Bond ETF positions in Q3 2024 and 13 closed out, a net change of +38 holders.
  • The largest JPMorgan Core Plus Bond ETF buyer in Q3 2024 was Moss Adams Wealth Advisors, an estimated $76.8M added.
  • The largest JPMorgan Core Plus Bond ETF seller in Q3 2024 was Mountain Capital Investment Advisors, an estimated $31.4M sold.

Based on aggregated 13F filings for Q3 2024.