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JPMorgan Core Plus Bond ETF
JCPB

Overview Fund Activity

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.

Holders
292
Holders Change
+32
Holders Change %
+12.31%
% of All Funds
4.22%
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
–

Top Buyers

1
MAWA
1
Moss Adams Wealth Advisors
Washington
$78M
2
JGCM
2
Joseph Group Capital Management
Ohio
$33.7M
3
Bank of America
3
Bank of America
North Carolina
$375M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$26.5M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$45.8M

Top Sellers

1
MCIA
1
Mountain Capital Investment Advisors
Colorado
$0
2
AFA
2
AllGen Financial Advisors
Florida
$39.4M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$33.4M
4
SFC
4
Strategic Financial Concepts
Texas
$215K
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.61M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$375M 7,777,535 +559,865 +8%
LWMT
2
Legacy Wealth Management (Tennessee)
Tennessee
$146M 3,019,083 +355,683 +13%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$108M 2,234,376 +279,898 +14%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$100M 2,083,045 +220,083 +12%
WP
5
WMS Partners
Maryland
$80.2M 1,663,016 +258,480 +18%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$79.6M 1,650,938 +295,082 +22%
MAWA
7
Moss Adams Wealth Advisors
Washington
$78M 1,615,897 +1,615,897 New
GSAM
8
Grant Street Asset Management
Pennsylvania
$73.7M 1,528,095 +95,419 +7%
Corient Private Wealth
9
Corient Private Wealth
Florida
$66.9M 1,387,134 +357,076 +35%
HighTower Advisors
10
HighTower Advisors
Illinois
$64.1M 1,327,993 +24,114 +2%
CA
11
CGN Advisors
Kansas
$61.9M 1,283,478 +149,455 +13%
FPIS
12
Financial Planning & Information Services
Wisconsin
$60.2M 1,247,515 +255,700 +26%
Mariner
13
Mariner
Kansas
$55.8M 1,156,821 +310,775 +37%
Osaic Holdings
14
Osaic Holdings
Arizona
$54.5M 1,129,344 +457,159 +68%
DBRC
15
D.B. Root & Company
Pennsylvania
$53.7M 1,113,045 +65,281 +6%
SI
16
Stephens Inc
Arkansas
$53.5M 1,108,417 +92,156 +9%
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$52.3M 1,084,023 +24,267 +2%
Morgan Stanley
18
Morgan Stanley
New York
$48.5M 1,005,813 +182,918 +22%
SPA
19
Sentinel Pension Advisors
Massachusetts
$48.1M 997,370 +52,455 +6%
VAS
20
Vestmark Advisory Solutions
Massachusetts
$45.9M 952,220 +135,752 +17%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$45.8M 949,181 +490,986 +107%
WWM
22
Wiser Wealth Management
Georgia
$44.9M 930,987 +19,532 +2%
BWL
23
Bogart Wealth LLC
Virginia
$42.9M 889,741 +29,856 +3%
HG
24
Harbor Group
New Hampshire
$41.4M 857,710 +46,809 +6%
VAMG
25
Voisard Asset Management Group
Michigan
$40.6M 840,697 +19,660 +2%
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