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JPMorgan Core Plus Bond ETF
JCPB

Overview Fund Activity

322 hedge funds and large institutions have $4.01B invested in JPMorgan Core Plus Bond ETF in 2024 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 178 increasing their positions, 69 reducing their positions, and 19 closing their positions.

Holders
322
Holders Change
+30
Holders Change %
+10.27%
% of All Funds
4.29%
Holding in Top 10
57
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+14%
% of All Funds
0.76%
New
57
Increased
178
Reduced
69
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$143M
2
Wells Fargo
2
Wells Fargo
California
$82.6M
3
HFS
3
Hughes Financial Services
Virginia
$56.1M
4
VFA
4
Valeo Financial Advisors
Indiana
$68.3M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$143M

Top Sellers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$7.71M
2
REMPR
2
Roof Eidam Maycock Peralta (REMP)
California
$1.16M
3
PCM
3
Pennsylvania Capital Management
Pennsylvania
$0
4
Stifel Financial
4
Stifel Financial
Missouri
$16.3M
5
SI
5
Stephens Inc
Arkansas
$41.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$384M 8,345,960 +568,425 +7%
LWMT
2
Legacy Wealth Management (Tennessee)
Tennessee
$147M 3,181,469 +162,386 +5%
Raymond James Financial
3
Raymond James Financial
Florida
$143M 3,104,816 +3,104,816 New
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$143M 3,100,895 +866,519 +39%
GSAM
5
Grant Street Asset Management
Pennsylvania
$93.6M 2,032,031 +503,936 +33%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$88.8M 1,928,429 +277,491 +17%
MAWA
7
Moss Adams Wealth Advisors
Washington
$86.4M 1,869,799 +253,902 +16%
WP
8
WMS Partners
Maryland
$84.6M 1,836,587 +173,571 +10%
Wells Fargo
9
Wells Fargo
California
$82.6M 1,793,770 +1,786,710 +25,308%
Mariner
10
Mariner
Kansas
$76M 1,649,549 +492,728 +43%
VFA
11
Valeo Financial Advisors
Indiana
$68.3M 1,482,502 +1,123,217 +313%
HighTower Advisors
12
HighTower Advisors
Illinois
$65.4M 1,418,764 +90,771 +7%
CA
13
CGN Advisors
Kansas
$65.2M 1,414,819 +131,341 +10%
Morgan Stanley
14
Morgan Stanley
New York
$64.9M 1,408,431 +402,618 +40%
HFS
15
Hughes Financial Services
Virginia
$56.1M 1,217,581 +1,217,581 New
DBRC
16
D.B. Root & Company
Pennsylvania
$54.3M 1,179,469 +66,424 +6%
VAS
17
Vestmark Advisory Solutions
Massachusetts
$51.7M 1,121,915 +169,695 +18%
Osaic Holdings
18
Osaic Holdings
Arizona
$50.4M 1,094,228 -35,116 -3%
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$49.6M 1,075,876 -8,147 -0.8%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$48.4M 1,049,605 +357,499 +52%
SPA
21
Sentinel Pension Advisors
Massachusetts
$47.4M 1,029,003 +31,633 +3%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$46.5M 1,009,670 +60,489 +6%
BWL
23
Bogart Wealth LLC
Virginia
$43.6M 946,021 +56,280 +6%
SI
24
Stephens Inc
Arkansas
$41.4M 899,017 -209,400 -19%
HG
25
Harbor Group
New Hampshire
$41.2M 894,973 +37,263 +4%
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