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JPMorgan Core Plus Bond ETF

324 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 59 funds opening new positions, 178 increasing their positions, 69 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 19

158% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 69

15% more capital invested

Capital invested by funds: $3.5B → $4.01B (+$512M)

14% more funds holding in top 10

Funds holding in top 10: 5057 (+7)

11% more funds holding

Funds holding: 292324 (+32)

1.56% less ownership

Funds ownership: 83.49%81.93% (-1.6%)

Holders
324
Holders Change
+32
Holders Change %
+10.96%
% of All Funds
4.27%
Holding in Top 10
57
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+14%
% of All Funds
0.75%
New
59
Increased
178
Reduced
69
Closed
19
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
$384M +$26.6M +568,425 +7%
LWMT
2
Legacy Wealth Management (Tennessee)
Tennessee
$147M +$7.61M +162,386 +5%
Raymond James Financial
3
Raymond James Financial
Florida
$143M +$146M +3,104,816 New
JP Morgan Chase
4
JP Morgan Chase
New York
$143M +$40.6M +866,519 +39%
GSAM
5
Grant Street Asset Management
Pennsylvania
$93.6M +$23.6M +503,936 +33%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$88.8M +$13M +277,491 +17%
MAWA
7
Moss Adams Wealth Advisors
Washington
$86.4M +$11.9M +253,902 +16%
WP
8
WMS Partners
Maryland
$84.6M +$8.14M +173,571 +10%
Wells Fargo
9
Wells Fargo
California
$82.6M +$83.8M +1,786,710 +25,308%
Mariner
10
Mariner
Kansas
$76M +$23.1M +492,728 +43%
VFA
11
Valeo Financial Advisors
Indiana
$68.3M +$52.7M +1,123,217 +313%
HighTower Advisors
12
HighTower Advisors
Illinois
$65.4M +$4.26M +90,771 +7%
CA
13
CGN Advisors
Kansas
$65.2M +$6.16M +131,341 +10%
Morgan Stanley
14
Morgan Stanley
New York
$64.9M +$18.9M +402,618 +40%
HFS
15
Hughes Financial Services
Virginia
$56.1M +$57.1M +1,217,581 New
DBRC
16
D.B. Root & Company
Pennsylvania
$54.3M +$3.11M +66,424 +6%
VAS
17
Vestmark Advisory Solutions
Massachusetts
$51.7M +$7.96M +169,695 +18%
Osaic Holdings
18
Osaic Holdings
Arizona
$50.4M -$1.65M -35,116 -3%
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$49.6M -$382K -8,147 -0.8%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$48.4M +$16.8M +357,499 +52%
SPA
21
Sentinel Pension Advisors
Massachusetts
$47.4M +$1.48M +31,633 +3%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$46.5M +$2.84M +60,489 +6%
BWL
23
Bogart Wealth LLC
Virginia
$43.6M +$2.64M +56,280 +6%
SI
24
Stephens Inc
Arkansas
$41.4M -$9.82M -209,400 -19%
HG
25
Harbor Group
New Hampshire
$41.2M +$1.75M +37,263 +4%