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JPMorgan Core Plus Bond ETF
JCPB

26 hedge funds and large institutions have $90.1M invested in JPMorgan Core Plus Bond ETF in 2020 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 2

200% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 3

44% more funds holding

Funds holding: 18 → 26 (+8)

23% more capital invested

Capital invested by funds: $73.4M → $90.1M (+$16.8M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.89% less ownership

Funds ownership: 69.26% → 67.37% (-1.9%)

Holders
26
Holders Change
+8
Holders Change %
+44.44%
% of All Funds
0.46%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
9
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HIM
Hotaling Investment Management
Pennsylvania
+$2.9M
2
Jane Street
Jane Street
New York
+$2.77M
3
Baird Financial Group
Baird Financial Group
Wisconsin
+$2.32M
4
DIM
Delta Investment Management
California
+$1.66M
5
HighTower Advisors
HighTower Advisors
Illinois
+$1.59M

Top Sellers

1
PWMG
Prestige Wealth Management Group
New Jersey
-$805K
2
BCA
Bay Colony Advisors
Massachusetts
-$546K
3
JP Morgan Chase
JP Morgan Chase
New York
-$500K
4
KWM
Kingsview Wealth Management
Oregon
-$64.4K
5
FFA
Founders Financial Alliance
North Carolina
-$30K
Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
26
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$558 +10 New
BCA
27
Bay Colony Advisors
Massachusetts
– -$546K -9,804 Closed
FFA
28
Founders Financial Alliance
North Carolina
– -$30K -544 Closed
1
2

JCPB Hedge Fund Activity: Q4 2020 in Review

26 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Core Plus Bond ETF (JCPB) for Q4 2020, worth a combined $90.1M — up 23% from $73.4M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new JCPB positions and 2 closed out — a net gain of 9 holders — while 9 added to existing stakes and 3 trimmed.

The largest buyer was Hotaling Investment Management, opening a new position worth an estimated $2.9M. The largest seller was Prestige Wealth Management Group, cutting an estimated $805K.

  • 26 institutional investors held JPMorgan Core Plus Bond ETF (JCPB) as of Q4 2020, up from 18 in Q3 2020.
  • Funds reported $90.1M of JPMorgan Core Plus Bond ETF stock for Q4 2020, up 23% quarter-over-quarter.
  • 11 funds opened new JPMorgan Core Plus Bond ETF positions in Q4 2020 and 2 closed out, a net change of +9 holders.
  • The largest JPMorgan Core Plus Bond ETF buyer in Q4 2020 was Hotaling Investment Management, an estimated $2.9M added.
  • The largest JPMorgan Core Plus Bond ETF seller in Q4 2020 was Prestige Wealth Management Group, an estimated $805K sold.

Based on aggregated 13F filings for Q4 2020.