JPMorgan Core Plus Bond ETF
JCPB
33 hedge funds and large institutions have $120M invested in JPMorgan Core Plus Bond ETF in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 4 closing their positions.
30% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 10
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
0% more funds holding
Funds holding: 33 → 33 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
34% less capital invested
Capital invested by funds: $181M → $120M (-$61.1M)
35.65% less ownership
Funds ownership: 106.44% → 70.79% (-36%)
Top Buyers
Top Sellers
| 1 |
JP Morgan Chase
New York
|
-$58.6M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$2.95M |
| 3 |
Jane Street
New York
|
-$1.45M |
| 4 |
MA
Mutual Advisors
Omaha,
Nebraska
|
-$789K |
| 5 |
RJT
Raymond James Trust
St. Petersburg,
Florida
|
-$533K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MWM
26
Mascoma Wealth Management
Hanover,
New Hampshire
| $42K | +$42.2K | +769 | New |
|
|
BWP
27
Baldwin Wealth Partners
Marion,
Massachusetts
| $41K | – | – | – |
|
|
FA
28
Financial Advantage
Columbia,
Maryland
| $40K | – | – | – |
|
|
HA
29
Herold Advisors
New York
| $13K | +$13.7K | +250 | New |
|
|
CIAS
30
Capital Investment Advisory Services
Raleigh,
North Carolina
| $9K | – | – | – |
|
31
Morgan Stanley
New York
| $4K | – | – | – |
|
32
UBS Group
Zurich,
Switzerland
| $4K | +$4.28K | +78 | New |
|
|
PFGIA
33
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $1K | +$384 | +7 | +70% |
|
|
MA
34
Mutual Advisors
Omaha,
Nebraska
| – | -$789K | -14,415 | Closed |
|
|
RJT
35
Raymond James Trust
St. Petersburg,
Florida
| – | -$533K | -9,743 | Closed |
|
36
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$252K | -4,605 | Closed |
|
37
Wells Fargo
San Francisco,
California
| – | -$29K | -537 | Closed |
|
JCPB Hedge Fund Activity: Q3 2021 in Review
33 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Core Plus Bond ETF (JCPB) for Q3 2021, worth a combined $120M — down 34% from $181M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new JCPB positions and 4 closed out — a net gain of 1 holder — while 13 added to existing stakes and 10 trimmed.
The largest buyer was HighTower Advisors, adding an estimated $905K. The largest seller was JP Morgan Chase, cutting an estimated $58.6M.
- 33 institutional investors held JPMorgan Core Plus Bond ETF (JCPB) as of Q3 2021, unchanged from Q2 2021.
- Funds reported $120M of JPMorgan Core Plus Bond ETF stock for Q3 2021, down 34% quarter-over-quarter.
- 5 funds opened new JPMorgan Core Plus Bond ETF positions in Q3 2021 and 4 closed out, a net change of +1 holder.
- The largest JPMorgan Core Plus Bond ETF buyer in Q3 2021 was HighTower Advisors, an estimated $905K added.
- The largest JPMorgan Core Plus Bond ETF seller in Q3 2021 was JP Morgan Chase, an estimated $58.6M sold.
Based on aggregated 13F filings for Q3 2021.