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JPMorgan Core Plus Bond ETF
JCPB
JCPB
62 hedge funds and large institutions have $289M invested in JPMorgan Core Plus Bond ETF in 2022 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 9 closing their positions.
New
Increased
Maintained
Reduced
Closed
133% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 9
100% more funds holding in top 10
Funds holding in top 10: 4 → 8 (+4)
38% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 16
24% more funds holding
Funds holding: 50 → 62 (+12)
19% more capital invested
Capital invested by funds: $243M → $289M (+$45.9M)
0.24% more ownership
Funds ownership: 88.12% → 88.35% (+0.24%)
Holders
62
Holders Change
+12
Holders Change %
+24%
% of All Funds
1.04%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
21
Increased
22
Reduced
16
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
PWA
Peterson Wealth Advisors
Orem,
Utah
|
+$20.8M |
| 2 |
CHA
Cooper/Haims Advisors
Victor,
New York
|
+$9.81M |
| 3 |
LC
Legacy CG
Plano,
Texas
|
+$9.2M |
| 4 |
FWP
FAS Wealth Partners
Leawood,
Kansas
|
+$7.96M |
| 5 |
AWE
Avidian Wealth Enterprises
Houston,
Texas
|
+$7.82M |
