JPMorgan Core Plus Bond ETF
JCPB
JCPB
210 hedge funds and large institutions have $2.1B invested in JPMorgan Core Plus Bond ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 98 increasing their positions, 40 reducing their positions, and 8 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more funds holding in top 10
Funds holding in top 10: →
33% more funds holding
Funds holding: 158 → 210 (+52)
8.96% more ownership
Funds ownership: 80.99% → 89.95% (+9%)
Holders
210
Holding in Top 10
30
Calls
–
Puts
–
Top Buyers
| 1 | +$304M | |
| 2 | +$42.5M | |
| 3 | +$41.8M | |
| 4 |
CA
CGN Advisors
Manhattan,
Kansas
|
+$38.9M |
| 5 |
HG
Harbor Group
Bedford,
New Hampshire
|
+$34.4M |
Top Sellers
| 1 | -$11.1M | |
| 2 | -$7.83M | |
| 3 | -$2.75M | |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$1.47M |
| 5 |
DWP
Daymark Wealth Partners
Cincinnati,
Ohio
|
-$1.14M |