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JPMorgan Core Plus Bond ETF
JCPB
JCPB
92 hedge funds and large institutions have $496M invested in JPMorgan Core Plus Bond ETF in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 32 increasing their positions, 22 reducing their positions, and 13 closing their positions.
New
Increased
Maintained
Reduced
Closed
162% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 13
45% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 22
43% more capital invested
Capital invested by funds: $347M → $496M (+$149M)
30% more funds holding
Funds holding: 71 → 92 (+21)
12.12% more ownership
Funds ownership: 86.89% → 99.02% (+12%)
10% less funds holding in top 10
Funds holding in top 10: 10 → 9 (-1)
Holders
92
Holders Change
+21
Holders Change %
+29.58%
% of All Funds
1.48%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.14%
New
34
Increased
32
Reduced
22
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
CA
CGN Advisors
Manhattan,
Kansas
|
-$5.91M |
| 2 |
LC
Legacy CG
Plano,
Texas
|
-$5.13M |
| 3 |
LSPW
Lake Street Private Wealth
Chicago,
Illinois
|
-$2.47M |
| 4 |
Jane Street
New York
|
-$2.27M |
| 5 |
FWP
FAS Wealth Partners
Leawood,
Kansas
|
-$2.13M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MYIA
101
Mount Yale Investment Advisors
Denver,
Colorado
| – | -$201K | -4,390 | Closed |
|
|
CT
102
Clearstead Trust
Portland,
Maine
| – | -$93K | -2,024 | Closed |
|
|
FA
103
Financial Advantage
Columbia,
Maryland
| – | -$36K | -800 | Closed |
|
|
FFA
104
Founders Financial Alliance
Raleigh,
North Carolina
| – | -$25K | -544 | Closed |
|
105
UBS Group
Zurich,
Switzerland
| – | -$18K | -383 | Closed |
|