JPMorgan Core Plus Bond ETF
JCPB
292 hedge funds and large institutions have $3.5B invested in JPMorgan Core Plus Bond ETF in 2024 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 183 increasing their positions, 43 reducing their positions, and 13 closing their positions.
326% more repeat investments, than reductions
Existing positions increased: 183 | Existing positions reduced: 43
292% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 13
26% more capital invested
Capital invested by funds: $2.77B → $3.5B (+$723M)
12% more funds holding
Funds holding: 260 → 292 (+32)
6% more funds holding in top 10
Funds holding in top 10: 47 → 50 (+3)
1.05% less ownership
Funds ownership: 84.54% → 83.49% (-1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAWA
Moss Adams Wealth Advisors
Seattle,
Washington
|
+$76.8M |
| 2 |
JGCM
Joseph Group Capital Management
Columbus,
Ohio
|
+$33.2M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$26.6M |
| 4 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$26.1M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$23.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCIA
Mountain Capital Investment Advisors
Westminster,
Colorado
|
-$31.4M |
| 2 |
AFA
AllGen Financial Advisors
Orlando,
Florida
|
-$9.82M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$7.22M |
| 4 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
-$7.17M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$3.12M |
JCPB Hedge Fund Activity: Q3 2024 in Review
292 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Core Plus Bond ETF (JCPB) for Q3 2024, worth a combined $3.5B — up 26% from $2.77B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new JCPB positions and 13 closed out — a net gain of 38 holders — while 183 added to existing stakes and 43 trimmed.
The largest buyer was Moss Adams Wealth Advisors, opening a new position worth an estimated $76.8M. The largest seller was Mountain Capital Investment Advisors, exiting entirely with an estimated $31.4M sold.
- 292 institutional investors held JPMorgan Core Plus Bond ETF (JCPB) as of Q3 2024, up from 260 in Q2 2024.
- Funds reported $3.5B of JPMorgan Core Plus Bond ETF stock for Q3 2024, up 26% quarter-over-quarter.
- 51 funds opened new JPMorgan Core Plus Bond ETF positions in Q3 2024 and 13 closed out, a net change of +38 holders.
- The largest JPMorgan Core Plus Bond ETF buyer in Q3 2024 was Moss Adams Wealth Advisors, an estimated $76.8M added.
- The largest JPMorgan Core Plus Bond ETF seller in Q3 2024 was Mountain Capital Investment Advisors, an estimated $31.4M sold.
Based on aggregated 13F filings for Q3 2024.