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JPMorgan Core Plus Bond ETF

5 hedge funds and large institutions have $30M invested in JPMorgan Core Plus Bond ETF in 2019 Q3 according to their latest regulatory filings, with 4 funds opening new positions, increasing their positions, 0 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

67% more funds holding

Funds holding: 35 (+2)

2% less capital invested

Capital invested by funds: $30.7M → $30M (-$746K)

23.86% less ownership

Funds ownership: 117.44%93.59% (-24%)

Holders
5
Holders Change
+2
Holders Change %
+66.67%
% of All Funds
0.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
Reduced
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$26.2M
Jane Street
2
Jane Street
New York
$3.27M +$3.25M +61,345 New
MA
3
Mutual Advisors
Nebraska
$256K +$254K +4,800 New
FFA
4
Fragasso Financial Advisors
Pennsylvania
$247K +$245K +4,621 New
BWP
5
Baldwin Wealth Partners
Massachusetts
$40K +$39.7K +750 New
Bank of Nova Scotia
6
Bank of Nova Scotia
Ontario, Canada
-$5.08M -97,208 Closed
W
7
WealthStone
Ohio
-$52 -1 Closed

JCPB Hedge Fund Activity: Q3 2019 in Review

5 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Core Plus Bond ETF (JCPB) for Q3 2019, worth a combined $30M — down 2.4% from $30.7M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new JCPB positions and 2 closed out — a net gain of 2 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $3.25M. The largest seller was Bank of Nova Scotia, exiting entirely with an estimated $5.08M sold.

  • 5 institutional investors held JPMorgan Core Plus Bond ETF (JCPB) as of Q3 2019, up from 3 in Q2 2019.
  • Funds reported $30M of JPMorgan Core Plus Bond ETF stock for Q3 2019, down 2.4% quarter-over-quarter.
  • 4 funds opened new JPMorgan Core Plus Bond ETF positions in Q3 2019 and 2 closed out, a net change of +2 holders.
  • The largest JPMorgan Core Plus Bond ETF buyer in Q3 2019 was Jane Street, an estimated $3.25M added.
  • The largest JPMorgan Core Plus Bond ETF seller in Q3 2019 was Bank of Nova Scotia, an estimated $5.08M sold.

Based on aggregated 13F filings for Q3 2019.