JPMorgan Core Plus Bond ETF
JCPB
12 hedge funds and large institutions have $45.8M invested in JPMorgan Core Plus Bond ETF in 2020 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and closing their positions.
100% more funds holding
Funds holding: 6 → 12 (+6)
51% more capital invested
Capital invested by funds: $30.3M → $45.8M (+$15.5M)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
1.5% less ownership
Funds ownership: 72.02% → 70.52% (-1.5%)
Top Buyers
Top Sellers
| 1 |
Jane Street
New York
|
-$990K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$35.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
JP Morgan Chase
New York
| $26.5M | – | – | – |
|
|
PWMG
2
Prestige Wealth Management Group
Flemington,
New Jersey
| $14.5M | +$14.3M | +267,578 | New |
|
|
3
Jane Street
New York
| $2.89M | -$990K | -18,470 | -26% |
|
4
Truist Financial
Charlotte,
North Carolina
| $969K | +$958K | +17,884 | New |
|
|
MA
5
Mutual Advisors
Omaha,
Nebraska
| $446K | +$15.1K | +281 | +4% |
|
|
FFA
6
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| $270K | +$5.95K | +111 | +2% |
|
|
SFS
7
Sowell Financial Services
North Little Rock,
Arkansas
| $103K | +$102K | +1,900 | New |
|
|
CAL
8
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $44K | +$43.1K | +805 | New |
|
|
BWP
9
Baldwin Wealth Partners
Marion,
Massachusetts
| $41K | – | – | – |
|
10
Osaic Holdings
Scottsdale,
Arizona
| $27K | +$26.8K | +500 | New |
|
|
11
UBS Group
Zurich,
Switzerland
| $9K | -$35.6K | -664 | -80% |
|
12
Royal Bank of Canada
Toronto,
Ontario, Canada
| $9K | +$9.38K | +175 | New |
|
JCPB Hedge Fund Activity: Q1 2020 in Review
12 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Core Plus Bond ETF (JCPB) for Q1 2020, worth a combined $45.8M — up 51% from $30.3M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new JCPB positions and 0 closed out — a net gain of 6 holders — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Prestige Wealth Management Group, opening a new position worth an estimated $14.3M. The largest seller was Jane Street, cutting an estimated $990K.
- 12 institutional investors held JPMorgan Core Plus Bond ETF (JCPB) as of Q1 2020, up from 6 in Q4 2019.
- Funds reported $45.8M of JPMorgan Core Plus Bond ETF stock for Q1 2020, up 51% quarter-over-quarter.
- 6 funds opened new JPMorgan Core Plus Bond ETF positions in Q1 2020 and 0 closed out, a net change of +6 holders.
- The largest JPMorgan Core Plus Bond ETF buyer in Q1 2020 was Prestige Wealth Management Group, an estimated $14.3M added.
- The largest JPMorgan Core Plus Bond ETF seller in Q1 2020 was Jane Street, an estimated $990K sold.
Based on aggregated 13F filings for Q1 2020.