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JPMorgan Core Plus Bond ETF
JCPB

13 hedge funds and large institutions have $50.4M invested in JPMorgan Core Plus Bond ETF in 2020 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 1

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

10% more capital invested

Capital invested by funds: $45.8M → $50.4M (+$4.55M)

8% more funds holding

Funds holding: 12 → 13 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

9.6% less ownership

Funds ownership: 70.52% → 60.92% (-9.6%)

Holders
13
Holders Change
+1
Holders Change %
+8.33%
% of All Funds
0.27%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
5
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.38M
2
FTUS
Flow Traders U.S.
New York
+$693K
3
Jane Street
Jane Street
New York
+$431K
4
KWM
Kingsview Wealth Management
Oregon
+$298K
5
PWMG
Prestige Wealth Management Group
New Jersey
+$235K

Top Sellers

1
Truist Financial
Truist Financial
North Carolina
-$445K
2
SFS
Sowell Financial Services
Arkansas
-$103K
3
UBS Group
UBS Group
Switzerland
-$9K
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$27M – – –
PWMG
2
Prestige Wealth Management Group
New Jersey
$15M +$235K +4,298 +2%
Jane Street
3
Jane Street
New York
$3.37M +$431K +7,882 +15%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.41M +$2.38M +43,627 New
FTUS
5
Flow Traders U.S.
New York
$699K +$693K +12,676 New
MA
6
Mutual Advisors
Nebraska
$625K +$169K +3,087 +37%
Truist Financial
7
Truist Financial
North Carolina
$537K -$445K -8,141 -46%
KWM
8
Kingsview Wealth Management
Oregon
$301K +$298K +5,458 New
FFA
9
Fragasso Financial Advisors
Pennsylvania
$280K – – –
Osaic Holdings
10
Osaic Holdings
Arizona
$72K +$43.7K +800 +160%
CAL
11
Capital Analysts LLC
Pennsylvania
$45K +$219 +4 +0.5%
BWP
12
Baldwin Wealth Partners
Massachusetts
$41K – – –
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$10K – – –
SFS
14
Sowell Financial Services
Arkansas
– -$103K -1,900 Closed
UBS Group
15
UBS Group
Switzerland
– -$9K -166 Closed

JCPB Hedge Fund Activity: Q2 2020 in Review

13 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Core Plus Bond ETF (JCPB) for Q2 2020, worth a combined $50.4M — up 9.9% from $45.8M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new JCPB positions and 2 closed out — a net gain of 1 holder — while 5 added to existing stakes and 1 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $2.38M. The largest seller was Truist Financial, cutting an estimated $445K.

  • 13 institutional investors held JPMorgan Core Plus Bond ETF (JCPB) as of Q2 2020, up from 12 in Q1 2020.
  • Funds reported $50.4M of JPMorgan Core Plus Bond ETF stock for Q2 2020, up 9.9% quarter-over-quarter.
  • 3 funds opened new JPMorgan Core Plus Bond ETF positions in Q2 2020 and 2 closed out, a net change of +1 holder.
  • The largest JPMorgan Core Plus Bond ETF buyer in Q2 2020 was Envestnet Asset Management, an estimated $2.38M added.
  • The largest JPMorgan Core Plus Bond ETF seller in Q2 2020 was Truist Financial, an estimated $445K sold.

Based on aggregated 13F filings for Q2 2020.