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JPMorgan Core Plus Bond ETF
JCPB

18 hedge funds and large institutions have $73.4M invested in JPMorgan Core Plus Bond ETF in 2020 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 1

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

46% more capital invested

Capital invested by funds: $50.4M → $73.4M (+$23M)

38% more funds holding

Funds holding: 13 → 18 (+5)

8.34% more ownership

Funds ownership: 60.92% → 69.26% (+8.3%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
18
Holders Change
+5
Holders Change %
+38.46%
% of All Funds
0.36%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
8
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
+$14.9M
2
PWMG
Prestige Wealth Management Group
New Jersey
+$11.3M
3
Stifel Financial
Stifel Financial
Missouri
+$2.16M
4
MPWT
MassMutual Private Wealth & Trust
Connecticut
+$2.07M
5
FWM
Foresight Wealth Management
Utah
+$982K

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$6.97M
2
Jane Street
Jane Street
New York
-$3.37M
3
FTUS
Flow Traders U.S.
New York
-$699K
Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
1
Prestige Wealth Management Group
New Jersey
$26.4M +$11.3M +201,349 +74%
JP Morgan Chase
2
JP Morgan Chase
New York
$20.4M -$6.97M -124,754 -25%
HighTower Advisors
3
HighTower Advisors
Illinois
$14.8M +$14.9M +266,174 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$3.09M +$662K +11,832 +27%
Stifel Financial
5
Stifel Financial
Missouri
$2.15M +$2.16M +38,584 New
MPWT
6
MassMutual Private Wealth & Trust
Connecticut
$2.07M +$2.07M +37,072 New
FWM
7
Foresight Wealth Management
Utah
$979K +$982K +17,566 New
MA
8
Mutual Advisors
Nebraska
$681K +$50.3K +900 +8%
KWM
9
Kingsview Wealth Management
Oregon
$578K +$275K +4,911 +90%
BCA
10
Bay Colony Advisors
Massachusetts
$546K +$548K +9,804 New
Truist Financial
11
Truist Financial
North Carolina
$543K – – –
ECM
12
ETrade Capital Management
Virginia
$377K +$378K +6,764 New
FFA
13
Fragasso Financial Advisors
Pennsylvania
$327K +$50K +895 +18%
Osaic Holdings
14
Osaic Holdings
Arizona
$253K +$181K +3,246 +250%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$62K +$51.9K +929 +531%
CAL
16
Capital Analysts LLC
Pennsylvania
$50K +$5.2K +93 +11%
BWP
17
Baldwin Wealth Partners
Massachusetts
$42K – – –
FFA
18
Founders Financial Alliance
North Carolina
$30K +$30.4K +544 New
Jane Street
19
Jane Street
New York
– -$3.37M -61,142 Closed
FTUS
20
Flow Traders U.S.
New York
– -$699K -12,676 Closed

JCPB Hedge Fund Activity: Q3 2020 in Review

18 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Core Plus Bond ETF (JCPB) for Q3 2020, worth a combined $73.4M — up 46% from $50.4M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new JCPB positions and 2 closed out — a net gain of 5 holders — while 8 added to existing stakes and 1 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $14.9M. The largest seller was JP Morgan Chase, cutting an estimated $6.97M.

  • 18 institutional investors held JPMorgan Core Plus Bond ETF (JCPB) as of Q3 2020, up from 13 in Q2 2020.
  • Funds reported $73.4M of JPMorgan Core Plus Bond ETF stock for Q3 2020, up 46% quarter-over-quarter.
  • 7 funds opened new JPMorgan Core Plus Bond ETF positions in Q3 2020 and 2 closed out, a net change of +5 holders.
  • The largest JPMorgan Core Plus Bond ETF buyer in Q3 2020 was HighTower Advisors, an estimated $14.9M added.
  • The largest JPMorgan Core Plus Bond ETF seller in Q3 2020 was JP Morgan Chase, an estimated $6.97M sold.

Based on aggregated 13F filings for Q3 2020.