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JPMorgan Core Plus Bond ETF
JCPB

26 hedge funds and large institutions have $90.1M invested in JPMorgan Core Plus Bond ETF in 2020 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 2

200% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 3

44% more funds holding

Funds holding: 18 → 26 (+8)

23% more capital invested

Capital invested by funds: $73.4M → $90.1M (+$16.8M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.89% less ownership

Funds ownership: 69.26% → 67.37% (-1.9%)

Holders
26
Holders Change
+8
Holders Change %
+44.44%
% of All Funds
0.46%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
9
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HIM
Hotaling Investment Management
Pennsylvania
+$2.9M
2
Jane Street
Jane Street
New York
+$2.77M
3
Baird Financial Group
Baird Financial Group
Wisconsin
+$2.32M
4
DIM
Delta Investment Management
California
+$1.66M
5
HighTower Advisors
HighTower Advisors
Illinois
+$1.59M

Top Sellers

1
PWMG
Prestige Wealth Management Group
New Jersey
-$805K
2
BCA
Bay Colony Advisors
Massachusetts
-$546K
3
JP Morgan Chase
JP Morgan Chase
New York
-$500K
4
KWM
Kingsview Wealth Management
Oregon
-$64.4K
5
FFA
Founders Financial Alliance
North Carolina
-$30K
Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
1
Prestige Wealth Management Group
New Jersey
$25.6M -$805K -14,430 -3%
JP Morgan Chase
2
JP Morgan Chase
New York
$19.9M -$500K -8,966 -2%
HighTower Advisors
3
HighTower Advisors
Illinois
$16.4M +$1.59M +28,534 +11%
CP
4
Capital Planning
Washington
$5.08M +$5.08M +90,940 New
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$3.25M +$160K +2,874 +5%
HIM
6
Hotaling Investment Management
Pennsylvania
$2.9M +$2.9M +52,013 New
Jane Street
7
Jane Street
New York
$2.77M +$2.77M +49,691 New
Stifel Financial
8
Stifel Financial
Missouri
$2.62M +$471K +8,433 +22%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$2.32M +$2.32M +41,555 New
MPWT
10
MassMutual Private Wealth & Trust
Connecticut
$2.11M +$43.9K +786 +2%
DIM
11
Delta Investment Management
California
$1.66M +$1.66M +29,700 New
FWM
12
Foresight Wealth Management
Utah
$1.04M +$62.6K +1,122 +6%
JWCA
13
J.W. Cole Advisors
Florida
$790K +$791K +14,174 New
MA
14
Mutual Advisors
Nebraska
$776K +$95K +1,702 +14%
Osaic Holdings
15
Osaic Holdings
Arizona
$709K +$456K +8,173 +180%
Morgan Stanley
16
Morgan Stanley
New York
$568K +$569K +10,190 New
Truist Financial
17
Truist Financial
North Carolina
$543K – – –
KWM
18
Kingsview Wealth Management
Oregon
$514K -$64.4K -1,154 -11%
FFA
19
Fragasso Financial Advisors
Pennsylvania
$327K – – –
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$93K +$31.9K +571 +52%
CAL
21
Capital Analysts LLC
Pennsylvania
$75K +$24.4K +438 +49%
BWP
22
Baldwin Wealth Partners
Massachusetts
$42K – – –
FA
23
Financial Advantage
Maryland
$41K +$41.6K +746 New
Wells Fargo
24
Wells Fargo
California
$30K +$30K +537 New
LFG
25
Larson Financial Group
Missouri
$21K +$20.7K +371 New
1
2

JCPB Hedge Fund Activity: Q4 2020 in Review

26 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Core Plus Bond ETF (JCPB) for Q4 2020, worth a combined $90.1M — up 23% from $73.4M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new JCPB positions and 2 closed out — a net gain of 9 holders — while 9 added to existing stakes and 3 trimmed.

The largest buyer was Hotaling Investment Management, opening a new position worth an estimated $2.9M. The largest seller was Prestige Wealth Management Group, cutting an estimated $805K.

  • 26 institutional investors held JPMorgan Core Plus Bond ETF (JCPB) as of Q4 2020, up from 18 in Q3 2020.
  • Funds reported $90.1M of JPMorgan Core Plus Bond ETF stock for Q4 2020, up 23% quarter-over-quarter.
  • 11 funds opened new JPMorgan Core Plus Bond ETF positions in Q4 2020 and 2 closed out, a net change of +9 holders.
  • The largest JPMorgan Core Plus Bond ETF buyer in Q4 2020 was Hotaling Investment Management, an estimated $2.9M added.
  • The largest JPMorgan Core Plus Bond ETF seller in Q4 2020 was Prestige Wealth Management Group, an estimated $805K sold.

Based on aggregated 13F filings for Q4 2020.