We are live on ! Find out more
JCPB icon

JPMorgan Core Plus Bond ETF
JCPB

33 hedge funds and large institutions have $120M invested in JPMorgan Core Plus Bond ETF in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 10

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

0% more funds holding

Funds holding: 33 → 33 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

34% less capital invested

Capital invested by funds: $181M → $120M (-$61.1M)

35.65% less ownership

Funds ownership: 106.44% → 70.79% (-36%)

Holders
33
Holders Change
–
Holders Change %
0%
% of All Funds
0.58%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
13
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
+$905K
2
5L
55I LLC
Massachusetts
+$609K
3
Citadel Advisors
Citadel Advisors
Florida
+$531K
4
MPWT
MassMutual Private Wealth & Trust
Connecticut
+$447K
5
KWM
Kingsview Wealth Management
Oregon
+$423K

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$58.6M
2
FTUS
Flow Traders U.S.
New York
-$2.95M
3
Jane Street
Jane Street
New York
-$1.45M
4
MA
Mutual Advisors
Nebraska
-$789K
5
RJT
Raymond James Trust
Florida
-$533K
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$40.5M -$58.6M -1,067,259 -59%
PWMG
2
Prestige Wealth Management Group
New Jersey
$24.7M +$54.6K +994 +0.2%
HighTower Advisors
3
HighTower Advisors
Illinois
$18.5M +$905K +16,480 +5%
CP
4
Capital Planning
Washington
$5.9M +$74K +1,348 +1%
Stifel Financial
5
Stifel Financial
Missouri
$3.99M +$177K +3,225 +5%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$3.74M +$64.3K +1,171 +2%
DT
7
Daniels + Tansey
Delaware
$3.67M -$72K -1,311 -2%
HIM
8
Hotaling Investment Management
Pennsylvania
$2.87M -$67.5K -1,230 -2%
MPWT
9
MassMutual Private Wealth & Trust
Connecticut
$2.49M +$447K +8,133 +22%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$2.28M +$56.1K +1,022 +3%
DIM
11
Delta Investment Management
California
$1.69M -$14.8K -269 -0.9%
AWM
12
Apollon Wealth Management
South Carolina
$1.5M +$200K +3,645 +15%
Citadel Advisors
13
Citadel Advisors
Florida
$1.2M +$531K +9,663 +78%
FTUS
14
Flow Traders U.S.
New York
$1.06M -$2.95M -53,662 -73%
KWM
15
Kingsview Wealth Management
Oregon
$1M +$423K +7,697 +72%
FWM
16
Foresight Wealth Management
Utah
$987K -$41.3K -753 -4%
5L
17
55I LLC
Massachusetts
$857K +$609K +11,098 +239%
FFA
18
Fragasso Financial Advisors
Pennsylvania
$723K – – –
Jane Street
19
Jane Street
New York
$343K -$1.45M -26,487 -81%
VAS
20
Vestmark Advisory Solutions
Massachusetts
$329K +$331K +6,033 New
CAL
21
Capital Analysts LLC
Pennsylvania
$296K -$13.2K -240 -4%
Osaic Holdings
22
Osaic Holdings
Arizona
$238K -$28K -510 -10%
LB
23
Leo Brokerage
Texas
$235K +$237K +4,310 New
LFG
24
Larson Financial Group
Missouri
$231K +$384 +7 +0.2%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$124K -$5.16K -94 -4%
1
2

JCPB Hedge Fund Activity: Q3 2021 in Review

33 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Core Plus Bond ETF (JCPB) for Q3 2021, worth a combined $120M — down 34% from $181M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new JCPB positions and 4 closed out — a net gain of 1 holder — while 13 added to existing stakes and 10 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $905K. The largest seller was JP Morgan Chase, cutting an estimated $58.6M.

  • 33 institutional investors held JPMorgan Core Plus Bond ETF (JCPB) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $120M of JPMorgan Core Plus Bond ETF stock for Q3 2021, down 34% quarter-over-quarter.
  • 5 funds opened new JPMorgan Core Plus Bond ETF positions in Q3 2021 and 4 closed out, a net change of +1 holder.
  • The largest JPMorgan Core Plus Bond ETF buyer in Q3 2021 was HighTower Advisors, an estimated $905K added.
  • The largest JPMorgan Core Plus Bond ETF seller in Q3 2021 was JP Morgan Chase, an estimated $58.6M sold.

Based on aggregated 13F filings for Q3 2021.