JPMorgan Core Plus Bond ETF
JCPB
40 hedge funds and large institutions have $186M invested in JPMorgan Core Plus Bond ETF in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 7 reducing their positions, and 3 closing their positions.
267% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 3
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
143% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 7
56% more capital invested
Capital invested by funds: $120M → $186M (+$66.6M)
21% more funds holding
Funds holding: 33 → 40 (+7)
10.79% more ownership
Funds ownership: 70.79% → 81.58% (+11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$18M |
| 2 |
DBRC
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
+$17.3M |
| 3 |
5L
55I LLC
Boston,
Massachusetts
|
+$6.52M |
| 4 |
FWP
FAS Wealth Partners
Leawood,
Kansas
|
+$5.03M |
| 5 |
DT
Daniels + Tansey
Wilmington,
Delaware
|
+$4.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$2.28M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$1.06M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$795K |
| 4 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$117K |
| 5 |
HA
Herold Advisors
New York
|
-$13K |
JCPB Hedge Fund Activity: Q4 2021 in Review
40 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Core Plus Bond ETF (JCPB) for Q4 2021, worth a combined $186M — up 56% from $120M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new JCPB positions and 3 closed out — a net gain of 8 holders — while 17 added to existing stakes and 7 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $18M. The largest seller was Baird Financial Group, exiting entirely with an estimated $2.28M sold.
- 40 institutional investors held JPMorgan Core Plus Bond ETF (JCPB) as of Q4 2021, up from 33 in Q3 2021.
- Funds reported $186M of JPMorgan Core Plus Bond ETF stock for Q4 2021, up 56% quarter-over-quarter.
- 11 funds opened new JPMorgan Core Plus Bond ETF positions in Q4 2021 and 3 closed out, a net change of +8 holders.
- The largest JPMorgan Core Plus Bond ETF buyer in Q4 2021 was JP Morgan Chase, an estimated $18M added.
- The largest JPMorgan Core Plus Bond ETF seller in Q4 2021 was Baird Financial Group, an estimated $2.28M sold.
Based on aggregated 13F filings for Q4 2021.