JPMorgan Core Plus Bond ETF
JCPB
50 hedge funds and large institutions have $243M invested in JPMorgan Core Plus Bond ETF in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 4 closing their positions.
250% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 4
133% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 9
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
31% more capital invested
Capital invested by funds: $186M → $243M (+$56.9M)
25% more funds holding
Funds holding: 40 → 50 (+10)
3.4% more ownership
Funds ownership: 81.58% → 84.98% (+3.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
+$8.68M |
| 2 |
5L
55I LLC
Boston,
Massachusetts
|
+$7.98M |
| 3 |
DBRC
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
+$6.63M |
| 4 |
Morgan Stanley
New York
|
+$5.54M |
| 5 |
CA
CGN Advisors
Manhattan,
Kansas
|
+$5.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DT
Daniels + Tansey
Wilmington,
Delaware
|
-$5.74M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$504K |
| 3 |
Jane Street
New York
|
-$262K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$129K |
| 5 |
FWM
Foresight Wealth Management
Draper,
Utah
|
-$114K |
JCPB Hedge Fund Activity: Q1 2022 in Review
50 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Core Plus Bond ETF (JCPB) for Q1 2022, worth a combined $243M — up 31% from $186M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new JCPB positions and 4 closed out — a net gain of 10 holders — while 21 added to existing stakes and 9 trimmed.
The largest buyer was CLA (CliftonLarsonAllen) Wealth Advisors, opening a new position worth an estimated $8.68M. The largest seller was Daniels + Tansey, cutting an estimated $5.74M.
- 50 institutional investors held JPMorgan Core Plus Bond ETF (JCPB) as of Q1 2022, up from 40 in Q4 2021.
- Funds reported $243M of JPMorgan Core Plus Bond ETF stock for Q1 2022, up 31% quarter-over-quarter.
- 14 funds opened new JPMorgan Core Plus Bond ETF positions in Q1 2022 and 4 closed out, a net change of +10 holders.
- The largest JPMorgan Core Plus Bond ETF buyer in Q1 2022 was CLA (CliftonLarsonAllen) Wealth Advisors, an estimated $8.68M added.
- The largest JPMorgan Core Plus Bond ETF seller in Q1 2022 was Daniels + Tansey, an estimated $5.74M sold.
Based on aggregated 13F filings for Q1 2022.