JPMorgan Core Plus Bond ETF
JCPB
62 hedge funds and large institutions have $289M invested in JPMorgan Core Plus Bond ETF in 2022 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 9 closing their positions.
133% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 9
100% more funds holding in top 10
Funds holding in top 10: 4 → 8 (+4)
38% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 16
24% more funds holding
Funds holding: 50 → 62 (+12)
19% more capital invested
Capital invested by funds: $243M → $289M (+$46M)
3.37% more ownership
Funds ownership: 84.98% → 88.35% (+3.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWA
Peterson Wealth Advisors
Orem,
Utah
|
+$20.8M |
| 2 |
CHA
Cooper/Haims Advisors
Victor,
New York
|
+$9.81M |
| 3 |
LC
Legacy CG
Plano,
Texas
|
+$9.2M |
| 4 |
FWP
FAS Wealth Partners
Leawood,
Kansas
|
+$7.96M |
| 5 |
AWE
Avidian Wealth Enterprises
Houston,
Texas
|
+$7.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
5L
55I LLC
Boston,
Massachusetts
|
-$14.7M |
| 2 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
-$8.46M |
| 3 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
-$5.53M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$5.27M |
| 5 |
CP
Capital Planning
Bellevue,
Washington
|
-$4.93M |
JCPB Hedge Fund Activity: Q2 2022 in Review
62 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Core Plus Bond ETF (JCPB) for Q2 2022, worth a combined $289M — up 19% from $243M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new JCPB positions and 9 closed out — a net gain of 12 holders — while 22 added to existing stakes and 16 trimmed.
The largest buyer was Peterson Wealth Advisors, opening a new position worth an estimated $20.8M. The largest seller was 55I LLC, exiting entirely with an estimated $14.7M sold.
- 62 institutional investors held JPMorgan Core Plus Bond ETF (JCPB) as of Q2 2022, up from 50 in Q1 2022.
- Funds reported $289M of JPMorgan Core Plus Bond ETF stock for Q2 2022, up 19% quarter-over-quarter.
- 21 funds opened new JPMorgan Core Plus Bond ETF positions in Q2 2022 and 9 closed out, a net change of +12 holders.
- The largest JPMorgan Core Plus Bond ETF buyer in Q2 2022 was Peterson Wealth Advisors, an estimated $20.8M added.
- The largest JPMorgan Core Plus Bond ETF seller in Q2 2022 was 55I LLC, an estimated $14.7M sold.
Based on aggregated 13F filings for Q2 2022.