JPMorgan Core Plus Bond ETF
JCPB
71 hedge funds and large institutions have $347M invested in JPMorgan Core Plus Bond ETF in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 17 reducing their positions, and 5 closing their positions.
220% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 5
106% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 17
25% more funds holding in top 10
Funds holding in top 10: 8 → 10 (+2)
20% more capital invested
Capital invested by funds: $289M → $347M (+$58.2M)
15% more funds holding
Funds holding: 62 → 71 (+9)
1.46% less ownership
Funds ownership: 88.35% → 86.89% (-1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AFA
AllGen Financial Advisors
Orlando,
Florida
|
+$17.9M |
| 2 |
GC
Gratus Capital
Atlanta,
Georgia
|
+$15.5M |
| 3 |
LWMT
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
+$13M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$5.39M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$4.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CP
Castleview Partners
Dallas,
Texas
|
-$4.32M |
| 2 |
LC
Legacy CG
Plano,
Texas
|
-$3.68M |
| 3 |
CHA
Cooper/Haims Advisors
Victor,
New York
|
-$2.73M |
| 4 |
LWMNY
Landmark Wealth Management (New York)
Melville,
New York
|
-$2.08M |
| 5 |
IA
Integrity Advisory
Overland Park,
Kansas
|
-$613K |
JCPB Hedge Fund Activity: Q3 2022 in Review
71 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Core Plus Bond ETF (JCPB) for Q3 2022, worth a combined $347M — up 20% from $289M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new JCPB positions and 5 closed out — a net gain of 11 holders — while 35 added to existing stakes and 17 trimmed.
The largest buyer was AllGen Financial Advisors, opening a new position worth an estimated $17.9M. The largest seller was Castleview Partners, exiting entirely with an estimated $4.32M sold.
- 71 institutional investors held JPMorgan Core Plus Bond ETF (JCPB) as of Q3 2022, up from 62 in Q2 2022.
- Funds reported $347M of JPMorgan Core Plus Bond ETF stock for Q3 2022, up 20% quarter-over-quarter.
- 16 funds opened new JPMorgan Core Plus Bond ETF positions in Q3 2022 and 5 closed out, a net change of +11 holders.
- The largest JPMorgan Core Plus Bond ETF buyer in Q3 2022 was AllGen Financial Advisors, an estimated $17.9M added.
- The largest JPMorgan Core Plus Bond ETF seller in Q3 2022 was Castleview Partners, an estimated $4.32M sold.
Based on aggregated 13F filings for Q3 2022.