JPMorgan Core Plus Bond ETF
JCPB
93 hedge funds and large institutions have $497M invested in JPMorgan Core Plus Bond ETF in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 32 increasing their positions, 22 reducing their positions, and 13 closing their positions.
169% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 13
45% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 22
43% more capital invested
Capital invested by funds: $347M → $497M (+$149M)
31% more funds holding
Funds holding: 71 → 93 (+22)
12.2% more ownership
Funds ownership: 86.89% → 99.09% (+12%)
10% less funds holding in top 10
Funds holding in top 10: 10 → 9 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$35M |
| 2 |
LWMT
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
+$15.9M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$12.6M |
| 4 |
AFA
AllGen Financial Advisors
Orlando,
Florida
|
+$12.2M |
| 5 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
+$11.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
CGN Advisors
Manhattan,
Kansas
|
-$5.91M |
| 2 |
LC
Legacy CG
Plano,
Texas
|
-$5.13M |
| 3 |
LSPW
Lake Street Private Wealth
Chicago,
Illinois
|
-$2.47M |
| 4 |
Jane Street
New York
|
-$2.27M |
| 5 |
FWP
FAS Wealth Partners
Leawood,
Kansas
|
-$2.13M |
JCPB Hedge Fund Activity: Q4 2022 in Review
93 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Core Plus Bond ETF (JCPB) for Q4 2022, worth a combined $497M — up 43% from $347M a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new JCPB positions and 13 closed out — a net gain of 22 holders — while 32 added to existing stakes and 22 trimmed.
The largest buyer was Bank of America, adding an estimated $35M. The largest seller was CGN Advisors, cutting an estimated $5.91M.
- 93 institutional investors held JPMorgan Core Plus Bond ETF (JCPB) as of Q4 2022, up from 71 in Q3 2022.
- Funds reported $497M of JPMorgan Core Plus Bond ETF stock for Q4 2022, up 43% quarter-over-quarter.
- 35 funds opened new JPMorgan Core Plus Bond ETF positions in Q4 2022 and 13 closed out, a net change of +22 holders.
- The largest JPMorgan Core Plus Bond ETF buyer in Q4 2022 was Bank of America, an estimated $35M added.
- The largest JPMorgan Core Plus Bond ETF seller in Q4 2022 was CGN Advisors, an estimated $5.91M sold.
Based on aggregated 13F filings for Q4 2022.