JPMorgan Core Plus Bond ETF
JCPB
112 hedge funds and large institutions have $706M invested in JPMorgan Core Plus Bond ETF in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 50 increasing their positions, 21 reducing their positions, and 11 closing their positions.
191% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 11
138% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 21
42% more capital invested
Capital invested by funds: $497M → $706M (+$210M)
20% more funds holding
Funds holding: 93 → 112 (+19)
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
19.44% less ownership
Funds ownership: 99.09% → 79.66% (-19%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWMT
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
+$60.8M |
| 2 |
WP
WMS Partners
Towson,
Maryland
|
+$17.2M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$15.1M |
| 4 |
JP Morgan Chase
New York
|
+$14.5M |
| 5 |
HIP
HUB Investment Partners
Austin,
Texas
|
+$12.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWMG
Prestige Wealth Management Group
Flemington,
New Jersey
|
-$20.9M |
| 2 |
CHA
Cooper/Haims Advisors
Victor,
New York
|
-$7.16M |
| 3 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$5.16M |
| 4 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
-$2.95M |
| 5 |
CWA
Choice Wealth Advisors
Waterville,
Maine
|
-$2.17M |
JCPB Hedge Fund Activity: Q1 2023 in Review
112 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Core Plus Bond ETF (JCPB) for Q1 2023, worth a combined $706M — up 42% from $497M a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new JCPB positions and 11 closed out — a net gain of 21 holders — while 50 added to existing stakes and 21 trimmed.
The largest buyer was Legacy Wealth Management (Tennessee), adding an estimated $60.8M. The largest seller was Prestige Wealth Management Group, cutting an estimated $20.9M.
- 112 institutional investors held JPMorgan Core Plus Bond ETF (JCPB) as of Q1 2023, up from 93 in Q4 2022.
- Funds reported $706M of JPMorgan Core Plus Bond ETF stock for Q1 2023, up 42% quarter-over-quarter.
- 32 funds opened new JPMorgan Core Plus Bond ETF positions in Q1 2023 and 11 closed out, a net change of +21 holders.
- The largest JPMorgan Core Plus Bond ETF buyer in Q1 2023 was Legacy Wealth Management (Tennessee), an estimated $60.8M added.
- The largest JPMorgan Core Plus Bond ETF seller in Q1 2023 was Prestige Wealth Management Group, an estimated $20.9M sold.
Based on aggregated 13F filings for Q1 2023.