JPMorgan Core Plus Bond ETF
JCPB
143 hedge funds and large institutions have $891M invested in JPMorgan Core Plus Bond ETF in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 68 increasing their positions, 28 reducing their positions, and 6 closing their positions.
517% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 6
143% more repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 28
88% more funds holding in top 10
Funds holding in top 10: 8 → 15 (+7)
28% more funds holding
Funds holding: 112 → 143 (+31)
26% more capital invested
Capital invested by funds: $706M → $891M (+$184M)
0.71% more ownership
Funds ownership: 79.66% → 80.37% (+0.71%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$27.5M |
| 2 |
WP
WMS Partners
Towson,
Maryland
|
+$26M |
| 3 |
DWP
Daymark Wealth Partners
Cincinnati,
Ohio
|
+$11.8M |
| 4 |
Jane Street
New York
|
+$11.1M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$9.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWE
Avidian Wealth Enterprises
Houston,
Texas
|
-$7.67M |
| 2 |
MOS
MGO One Seven
Beachwood,
Ohio
|
-$5.4M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$2.6M |
| 4 |
Morgan Stanley
New York
|
-$1.77M |
| 5 |
MPWT
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
-$1.75M |
JCPB Hedge Fund Activity: Q2 2023 in Review
143 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Core Plus Bond ETF (JCPB) for Q2 2023, worth a combined $891M — up 26% from $706M a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new JCPB positions and 6 closed out — a net gain of 31 holders — while 68 added to existing stakes and 28 trimmed.
The largest buyer was CAPTRUST Financial Advisors, opening a new position worth an estimated $27.5M. The largest seller was Avidian Wealth Enterprises, cutting an estimated $7.67M.
- 143 institutional investors held JPMorgan Core Plus Bond ETF (JCPB) as of Q2 2023, up from 112 in Q1 2023.
- Funds reported $891M of JPMorgan Core Plus Bond ETF stock for Q2 2023, up 26% quarter-over-quarter.
- 37 funds opened new JPMorgan Core Plus Bond ETF positions in Q2 2023 and 6 closed out, a net change of +31 holders.
- The largest JPMorgan Core Plus Bond ETF buyer in Q2 2023 was CAPTRUST Financial Advisors, an estimated $27.5M added.
- The largest JPMorgan Core Plus Bond ETF seller in Q2 2023 was Avidian Wealth Enterprises, an estimated $7.67M sold.
Based on aggregated 13F filings for Q2 2023.