JPMorgan Core Plus Bond ETF
JCPB
158 hedge funds and large institutions have $1.22B invested in JPMorgan Core Plus Bond ETF in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 82 increasing their positions, 37 reducing their positions, and 14 closing their positions.
122% more repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 37
121% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 14
40% more funds holding in top 10
Funds holding in top 10: 15 → 21 (+6)
37% more capital invested
Capital invested by funds: $891M → $1.22B (+$330M)
10% more funds holding
Funds holding: 143 → 158 (+15)
0.62% more ownership
Funds ownership: 80.37% → 80.99% (+0.62%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$58.4M |
| 2 |
SI
Stephens Inc
Little Rock,
Arkansas
|
+$47.8M |
| 3 |
GSAM
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
+$31.9M |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$21.6M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$13M |
| 2 |
FPCG
Forum Private Client Group
Fishers,
Indiana
|
-$9.93M |
| 3 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
-$9.66M |
| 4 |
Jane Street
New York
|
-$8.73M |
| 5 |
T
TCWP
Beachwood,
Ohio
|
-$8.07M |
JCPB Hedge Fund Activity: Q3 2023 in Review
158 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Core Plus Bond ETF (JCPB) for Q3 2023, worth a combined $1.22B — up 37% from $891M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new JCPB positions and 14 closed out — a net gain of 17 holders — while 82 added to existing stakes and 37 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $58.4M. The largest seller was Bank of America, cutting an estimated $13M.
- 158 institutional investors held JPMorgan Core Plus Bond ETF (JCPB) as of Q3 2023, up from 143 in Q2 2023.
- Funds reported $1.22B of JPMorgan Core Plus Bond ETF stock for Q3 2023, up 37% quarter-over-quarter.
- 31 funds opened new JPMorgan Core Plus Bond ETF positions in Q3 2023 and 14 closed out, a net change of +17 holders.
- The largest JPMorgan Core Plus Bond ETF buyer in Q3 2023 was JP Morgan Chase, an estimated $58.4M added.
- The largest JPMorgan Core Plus Bond ETF seller in Q3 2023 was Bank of America, an estimated $13M sold.
Based on aggregated 13F filings for Q3 2023.