JPMorgan Core Plus Bond ETF
JCPB
210 hedge funds and large institutions have $2.07B invested in JPMorgan Core Plus Bond ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 98 increasing their positions, 40 reducing their positions, and 8 closing their positions.
2,441% more capital inflows, than outflows
Capital inflows: $870M | Capital outflows: $34.3M
675% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 8
145% more repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 40
43% more funds holding in top 10
Funds holding in top 10: 21 → 30 (+9)
36.21% more ownership
Funds ownership: 52.31% → 88.52% (+36%)
33% more funds holding
Funds holding: 158 → 210 (+52)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$291M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$40.7M |
| 3 |
CA
CGN Advisors
Manhattan,
Kansas
|
+$37.3M |
| 4 |
HG
Harbor Group
Bedford,
New Hampshire
|
+$33M |
| 5 |
SFI
SPC Financial Inc
Rockville,
Maryland
|
+$22.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$11.1M |
| 2 |
Jane Street
New York
|
-$7.5M |
| 3 |
PWA
Peterson Wealth Advisors
Orem,
Utah
|
-$2.64M |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$1.41M |
| 5 |
DWP
Daymark Wealth Partners
Cincinnati,
Ohio
|
-$1.1M |
JCPB Hedge Fund Activity: Q4 2023 in Review
210 of the 6,873 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Core Plus Bond ETF (JCPB) for Q4 2023, worth a combined $2.07B — up 70% from $1.22B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new JCPB positions and 8 closed out — a net gain of 54 holders — while 98 added to existing stakes and 40 trimmed.
The largest buyer was Bank of America, adding an estimated $291M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $11.1M sold.
- 210 institutional investors held JPMorgan Core Plus Bond ETF (JCPB) as of Q4 2023, up from 158 in Q3 2023.
- Funds reported $2.07B of JPMorgan Core Plus Bond ETF stock for Q4 2023, up 70% quarter-over-quarter.
- 62 funds opened new JPMorgan Core Plus Bond ETF positions in Q4 2023 and 8 closed out, a net change of +54 holders.
- The largest JPMorgan Core Plus Bond ETF buyer in Q4 2023 was Bank of America, an estimated $291M added.
- The largest JPMorgan Core Plus Bond ETF seller in Q4 2023 was Susquehanna International Group, an estimated $11.1M sold.
Based on aggregated 13F filings for Q4 2023.