JPMorgan Core Plus Bond ETF
JCPB
235 hedge funds and large institutions have $2.51B invested in JPMorgan Core Plus Bond ETF in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 132 increasing their positions, 53 reducing their positions, and 16 closing their positions.
156% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 16
149% more repeat investments, than reductions
Existing positions increased: 132 | Existing positions reduced: 53
23% more funds holding in top 10
Funds holding in top 10: 30 → 37 (+7)
21% more capital invested
Capital invested by funds: $2.07B → $2.51B (+$439M)
12% more funds holding
Funds holding: 210 → 235 (+25)
0.61% more ownership
Funds ownership: 88.52% → 89.13% (+0.61%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WWM
Wiser Wealth Management
Marietta,
Georgia
|
+$40.3M |
| 2 |
BWL
Bogart Wealth LLC
Mclean,
Virginia
|
+$39.2M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$32.4M |
| 4 |
GSAM
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
+$29.9M |
| 5 |
MCIA
Mountain Capital Investment Advisors
Westminster,
Colorado
|
+$29.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$19.8M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$10.5M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$6.56M |
| 4 |
CHA
Cooper/Haims Advisors
Victor,
New York
|
-$5.4M |
| 5 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
-$5.02M |
JCPB Hedge Fund Activity: Q1 2024 in Review
235 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Core Plus Bond ETF (JCPB) for Q1 2024, worth a combined $2.51B — up 21% from $2.07B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new JCPB positions and 16 closed out — a net gain of 25 holders — while 132 added to existing stakes and 53 trimmed.
The largest buyer was Wiser Wealth Management, opening a new position worth an estimated $40.3M. The largest seller was Bank of America, cutting an estimated $19.8M.
- 235 institutional investors held JPMorgan Core Plus Bond ETF (JCPB) as of Q1 2024, up from 210 in Q4 2023.
- Funds reported $2.51B of JPMorgan Core Plus Bond ETF stock for Q1 2024, up 21% quarter-over-quarter.
- 41 funds opened new JPMorgan Core Plus Bond ETF positions in Q1 2024 and 16 closed out, a net change of +25 holders.
- The largest JPMorgan Core Plus Bond ETF buyer in Q1 2024 was Wiser Wealth Management, an estimated $40.3M added.
- The largest JPMorgan Core Plus Bond ETF seller in Q1 2024 was Bank of America, an estimated $19.8M sold.
Based on aggregated 13F filings for Q1 2024.