JPMorgan Core Plus Bond ETF
JCPB
260 hedge funds and large institutions have $2.77B invested in JPMorgan Core Plus Bond ETF in 2024 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 152 increasing their positions, 57 reducing their positions, and 11 closing their positions.
245% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 11
167% more repeat investments, than reductions
Existing positions increased: 152 | Existing positions reduced: 57
27% more funds holding in top 10
Funds holding in top 10: 37 → 47 (+10)
11% more funds holding
Funds holding: 235 → 260 (+25)
11% more capital invested
Capital invested by funds: $2.51B → $2.77B (+$264M)
4.59% less ownership
Funds ownership: 89.13% → 84.54% (-4.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPA
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
+$43.4M |
| 2 |
Mariner
Overland Park,
Kansas
|
+$31.4M |
| 3 |
TWM
Tradition Wealth Management
Edina,
Minnesota
|
+$21.3M |
| 4 |
DWP
Destiny Wealth Partners
Tavares,
Florida
|
+$19.5M |
| 5 |
RHP
Royal Harbor Partners
Houston,
Texas
|
+$18.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$59.3M |
| 2 |
LWL
Leo Wealth LLC
Hurst,
Texas
|
-$7.84M |
| 3 |
AFA
AllGen Financial Advisors
Orlando,
Florida
|
-$6.3M |
| 4 |
BFG
Berger Financial Group
Plymouth,
Minnesota
|
-$5.21M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$5.11M |
JCPB Hedge Fund Activity: Q2 2024 in Review
260 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Core Plus Bond ETF (JCPB) for Q2 2024, worth a combined $2.77B — up 11% from $2.51B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new JCPB positions and 11 closed out — a net gain of 27 holders — while 152 added to existing stakes and 57 trimmed.
The largest buyer was Sentinel Pension Advisors, opening a new position worth an estimated $43.4M. The largest seller was JP Morgan Chase, cutting an estimated $59.3M.
- 260 institutional investors held JPMorgan Core Plus Bond ETF (JCPB) as of Q2 2024, up from 235 in Q1 2024.
- Funds reported $2.77B of JPMorgan Core Plus Bond ETF stock for Q2 2024, up 11% quarter-over-quarter.
- 38 funds opened new JPMorgan Core Plus Bond ETF positions in Q2 2024 and 11 closed out, a net change of +27 holders.
- The largest JPMorgan Core Plus Bond ETF buyer in Q2 2024 was Sentinel Pension Advisors, an estimated $43.4M added.
- The largest JPMorgan Core Plus Bond ETF seller in Q2 2024 was JP Morgan Chase, an estimated $59.3M sold.
Based on aggregated 13F filings for Q2 2024.