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JPMorgan Core Plus Bond ETF
JCPB
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.
New
Increased
Maintained
Reduced
Closed
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%)
Holders
260
Holders Change
+25
Holders Change %
+10.64%
% of All Funds
3.76%
Holding in Top 10
47
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+27.03%
% of All Funds
0.68%
New
38
Increased
152
Reduced
57
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 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
| 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 |
