JPMorgan Core Plus Bond ETF
JCPB
326 hedge funds and large institutions have $4.01B invested in JPMorgan Core Plus Bond ETF in 2024 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 178 increasing their positions, 69 reducing their positions, and 19 closing their positions.
458% more capital inflows, than outflows
Capital inflows: $1.04B | Capital outflows: $186M
221% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 19
158% more repeat investments, than reductions
Existing positions increased: 178 | Existing positions reduced: 69
14% more funds holding in top 10
Funds holding in top 10: 50 → 57 (+7)
12% more funds holding
Funds holding: 292 → 326 (+34)
1.56% less ownership
Funds ownership: 83.49% → 81.93% (-1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$83.8M |
| 2 |
VFA
Valeo Financial Advisors
Carmel,
Indiana
|
+$52.7M |
| 3 |
JP Morgan Chase
New York
|
+$40.6M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$35.2M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$26.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Corient Private Wealth
Miami,
Florida
|
-$57.2M |
| 2 |
REMPR
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
-$18.3M |
| 3 |
PCM
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
|
-$11M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$10.2M |
| 5 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$9.82M |
JCPB Hedge Fund Activity: Q4 2024 in Review
326 of the 7,614 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Core Plus Bond ETF (JCPB) for Q4 2024, worth a combined $4.01B — up 15% from $3.5B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new JCPB positions and 19 closed out — a net gain of 42 holders — while 178 added to existing stakes and 69 trimmed.
The largest buyer was Wells Fargo, adding an estimated $83.8M. The largest seller was Corient Private Wealth, cutting an estimated $57.2M.
- 326 institutional investors held JPMorgan Core Plus Bond ETF (JCPB) as of Q4 2024, up from 292 in Q3 2024.
- Funds reported $4.01B of JPMorgan Core Plus Bond ETF stock for Q4 2024, up 15% quarter-over-quarter.
- 61 funds opened new JPMorgan Core Plus Bond ETF positions in Q4 2024 and 19 closed out, a net change of +42 holders.
- The largest JPMorgan Core Plus Bond ETF buyer in Q4 2024 was Wells Fargo, an estimated $83.8M added.
- The largest JPMorgan Core Plus Bond ETF seller in Q4 2024 was Corient Private Wealth, an estimated $57.2M sold.
Based on aggregated 13F filings for Q4 2024.