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JPMorgan Core Plus Bond ETF

478 hedge funds and large institutions have $9.37B invested in JPMorgan Core Plus Bond ETF in 2026 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 290 increasing their positions, 87 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 87

192% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 24

15% more capital invested

Capital invested by funds: $8.14B → $9.37B (+$1.23B)

9% more funds holding

Funds holding: 440478 (+38)

2% more funds holding in top 10

Funds holding in top 10: 8890 (+2)

1.75% less ownership

Funds ownership: 88.08%86.32% (-1.8%)

Holders
478
Holders Change
+38
Holders Change %
+8.64%
% of All Funds
5.88%
Holding in Top 10
90
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.27%
% of All Funds
1.11%
New
70
Increased
290
Reduced
87
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
1
HB Wealth Management
Georgia
$676M +$96.9M +2,042,169 +16%
Morgan Stanley
2
Morgan Stanley
New York
$394M +$92M +1,939,353 +30%
Raymond James Financial
3
Raymond James Financial
Florida
$316M +$92M +1,937,845 +41%
Betterment LLC
4
Betterment LLC
New York
$294M +$291M +6,127,011 +5,692%
FMI
5
Factory Mutual Insurance
Massachusetts
$275M
JP Morgan Chase
6
JP Morgan Chase
New York
$260M +$50.4M +1,062,316 +24%
Bank of America
7
Bank of America
North Carolina
$253M -$25.4M -535,437 -9%
OCA
8
OpenArc Corporate Advisory
Georgia
$226M +$26.9M +566,783 +13%
Mariner
9
Mariner
Kansas
$223M +$51.9M +1,094,659 +30%
DWM
10
Dynasty Wealth Management
Florida
$209M +$34M +715,921 +19%
LWMT
11
Legacy Wealth Management (Tennessee)
Tennessee
$182M +$6.54M +137,884 +4%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$168M +$36.5M +769,266 +27%
HighTower Advisors
13
HighTower Advisors
Illinois
$152M +$12.3M +259,220 +9%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$145M +$11.2M +236,893 +8%
VFA
15
Valeo Financial Advisors
Indiana
$128M +$13.2M +277,744 +11%
SFS
16
Summit Financial Strategies
Ohio
$124M +$8.96M +188,904 +8%
MAWA
17
Moss Adams Wealth Advisors
Washington
$124M +$2.82M +59,344 +2%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$123M +$18.2M +383,556 +17%
Wells Fargo
19
Wells Fargo
California
$113M -$2.12M -44,598 -2%
VAS
20
Vestmark Advisory Solutions
Massachusetts
$110M +$13.1M +275,913 +13%
Osaic Holdings
21
Osaic Holdings
Arizona
$104M -$1.52M -32,049 -1%
MWM
22
Modern Wealth Management
Kansas
$102M +$16.9M +355,942 +19%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$98.7M +$9.98M +210,368 +11%
SC
24
Savant Capital
Illinois
$98.6M +$23.9M +504,522 +32%
FPF
25
First Pacific Financial
Washington
$94.4M +$3.82M +80,530 +4%

JCPB Hedge Fund Activity: Q1 2026 in Review

478 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Core Plus Bond ETF (JCPB) for Q1 2026, worth a combined $9.37B — up 15% from $8.14B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new JCPB positions and 24 closed out — a net gain of 46 holders — while 290 added to existing stakes and 87 trimmed.

The largest buyer was Betterment LLC, adding an estimated $291M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $45.1M.

  • 478 institutional investors held JPMorgan Core Plus Bond ETF (JCPB) as of Q1 2026, up from 440 in Q4 2025.
  • Funds reported $9.37B of JPMorgan Core Plus Bond ETF stock for Q1 2026, up 15% quarter-over-quarter.
  • 70 funds opened new JPMorgan Core Plus Bond ETF positions in Q1 2026 and 24 closed out, a net change of +46 holders.
  • The largest JPMorgan Core Plus Bond ETF buyer in Q1 2026 was Betterment LLC, an estimated $291M added.
  • The largest JPMorgan Core Plus Bond ETF seller in Q1 2026 was Wealth Enhancement Advisory Services, an estimated $45.1M sold.

Based on aggregated 13F filings for Q1 2026.