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JPMorgan Core Plus Bond ETF
JCPB

Overview Fund Activity

360 hedge funds and large institutions have $5.84B invested in JPMorgan Core Plus Bond ETF in 2025 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 207 increasing their positions, 88 reducing their positions, and 19 closing their positions.

Holders
360
Holders Change
+18
Holders Change %
+5.26%
% of All Funds
4.83%
Holding in Top 10
69
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.93%
New
43
Increased
207
Reduced
88
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWM
1
HB Wealth Management
Georgia
$365M
2
VAS
2
Vestmark Advisory Solutions
Massachusetts
$154M
3
SC
3
Savant Capital
Illinois
$88.1M
4
FMI
4
Factory Mutual Insurance
Massachusetts
$151M
5
ABWM
5
Alpine Bank Wealth Management
Colorado
$40.2M

Top Sellers

1
AFA
1
AllGen Financial Advisors
Florida
$10.6M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$48M
3
JWBC
3
John W. Brooker & Co
California
$3.54M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$67M
5
NEWAS
5
N.E.W. Advisory Services
Wisconsin
$1.59M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$379M 8,059,000 -1,341 -0%
HWM
2
HB Wealth Management
Georgia
$365M 7,766,678 +3,988,832 +106%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$183M 3,896,176 +419,773 +12%
Raymond James Financial
4
Raymond James Financial
Florida
$178M 3,771,842 -72,706 -2%
LWMT
5
Legacy Wealth Management (Tennessee)
Tennessee
$156M 3,314,934 +81,090 +3%
VAS
6
Vestmark Advisory Solutions
Massachusetts
$154M 3,264,660 +1,789,454 +121%
FMI
7
Factory Mutual Insurance
Massachusetts
$151M 3,216,300 +1,065,000 +50%
Morgan Stanley
8
Morgan Stanley
New York
$147M 3,115,372 +563,913 +22%
HighTower Advisors
9
HighTower Advisors
Illinois
$135M 2,876,245 +72,053 +3%
Mariner
10
Mariner
Kansas
$124M 2,634,980 +215,650 +9%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$114M 2,432,881 +185,247 +8%
SFS
12
Summit Financial Strategies
Ohio
$101M 2,148,587 +221,607 +12%
VFA
13
Valeo Financial Advisors
Indiana
$97.3M 2,239,363 +205,201 +10%
MAWA
14
Moss Adams Wealth Advisors
Washington
$95.7M 2,032,669 +16,072 +0.8%
SC
15
Savant Capital
Illinois
$88.1M 1,871,288 +1,132,471 +153%
FPF
16
First Pacific Financial
Washington
$79.3M 1,684,907 +45,332 +3%
Wells Fargo
17
Wells Fargo
California
$79.2M 1,683,730 -43,432 -3%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$78.2M 1,660,914 +160,660 +11%
GSAM
19
Grant Street Asset Management
Pennsylvania
$76.3M 1,621,593 +25,346 +2%
CA
20
CGN Advisors
Kansas
$72.7M 1,543,846 +115,929 +8%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$70.8M 1,504,582 +201,095 +15%
Osaic Holdings
22
Osaic Holdings
Arizona
$67M 1,442,465 -323,347 -18%
BWL
23
Bogart Wealth LLC
Virginia
$66.6M 1,416,196 +34,436 +2%
DBRC
24
D.B. Root & Company
Pennsylvania
$59.6M 1,265,467 +34,465 +3%
HFS
25
Hughes Financial Services
Virginia
$59.4M 1,262,321 -39,310 -3%
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