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JPMorgan Core Plus Bond ETF
JCPB

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: 440 → 478 (+38)

2% more funds holding in top 10

Funds holding in top 10: 88 → 90 (+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
–

Top Buyers

Rank Fund Capital Flow
1
Betterment LLC
Betterment LLC
New York
+$291M
2
HWM
HB Wealth Management
Georgia
+$96.9M
3
Morgan Stanley
Morgan Stanley
New York
+$92M
4
Raymond James Financial
Raymond James Financial
Florida
+$92M
5
LPL Financial
LPL Financial
California
+$64.9M

Top Sellers

Rank Fund Capital Flow
1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$45.1M
2
ABWM
Alpine Bank Wealth Management
Colorado
-$34.1M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$30.1M
4
Bank of America
Bank of America
North Carolina
-$25.4M
5
Corient Private Wealth
Corient Private Wealth
Florida
-$18.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
JWBC
226
John W. Brooker & Co
California
$2.74M -$638K -13,438 -19%
CAWM
227
Capital Advisors Wealth Management
Washington
$2.71M +$99.6K +2,098 +4%
FTS
228
Fifth Third Securities
Ohio
$2.7M -$151K -3,182 -5%
BPA
229
Beacon Pointe Advisors
California
$2.68M +$565K +11,916 +26%
BTD
230
BankPlus Trust Department
Mississippi
$2.68M +$19.3K +407 +0.7%
Natixis Advisors
231
Natixis Advisors
Massachusetts
$2.65M +$1.31M +27,529 +96%
IFG
232
Independent Financial Group
California
$2.64M +$570K +12,016 +27%
Creative Planning
233
Creative Planning
Kansas
$2.61M +$346K +7,286 +15%
VA
234
Valmark Advisers
Ohio
$2.58M +$2.6M +54,839 New
AGP
235
Autumn Glory Partners
Texas
$2.53M +$90K +1,896 +4%
KWS
236
Keystone Wealth Services
California
$2.5M +$2.52M +53,160 New
IA
237
IFP Advisors
Florida
$2.45M +$348K +7,323 +16%
NA
238
NewEdge Advisors
Louisiana
$2.44M -$227K -4,782 -8%
MFG
239
Mainsail Financial Group
Washington
$2.44M -$65.1K -1,372 -3%
WAP
240
Wealthcare Advisory Partners
Pennsylvania
$2.42M +$171K +3,607 +8%
LEA
241
Legacy Edge Advisors
New York
$2.39M +$2.41M +50,698 New
WP
242
WealthPLAN Partners
Nebraska
$2.38M +$1.71M +36,091 +249%
HWA
243
Heritage Wealth Architects
Minnesota
$2.38M -$75.9K -1,600 -3%
OPTFSNA
244
Old Point Trust & Financial Services N A
Virginia
$2.36M +$395K +8,315 +20%
BEI
245
Benjamin Edwards Inc
Missouri
$2.32M +$17.4K +367 +0.7%
WMA
246
West Michigan Advisors
Michigan
$2.31M -$420K -8,854 -15%
FCFC
247
First Commonwealth Financial Corp
Pennsylvania
$2.28M – – –
Rockefeller Capital Management
248
Rockefeller Capital Management
New York
$2.24M +$648K +13,658 +40%
DWT
249
Dorsey & Whitney Trust
South Dakota
$2.19M – – –
GWM
250
Greenline Wealth Management
Florida
$2.18M +$64.9K +1,368 +3%
8 9
10
11 12

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.