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JPMorgan Core Plus Bond ETF
JCPB

Overview Fund Activity

342 hedge funds and large institutions have $5.14B invested in JPMorgan Core Plus Bond ETF in 2025 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 198 increasing their positions, 80 reducing their positions, and 22 closing their positions.

Holders
342
Holders Change
+20
Holders Change %
+6.21%
% of All Funds
4.65%
Holding in Top 10
69
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+21.05%
% of All Funds
0.94%
New
51
Increased
198
Reduced
80
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWM
1
HB Wealth Management
Georgia
$178M
2
FMI
2
Factory Mutual Insurance
Massachusetts
$101M
3
SFS
3
Summit Financial Strategies
Ohio
$90.6M
4
FPF
4
First Pacific Financial
Washington
$77.1M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$132M

Top Sellers

1
WP
1
WMS Partners
Maryland
$0
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$0
3
GSAM
3
Grant Street Asset Management
Pennsylvania
$75.1M
4
SI
4
Stephens Inc
Arkansas
$22.5M
5
Bank of America
5
Bank of America
North Carolina
$379M
Name Market Value Shares Shares
Change 		Shares
Change %
GM
226
GeoWealth Management
Illinois
$1.09M 23,242 +2,481 +12%
WIC
227
Whitegate Investment Counselors
New Hampshire
$1.09M 23,098 +23,098 New
GWM
228
Geneos Wealth Management
Colorado
$1.06M 22,497 +15,335 +214%
Envestnet Portfolio Solutions
229
Envestnet Portfolio Solutions
Illinois
$997K 21,194 +10,300 +95%
ICM
230
IMS Capital Management
Oregon
$977K 20,770 +1,100 +6%
IA
231
IFP Advisors
Florida
$948K 20,160 +9,522 +90%
CFS
232
CRA Financial Services
New Jersey
$934K 19,848 +1,861 +10%
JSW
233
Journey Strategic Wealth
New Jersey
$926K 19,675 -11,700 -37%
DC
234
Davenport & Co
Virginia
$915K 19,443 -154 -0.8%
REMPR
235
Roof Eidam Maycock Peralta (REMP)
California
$904K 19,220 -6,035 -24%
CFP
236
Comprehensive Financial Planning
Pennsylvania
$847K 18,006 +18,006 New
KCIC
237
Kuhn & Co Investment Counsel
Illinois
$836K 17,770 +12 +0.1%
PAWA
238
Palo Alto Wealth Advisors
California
$758K 16,421 -440 -3%
MAG
239
Mayfair Advisory Group
Alabama
$753K 16,017 +10,700 +201%
Lido Advisors
240
Lido Advisors
California
$738K 15,699 -709 -4%
TI
241
TrueMark Investments
Illinois
$726K 15,437 +15,437 New
Brown Advisory
242
Brown Advisory
Maryland
$720K 15,298 +15,298 New
SPC
243
Sigma Planning Corp
Michigan
$719K 15,280 -60 -0.4%
RA
244
RFG Advisory
Alabama
$716K 15,216 +15,216 New
FTS
245
Fifth Third Securities
Ohio
$710K 15,096 +15,096 New
IWN
246
Independent Wealth Network
Iowa
$709K 15,077 +523 +4%
KWM
247
Kingsview Wealth Management
Oregon
$676K 14,370 -7,921 -36%
OIA
248
OneDigital Investment Advisors
Kansas
$667K 14,185 +68 +0.5%
MW
249
Maia Wealth
Colorado
$666K 14,414 +14,414 New
JSL
250
JT Stratford LLC
Georgia
$657K 13,971 +13,971 New
8 9
10
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