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JPMorgan Core Plus Bond ETF
JCPB

Overview Fund Activity

361 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 44 funds opening new positions, 207 increasing their positions, 88 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
+19
Holders Change %
+5.56%
% of All Funds
4.84%
Holding in Top 10
69
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.93%
New
44
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 Holding Trade Value Shares
Change 		Shares
Change %
Renaissance Technologies
226
Renaissance Technologies
New York
$1.26M +$1.26M +26,800 New
REMPR
227
Roof Eidam Maycock Peralta (REMP)
California
$1.19M +$288K +6,115 +32%
FCFC
228
First Citizens Financial Corp
Iowa
$1.19M +$20.6K +437 +2%
MHR
229
Matthew Hamilton Rosenberg
$1.18M -$32.8K -697 -3%
SIAP
230
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.14M – – –
GM
231
GeoWealth Management
Illinois
$1.11M +$20K +425 +2%
FH
232
FWG Holdings
Florida
$1.1M -$3.01K -64 -0.3%
FFA
233
Florida Financial Advisors
Florida
$1.1M -$138K -2,934 -11%
SAI
234
Savvy Advisors Inc
New York
$1.04M -$354K -7,527 -25%
ICM
235
IMS Capital Management
Oregon
$1.01M +$33.9K +720 +3%
AC
236
Apella Capital
Connecticut
$989K +$989K +21,235 New
Lido Advisors
237
Lido Advisors
California
$987K +$248K +5,268 +34%
CFS
238
CRA Financial Services
New Jersey
$970K +$35.7K +758 +4%
DC
239
Davenport & Co
Virginia
$968K +$53.5K +1,136 +6%
WANY
240
Wealthspire Advisors (New York)
New York
$945K -$163K -3,472 -15%
GPW
241
Gentry Private Wealth
Kansas
$911K -$197K -4,189 -18%
BFA
242
Blueprint Financial Advisors
North Carolina
$905K -$279K -5,925 -24%
JSW
243
Journey Strategic Wealth
New Jersey
$863K -$63K -1,338 -7%
CFP
244
Comprehensive Financial Planning
Pennsylvania
$858K +$10.7K +228 +1%
RA
245
RFG Advisory
Alabama
$851K +$134K +2,857 +19%
KCIC
246
Kuhn & Co Investment Counsel
Illinois
$836K – – –
PFS
247
Prospera Financial Services
Texas
$764K +$112K +2,374 +17%
SPC
248
Sigma Planning Corp
Michigan
$761K +$41.9K +890 +6%
UWM
249
USAdvisors Wealth Management
Minnesota
$734K +$152K +3,229 +26%
CSPIA
250
Cary Street Partners Investment Advisory
Virginia
$729K +$76K +1,616 +12%
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