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JPMorgan Core Plus Bond ETF
JCPB

387 hedge funds and large institutions have $6.69B invested in JPMorgan Core Plus Bond ETF in 2025 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 244 increasing their positions, 73 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

234% more repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 73

104% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 24

13% more capital invested

Capital invested by funds: $5.9B → $6.69B (+$790M)

5% more funds holding

Funds holding: 369 → 387 (+18)

0.91% less ownership

Funds ownership: 86.31% → 85.4% (-0.91%)

1% less funds holding in top 10

Funds holding in top 10: 71 → 70 (-1)

Holders
387
Holders Change
+18
Holders Change %
+4.88%
% of All Funds
5.08%
Holding in Top 10
70
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.41%
% of All Funds
0.92%
New
49
Increased
244
Reduced
73
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWM
HB Wealth Management
Georgia
+$125M
2
FMI
Factory Mutual Insurance
Massachusetts
+$124M
3
Morgan Stanley
Morgan Stanley
New York
+$53.2M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$39.2M
5
FWC
First Washington Corp
Washington
+$38.6M

Top Sellers

1
VAS
Vestmark Advisory Solutions
Massachusetts
-$66M
2
Jane Street
Jane Street
New York
-$23.8M
3
SC
SouthState Corp
Florida
-$18.6M
4
M1FG
Mach-1 Financial Group
Arkansas
-$17.7M
5
TWP
Triad Wealth Partners
Kansas
-$14.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
BW
226
Balance Wealth
Ohio
$1.58M -$42.5K -903 -3%
RGF
227
Retirement Guys Formula
Ohio
$1.51M +$79.5K +1,689 +6%
FFA
228
Farther Finance Advisors
California
$1.5M -$61.9K -1,315 -4%
MFG
229
Menard Financial Group
Texas
$1.5M -$8.66K -184 -0.6%
EFS
230
Essex Financial Services
Connecticut
$1.48M +$1.07M +22,792 +271%
GSIAS
231
Garden State Investment Advisory Services
New Jersey
$1.48M -$50.3K -1,069 -3%
GFG
232
Goldstone Financial Group
Illinois
$1.46M -$35.5K -755 -2%
NG
233
Norden Group
Utah
$1.43M +$15K +318 +1%
WF
234
Wayfinding Financial
Washington
$1.41M +$82.8K +1,760 +6%
VBA
235
von Borstel & Associates
Oregon
$1.41M +$1.4M +29,791 New
BlackRock
236
BlackRock
New York
$1.41M -$22.5K -478 -2%
TFS
237
Thoroughbred Financial Services
Tennessee
$1.41M -$50K -1,062 -3%
BWA
238
Boulder Wealth Advisors
Colorado
$1.4M +$1.39M +29,435 New
AIA
239
AssuredPartners Investment Advisors
Florida
$1.36M +$49.4K +1,049 +4%
FCFC
240
First Citizens Financial Corp
Iowa
$1.34M +$134K +2,846 +11%
REMPR
241
Roof Eidam Maycock Peralta (REMP)
California
$1.28M +$75.3K +1,600 +6%
OPTFSNA
242
Old Point Trust & Financial Services N A
Virginia
$1.28M +$790K +16,790 +166%
Natixis Advisors
243
Natixis Advisors
Massachusetts
$1.26M +$1.25M +26,455 New
KWM
244
Kingsview Wealth Management
Oregon
$1.22M +$520K +11,040 +76%
SIAP
245
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.19M +$42.4K +900 +4%
OP
246
ORG Partners
Indiana
$1.17M +$487K +10,344 +72%
BFA
247
Blueprint Financial Advisors
North Carolina
$1.17M +$250K +5,322 +28%
BIP
248
Blueprint Investment Partners
North Carolina
$1.17M +$1.16M +24,558 New
SAI
249
Savvy Advisors Inc
New York
$1.17M +$115K +2,450 +11%
PWM
250
Peck Wealth Management
New York
$1.13M +$1.12M +23,784 New
8 9
10
11 12

JCPB Hedge Fund Activity: Q3 2025 in Review

387 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Core Plus Bond ETF (JCPB) for Q3 2025, worth a combined $6.69B — up 13% from $5.9B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new JCPB positions and 24 closed out — a net gain of 25 holders — while 244 added to existing stakes and 73 trimmed.

The largest buyer was HB Wealth Management, adding an estimated $125M. The largest seller was Vestmark Advisory Solutions, cutting an estimated $66M.

  • 387 institutional investors held JPMorgan Core Plus Bond ETF (JCPB) as of Q3 2025, up from 369 in Q2 2025.
  • Funds reported $6.69B of JPMorgan Core Plus Bond ETF stock for Q3 2025, up 13% quarter-over-quarter.
  • 49 funds opened new JPMorgan Core Plus Bond ETF positions in Q3 2025 and 24 closed out, a net change of +25 holders.
  • The largest JPMorgan Core Plus Bond ETF buyer in Q3 2025 was HB Wealth Management, an estimated $125M added.
  • The largest JPMorgan Core Plus Bond ETF seller in Q3 2025 was Vestmark Advisory Solutions, an estimated $66M sold.

Based on aggregated 13F filings for Q3 2025.