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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
QCIG
251
Quad-Cities Investment Group
Iowa
$2.17M +$79.2K +1,669 +4%
EWA
252
Etesian Wealth Advisors
Oregon
$2.15M +$41.5K +874 +2%
EIP
253
Ellis Investment Partners
Pennsylvania
$2.15M +$827K +17,429 +62%
CCM
254
Coldstream Capital Management
Washington
$2.13M +$1.25M +26,405 +141%
LWMI
255
Legacy Wealth Management (Idaho)
Idaho
$2.01M +$106K +2,236 +6%
PP
256
PDS Planning
Ohio
$1.99M +$320K +6,746 +19%
AWA
257
Arkadios Wealth Advisors
Georgia
$1.99M +$2M +42,191 New
SWIM
258
Smallwood Wealth Investment Management
New Jersey
$1.99M +$156K +3,284 +8%
IWC
259
Integrated Wealth Concepts
Massachusetts
$1.96M +$1.76M +37,010 +787%
ICM
260
Islay Capital Management
Texas
$1.92M +$1.92M +40,410 +9,184%
WF
261
Wayfinding Financial
Washington
$1.86M +$439K +9,244 +31%
FA
262
Fiduciary Alliance
South Carolina
$1.83M +$138K +2,899 +8%
TFS
263
Thoroughbred Financial Services
Tennessee
$1.77M +$86.8K +1,829 +5%
GPW
264
Gentry Private Wealth
Kansas
$1.75M +$614K +12,937 +53%
BlackRock
265
BlackRock
New York
$1.75M +$297K +6,258 +20%
MHR
266
Matthew Hamilton Rosenberg
$1.75M -$98.8K -2,081 -5%
DWM
267
Diversify Wealth Management
Utah
$1.72M +$1.33M +28,066 +325%
KWM
268
Kingsview Wealth Management
Oregon
$1.71M +$489K +10,308 +40%
TWM
269
TopTier Wealth Management
Wisconsin
$1.7M +$223K +4,700 +15%
SOS
270
Silver Oak Securities
Tennessee
$1.65M +$1.01M +21,258 +155%
PWM
271
Peck Wealth Management
New York
$1.63M +$30.8K +650 +2%
RWB
272
RMR Wealth Builders
New Jersey
$1.63M +$76.3K +1,608 +5%
SFS
273
Sowell Financial Services
Arkansas
$1.6M +$225K +4,738 +16%
GSIAS
274
Garden State Investment Advisory Services
New Jersey
$1.5M +$296K +6,230 +24%
BAM
275
Belpointe Asset Management
Nevada
$1.48M -$30.4K -641 -2%
9 10
11
12 13

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.