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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 %
CSPIA
251
Cary Street Partners Investment Advisory
Virginia
$653K 13,873 +466 +3%
SWIM
252
Smallwood Wealth Investment Management
New Jersey
$652K 13,853 +4,604 +50%
PFS
253
Prospera Financial Services
Texas
$652K 13,849 +1,612 +13%
SFM
254
Signet Financial Management
New Jersey
$641K 13,618 -2,520 -16%
UWM
255
USAdvisors Wealth Management
Minnesota
$631K 12,379 +1,675 +16%
CD
256
Chapin Davis
Maryland
$630K 13,400 +13,400 New
OMC
257
Old Mission Capital
Illinois
$611K 12,979 +12,979 New
ASN
258
Advisory Services Network
Georgia
$609K 12,951 +1,431 +12%
AWP
259
Axis Wealth Partners
Rhode Island
$604K 12,834 +1,010 +9%
EFG
260
Elm3 Financial Group
Georgia
$598K 12,708 -11,061 -47%
MFG
261
Mosaic Financial Group
Illinois
$570K 12,125 +107 +0.9%
LSPW
262
Lake Street Private Wealth
Illinois
$567K 12,062 +1,158 +11%
GS
263
GWN Securities
Florida
$566K 12,028 +12,028 New
AG
264
Ascent Group
Virginia
$538K 11,430 +1,011 +10%
FFWA
265
FRG Family Wealth Advisors
Washington
$527K 11,200 -17,925 -62%
AIM
266
Anchor Investment Management
South Carolina
$503K 10,703 – –
BC
267
Brio Consultants
California
$497K 10,563 +546 +5%
DOA
268
D'Orazio & Associates
Virginia
$490K 10,408 +1,903 +22%
PAG
269
Private Advisor Group
New Jersey
$463K 9,838 -350 -3%
TPWA
270
Twin Peaks Wealth Advisors
California
$461K 9,975 +2,242 +29%
AGP
271
Autumn Glory Partners
Texas
$459K 9,757 -34 -0.3%
ICCON
272
Investment Counsel Company of Nevada
Nevada
$440K 9,351 +9,351 New
SOS
273
Silver Oak Securities
Tennessee
$434K 9,250 +1,346 +17%
FPAS
274
Focus Partners Advisor Solutions
Missouri
$431K 9,157 +146 +2%
DAS
275
Dynamic Advisor Solutions
Arizona
$427K 9,069 -284 -3%
9 10
11
12 13