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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 %
IWN
251
Independent Wealth Network
Iowa
$724K +$15K +318 +2%
PAWA
252
Palo Alto Wealth Advisors
California
$714K -$59.2K -1,258 -8%
AAS
253
Ameritas Advisory Services
Nebraska
$712K -$651K -13,839 -48%
PS
254
Principal Securities
Iowa
$696K +$696K +14,794 New
AF
255
Advisornet Financial
Minnesota
$696K +$361K +7,674 +108%
KWM
256
Kingsview Wealth Management
Oregon
$685K +$8.71K +185 +1%
BC
257
Brio Consultants
California
$677K +$180K +3,825 +36%
OP
258
ORG Partners
Indiana
$668K +$668K +14,269 New
EIP
259
Ellis Investment Partners
Pennsylvania
$663K +$303K +6,437 +84%
AWP
260
Axis Wealth Partners
Rhode Island
$635K +$31K +658 +5%
SFM
261
Signet Financial Management
New Jersey
$631K -$9.93K -211 -2%
CD
262
Chapin Davis
Maryland
$631K – – –
AG
263
Ascent Group
Virginia
$625K +$87.5K +1,859 +16%
LSPW
264
Lake Street Private Wealth
Illinois
$614K +$46.5K +989 +8%
ASN
265
Advisory Services Network
Georgia
$613K +$6.69K +143 +1%
OIA
266
OneDigital Investment Advisors
Kansas
$604K -$63.5K -1,350 -10%
DOA
267
D'Orazio & Associates
Virginia
$602K +$112K +2,374 +23%
MFG
268
Mosaic Financial Group
Illinois
$576K +$5.18K +110 +0.9%
TPWA
269
Twin Peaks Wealth Advisors
California
$516K +$47.7K +1,015 +10%
AIM
270
Anchor Investment Management
South Carolina
$504K – – –
FGA
271
Fortis Group Advisors
New Jersey
$498K +$162K +3,467 +48%
GWM
272
Geneos Wealth Management
Colorado
$495K -$564K -11,978 -53%
P
273
&Partners
Tennessee
$480K +$480K +10,203 New
OPTFSNA
274
Old Point Trust & Financial Services N A
Virginia
$475K +$238K +5,065 +101%
Envestnet Portfolio Solutions
275
Envestnet Portfolio Solutions
Illinois
$463K -$534K -11,351 -54%
9 10
11
12 13