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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
FH
251
FWG Holdings
Florida
$1.12M +$6.31K +134 +0.6%
CFP
252
Comprehensive Financial Planning
Pennsylvania
$1.12M +$254K +5,390 +30%
Rockefeller Capital Management
253
Rockefeller Capital Management
New York
$1.11M +$1.1M +23,304 New
P
254
&Partners
Tennessee
$1.1M +$632K +13,434 +132%
AWA
255
Acorn Wealth Advisors
Michigan
$1.09M -$1.6M -33,977 -60%
EIP
256
Ellis Investment Partners
Pennsylvania
$1.09M +$413K +8,767 +62%
BCI
257
Brinker Capital Investments
Pennsylvania
$1.07M -$2.43M -51,678 -70%
RWB
258
RMR Wealth Builders
New Jersey
$1.06M +$1.05M +22,391 New
CFS
259
CRA Financial Services
New Jersey
$1.06M +$76.2K +1,620 +8%
ICM
260
IMS Capital Management
Oregon
$1.02M – – –
Lido Advisors
261
Lido Advisors
California
$1.01M +$8.66K +184 +0.9%
GM
262
GeoWealth Management
Illinois
$975K -$149K -3,170 -13%
IWN
263
Independent Wealth Network
Iowa
$928K +$194K +4,132 +27%
KCIC
264
Kuhn & Co Investment Counsel
Illinois
$919K +$73.4K +1,560 +9%
CSPIA
265
Cary Street Partners Investment Advisory
Virginia
$893K +$155K +3,298 +21%
UWM
266
USAdvisors Wealth Management
Minnesota
$871K +$128K +2,729 +17%
WANY
267
Wealthspire Advisors (New York)
New York
$869K -$84.8K -1,802 -9%
PFS
268
Prospera Financial Services
Texas
$834K +$61.2K +1,301 +8%
FPGK
269
Financial Partners Group (Kansas)
Kansas
$787K +$501K +10,650 +181%
AF
270
Advisornet Financial
Minnesota
$738K +$34.3K +729 +5%
DC
271
Davenport & Co
Virginia
$716K -$260K -5,525 -27%
DOA
272
D'Orazio & Associates
Virginia
$713K +$105K +2,223 +17%
CCM
273
Coldstream Capital Management
Washington
$702K +$251K +5,330 +57%
SPC
274
Sigma Planning Corp
Michigan
$698K -$70K -1,487 -9%
SFS
275
Sowell Financial Services
Arkansas
$679K +$430K +9,143 +178%
9 10
11
12 13

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.