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JPMorgan Core Plus Bond ETF

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: 440478 (+38)

2% more funds holding in top 10

Funds holding in top 10: 8890 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
JRPCML
276
J. R. Prunier Capital Management LLC
Massachusetts
$1.47M -$919K -19,367 -38%
CFS
277
CRA Financial Services
New Jersey
$1.47M +$385K +8,109 +35%
DWM
278
DeLarme Wealth Management
California
$1.46M +$68.8K +1,449 +5%
MFG
279
Menard Financial Group
Texas
$1.45M +$19.4K +408 +1%
SPA
280
Shore Point Advisors
New Jersey
$1.45M +$1.46M +30,704 New
SP
281
Sequent Planning
Nebraska
$1.44M +$367K +7,729 +34%
RPGK
282
Retirement Planning Group (Kansas)
Kansas
$1.44M -$42.9K -903 -3%
AF
283
Advisornet Financial
Minnesota
$1.41M +$506K +10,672 +55%
JC
284
JM2 Capital
Oklahoma
$1.4M +$139K +2,934 +11%
CSPIA
285
Cary Street Partners Investment Advisory
Virginia
$1.39M +$257K +5,421 +22%
RCP
286
Rothschild Capital Partners
New York
$1.37M +$1.39M +29,194 New
GSEP
287
Golden State Equity Partners
California
$1.36M +$1.37M +28,901 New
CWM
288
Centurion Wealth Management
Virginia
$1.36M +$81.5K +1,718 +6%
LFAS
289
Level Four Advisory Services
Texas
$1.32M +$1.06M +22,249 +378%
NDSI
290
Newman Dignan & Sheerar Inc
Rhode Island
$1.32M +$1.33M +28,060 New
NWM
291
Nolet Wealth Management
Texas
$1.32M +$199K +4,201 +18%
RGF
292
Retirement Guys Formula
Ohio
$1.31M -$74.7K -1,575 -5%
SIAP
293
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.3M +$32K +675 +2%
SPIA
294
Steward Partners Investment Advisory
New York
$1.3M -$8.7M -183,346 -87%
GFG
295
Goldstone Financial Group
Illinois
$1.27M -$104K -2,185 -8%
REMPR
296
Roof Eidam Maycock Peralta (REMP)
California
$1.25M
CFP
297
Comprehensive Financial Planning
Pennsylvania
$1.22M +$73.7K +1,553 +6%
DAS
298
Daybright Advisory Services
Florida
$1.22M -$10.7K -226 -0.9%
EWM
299
Elevation Wealth Management
Minnesota
$1.21M +$31.4K +662 +3%
FIA
300
Foundations Investment Advisors
Arizona
$1.2M +$838K +17,648 +223%

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.