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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.

Holders
361
Holders Change
+19
Holders Change %
+5.56%
% of All Funds
4.85%
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 Market Value Shares Shares
Change 		Shares
Change %
WB
276
WesBanco Bank
West Virginia
$452K 9,595 +9,595 New
AGP
277
Autumn Glory Partners
Texas
$450K 9,557 -200 -2%
SOS
278
Silver Oak Securities
Tennessee
$446K 9,471 +221 +2%
CCM
279
Coldstream Capital Management
Washington
$444K 9,433 +1,867 +25%
ZI
280
ZEGA Investments
Florida
$444K 9,433 +9,433 New
PAG
281
Private Advisor Group
New Jersey
$435K 9,254 -584 -6%
FFWA
282
FRG Family Wealth Advisors
Washington
$428K 9,100 -2,100 -19%
DWM
283
Diversify Wealth Management
Utah
$406K 8,644 – –
EFS
284
Essex Financial Services
Connecticut
$396K 8,412 +8,412 New
XPN
285
XY Planning Network
Montana
$396K 8,411 +8,411 New
EFG
286
Elm3 Financial Group
Georgia
$394K 8,370 -4,338 -34%
MTWM
287
Masso Torrence Wealth Management
New Jersey
$385K 8,186 +2 +0%
GS
288
GWN Securities
Florida
$381K 8,085 -3,943 -33%
SWGC
289
Summit Wealth Group (Colorado)
Colorado
$381K 8,087 +8,087 New
FWP
290
Firethorn Wealth Partners
Georgia
$380K 8,084 +1,848 +30%
PA
291
PFG Advisors
Arizona
$366K 7,785 +7,785 New
LW
292
Linscomb Wealth
Texas
$363K 7,709 -475 -6%
VPF
293
Vantage Point Financial
Illinois
$363K 7,708 +2,125 +38%
SCM
294
Stonehearth Capital Management
Massachusetts
$355K 7,537 +1,551 +26%
WCM
295
WealthTrak Capital Management
Virginia
$352K 7,476 +324 +5%
SPI
296
Sutton Place Investors
New York
$351K 7,460 -527 -7%
NWWA
297
New Wave Wealth Advisors
Arkansas
$350K 7,444 +7,444 New
KIM
298
Kestra Investment Management
Texas
$339K 7,206 +7,206 New
GIA
299
Gladstone Institutional Advisory
Florida
$337K 7,152 -1 -0%
RFN
300
RDA Financial Network
Iowa
$335K 7,123 +2,213 +45%
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