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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 %
BMWS
276
Brady Martz Wealth Solutions
North Dakota
$415K 8,819 -438 -5%
DWM
277
Diversify Wealth Management
Utah
$406K 8,644 +1 +0%
Neuberger Berman Group
278
Neuberger Berman Group
New York
$400K 8,499 +8,499 New
MTWM
279
Masso Torrence Wealth Management
New Jersey
$385K 8,184 +1 +0%
LW
280
Linscomb Wealth
Texas
$385K 8,184 +2,605 +47%
SPI
281
Sutton Place Investors
New York
$376K 7,987 -670 -8%
XT
282
XTX Topco
Cayman Islands
$374K 7,958 +7,958 New
EIP
283
Ellis Investment Partners
Pennsylvania
$360K 7,656 +2,007 +36%
CCM
284
Coldstream Capital Management
Washington
$356K 7,566 +7,566 New
FGA
285
Fortis Group Advisors
New Jersey
$337K 7,166 +2,048 +40%
GIA
286
Gladstone Institutional Advisory
Florida
$336K 7,153 -550 -7%
WCM
287
WealthTrak Capital Management
Virginia
$336K 7,152 -202 -3%
AF
288
Advisornet Financial
Minnesota
$334K 7,107 – –
AFP
289
Ausdal Financial Partners
Iowa
$323K 6,859 +209 +3%
STA
290
Summit Trail Advisors
New York
$305K 6,493 +6,493 New
CL
291
Choreo LLC
Illinois
$299K 6,352 – –
PWP
292
Private Wealth Partners
California
$298K 6,325 +6,325 New
FTUS
293
Flow Traders U.S.
New York
$296K 6,282 -48,189 -88%
CCFM
294
Clear Creek Financial Management
Washington
$295K 6,280 -15,814 -72%
FWP
295
Firethorn Wealth Partners
Georgia
$293K 6,236 +1,435 +30%
SCM
296
SOL Capital Management
Maryland
$291K 6,180 -55 -0.9%
SWM
297
Silverlake Wealth Management
Vermont
$291K 6,178 +308 +5%
SCM
298
Stonehearth Capital Management
Massachusetts
$282K 5,986 -390 -6%
IWC
299
Integrated Wealth Concepts
Massachusetts
$277K 5,895 -3,325 -36%
WSFS
300
Wilmington Savings Fund Society
Delaware
$271K 5,754 +203 +4%
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12
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