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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
HBW
301
Hazlett, Burt & Watson
West Virginia
$1.15M +$539K +11,359 +89%
XPN
302
XY Planning Network
Montana
$1.12M +$582K +12,259 +105%
P
303
&Partners
Tennessee
$1.09M +$3.8K +80 +0.3%
IWN
304
Independent Wealth Network
Iowa
$1.06M +$33.2K +699 +3%
GM
305
GeoWealth Management
Illinois
$1.04M +$160K +3,368 +18%
PFS
306
Prospera Financial Services
Texas
$1.03M +$314K +6,621 +43%
FCFC
307
First Citizens Financial Corp
Iowa
$987K -$17.8K -375 -2%
KCIC
308
Kuhn & Co Investment Counsel
Illinois
$971K +$56.9K +1,200 +6%
BWP
309
Balboa Wealth Partners
Arizona
$945K +$953K +20,080 New
SWM
310
SeaCrest Wealth Management
New York
$937K +$38.7K +815 +4%
OFS
311
Opus Financial Solutions
Illinois
$917K +$226K +4,758 +32%
TPWA
312
Twin Peaks Wealth Advisors
California
$912K -$11.2K -235 -1%
UWM
313
USAdvisors Wealth Management
Minnesota
$893K +$3.04K +64 +0.3%
MSFP
314
Mark Sheptoff Financial Planning
Connecticut
$889K +$902K +19,000 New
SPC
315
Sigma Planning Corp
Michigan
$879K +$182K +3,841 +26%
CWM
316
Capstone Wealth Management
Montana
$864K +$27.4K +578 +3%
BC
317
Brio Consultants
California
$843K +$245K +5,162 +40%
LSPW
318
Lake Street Private Wealth
Illinois
$829K +$69K +1,454 +9%
GWM
319
Geneos Wealth Management
Colorado
$815K +$118K +2,494 +17%
DC
320
Davenport & Co
Virginia
$814K -$75.2K -1,585 -8%
AWP
321
Axis Wealth Partners
Rhode Island
$809K +$117K +2,471 +17%
KF
322
Krilogy Financial
Missouri
$809K -$60K -1,264 -7%
WANY
323
Wealthspire Advisors (New York)
New York
$791K -$9.3K -196 -1%
FH
324
FWG Holdings
Florida
$788K -$319K -6,722 -29%
DOA
325
D'Orazio & Associates
Virginia
$752K +$64K +1,349 +9%

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.