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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 %
WFG
301
Wills Financial Group
Virginia
$329K 6,982 +6,982 New
MFG
302
Merit Financial Group
Georgia
$310K 6,580 +6,580 New
DAS
303
Dynamic Advisor Solutions
Arizona
$308K 6,535 -2,534 -28%
STA
304
Summit Trail Advisors
New York
$306K 6,493 – –
AFP
305
Ausdal Financial Partners
Iowa
$302K 6,424 -435 -6%
SCM
306
SOL Capital Management
Maryland
$299K 6,360 +180 +3%
CL
307
Choreo LLC
Illinois
$299K 6,352 – –
Qube Research & Technologies (QRT)
308
Qube Research & Technologies (QRT)
United Kingdom
$298K 6,322 +6,322 New
CCFM
309
Clear Creek Financial Management
Washington
$296K 6,280 – –
SWM
310
Silverlake Wealth Management
Vermont
$291K 6,176 -2 -0%
JWCA
311
J.W. Cole Advisors
Florida
$284K 6,042 +695 +13%
FPGK
312
Financial Partners Group (Kansas)
Kansas
$277K 5,896 +1,218 +26%
WSFS
313
Wilmington Savings Fund Society
Delaware
$268K 5,704 -50 -0.9%
SWP
314
Semus Wealth Partners
Florida
$266K 5,650 -24 -0.4%
TC
315
TownSquare Capital
Utah
$266K 5,648 -93,593 -94%
TSS
316
Two Sigma Securities
New York
$259K 5,506 +5,506 New
SFC
317
Strategic Financial Concepts
Texas
$254K 5,394 +355 +7%
CWM
318
Comprehensive Wealth Management
Washington
$251K 5,338 +5,338 New
FHC
319
First Heartland Consultants
Missouri
$250K 5,307 +5,307 New
FPAS
320
Focus Partners Advisor Solutions
Missouri
$243K 5,174 -3,983 -43%
SFS
321
Sowell Financial Services
Arkansas
$242K 5,138 +5,138 New
MEAC
322
M.E. Allison & Co
Texas
$236K 5,025 – –
MC
323
Mathes Company
New York
$235K 5,000 – –
WA
324
WESPAC Advisors
California
$234K 4,973 – –
JSL
325
JT Stratford LLC
Georgia
$229K 4,869 -9,102 -65%
11 12
13
14 15