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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 %
SWP
301
Semus Wealth Partners
Florida
$267K 5,674 +553 +11%
VPF
302
Vantage Point Financial
Illinois
$263K 5,583 +5,583 New
C1AG
303
Client 1st Advisory Group
Florida
$260K 5,531 – –
JWCA
304
J.W. Cole Advisors
Florida
$252K 5,347 +5,347 New
SFC
305
Strategic Financial Concepts
Texas
$237K 5,039 +188 +4%
MEAC
306
M.E. Allison & Co
Texas
$236K 5,025 – –
OPTFSNA
307
Old Point Trust & Financial Services N A
Virginia
$236K 5,021 +4,015 +399%
MC
308
Mathes Company
New York
$235K 5,000 +5,000 New
WA
309
WESPAC Advisors
California
$234K 4,973 +4,973 New
RFN
310
RDA Financial Network
Iowa
$231K 4,910 -796 -14%
Comerica Bank
311
Comerica Bank
Texas
$225K 4,791 +412 +9%
FPGK
312
Financial Partners Group (Kansas)
Kansas
$220K 4,678 +51 +1%
EWA
313
EP Wealth Advisors
California
$217K 4,610 +4,610 New
NLWP
314
Next Level Wealth Planning
Idaho
$212K 4,500 +4,500 New
BFA
315
Beacon Financial Advisory
Ohio
$203K 4,310 +4,310 New
FCT
316
First Community Trust
Iowa
$139K 2,958 – –
LWMI
317
Legacy Wealth Management (Idaho)
Idaho
$129K 2,745 -65,471 -96%
LFG
318
Larson Financial Group
Missouri
$112K 2,376 -49 -2%
CI
319
CX Institutional
Indiana
$109K 2,313 +2,313 New
PB
320
Pinnacle Bancorp
Nebraska
$102K 2,173 +968 +80%
LFA
321
LGT Financial Advisors
Texas
$85.2K 1,811 -237 -12%
PA
322
Parallel Advisors
California
$48.7K 1,035 -453 -30%
WTC
323
WhitTier Trust Company
Nevada
$48K 1,021 +58 +6%
CA
324
CoreCap Advisors
Michigan
$45.3K 964 – –
PWMG
325
Prestige Wealth Management Group
New Jersey
$43.3K 920 – –
11 12
13
14 15