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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
BFA
326
Ballast Financial Advisors
Pennsylvania
$742K +$55.6K +1,172 +8%
AF
327
Allworth Financial
California
$742K -$206K -4,342 -22%
EWA
328
EP Wealth Advisors
California
$723K +$419K +8,838 +135%
EWA
329
Emergent Wealth Advisors
New York
$694K +$483K +10,170 +222%
EFG
330
Elevated Financial Group
Indiana
$691K +$696K +14,668 New
Fifth Third Bancorp
331
Fifth Third Bancorp
Ohio
$689K +$683K +14,399 +6,315%
SFM
332
Signet Financial Management
New Jersey
$680K -$2.47K -52 -0.4%
CW
333
Cedarwood Wealth
Colorado
$678K +$147K +3,091 +27%
1CP
334
1015 Capital Partners
Pennsylvania
$659K +$23.7K +500 +4%
OIA
335
OneDigital Investment Advisors
Kansas
$653K -$15.8K -333 -2%
CD
336
Chapin Davis
Maryland
$641K
BW
337
Balance Wealth
Ohio
$637K -$931K -19,616 -59%
TAR
338
Trask Adam Roland
$617K +$622K +13,100 New
BCI
339
Brinker Capital Investments
Pennsylvania
$605K -$659K -13,891 -52%
ASN
340
Advisory Services Network
Georgia
$605K +$9.73K +205 +2%
TC
341
Trust Company
Kansas
$588K +$221K +4,664 +60%
DAS
342
Dynamic Advisor Solutions
Arizona
$587K +$189K +3,980 +47%
AFP
343
Ausdal Financial Partners
Iowa
$579K +$26K +548 +5%
AW
344
Ankerstar Wealth
Texas
$575K -$145K -3,056 -20%
BS
345
BCI Securities
Florida
$569K +$243K +5,123 +73%
MFG
346
Mosaic Financial Group
Illinois
$562K +$5.17K +109 +0.9%
Northern Trust
347
Northern Trust
Illinois
$559K -$41.4K -873 -7%
DA
348
Detalus Advisors
Missouri
$550K +$555K +11,690 New
FHC
349
First Heartland Consultants
Missouri
$538K +$182K +3,833 +50%
FAB
350
First American Bank
Illinois
$525K +$529K +11,148 New

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.