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JPMorgan Core Plus Bond ETF

347 hedge funds and large institutions have $5.16B invested in JPMorgan Core Plus Bond ETF in 2025 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 201 increasing their positions, 81 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 81

136% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 22

29% more capital invested

Capital invested by funds: $4.01B → $5.16B (+$1.15B)

23% more funds holding in top 10

Funds holding in top 10: 5770 (+13)

7% more funds holding

Funds holding: 324347 (+23)

3.79% more ownership

Funds ownership: 81.93%85.72% (+3.8%)

Holders
347
Holders Change
+23
Holders Change %
+7.1%
% of All Funds
4.65%
Holding in Top 10
70
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+22.81%
% of All Funds
0.94%
New
52
Increased
201
Reduced
81
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFA
326
LGT Financial Advisors
Texas
$85.2K -$11K -237 -12%
PA
327
Parallel Advisors
California
$48.7K -$21.1K -453 -30%
WTC
328
WhitTier Trust Company
Nevada
$48K +$2.7K +58 +6%
CA
329
CoreCap Advisors
Michigan
$45.3K
PWMG
330
Prestige Wealth Management Group
New Jersey
$43.3K
CFD
331
Creative Financial Designs
Indiana
$32.1K +$419 +9 +1%
PFBT
332
Parkside Financial Bank & Trust
Missouri
$30.2K
NB
333
NBT Bank
New York
$29.6K -$13.2K -283 -31%
MLA
334
MB, Levis & Associates
Pennsylvania
$28.1K +$326 +7 +1%
US Bancorp
335
US Bancorp
Minnesota
$28K -$355K -7,636 -93%
AA
336
Ancora Advisors
Ohio
$25.9K +$25.6K +550 New
CIAS
337
CBIZ Investment Advisory Services
Ohio
$24.3K +$24K +516 New
AWM
338
AE Wealth Management
Kansas
$24.2K +$279 +6 +1%
CIM
339
Contravisory Investment Management
Massachusetts
$23K -$2.14K -46 -9%
NP
340
NorthRock Partners
Minnesota
$18.4K +$18.2K +391 New
TF
341
Tompkins Financial
New York
$16.7K +$16.5K +355 New
UBS Group
342
UBS Group
Switzerland
$8.37K -$1.91K -41 -19%
RF
343
Rossby Financial
Florida
$7.58K +$7.53K +162 New
SL
344
Salomon & Ludwin
Virginia
$7.48K
SIS
345
Sound Income Strategies
Florida
$4.38K
AAP
346
Arax Advisory Partners
Colorado
$2.64K +$2.6K +56 New
PPC
347
Park Place Capital
Alabama
$2.16K
WP
348
WMS Partners
Maryland
-$84.6M -1,836,587 Closed
Thrivent Financial for Lutherans
349
Thrivent Financial for Lutherans
Minnesota
-$46.5M -1,009,670 Closed
PWM
350
Pacific Wealth Management
California
-$10.1M -218,533 Closed

JCPB Hedge Fund Activity: Q1 2025 in Review

347 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Core Plus Bond ETF (JCPB) for Q1 2025, worth a combined $5.16B — up 29% from $4.01B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new JCPB positions and 22 closed out — a net gain of 30 holders — while 201 added to existing stakes and 81 trimmed.

The largest buyer was HB Wealth Management, opening a new position worth an estimated $176M. The largest seller was Thrivent Financial for Lutherans, exiting entirely with an estimated $46.5M sold.

  • 347 institutional investors held JPMorgan Core Plus Bond ETF (JCPB) as of Q1 2025, up from 324 in Q4 2024.
  • Funds reported $5.16B of JPMorgan Core Plus Bond ETF stock for Q1 2025, up 29% quarter-over-quarter.
  • 52 funds opened new JPMorgan Core Plus Bond ETF positions in Q1 2025 and 22 closed out, a net change of +30 holders.
  • The largest JPMorgan Core Plus Bond ETF buyer in Q1 2025 was HB Wealth Management, an estimated $176M added.
  • The largest JPMorgan Core Plus Bond ETF seller in Q1 2025 was Thrivent Financial for Lutherans, an estimated $46.5M sold.

Based on aggregated 13F filings for Q1 2025.