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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
PAG
351
Private Advisor Group
New Jersey
$518K +$3.75K +79 +0.7%
AIM
352
Anchor Investment Management
South Carolina
$504K
MCA
353
Magnolia Capital Advisors
Mississippi
$498K +$37.9K +799 +8%
JWCA
354
J.W. Cole Advisors
Florida
$493K +$87K +1,834 +21%
AWMI
355
Aegis Wealth Management (Iowa)
Iowa
$486K +$98.4K +2,074 +25%
MW
356
Maia Wealth
Colorado
$477K -$377K -7,954 -44%
BAMG
357
Brand Asset Management Group
Missouri
$467K +$120K +2,522 +34%
BWM
358
BAM Wealth Management
Colorado
$460K +$19.6K +413 +4%
MCM
359
MAI Capital Management
Ohio
$443K +$35.7K +752 +9%
AAS
360
Ameritas Advisory Services
Nebraska
$442K +$2.09K +44 +0.5%
RFN
361
RDA Financial Network
Iowa
$442K +$74.7K +1,574 +20%
NB
362
Nicolet Bankshares
Wisconsin
$433K +$437K +9,200 New
FWP
363
Firethorn Wealth Partners
Georgia
$430K +$25.5K +538 +6%
RIA
364
Regal Investment Advisors
Michigan
$420K +$56.9K +1,199 +16%
EFG
365
Elm3 Financial Group
Georgia
$415K +$4.84K +102 +1%
SPI
366
Sutton Place Investors
New York
$398K -$11.1K -234 -3%
STA
367
Summit Trail Advisors
New York
$398K +$92.9K +1,958 +30%
Goldman Sachs
368
Goldman Sachs
New York
$396K -$733K -15,443 -65%
HP
369
Holistic Planning
Texas
$384K -$209K -4,404 -35%
SWGC
370
Summit Wealth Group (Colorado)
Colorado
$381K
PGF
371
Plan Group Financial
Oklahoma
$374K +$37K +779 +11%
WCM
372
WealthTrak Capital Management
Virginia
$364K
SCM
373
Stonehearth Capital Management
Massachusetts
$357K +$15.7K +331 +5%
UW
374
Unique Wealth
Florida
$349K +$352K +7,413 New
MFA
375
Mayflower Financial Advisors
Massachusetts
$334K +$336K +7,085 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.