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JPMorgan Core Plus Bond ETF
JCPB

Overview Fund Activity

360 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 43 funds opening new positions, 207 increasing their positions, 88 reducing their positions, and 19 closing their positions.

Holders
360
Holders Change
+18
Holders Change %
+5.26%
% of All Funds
4.83%
Holding in Top 10
69
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.93%
New
43
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 %
CIAS
351
CBIZ Investment Advisory Services
Ohio
$24.5K 521 +5 +1%
CIM
352
Contravisory Investment Management
Massachusetts
$23K 489 – –
TF
353
Tompkins Financial
New York
$16.7K 355 – –
ADL
354
Asset Dedication LLC
California
$9.41K 200 +200 New
HBW
355
Hazlett, Burt & Watson
West Virginia
$8K 175 +175 New
RF
356
Rossby Financial
Florida
$7.62K 162 – –
SIS
357
Sound Income Strategies
Florida
$4.38K 93 – –
SL
358
Salomon & Ludwin
Virginia
$3.74K 80 -79 -50%
AAP
359
Arax Advisory Partners
Colorado
$2.64K 56 – –
AssetMark Inc
360
AssetMark Inc
California
$282 6 +6 New
OSAM
361
O'Shaughnessy Asset Management
Connecticut
$47 1 +1 New
T
362
Tableaux
Massachusetts
– – -213,719 Closed
EFL
363
ERn Financial LLC
Wisconsin
– – -209,933 Closed
IC
364
Innealta Capital
Texas
– – -152,150 Closed
AWM
365
Axxcess Wealth Management
California
– – -61,331 Closed
ACP
366
Aveo Capital Partners
Colorado
– – -48,921 Closed
BIP
367
Blueprint Investment Partners
North Carolina
– – -25,161 Closed
TI
368
TrueMark Investments
Illinois
– – -15,437 Closed
Brown Advisory
369
Brown Advisory
Maryland
– – -15,298 Closed
BMWS
370
Brady Martz Wealth Solutions
North Dakota
– – -8,819 Closed
Neuberger Berman Group
371
Neuberger Berman Group
New York
– – -8,499 Closed
XT
372
XTX Topco
Cayman Islands
– – -7,958 Closed
PWP
373
Private Wealth Partners
California
– – -6,325 Closed
FTUS
374
Flow Traders U.S.
New York
– – -6,282 Closed
IWC
375
Integrated Wealth Concepts
Massachusetts
– – -5,895 Closed
12 13 14
15
16