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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
WFG
376
Wills Financial Group
Virginia
$332K +$3.37K +71 +1%
FFA
377
Florida Financial Advisors
Florida
$329K +$99.1K +2,089 +43%
DAS
378
Diversify Advisory Services
Utah
$329K -$1.09M -22,969 -77%
SWM
379
Silverlake Wealth Management
Vermont
$325K +$34K +716 +12%
BW
380
Bravera Wealth
North Dakota
$317K +$68.3K +1,439 +27%
SAI
381
Savvy Advisors Inc
New York
$314K -$496K -10,447 -61%
SWP
382
Semus Wealth Partners
Florida
$308K +$30.5K +642 +11%
OWA
383
Opal Wealth Advisors
New York
$305K -$331K -6,973 -52%
RL
384
Retireful LLC
Michigan
$303K +$305K +6,433 New
CL
385
Choreo LLC
Illinois
$299K
CCFM
386
Clear Creek Financial Management
Washington
$296K
ICP
387
Impact Capital Partners
Colorado
$295K +$298K +6,274 New
MFG
388
Merit Financial Group
Georgia
$293K -$3.7K -78 -1%
MIM
389
Martin Investment Management
Florida
$288K +$66.9K +1,410 +30%
FFA
390
Fortune Financial Advisors
Kansas
$270K +$272K +5,741 New
EWA
391
Exit Wealth Advisors
Georgia
$269K +$271K +5,717 New
CFA
392
Cahill Financial Advisors
Minnesota
$264K -$198K -4,179 -43%
NWWA
393
New Wave Wealth Advisors
Arkansas
$263K +$3.18K +67 +1%
Mercer Global Advisors
394
Mercer Global Advisors
Colorado
$263K +$34.4K +725 +15%
LW
395
Linscomb Wealth
Texas
$259K -$15.9K -336 -6%
CSP
396
Cary Street Partners
Virginia
$257K +$196K +4,121 +310%
SFC
397
Strategic Financial Concepts
Texas
$255K +$257K +5,411 New
BFWM
398
Bright Futures Wealth Management
New York
$254K +$256K +5,390 New
MOS
399
MGO One Seven
Ohio
$245K -$16.6K -350 -6%
Renaissance Technologies
400
Renaissance Technologies
New York
$243K +$245K +5,172 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.