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JPMorgan Core Plus Bond ETF
JCPB

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: 440 → 478 (+38)

2% more funds holding in top 10

Funds holding in top 10: 88 → 90 (+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
–

Top Buyers

Rank Fund Capital Flow
1
Betterment LLC
Betterment LLC
New York
+$291M
2
HWM
HB Wealth Management
Georgia
+$96.9M
3
Morgan Stanley
Morgan Stanley
New York
+$92M
4
Raymond James Financial
Raymond James Financial
Florida
+$92M
5
LPL Financial
LPL Financial
California
+$64.9M

Top Sellers

Rank Fund Capital Flow
1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$45.1M
2
ABWM
Alpine Bank Wealth Management
Colorado
-$34.1M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$30.1M
4
Bank of America
Bank of America
North Carolina
-$25.4M
5
Corient Private Wealth
Corient Private Wealth
Florida
-$18.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
401
Waverly Advisors
Alabama
$242K +$35.8K +754 +17%
XT
402
XTX Topco
Cayman Islands
$240K +$242K +5,090 New
MEAC
403
M.E. Allison & Co
Texas
$237K – – –
MC
404
Mathes Company
New York
$235K – – –
WA
405
WESPAC Advisors
California
$234K – – –
BWA
406
Boulder Wealth Advisors
Colorado
$227K -$5.54M -116,833 -96%
AQR Capital Management
407
AQR Capital Management
Connecticut
$220K +$222K +4,668 New
WIP
408
WealthCare Investment Partners
Rhode Island
$216K +$218K +4,599 New
NLWP
409
Next Level Wealth Planning
Idaho
$212K – – –
BFA
410
Beacon Financial Advisory
Ohio
$209K +$211K +4,440 New
AWM
411
Aprio Wealth Management
Georgia
$206K +$207K +4,372 New
FFA
412
Fragasso Financial Advisors
Pennsylvania
$200K +$202K +4,263 New
FFG
413
Forum Finance Group
$197K +$250K +5,260 New
BDPWM
414
Barnes Dennig Private Wealth Management
Ohio
$172K +$37.4K +789 +28%
OHWP
415
Oak Harbor Wealth Partners
North Carolina
$168K +$133K +2,797 +367%
CICI
416
Capital Investment Counsel Inc
North Carolina
$160K – – –
LFA
417
LGT Financial Advisors
Texas
$160K +$15.9K +334 +11%
MA
418
MCF Advisors
Kentucky
$146K +$148K +3,110 New
WTC
419
WhitTier Trust Company
Nevada
$130K +$5.55K +117 +4%
AssetMark Inc
420
AssetMark Inc
California
$127K -$113K -2,379 -47%
SL
421
Salomon & Ludwin
Virginia
$118K -$5.17K -109 -4%
CI
422
CX Institutional
Indiana
$112K +$1.38K +29 +1%
FA
423
Fountainhead AM
New Jersey
$111K +$45.1K +950 +68%
CTC
424
Central Trust Company
Missouri
$110K +$110K +2,326 New
GJIA
425
Glass Jacobson Investment Advisors
Maryland
$104K +$617 +13 +0.6%
15 16
17
18 19

JCPB Hedge Fund Activity: Q1 2026 in Review

478 of the 8,127 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.