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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
CF
426
Centaurus Financial
California
$103K +$104K +2,189 New
PB
427
Pinnacle Bancorp
Nebraska
$102K
UBS Group
428
UBS Group
Switzerland
$102K +$103K +2,164 New
CFB
429
Cullen/Frost Bankers
Texas
$100K +$1.19K +25 +1%
AAP
430
Arax Advisory Partners
Colorado
$92.3K +$90.7K +1,912 +3,414%
BW
431
Basepoint Wealth
Iowa
$90.7K +$91.4K +1,926 New
ATPW
432
Ashton Thomas Private Wealth
Arizona
$90.4K +$91.2K +1,921 New
LFG
433
Larson Financial Group
Missouri
$85.3K -$23.9K -503 -22%
PRAG
434
Portfolio Resources Advisor Group
Florida
$78.9K
US Bancorp
435
US Bancorp
Minnesota
$71.6K
FCT
436
First Community Trust
Iowa
$69.6K
AA
437
Ancora Advisors
Ohio
$66.4K
GF
438
GGM Financials
Ohio
$57.6K
CA
439
CoreCap Advisors
Michigan
$57.4K +$12.1K +255 +26%
PA
440
Parallel Advisors
California
$54.2K +$2.71K +57 +5%
CFD
441
Creative Financial Designs
Indiana
$49.2K +$569 +12 +1%
PMFA
442
Plante Moran Financial Advisors
Michigan
$48.7K +$49.1K +1,034 New
BH
443
Burk Holdings
Oklahoma
$46.7K +$47K +991 New
PWMG
444
Prestige Wealth Management Group
New Jersey
$43.3K
PL
445
Protective Life
Alabama
$37.4K +$37.7K +794 New
TM
446
Torren Management
California
$36.6K +$36.9K +778 New
SWM
447
SHP Wealth Management
Massachusetts
$30.1K -$380 -8 -1%
NB
448
NBT Bank
New York
$29.7K
MLA
449
MB, Levis & Associates
Pennsylvania
$29.5K +$332 +7 +1%
Fidelity Investments
450
Fidelity Investments
Massachusetts
$26.5K +$26.7K +562 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.