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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
CIAS
451
CBIZ Investment Advisory Services
Ohio
$25.3K +$237 +5 +0.9%
RG
452
RHL Group
Michigan
$22.7K +$14K +294 +156%
IAIM
453
International Assets Investment Management
Florida
$17.6K – – –
HIA
454
HFM Investment Advisors
New Jersey
$17.1K +$17.2K +362 New
TF
455
Tompkins Financial
New York
$16.7K – – –
National Bank of Canada
456
National Bank of Canada
Quebec, Canada
$16.5K +$16.7K +352 New
IW
457
Imprint Wealth
South Carolina
$14.9K – – –
HIA
458
Harbor Investment Advisory
Maryland
$11.5K +$11.6K +244 New
NRWA
459
North Ridge Wealth Advisors
Oregon
$10K +$10.1K +213 New
Q1WB
460
Quest 10 Wealth Builders
Virginia
$8K +$8.07K +170 New
RF
461
Rossby Financial
Florida
$7.59K – – –
SAM
462
Smartleaf Asset Management
Massachusetts
$6.43K – – –
AT
463
Arlington Trust
Alabama
$6.07K +$6.12K +129 New
PGAM
464
Princeton Global Asset Management
New Jersey
$5.74K – – –
IAAG
465
Innovative Asset Advisors Group
Connecticut
$5.68K +$5.74K +121 New
BA
466
Blueline Advisors
New Hampshire
$4.75K +$4.79K +101 New
Simplex Trading
467
Simplex Trading
Illinois
$4.71K +$4.75K +100 New
EWA
468
EverSource Wealth Advisors
Alabama
$4.58K +$4.6K +97 New
SIS
469
Sound Income Strategies
Florida
$4.36K – – –
SGFG
470
Silver Grove Financial Group
New York
$2.88K +$2.9K +61 New
TFA
471
Transamerica Financial Advisors
Florida
$2.64K +$2.66K +56 New
VAI
472
Vanguard Advisers Inc
Pennsylvania
$1.55K +$1.57K +33 New
RFP
473
Root Financial Partners
California
$1.13K -$33.4K -703 -97%
BNP Paribas Financial Markets
474
BNP Paribas Financial Markets
France
$659 +$664 +14 New
CA
475
Crewe Advisors
Utah
$382 – – –
17 18
19
20 21

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.