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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 %
CAL
26
Capital Analysts LLC
Pennsylvania
$58.8M 1,250,002 +149,403 +14%
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$58.6M 1,245,442 +81,168 +7%
SPA
28
Sentinel Pension Advisors
Massachusetts
$55.6M 1,181,873 +62,931 +6%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$52.2M 1,109,862 +55,481 +5%
ACG
30
Allen Capital Group
Nebraska
$51.5M 1,094,615 +75,500 +7%
ML
31
McAdam LLC
Pennsylvania
$50.3M 1,069,548 +673,652 +170%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$48M 1,020,206 -547,017 -35%
WWM
33
Wiser Wealth Management
Georgia
$46.4M 985,192 +35,897 +4%
HG
34
Harbor Group
New Hampshire
$44.8M 952,639 +27,014 +3%
APP
35
Avantax Planning Partners
Iowa
$42.5M 902,479 +353,945 +65%
TWM
36
Tradition Wealth Management
Minnesota
$40.6M 861,685 +27,808 +3%
ABWM
37
Alpine Bank Wealth Management
Colorado
$40.2M 854,215 +854,215 New
BFG
38
Berger Financial Group
Minnesota
$39.5M 839,614 +29,941 +4%
MWM
39
Modern Wealth Management
Kansas
$38.2M 811,743 +619,260 +322%
SC
40
SouthState Corp
Florida
$37.8M 803,656 -156,553 -16%
JGCM
41
Joseph Group Capital Management
Ohio
$36.8M 781,218 +14,723 +2%
BFG
42
Bouchey Financial Group
New York
$34.4M 731,461 +731,461 New
Cerity Partners
43
Cerity Partners
New York
$33.4M 709,047 +283,151 +66%
Focus Partners Wealth
44
Focus Partners Wealth
Massachusetts
$33.1M 703,523 +24,011 +4%
AFA
45
Arlington Financial Advisors
California
$32.7M 694,467 +183,789 +36%
HFM
46
Hartford Financial Management
Connecticut
$32.2M 683,541 +63,512 +10%
AWE
47
Avidian Wealth Enterprises
Texas
$28.8M 612,874 +36,437 +6%
RHP
48
Royal Harbor Partners
Texas
$28.7M 609,435 +5,446 +0.9%
MC
49
McCarthy & Cox
Ohio
$28.6M 608,221 +24,430 +4%
VAMG
50
Voisard Asset Management Group
Michigan
$28.5M 605,997 -42,994 -7%
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