We are live on ! Find out more
JCPB icon

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
ABWM
26
Alpine Bank Wealth Management
Colorado
$90.6M -$34.1M -718,882 -27%
CWS
27
Confluence Wealth Services
Pennsylvania
$86.2M +$18.5M +390,487 +27%
CA
28
CGN Advisors
Kansas
$84.8M +$4.48M +94,458 +6%
GSAM
29
Grant Street Asset Management
Pennsylvania
$82.8M +$2.46M +51,839 +3%
APP
30
Avantax Planning Partners
Iowa
$78.8M +$2.26M +47,635 +3%
LPL Financial
31
LPL Financial
California
$78.8M +$64.9M +1,367,293 +446%
BWL
32
Bogart Wealth LLC
Virginia
$73.9M +$2.84M +59,750 +4%
CAL
33
Capital Analysts LLC
Pennsylvania
$73.1M +$5.05M +106,460 +7%
FWC
34
First Washington Corp
Washington
$72.7M +$34.4M +725,754 +89%
DBRC
35
D.B. Root & Company
Pennsylvania
$72.5M +$1.44M +30,436 +2%
HFS
36
Hughes Financial Services
Virginia
$70.9M +$3.44M +72,475 +5%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$70.2M +$7.27M +153,288 +11%
ACG
38
Allen Capital Group
Nebraska
$69.2M +$12M +253,092 +21%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$64.4M +$8.87M +186,895 +16%
ML
40
McAdam LLC
Pennsylvania
$61.8M +$2.77M +58,454 +5%
WWM
41
Wiser Wealth Management
Georgia
$60.5M +$4.55M +95,806 +8%
SPA
42
Sentinel Pension Advisors
Massachusetts
$59.5M +$2.65M +55,830 +5%
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$55.8M -$45.1M -950,955 -44%
HG
44
Harbor Group
New Hampshire
$50.4M +$2.63M +55,339 +5%
Corient Private Wealth
45
Corient Private Wealth
Florida
$48.6M -$18.6M -392,118 -28%
HI
46
Horizon Investments
North Carolina
$46.2M +$25.6M +538,933 +120%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$45.5M +$8.21M +173,099 +22%
Jones Financial Companies
48
Jones Financial Companies
Missouri
$43.9M +$11.3M +238,787 +34%
BFG
49
Bouchey Financial Group
New York
$43M +$1.62M +34,198 +4%
BFG
50
Berger Financial Group
Minnesota
$41.2M -$378K -7,965 -0.9%
1
2
3 4 5

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.