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JPMorgan Core Plus Bond ETF
JCPB

Overview Fund Activity

342 hedge funds and large institutions have $5.14B invested in JPMorgan Core Plus Bond ETF in 2025 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 198 increasing their positions, 80 reducing their positions, and 22 closing their positions.

Holders
342
Holders Change
+20
Holders Change %
+6.21%
% of All Funds
4.65%
Holding in Top 10
69
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+21.05%
% of All Funds
0.94%
New
51
Increased
198
Reduced
80
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWM
1
HB Wealth Management
Georgia
$178M
2
FMI
2
Factory Mutual Insurance
Massachusetts
$101M
3
SFS
3
Summit Financial Strategies
Ohio
$90.6M
4
FPF
4
First Pacific Financial
Washington
$77.1M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$132M

Top Sellers

1
WP
1
WMS Partners
Maryland
$0
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$0
3
GSAM
3
Grant Street Asset Management
Pennsylvania
$75.1M
4
SI
4
Stephens Inc
Arkansas
$22.5M
5
Bank of America
5
Bank of America
North Carolina
$379M
Name Market Value Shares Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$54.8M 1,164,274 +88,398 +8%
SPA
27
Sentinel Pension Advisors
Massachusetts
$52.6M 1,118,942 +89,939 +9%
CAL
28
Capital Analysts LLC
Pennsylvania
$51.8M 1,100,599 +481,451 +78%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$49.6M 1,054,381 +418,230 +66%
ACG
30
Allen Capital Group
Nebraska
$47.9M 1,019,115 +1,019,115 New
SC
31
SouthState Corp
Florida
$45.2M 960,209 +960,209 New
WWM
32
Wiser Wealth Management
Georgia
$44.7M 949,295 +57,733 +6%
HG
33
Harbor Group
New Hampshire
$43.5M 925,625 +30,652 +3%
TWM
34
Tradition Wealth Management
Minnesota
$39.2M 833,877 +50,466 +6%
AFA
35
AllGen Financial Advisors
Florida
$39.2M 832,782 +14,838 +2%
BFG
36
Berger Financial Group
Minnesota
$38.1M 809,673 +530,365 +190%
CF
37
Corrigan Financial
Rhode Island
$37.2M 790,495 +63,734 +9%
JGCM
38
Joseph Group Capital Management
Ohio
$36.1M 766,495 +13,086 +2%
SC
39
Savant Capital
Illinois
$34.8M 738,817 +435,695 +144%
Focus Partners Wealth
40
Focus Partners Wealth
Massachusetts
$32M 679,512 +32,189 +5%
VAMG
41
Voisard Asset Management Group
Michigan
$30.5M 648,991 -55,802 -8%
HFM
42
Hartford Financial Management
Connecticut
$29.2M 620,029 +5,692 +0.9%
RHP
43
Royal Harbor Partners
Texas
$28.4M 603,989 -23,254 -4%
MC
44
McCarthy & Cox
Ohio
$27.5M 583,791 +16,163 +3%
AWE
45
Avidian Wealth Enterprises
Texas
$27.1M 576,437 +576,437 New
KAS
46
Kestra Advisory Services
Texas
$27.1M 575,111 -354 -0.1%
FPCG
47
Forum Private Client Group
Indiana
$26.7M 567,356 +28,182 +5%
DWP
48
Destiny Wealth Partners
Florida
$26.6M 565,755 -7,283 -1%
SFI
49
SPC Financial Inc
Maryland
$26.4M 560,615 +27,644 +5%
HSG
50
Helen Stephens Group
Texas
$25.9M 550,507 +83,917 +18%
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