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JPMorgan Core Plus Bond ETF
JCPB

347 hedge funds and large institutions have $5.16B invested in JPMorgan Core Plus Bond ETF in 2025 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 201 increasing their positions, 81 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 81

136% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 22

29% more capital invested

Capital invested by funds: $4.01B → $5.16B (+$1.15B)

23% more funds holding in top 10

Funds holding in top 10: 57 → 70 (+13)

7% more funds holding

Funds holding: 324 → 347 (+23)

3.79% more ownership

Funds ownership: 81.93% → 85.72% (+3.8%)

Holders
347
Holders Change
+23
Holders Change %
+7.1%
% of All Funds
4.65%
Holding in Top 10
70
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+22.81%
% of All Funds
0.94%
New
52
Increased
201
Reduced
81
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWM
HB Wealth Management
Georgia
+$176M
2
FMI
Factory Mutual Insurance
Massachusetts
+$100M
3
SFS
Summit Financial Strategies
Ohio
+$84.8M
4
FPF
First Pacific Financial
Washington
+$76.2M
5
HighTower Advisors
HighTower Advisors
Illinois
+$64.4M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$46.5M
2
GSAM
Grant Street Asset Management
Pennsylvania
-$20.3M
3
SI
Stephens Inc
Arkansas
-$19.6M
4
Bank of America
Bank of America
North Carolina
-$13.3M
5
FCG
Financial Connections Group
California
-$10.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$54.8M +$4.11M +88,398 +8%
SPA
27
Sentinel Pension Advisors
Massachusetts
$52.6M +$4.18M +89,939 +9%
CAL
28
Capital Analysts LLC
Pennsylvania
$51.8M +$22.4M +481,451 +78%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$49.6M +$19.4M +418,230 +66%
ACG
30
Allen Capital Group
Nebraska
$47.9M +$47.4M +1,019,115 New
SC
31
SouthState Corp
Florida
$45.2M +$44.7M +960,209 New
WWM
32
Wiser Wealth Management
Georgia
$44.7M +$2.68M +57,733 +6%
HG
33
Harbor Group
New Hampshire
$43.5M +$1.43M +30,652 +3%
TWM
34
Tradition Wealth Management
Minnesota
$39.2M +$2.35M +50,466 +6%
AFA
35
AllGen Financial Advisors
Florida
$39.2M +$690K +14,838 +2%
BFG
36
Berger Financial Group
Minnesota
$38.1M +$24.7M +530,365 +190%
CF
37
Corrigan Financial
Rhode Island
$37.2M +$2.96M +63,734 +9%
JGCM
38
Joseph Group Capital Management
Ohio
$36.1M +$609K +13,086 +2%
SC
39
Savant Capital
Illinois
$34.6M +$20.1M +431,602 +142%
Focus Partners Wealth
40
Focus Partners Wealth
Massachusetts
$32M +$1.5M +32,189 +5%
VAMG
41
Voisard Asset Management Group
Michigan
$30.5M -$2.59M -55,802 -8%
HFM
42
Hartford Financial Management
Connecticut
$29.2M +$265K +5,692 +0.9%
RHP
43
Royal Harbor Partners
Texas
$28.4M -$1.08M -23,254 -4%
MC
44
McCarthy & Cox
Ohio
$27.5M +$752K +16,163 +3%
AWE
45
Avidian Wealth Enterprises
Texas
$27.1M +$26.8M +576,437 New
KAS
46
Kestra Advisory Services
Texas
$27.1M -$16.5K -354 -0.1%
FPCG
47
Forum Private Client Group
Indiana
$26.7M +$1.31M +28,182 +5%
DWP
48
Destiny Wealth Partners
Florida
$26.6M -$339K -7,283 -1%
SFI
49
SPC Financial Inc
Maryland
$26.4M +$1.29M +27,644 +5%
HSG
50
Helen Stephens Group
Texas
$25.9M +$3.9M +83,917 +18%
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