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JPMorgan Core Plus Bond ETF
JCPB

369 hedge funds and large institutions have $5.9B invested in JPMorgan Core Plus Bond ETF in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 213 increasing their positions, 89 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 18

139% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 89

14% more capital invested

Capital invested by funds: $5.16B → $5.9B (+$736M)

6% more funds holding

Funds holding: 347 → 369 (+22)

1% more funds holding in top 10

Funds holding in top 10: 70 → 71 (+1)

0.59% more ownership

Funds ownership: 85.72% → 86.31% (+0.59%)

Holders
369
Holders Change
+22
Holders Change %
+6.34%
% of All Funds
4.86%
Holding in Top 10
71
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.43%
% of All Funds
0.93%
New
45
Increased
213
Reduced
89
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HWM
HB Wealth Management
Georgia
+$185M
2
VAS
Vestmark Advisory Solutions
Massachusetts
+$83.1M
3
SC
Savant Capital
Illinois
+$52.9M
4
FMI
Factory Mutual Insurance
Massachusetts
+$49.5M
5
ABWM
Alpine Bank Wealth Management
Colorado
+$39.7M

Top Sellers

Rank Fund Capital Flow
1
AFA
AllGen Financial Advisors
Florida
-$28.2M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$25.4M
3
JWBC
John W. Brooker & Co
California
-$15.7M
4
NEWAS
N.E.W. Advisory Services
Wisconsin
-$14.4M
5
EFL
ERn Financial LLC
Wisconsin
-$9.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
26
Capital Analysts LLC
Pennsylvania
$58.8M +$6.94M +149,403 +14%
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$58.6M +$3.77M +81,168 +7%
SPA
28
Sentinel Pension Advisors
Massachusetts
$55.6M +$2.92M +62,931 +6%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$52.2M +$2.58M +55,481 +5%
ACG
30
Allen Capital Group
Nebraska
$51.5M +$3.51M +75,500 +7%
ML
31
McAdam LLC
Pennsylvania
$50.3M +$31.3M +673,652 +170%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$48M -$25.4M -547,017 -35%
WWM
33
Wiser Wealth Management
Georgia
$46.4M +$1.67M +35,897 +4%
HG
34
Harbor Group
New Hampshire
$44.8M +$1.25M +27,014 +3%
APP
35
Avantax Planning Partners
Iowa
$42.5M +$16.4M +353,945 +65%
TWM
36
Tradition Wealth Management
Minnesota
$40.6M +$1.29M +27,808 +3%
ABWM
37
Alpine Bank Wealth Management
Colorado
$40.2M +$39.7M +854,215 New
BFG
38
Berger Financial Group
Minnesota
$39.5M +$1.39M +29,941 +4%
MWM
39
Modern Wealth Management
Kansas
$38.2M +$28.8M +619,947 +322%
SC
40
SouthState Corp
Florida
$37.8M -$7.27M -156,553 -16%
JGCM
41
Joseph Group Capital Management
Ohio
$36.8M +$684K +14,723 +2%
BFG
42
Bouchey Financial Group
New York
$34.4M +$34M +731,461 New
Cerity Partners
43
Cerity Partners
New York
$33.4M +$13.2M +283,151 +66%
Focus Partners Wealth
44
Focus Partners Wealth
Massachusetts
$33.1M +$1.12M +24,011 +4%
AFA
45
Arlington Financial Advisors
California
$32.7M +$8.54M +183,789 +36%
HFM
46
Hartford Financial Management
Connecticut
$32.2M +$2.95M +63,512 +10%
AWE
47
Avidian Wealth Enterprises
Texas
$28.8M +$1.69M +36,437 +6%
RHP
48
Royal Harbor Partners
Texas
$28.7M +$253K +5,446 +0.9%
MC
49
McCarthy & Cox
Ohio
$28.6M +$1.13M +24,430 +4%
VAMG
50
Voisard Asset Management Group
Michigan
$28.5M -$2M -42,994 -7%
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JCPB Hedge Fund Activity: Q2 2025 in Review

369 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Core Plus Bond ETF (JCPB) for Q2 2025, worth a combined $5.9B — up 14% from $5.16B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new JCPB positions and 18 closed out — a net gain of 27 holders — while 213 added to existing stakes and 89 trimmed.

The largest buyer was HB Wealth Management, adding an estimated $185M. The largest seller was AllGen Financial Advisors, cutting an estimated $28.2M.

  • 369 institutional investors held JPMorgan Core Plus Bond ETF (JCPB) as of Q2 2025, up from 347 in Q1 2025.
  • Funds reported $5.9B of JPMorgan Core Plus Bond ETF stock for Q2 2025, up 14% quarter-over-quarter.
  • 45 funds opened new JPMorgan Core Plus Bond ETF positions in Q2 2025 and 18 closed out, a net change of +27 holders.
  • The largest JPMorgan Core Plus Bond ETF buyer in Q2 2025 was HB Wealth Management, an estimated $185M added.
  • The largest JPMorgan Core Plus Bond ETF seller in Q2 2025 was AllGen Financial Advisors, an estimated $28.2M sold.

Based on aggregated 13F filings for Q2 2025.