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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
S
476
SignatureFD
Georgia
$72 +$95 +2 New
CWA
477
Choice Wealth Advisors
Maine
– -$16M -338,606 Closed
Thrivent Financial for Lutherans
478
Thrivent Financial for Lutherans
Minnesota
– -$9.46M -199,752 Closed
AFA
479
Arlington Financial Advisors
California
– -$8.04M -169,772 Closed
FTUS
480
Flow Traders U.S.
New York
– -$3.73M -78,793 Closed
KWA
481
Kingswood Wealth Advisors
California
– -$1.77M -37,404 Closed
NG
482
Norden Group
Utah
– -$1.44M -30,465 Closed
BFA
483
Blueprint Financial Advisors
North Carolina
– -$1.16M -24,558 Closed
BIP
484
Blueprint Investment Partners
North Carolina
– -$1.16M -24,558 Closed
Qube Research & Technologies (QRT)
485
Qube Research & Technologies (QRT)
United Kingdom
– -$441K -9,314 Closed
KIM
486
Kestra Investment Management
Texas
– -$382K -8,077 Closed
WAAG
487
Wealth Alliance Advisory Group
Kansas
– -$365K -7,709 Closed
CWM
488
Comprehensive Wealth Management
Washington
– -$308K -6,512 Closed
SCM
489
SOL Capital Management
Maryland
– -$296K -6,260 Closed
Manulife (Manufacturers Life Insurance)
490
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$249K -5,262 Closed
CPW
491
Cogent Private Wealth
Florida
– -$217K -4,582 Closed
TSS
492
Two Sigma Securities
New York
– -$213K -4,498 Closed
JSL
493
JT Stratford LLC
Georgia
– -$202K -4,275 Closed
FW
494
Fairway Wealth
Ohio
– -$34.7K -733 Closed
IIM
495
IFC & Insurance Marketing
California
– -$20K -425 Closed
RCM
496
Raleigh Capital Management
North Carolina
– -$16K -338 Closed
GAFA
497
Garton & Associates Financial Advisors
Kentucky
– -$2.7K -57 Closed
CAM
498
Costello Asset Management
Pennsylvania
– -$2.37K -50 Closed
KBFS
499
Kohmann Bosshard Financial Services
Ohio
– -$1.99K -42 Closed
FHA
500
Flagship Harbor Advisors
Massachusetts
– -$521 -11 Closed
17 18 19
20
21

JCPB Hedge Fund Activity: Q1 2026 in Review

478 of the 8,127 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.