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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
DWP
51
Destiny Wealth Partners
Florida
$40.9M +$649K +13,682 +2%
SFG
52
SNS Financial Group
Minnesota
$39.1M +$5.61M +118,182 +17%
JGCM
53
Joseph Group Capital Management
Ohio
$38.8M +$1.53M +32,319 +4%
MML Investors Services
54
MML Investors Services
Massachusetts
$37.6M +$13.1M +277,030 +53%
TWM
55
Tradition Wealth Management
Minnesota
$37.5M +$1.57M +32,997 +4%
VAMG
56
Voisard Asset Management Group
Michigan
$36.9M +$6.19M +130,413 +20%
Stifel Financial
57
Stifel Financial
Missouri
$36.9M +$738K +15,544 +2%
AWE
58
Avidian Wealth Enterprises
Texas
$36.3M +$3.36M +70,813 +10%
HSG
59
Helen Stephens Group
Texas
$36.2M +$2.91M +61,227 +9%
DWP
60
Daymark Wealth Partners
Ohio
$35.3M +$8.2M +172,739 +30%
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$34.5M +$4.63M +97,610 +15%
Focus Partners Wealth
62
Focus Partners Wealth
Massachusetts
$34.2M -$30.1M -635,009 -86%
CA
63
Continuum Advisory
Idaho
$33.6M +$2.48M +52,294 +8%
HFM
64
Hartford Financial Management
Connecticut
$33.2M -$931K -19,613 -3%
FPCG
65
Forum Private Client Group
Indiana
$32M +$1.76M +37,117 +6%
EWS
66
Evergreen Wealth Solutions
Pennsylvania
$31.2M +$1.76M +37,055 +6%
KFG
67
Kelly Financial Group
Connecticut
$30.8M +$938K +19,759 +3%
CWA
68
Crusonia Wealth Advisors
Colorado
$30.7M +$1.56M +32,967 +5%
AC
69
Apella Capital
Connecticut
$30.6M +$18.2M +384,397 +147%
Cerity Partners
70
Cerity Partners
New York
$30M -$10.9M -230,320 -27%
M1FG
71
Mach-1 Financial Group
Arkansas
$29.1M +$3.24M +68,318 +12%
ACA
72
Aptus Capital Advisors
Alabama
$28.9M +$1.86M +39,222 +7%
GWANC
73
Guardian Wealth Advisors (North Carolina)
North Carolina
$28.9M +$1.55M +32,679 +6%
4PL
74
46 Peaks LLC
Pennsylvania
$28.8M +$617K +13,010 +2%
Truist Financial
75
Truist Financial
North Carolina
$28.6M -$68.7K -1,448 -0.2%
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3
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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.