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JPMorgan Core Plus Bond ETF
JCPB

Overview Fund Activity

360 hedge funds and large institutions have $5.84B invested in JPMorgan Core Plus Bond ETF in 2025 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 207 increasing their positions, 88 reducing their positions, and 19 closing their positions.

Holders
360
Holders Change
+18
Holders Change %
+5.26%
% of All Funds
4.83%
Holding in Top 10
69
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.93%
New
43
Increased
207
Reduced
88
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWM
1
HB Wealth Management
Georgia
$365M
2
VAS
2
Vestmark Advisory Solutions
Massachusetts
$154M
3
SC
3
Savant Capital
Illinois
$88.1M
4
FMI
4
Factory Mutual Insurance
Massachusetts
$151M
5
ABWM
5
Alpine Bank Wealth Management
Colorado
$40.2M

Top Sellers

1
AFA
1
AllGen Financial Advisors
Florida
$10.6M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$48M
3
JWBC
3
John W. Brooker & Co
California
$3.54M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$67M
5
NEWAS
5
N.E.W. Advisory Services
Wisconsin
$1.59M
Name Market Value Shares Shares
Change 		Shares
Change %
FPCG
51
Forum Private Client Group
Indiana
$28M 595,658 +28,302 +5%
DWP
52
Destiny Wealth Partners
Florida
$27.2M 578,252 +12,497 +2%
SFI
53
SPC Financial Inc
Maryland
$26.6M 566,008 +5,393 +1%
Truist Financial
54
Truist Financial
North Carolina
$26.6M 564,486 +31,747 +6%
HSG
55
Helen Stephens Group
Texas
$26.2M 557,342 +6,835 +1%
CA
56
Continuum Advisory
Idaho
$26.2M 556,879 +63,733 +13%
SCM
57
Steele Capital Management
Iowa
$26.1M 554,683 +24,080 +5%
KFG
58
Kelly Financial Group
Connecticut
$25.9M 551,196 +29,689 +6%
KAS
59
Kestra Advisory Services
Texas
$25.9M 550,029 -25,082 -4%
TFO
60
Tarbox Family Office
California
$25.8M 547,919 +138,617 +34%
TWP
61
Triad Wealth Partners
Kansas
$25.3M 537,237 +62,044 +13%
SFG
62
SNS Financial Group
Minnesota
$24.4M 518,013 +518,013 New
GWANC
63
Guardian Wealth Advisors (North Carolina)
North Carolina
$24M 509,890 +39,701 +8%
ACA
64
Aptus Capital Advisors
Alabama
$24M 509,890 +39,701 +8%
Jane Street
65
Jane Street
New York
$23.8M 505,139 +367,551 +267%
IAS
66
IMA Advisory Services
Colorado
$23.4M 497,940 +21,444 +5%
Stifel Financial
67
Stifel Financial
Missouri
$22.2M 471,361 +61,523 +15%
BOC
68
Blue Oak Capital
California
$21.7M 461,416 +52,589 +13%
MWM
69
Mascoma Wealth Management
New Hampshire
$21.6M 459,044 +110,713 +32%
VCP
70
Verus Capital Partners
Arizona
$21.6M 458,854 +28,658 +7%
SI
71
Stephens Inc
Arkansas
$21.2M 451,295 -26,312 -6%
KV
72
Kickstand Ventures
New York
$21.2M 450,827 +33,685 +8%
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$20.6M 438,284 +86,509 +25%
JFGIW
74
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$20M 424,068 +70,888 +20%
SWM
75
Spire Wealth Management
Virginia
$19.6M 419,693 -55,351 -12%
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