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JPMorgan Core Plus Bond ETF
JCPB

Overview Fund Activity

342 hedge funds and large institutions have $5.14B invested in JPMorgan Core Plus Bond ETF in 2025 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 198 increasing their positions, 80 reducing their positions, and 22 closing their positions.

Holders
342
Holders Change
+20
Holders Change %
+6.21%
% of All Funds
4.65%
Holding in Top 10
69
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+21.05%
% of All Funds
0.94%
New
51
Increased
198
Reduced
80
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWM
1
HB Wealth Management
Georgia
$178M
2
FMI
2
Factory Mutual Insurance
Massachusetts
$101M
3
SFS
3
Summit Financial Strategies
Ohio
$90.6M
4
FPF
4
First Pacific Financial
Washington
$77.1M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$132M

Top Sellers

1
WP
1
WMS Partners
Maryland
$0
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$0
3
GSAM
3
Grant Street Asset Management
Pennsylvania
$75.1M
4
SI
4
Stephens Inc
Arkansas
$22.5M
5
Bank of America
5
Bank of America
North Carolina
$379M
Name Market Value Shares Shares
Change 		Shares
Change %
APP
51
Avantax Planning Partners
Iowa
$25.8M 548,534 +138,691 +34%
Truist Financial
52
Truist Financial
North Carolina
$25.1M 532,739 -982 -0.2%
SCM
53
Steele Capital Management
Iowa
$25M 530,603 +7,522 +1%
KFG
54
Kelly Financial Group
Connecticut
$24.5M 521,507 +39,539 +8%
AFA
55
Arlington Financial Advisors
California
$24M 510,678 +510,678 New
CA
56
Continuum Advisory
Idaho
$23.2M 493,146 +33,229 +7%
SI
57
Stephens Inc
Arkansas
$22.5M 477,607 -421,410 -47%
IAS
58
IMA Advisory Services
Colorado
$22.4M 476,496 +215,251 +82%
TWP
59
Triad Wealth Partners
Kansas
$22.4M 475,193 +66,510 +16%
SWM
60
Spire Wealth Management
Virginia
$22.3M 475,044 +474,980 +742,156%
GWANC
61
Guardian Wealth Advisors (North Carolina)
North Carolina
$22.1M 470,189 +21,655 +5%
ACA
62
Aptus Capital Advisors
Alabama
$22.1M 470,189 +21,655 +5%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$20.5M 434,826 +128,039 +42%
VCP
64
Verus Capital Partners
Arizona
$20.2M 430,196 +244,927 +132%
Cerity Partners
65
Cerity Partners
New York
$20M 425,896 +38,987 +10%
KV
66
Kickstand Ventures
New York
$19.6M 417,142 +31,779 +8%
DWP
67
Daymark Wealth Partners
Ohio
$19.6M 416,364 +155,557 +60%
JWBC
68
John W. Brooker & Co
California
$19.5M 413,778 +112,522 +37%
Stifel Financial
69
Stifel Financial
Missouri
$19.3M 409,838 +56,007 +16%
TFO
70
Tarbox Family Office
California
$19.3M 409,302 +199,731 +95%
BOC
71
Blue Oak Capital
California
$19.2M 408,827 +27,664 +7%
ML
72
McAdam LLC
Pennsylvania
$18.6M 395,896 +105,253 +36%
AMM
73
American Money Management
California
$18.6M 395,722 +25,916 +7%
SMM
74
Stadion Money Management
Georgia
$18.5M 394,027 -21,100 -5%
Cambridge Investment Research Advisors
75
Cambridge Investment Research Advisors
Iowa
$18.4M 390,685 -13,764 -3%
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