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JPMorgan Core Plus Bond ETF

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: 440478 (+38)

2% more funds holding in top 10

Funds holding in top 10: 8890 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
TFO
76
Tarbox Family Office
California
$28.1M -$476K -10,024 -2%
VCP
77
Verus Capital Partners
Arizona
$27.9M +$2.67M +56,209 +10%
WCFA
78
Walkner Condon Financial Advisors
Wisconsin
$27.7M +$3.06M +64,498 +12%
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$27.4M +$7.13M +150,150 +35%
IAS
80
IMA Advisory Services
Colorado
$27.3M +$545K +11,487 +2%
Bank of New York Mellon
81
Bank of New York Mellon
New York
$27.2M +$21.3M +449,855 +352%
JFGIW
82
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$27.2M +$2.1M +44,321 +8%
AC
83
AlphaCore Capital
California
$26.5M -$588K -12,385 -2%
MWM
84
Mascoma Wealth Management
New Hampshire
$26.4M +$3.44M +72,416 +15%
UBS AM
85
UBS AM
Illinois
$25.6M +$25.8M +543,683 New
DADC
86
D.A. Davidson & Co
Montana
$25.4M +$5.25M +110,554 +26%
KAS
87
Kestra Advisory Services
Texas
$25.1M -$11.7M -245,872 -32%
SWM
88
Spire Wealth Management
Virginia
$25M +$5.41M +113,953 +27%
KV
89
Kickstand Ventures
New York
$24M +$700K +14,751 +3%
FFS
90
Founders Financial Securities
Maryland
$23.8M +$2.6M +54,754 +12%
MFG
91
Magnus Financial Group
New York
$23.2M +$3.49M +73,492 +17%
SCM
92
Steele Capital Management
Iowa
$22.7M -$866K -18,251 -4%
Baird Financial Group
93
Baird Financial Group
Wisconsin
$22M +$11.9M +251,601 +117%
SI
94
Stephens Inc
Arkansas
$21.9M -$634K -13,365 -3%
BDFN
95
Bond & Devick Financial Network
Minnesota
$21.5M +$598K +12,599 +3%
BWAM
96
Blue Water Asset Management
Michigan
$21.3M +$1.24M +26,144 +6%
LWP
97
LeClair Wealth Partners
Ohio
$21.3M +$21.5M +453,035 New
AMM
98
American Money Management
California
$21.3M +$299K +6,292 +1%
PWA
99
Peterson Wealth Advisors
Utah
$21.2M +$338K +7,124 +2%
WC
100
Waterloo Capital
Texas
$21.2M -$112K -2,358 -0.5%

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.