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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 %
WCFA
76
Walkner Condon Financial Advisors
Wisconsin
$18.3M 390,037 +99,560 +34%
PWA
77
Peterson Wealth Advisors
Utah
$17M 364,232 +26,037 +8%
JFGIW
78
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$16.6M 353,180 +80,281 +29%
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$16.5M 351,775 +127,174 +57%
M1FG
80
Mach-1 Financial Group
Arkansas
$16.4M 349,377 +349,377 New
MWM
81
Mascoma Wealth Management
New Hampshire
$16.4M 348,331 +20,405 +6%
NEWAS
82
N.E.W. Advisory Services
Wisconsin
$16.1M 342,893 +188,175 +122%
BDFN
83
Bond & Devick Financial Network
Minnesota
$15.9M 338,625 +173,077 +105%
TLP
84
Trinity Legacy Partners
Texas
$15.6M 338,306 +65,361 +24%
MFG
85
Magnus Financial Group
New York
$15.5M 329,315 +40,075 +14%
HIP
86
HUB Investment Partners
Texas
$15.3M 324,298 +5,497 +2%
RWM
87
Riverchase Wealth Management
Texas
$15.1M 321,814 +6,144 +2%
TCM
88
TD Capital Management
Tennessee
$14.7M 312,726 +44,955 +17%
MA
89
Mutual Advisors
Nebraska
$14.1M 301,161 +10,716 +4%
FFS
90
Founders Financial Securities
Maryland
$13.9M 295,903 +17,183 +6%
FWM
91
FMA Wealth Management
Massachusetts
$13.6M 287,965 +1,816 +0.6%
JCM
92
Janney Capital Management
Pennsylvania
$13.4M 285,381 -5,162 -2%
EFS
93
Econ Financial Services
Pennsylvania
$13.4M 284,618 +3,721 +1%
FWP
94
FAS Wealth Partners
Kansas
$13M 276,194 +11,456 +4%
HI
95
Horizon Investments
North Carolina
$12.8M 274,858 -1,643 -0.6%
Corient Private Wealth
96
Corient Private Wealth
Florida
$12.2M 260,378 +92,930 +55%
CHA
97
Cooper/Haims Advisors
New York
$12M 254,615 +40 +0%
BWM
98
BankPlus Wealth Management
Mississippi
$11.5M 245,173 +22,963 +10%
CPCP
99
Cedar Point Capital Partners
Iowa
$11.3M 240,786 +2,599 +1%
Wealth Enhancement Advisory Services
100
Wealth Enhancement Advisory Services
Minnesota
$11.1M 236,640 +227,524 +2,496%
2 3
4
5 6