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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
FA
101
Fagan Associates
New York
$21M +$497K +10,467 +2%
MA
102
Mutual Advisors
Nebraska
$20.9M +$4.13M +87,100 +24%
RHP
103
Royal Harbor Partners
Texas
$20.2M -$8.16M -171,871 -29%
TCM
104
TD Capital Management
Tennessee
$19.4M +$759K +15,986 +4%
FWP
105
FAS Wealth Partners
Kansas
$19.3M +$3.37M +70,932 +21%
WIM
106
WealthPlan Investment Management
Nebraska
$19.2M +$10.7M +225,807 +125%
TLP
107
Trinity Legacy Partners
Texas
$18.6M +$1.31M +27,688 +8%
SWM
108
Selby Wealth Management
California
$18.5M +$296K +6,228 +2%
RWM
109
Riverchase Wealth Management
Texas
$18.4M +$1.3M +27,297 +7%
HIP
110
HUB Investment Partners
Texas
$18.2M +$1.25M +26,239 +7%
SC
111
SouthState Corp
Florida
$18.2M -$731K -15,401 -4%
AA
112
ALPS Advisors
Colorado
$17.6M +$17.8M +374,330 New
I
113
INVST
Indiana
$17.4M +$842K +17,737 +5%
AI
114
Atria Investments
North Carolina
$17.3M +$6.16M +129,774 +54%
BWM
115
BankPlus Wealth Management
Mississippi
$16.7M +$2.26M +47,708 +15%
FCG
116
Financial Connections Group
California
$16.3M +$595K +12,535 +4%
BFS
117
BridgePort Financial Solutions
Iowa
$16.2M +$1.62M +34,084 +11%
CWAI
118
Core Wealth Advisors (Indiana)
Indiana
$16.1M +$820K +17,287 +5%
FPGK
119
Financial Partners Group (Kansas)
Kansas
$15.3M +$761K +16,031 +5%
CHA
120
Cooper/Haims Advisors
New York
$15.2M -$20.8K -439 -0.1%
FWM
121
FMA Wealth Management
Massachusetts
$14.7M +$133K +2,810 +0.9%
Cambridge Investment Research Advisors
122
Cambridge Investment Research Advisors
Iowa
$14.6M +$577K +12,165 +4%
SMM
123
Stadion Money Management
Georgia
$14M +$179K +3,770 +1%
BCM
124
Blume Capital Management
California
$13.4M +$3.16M +66,545 +30%
ETC
125
Exchange Traded Concepts
Oklahoma
$13.3M -$39.1K -823 -0.3%
3 4
5
6 7

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.