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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 %
BFS
101
BridgePort Financial Solutions
Iowa
$12.8M 271,166 +222,846 +461%
BWM
102
BankPlus Wealth Management
Mississippi
$12.6M 266,810 +21,637 +9%
Cambridge Investment Research Advisors
103
Cambridge Investment Research Advisors
Iowa
$12M 254,000 -136,685 -35%
Wealth Enhancement Advisory Services
104
Wealth Enhancement Advisory Services
Minnesota
$11.9M 255,602 +18,962 +8%
ETC
105
Exchange Traded Concepts
Oklahoma
$11.9M 252,579 +114,754 +83%
FCG
106
Financial Connections Group
California
$11.4M 241,729 +11,339 +5%
AAS
107
Avantax Advisory Services
Texas
$11.3M 240,128 +63,659 +36%
DADC
108
D.A. Davidson & Co
Montana
$10.8M 230,309 +26,516 +13%
MML Investors Services
109
MML Investors Services
Massachusetts
$10.8M 229,056 +96,657 +73%
AFA
110
AllGen Financial Advisors
Florida
$10.6M 225,039 -607,743 -73%
MIA
111
Milestone Investment Advisors
Wisconsin
$10.6M 224,499 -5,865 -3%
Baird Financial Group
112
Baird Financial Group
Wisconsin
$10.4M 220,014 -4,406 -2%
ATWA
113
Arbor Trust Wealth Advisors
Michigan
$10.3M 218,789 -13,408 -6%
APW
114
Acima Private Wealth
Virginia
$9.79M 208,007 -21,713 -9%
SPIA
115
Steward Partners Investment Advisory
New York
$9.18M 195,174 +4,284 +2%
SO
116
Sierra Ocean
California
$9.18M 195,117 +4,336 +2%
CPCP
117
Cedar Point Capital Partners
Iowa
$9.13M 194,100 -46,686 -19%
FFG
118
Floyd Financial Group
Missouri
$8.78M 188,040 +5,828 +3%
PWM
119
Perigon Wealth Management
California
$8.42M 178,819 -1,262 -0.7%
FA
120
Fagan Associates
New York
$8.4M 178,474 +19,133 +12%
PJWM
121
Philip James Wealth Mangement
Georgia
$8.15M 173,171 +3,515 +2%
Thrivent Financial for Lutherans
122
Thrivent Financial for Lutherans
Minnesota
$8.1M 172,109 +172,109 New
CWMS
123
Cannon Wealth Management Services
North Carolina
$8.06M 171,235 +5,858 +4%
LPL Financial
124
LPL Financial
California
$7.99M 169,874 +44,276 +35%
NFG
125
Nations Financial Group
Iowa
$7.93M 168,603 +20,041 +13%
3 4
5
6 7