We are live on ! Find out more
JCPB icon

JPMorgan Core Plus Bond ETF

347 hedge funds and large institutions have $5.16B invested in JPMorgan Core Plus Bond ETF in 2025 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 201 increasing their positions, 81 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 81

136% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 22

29% more capital invested

Capital invested by funds: $4.01B → $5.16B (+$1.15B)

23% more funds holding in top 10

Funds holding in top 10: 5770 (+13)

7% more funds holding

Funds holding: 324347 (+23)

3.79% more ownership

Funds ownership: 81.93%85.72% (+3.8%)

Holders
347
Holders Change
+23
Holders Change %
+7.1%
% of All Funds
4.65%
Holding in Top 10
70
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+22.81%
% of All Funds
0.94%
New
52
Increased
201
Reduced
81
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
101
Wealth Enhancement Advisory Services
Minnesota
$11.1M +$10.6M +227,524 +2,496%
ATWA
102
Arbor Trust Wealth Advisors
Michigan
$10.9M +$475K +10,225 +5%
FCG
103
Financial Connections Group
California
$10.8M -$10.8M -231,612 -50%
MIA
104
Milestone Investment Advisors
Wisconsin
$10.8M +$120K +2,587 +1%
APW
105
Acima Private Wealth
Virginia
$10.8M -$2.42M -52,146 -19%
Baird Financial Group
106
Baird Financial Group
Wisconsin
$10.6M +$1.46M +31,450 +16%
Jones Financial Companies
107
Jones Financial Companies
Missouri
$10.2M +$1.55M +33,357 +18%
T
108
Tableaux
Massachusetts
$10.1M +$858K +18,447 +9%
BWM
109
BCGM Wealth Management
Indiana
$9.99M -$951K -20,451 -9%
EFL
110
ERn Financial LLC
Wisconsin
$9.88M +$1.38M +29,657 +16%
DADC
111
D.A. Davidson & Co
Montana
$9.59M +$3.32M +71,353 +54%
VWA
112
Visionary Wealth Advisors
Illinois
$9.09M -$4.26M -91,699 -32%
MWM
113
Modern Wealth Management
Kansas
$9.05M +$8.95M +192,483 New
BWA
114
Boulder Wealth Advisors
Colorado
$9.01M +$317K +6,809 +4%
SPIA
115
Steward Partners Investment Advisory
New York
$8.98M +$2.57M +55,243 +41%
SO
116
Sierra Ocean
California
$8.97M +$773K +16,616 +10%
WC
117
Waterloo Capital
Texas
$8.79M +$3.84M +82,542 +79%
FFG
118
Floyd Financial Group
Missouri
$8.57M +$296K +6,358 +4%
PWM
119
Perigon Wealth Management
California
$8.47M -$4.18M -89,937 -33%
AAS
120
Avantax Advisory Services
Texas
$8.3M +$1.14M +24,456 +16%
PJWM
121
Philip James Wealth Mangement
Georgia
$7.98M +$812K +17,469 +11%
LWMNY
122
Landmark Wealth Management (New York)
New York
$7.71M -$145K -3,122 -2%
CWMS
123
Cannon Wealth Management Services
North Carolina
$7.69M +$219K +4,713 +3%
FA
124
Fagan Associates
New York
$7.5M +$2.29M +49,231 +45%
TPA
125
Trivium Point Advisory
Connecticut
$7.4M +$1.28M +27,532 +21%

JCPB Hedge Fund Activity: Q1 2025 in Review

347 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Core Plus Bond ETF (JCPB) for Q1 2025, worth a combined $5.16B — up 29% from $4.01B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new JCPB positions and 22 closed out — a net gain of 30 holders — while 201 added to existing stakes and 81 trimmed.

The largest buyer was HB Wealth Management, opening a new position worth an estimated $176M. The largest seller was Thrivent Financial for Lutherans, exiting entirely with an estimated $46.5M sold.

  • 347 institutional investors held JPMorgan Core Plus Bond ETF (JCPB) as of Q1 2025, up from 324 in Q4 2024.
  • Funds reported $5.16B of JPMorgan Core Plus Bond ETF stock for Q1 2025, up 29% quarter-over-quarter.
  • 52 funds opened new JPMorgan Core Plus Bond ETF positions in Q1 2025 and 22 closed out, a net change of +30 holders.
  • The largest JPMorgan Core Plus Bond ETF buyer in Q1 2025 was HB Wealth Management, an estimated $176M added.
  • The largest JPMorgan Core Plus Bond ETF seller in Q1 2025 was Thrivent Financial for Lutherans, an estimated $46.5M sold.

Based on aggregated 13F filings for Q1 2025.