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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 %
ATWA
101
Arbor Trust Wealth Advisors
Michigan
$10.9M 232,197 +10,225 +5%
FCG
102
Financial Connections Group
California
$10.8M 230,390 -231,612 -50%
MIA
103
Milestone Investment Advisors
Wisconsin
$10.8M 230,364 +2,587 +1%
APW
104
Acima Private Wealth
Virginia
$10.8M 229,720 -52,146 -19%
Baird Financial Group
105
Baird Financial Group
Wisconsin
$10.6M 224,420 +31,450 +16%
Jones Financial Companies
106
Jones Financial Companies
Missouri
$10.2M 217,280 +33,357 +18%
T
107
Tableaux
Massachusetts
$10.1M 213,719 +18,447 +9%
BWM
108
BCGM Wealth Management
Indiana
$9.99M 212,293 -20,451 -9%
EFL
109
ERn Financial LLC
Wisconsin
$9.88M 209,933 +29,657 +16%
DADC
110
D.A. Davidson & Co
Montana
$9.59M 203,793 +71,353 +54%
VWA
111
Visionary Wealth Advisors
Illinois
$9.09M 193,192 -91,699 -32%
MWM
112
Modern Wealth Management
Kansas
$9.05M 192,483 +192,483 New
BWA
113
Boulder Wealth Advisors
Colorado
$9.01M 191,512 +6,809 +4%
SPIA
114
Steward Partners Investment Advisory
New York
$8.98M 190,890 +55,243 +41%
SO
115
Sierra Ocean
California
$8.97M 190,781 +16,616 +10%
WC
116
Waterloo Capital
Texas
$8.79M 186,804 +82,542 +79%
FFG
117
Floyd Financial Group
Missouri
$8.57M 182,212 +6,358 +4%
PWM
118
Perigon Wealth Management
California
$8.47M 180,081 -89,937 -33%
AAS
119
Avantax Advisory Services
Texas
$8.3M 176,469 +24,456 +16%
PJWM
120
Philip James Wealth Mangement
Georgia
$7.98M 169,656 +17,469 +11%
LWMNY
121
Landmark Wealth Management (New York)
New York
$7.72M 164,002 -3,122 -2%
CWMS
122
Cannon Wealth Management Services
North Carolina
$7.69M 165,377 +4,713 +3%
FA
123
Fagan Associates
New York
$7.5M 159,341 +49,231 +45%
TPA
124
Trivium Point Advisory
Connecticut
$7.4M 157,387 +27,532 +21%
CWA
125
Clarity Wealth Advisors
California
$7.34M 156,121 +8,032 +5%
3 4
5
6 7