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JPMorgan Core Plus Bond ETF
JCPB

Overview Fund Activity

361 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 44 funds opening new positions, 207 increasing their positions, 88 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
+19
Holders Change %
+5.56%
% of All Funds
4.85%
Holding in Top 10
69
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.93%
New
44
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 Holding Trade Value Shares
Change 		Shares
Change %
BFS
101
BridgePort Financial Solutions
Iowa
$12.8M +$10.5M +222,846 +461%
BWM
102
BankPlus Wealth Management
Mississippi
$12.6M +$1.02M +21,637 +9%
Cambridge Investment Research Advisors
103
Cambridge Investment Research Advisors
Iowa
$12M -$6.43M -136,685 -35%
Wealth Enhancement Advisory Services
104
Wealth Enhancement Advisory Services
Minnesota
$11.9M +$885K +18,962 +8%
ETC
105
Exchange Traded Concepts
Oklahoma
$11.9M +$5.4M +114,754 +83%
FCG
106
Financial Connections Group
California
$11.4M +$534K +11,339 +5%
AAS
107
Avantax Advisory Services
Texas
$11.3M +$3M +63,659 +36%
DADC
108
D.A. Davidson & Co
Montana
$10.8M +$1.25M +26,516 +13%
MML Investors Services
109
MML Investors Services
Massachusetts
$10.8M +$4.55M +96,657 +73%
AFA
110
AllGen Financial Advisors
Florida
$10.6M -$28.6M -607,743 -73%
MIA
111
Milestone Investment Advisors
Wisconsin
$10.6M -$276K -5,865 -3%
Baird Financial Group
112
Baird Financial Group
Wisconsin
$10.4M -$207K -4,406 -2%
ATWA
113
Arbor Trust Wealth Advisors
Michigan
$10.3M -$631K -13,408 -6%
APW
114
Acima Private Wealth
Virginia
$9.79M -$1.02M -21,713 -9%
SPIA
115
Steward Partners Investment Advisory
New York
$9.18M +$202K +4,284 +2%
SO
116
Sierra Ocean
California
$9.18M +$204K +4,336 +2%
CPCP
117
Cedar Point Capital Partners
Iowa
$9.13M -$2.2M -46,686 -19%
FFG
118
Floyd Financial Group
Missouri
$8.78M +$272K +5,828 +3%
PWM
119
Perigon Wealth Management
California
$8.42M -$59.4K -1,262 -0.7%
FA
120
Fagan Associates
New York
$8.4M +$900K +19,133 +12%
PJWM
121
Philip James Wealth Mangement
Georgia
$8.15M +$165K +3,515 +2%
Thrivent Financial for Lutherans
122
Thrivent Financial for Lutherans
Minnesota
$8.1M +$8.1M +172,109 New
CWMS
123
Cannon Wealth Management Services
North Carolina
$8.06M +$276K +5,858 +4%
LPL Financial
124
LPL Financial
California
$7.99M +$2.08M +44,276 +35%
NFG
125
Nations Financial Group
Iowa
$7.93M +$943K +20,041 +13%
3 4
5
6 7