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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
APW
126
Acima Private Wealth
Virginia
$13.2M +$199K +4,185 +2%
NFG
127
Nations Financial Group
Iowa
$12.9M +$1.88M +39,528 +17%
JWA
128
JFS Wealth Advisors
Pennsylvania
$12.8M +$2.39M +50,425 +23%
Susquehanna International Group
129
Susquehanna International Group
Pennsylvania
$12.8M +$12.9M +270,996 New
TWP
130
Triad Wealth Partners
Kansas
$12.3M +$645K +13,589 +5%
SO
131
Sierra Ocean
California
$11.7M +$387K +8,150 +3%
SAM
132
Smithbridge Asset Management
Pennsylvania
$11.6M -$10.4M -219,683 -47%
PSCM
133
Per Stirling Capital Management
Texas
$11.5M -$182K -3,836 -2%
CWA
134
Clarity Wealth Advisors
California
$11.5M +$988K +20,817 +9%
EFS
135
Econ Financial Services
Pennsylvania
$11.4M +$2.64M +55,693 +30%
MIA
136
Milestone Investment Advisors
Wisconsin
$11.2M +$8.78K +185 +0.1%
GFG
137
Greenbush Financial Group
New York
$11.1M +$1.53M +32,280 +16%
FIT
138
Financially in Tune
Massachusetts
$11M +$1.57M +33,077 +17%
SWP
139
Sagespring Wealth Partners
Tennessee
$10.8M +$10.9M +229,940 New
ATWA
140
Arbor Trust Wealth Advisors
Michigan
$10.8M -$460K -9,688 -4%
TFM
141
Trademark Financial Management
Minnesota
$10.8M +$1.83M +38,583 +20%
MW
142
MBL Wealth
North Carolina
$10.8M +$10.9M +228,988 New
LWMNY
143
Landmark Wealth Management (New York)
New York
$10.6M +$2.24M +47,101 +26%
SFC
144
Sprinkle Financial Consultants
Colorado
$10.5M +$3.13M +65,948 +42%
FFG
145
Floyd Financial Group
Missouri
$10.5M +$293K +6,171 +3%
CWM
146
Contango Wealth Management
California
$10.4M -$2.64M -55,705 -20%
CWMS
147
Cannon Wealth Management Services
North Carolina
$10.4M +$717K +15,109 +7%
PWM
148
Perigon Wealth Management
California
$10.1M +$469K +9,890 +5%
CPCP
149
Cedar Point Capital Partners
Iowa
$9.93M +$262K +5,522 +3%
WA
150
WBH Advisory
Maryland
$9.06M +$589K +12,415 +7%
4 5
6
7 8

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.