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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.

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 Market Value Shares Shares
Change 		Shares
Change %
IP
126
Ignite Planners
California
$7.73M 165,975 +12,936 +8%
Carson Wealth (CWM LLC)
127
Carson Wealth (CWM LLC)
Nebraska
$7.7M 163,659 +110,673 +209%
CWA
128
Clarity Wealth Advisors
California
$7.69M 163,421 +7,300 +5%
GFG
129
Greenbush Financial Group
New York
$7.67M 162,969 +11,378 +8%
LWMNY
130
Landmark Wealth Management (New York)
New York
$7.59M 161,222 -2,780 -2%
TPA
131
Trivium Point Advisory
Connecticut
$7.58M 160,980 +3,593 +2%
TFM
132
Trademark Financial Management
Minnesota
$7.42M 157,681 +94,866 +151%
CWM
133
Congress Wealth Management
Massachusetts
$7.23M 153,696 +93,462 +155%
LPAM
134
Lodestar Private Asset Management
California
$6.76M 143,724 -1,801 -1%
PSCM
135
Per Stirling Capital Management
Texas
$6.74M 143,278 -2,464 -2%
MG
136
Mather Group
Illinois
$6.55M 139,195 +939 +0.7%
OC
137
Oppenheimer & Co
New York
$6.36M 135,248 +6,333 +5%
KPWS
138
Kestra Private Wealth Services
Texas
$6.29M 133,724 -6,966 -5%
5W
139
5T Wealth
California
$5.88M 124,930 +35,862 +40%
WA
140
WBH Advisory
Maryland
$5.85M 124,244 +124,244 New
LWM
141
Lionsbridge Wealth Management
Florida
$5.84M 124,111 +4,225 +4%
BWM
142
BCGM Wealth Management
Indiana
$5.29M 112,309 -99,984 -47%
VWA
143
Visionary Wealth Advisors
Illinois
$5.01M 106,546 -86,646 -45%
ICCON
144
Investment Counsel Company of Nevada
Nevada
$4.76M 101,051 +91,700 +981%
MWA
145
MN Wealth Advisors
Kansas
$4.74M 100,768 -13,466 -12%
CIA
146
Concurrent Investment Advisors
Florida
$4.66M 98,963 -8,749 -8%
TA
147
TruWealth Advisors
Louisiana
$4.55M 96,712 +1,186 +1%
KFP
148
KMG Fiduciary Partners
Ohio
$4.39M 93,189 +9,167 +11%
UAG
149
United Advisor Group
Ohio
$4.26M 90,485 -4,968 -5%
OMC
150
Old Mission Capital
Illinois
$4.21M 89,561 +76,582 +590%
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6
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