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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 %
IC
126
Innealta Capital
Texas
$7.16M 152,150 -115,670 -43%
IP
127
Ignite Planners
California
$7.13M 153,039 +24,607 +19%
GFG
128
Greenbush Financial Group
New York
$7.13M 151,591 +7,050 +5%
NFG
129
Nations Financial Group
Iowa
$6.99M 148,562 +32,438 +28%
PSCM
130
Per Stirling Capital Management
Texas
$6.86M 145,742 -2,811 -2%
LPAM
131
Lodestar Private Asset Management
California
$6.85M 145,525 +567 +0.4%
AWS
132
Atria Wealth Solutions
New York
$6.67M 141,746 +15,329 +12%
KPWS
133
Kestra Private Wealth Services
Texas
$6.62M 140,690 +102,895 +272%
MG
134
Mather Group
Illinois
$6.5M 138,256 +5,135 +4%
ETC
135
Exchange Traded Concepts
Oklahoma
$6.48M 137,825 -37,250 -21%
Jane Street
136
Jane Street
New York
$6.47M 137,588 -16,911 -11%
MML Investors Services
137
MML Investors Services
Massachusetts
$6.23M 132,399 -228,361 -63%
OC
138
Oppenheimer & Co
New York
$6.06M 128,915 +13,974 +12%
LPL Financial
139
LPL Financial
California
$5.91M 125,598 -9,889 -7%
CP
140
Capital Planning
Washington
$5.71M 121,446 +32,265 +36%
LWM
141
Lionsbridge Wealth Management
Florida
$5.64M 119,886 -14,789 -11%
MWA
142
MN Wealth Advisors
Kansas
$5.37M 114,234 -22,825 -17%
CIA
143
Concurrent Investment Advisors
Florida
$5.07M 107,712 +20,900 +24%
AIA
144
AssuredPartners Investment Advisors
Florida
$4.72M 100,294 +4,624 +5%
TC
145
TownSquare Capital
Utah
$4.67M 99,241 +3,852 +4%
TA
146
TruWealth Advisors
Louisiana
$4.49M 95,526 +6,838 +8%
UAG
147
United Advisor Group
Ohio
$4.49M 95,453 +9,387 +11%
5W
148
5T Wealth
California
$4.19M 89,068 +6,129 +7%
KFP
149
KMG Fiduciary Partners
Ohio
$3.95M 84,022 +84,022 New
BW
150
Balance Wealth
Ohio
$3.87M 82,267 +82,267 New
4 5
6
7 8