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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 %
IP
126
Ignite Planners
California
$7.73M +$602K +12,936 +8%
Carson Wealth (CWM LLC)
127
Carson Wealth (CWM LLC)
Nebraska
$7.7M +$5.21M +110,673 +209%
CWA
128
Clarity Wealth Advisors
California
$7.69M +$344K +7,300 +5%
GFG
129
Greenbush Financial Group
New York
$7.67M +$535K +11,378 +8%
LWMNY
130
Landmark Wealth Management (New York)
New York
$7.59M -$131K -2,780 -2%
TPA
131
Trivium Point Advisory
Connecticut
$7.58M +$169K +3,593 +2%
TFM
132
Trademark Financial Management
Minnesota
$7.42M +$4.46M +94,866 +151%
CWM
133
Congress Wealth Management
Massachusetts
$7.23M +$4.4M +93,462 +155%
LPAM
134
Lodestar Private Asset Management
California
$6.76M -$84.8K -1,801 -1%
PSCM
135
Per Stirling Capital Management
Texas
$6.74M -$116K -2,464 -2%
MG
136
Mather Group
Illinois
$6.55M +$44.2K +939 +0.7%
OC
137
Oppenheimer & Co
New York
$6.36M +$298K +6,333 +5%
KPWS
138
Kestra Private Wealth Services
Texas
$6.29M -$328K -6,966 -5%
5W
139
5T Wealth
California
$5.88M +$1.69M +35,862 +40%
WA
140
WBH Advisory
Maryland
$5.85M +$5.85M +124,244 New
LWM
141
Lionsbridge Wealth Management
Florida
$5.84M +$199K +4,225 +4%
BWM
142
BCGM Wealth Management
Indiana
$5.29M -$4.71M -99,984 -47%
VWA
143
Visionary Wealth Advisors
Illinois
$5.01M -$4.08M -86,646 -45%
ICCON
144
Investment Counsel Company of Nevada
Nevada
$4.76M +$4.32M +91,700 +981%
MWA
145
MN Wealth Advisors
Kansas
$4.74M -$634K -13,466 -12%
CIA
146
Concurrent Investment Advisors
Florida
$4.66M -$412K -8,749 -8%
TA
147
TruWealth Advisors
Louisiana
$4.55M +$55.8K +1,186 +1%
KFP
148
KMG Fiduciary Partners
Ohio
$4.39M +$431K +9,167 +11%
UAG
149
United Advisor Group
Ohio
$4.26M -$234K -4,968 -5%
OMC
150
Old Mission Capital
Illinois
$4.21M +$3.6M +76,582 +590%
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6
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