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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 %
CP
151
Capital Planning
Washington
$4.11M 87,369 -34,077 -28%
LWL
152
Leo Wealth LLC
Texas
$4.11M 87,289 +87,289 New
CC
153
Courier Capital
New York
$4.1M 87,226 +9,299 +12%
Betterment LLC
154
Betterment LLC
New York
$3.98M 84,519 +23,086 +38%
SFC
155
Sprinkle Financial Consultants
Colorado
$3.91M 83,143 +3,390 +4%
AWS
156
Atria Wealth Solutions
New York
$3.78M 80,983 -60,763 -43%
WMA
157
West Michigan Advisors
Michigan
$3.76M 79,912 +181 +0.2%
AWA
158
Arete Wealth Advisors
Illinois
$3.73M 79,184 +283 +0.4%
HFRG
159
Houlihan Financial Resource Group
Virginia
$3.71M 78,985 +5,200 +7%
SWP
160
Summit Wealth Partners
Florida
$3.62M 76,978 +15,953 +26%
JWBC
161
John W. Brooker & Co
California
$3.54M 75,781 -337,997 -82%
GWM
162
GSB Wealth Management
Connecticut
$3.53M 75,040 +1,531 +2%
CW
163
CreativeOne Wealth
Kansas
$3.51M 74,574 -980 -1%
BCI
164
Brinker Capital Investments
Pennsylvania
$3.49M 74,167 +44,060 +146%
JJBC
165
James J. Burns & Company
New York
$3.37M 71,642 +12,848 +22%
MPWT
166
MassMutual Private Wealth & Trust
Connecticut
$3.37M 71,523 +1,508 +2%
SCA
167
Snowden Capital Advisors
New York
$3.35M 71,247 +3,243 +5%
FTS
168
Fifth Third Securities
Ohio
$3.34M 70,926 +55,830 +370%
GAM
169
Gotham Asset Management
New York
$3.33M 70,800 +3,105 +5%
MCM
170
MidAtlantic Capital Management
Virginia
$2.98M 63,347 +1,608 +3%
MCC
171
Money Concepts Capital
Florida
$2.95M 62,671 +3,598 +6%
AF
172
Allworth Financial
California
$2.75M 58,497 -4,087 -7%
HI
173
Harbour Investments
Wisconsin
$2.75M 58,383 -1,054 -2%
AWA
174
Acorn Wealth Advisors
Michigan
$2.67M 56,841 +3,648 +7%
Bank of New York Mellon
175
Bank of New York Mellon
New York
$2.65M 56,323 +27,500 +95%
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