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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 %
SFC
151
Sprinkle Financial Consultants
Colorado
$3.75M 79,753 +7,090 +10%
WMA
152
West Michigan Advisors
Michigan
$3.75M 79,731 +3,175 +4%
AWA
153
Arete Wealth Advisors
Illinois
$3.71M 78,901 +7,966 +11%
CC
154
Courier Capital
New York
$3.67M 77,927 +19,841 +34%
GFG
155
Goldstone Financial Group
Illinois
$3.65M 77,522 +965 +1%
CW
156
CreativeOne Wealth
Kansas
$3.55M 75,554 +5,261 +7%
HFRG
157
Houlihan Financial Resource Group
Virginia
$3.47M 73,785 +1,630 +2%
GWM
158
GSB Wealth Management
Connecticut
$3.46M 73,509 -3,491 -5%
MPWT
159
MassMutual Private Wealth & Trust
Connecticut
$3.29M 70,015 +6,284 +10%
SCA
160
Snowden Capital Advisors
New York
$3.2M 68,004 +1,333 +2%
GAM
161
Gotham Asset Management
New York
$3.18M 67,695 – –
TFM
162
Trademark Financial Management
Minnesota
$2.95M 62,815 +6,755 +12%
AF
163
Allworth Financial
California
$2.92M 62,584 -2,283 -4%
GSIAS
164
Garden State Investment Advisory Services
New Jersey
$2.91M 61,904 -73,922 -54%
MCM
165
MidAtlantic Capital Management
Virginia
$2.9M 61,739 -212 -0.3%
Betterment LLC
166
Betterment LLC
New York
$2.89M 61,433 +32,228 +110%
AWM
167
Axxcess Wealth Management
California
$2.89M 61,331 +49,231 +407%
SWP
168
Summit Wealth Partners
Florida
$2.87M 61,025 +4,493 +8%
CWM
169
Congress Wealth Management
Massachusetts
$2.83M 60,234 +60,234 New
HI
170
Harbour Investments
Wisconsin
$2.8M 59,437 -23,158 -28%
MCC
171
Money Concepts Capital
Florida
$2.78M 59,073 -1,454 -2%
JJBC
172
James J. Burns & Company
New York
$2.77M 58,794 +6,426 +12%
TNBTD
173
Trustmark National Bank Trust Department
Mississippi
$2.53M 53,832 +9,412 +21%
AWA
174
Acorn Wealth Advisors
Michigan
$2.5M 53,193 +796 +2%
Carson Wealth (CWM LLC)
175
Carson Wealth (CWM LLC)
Nebraska
$2.49M 52,986 +5,314 +11%
5 6
7
8 9