JCPB icon

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
4.84%
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 %
CP
151
Capital Planning
Washington
$4.11M -$1.6M -34,077 -28%
LWL
152
Leo Wealth LLC
Texas
$4.11M +$4.11M +87,289 New
CC
153
Courier Capital
New York
$4.1M +$438K +9,299 +12%
Betterment LLC
154
Betterment LLC
New York
$3.98M +$1.09M +23,086 +38%
SFC
155
Sprinkle Financial Consultants
Colorado
$3.91M +$160K +3,390 +4%
AWS
156
Atria Wealth Solutions
New York
$3.78M -$2.84M -60,763 -43%
WMA
157
West Michigan Advisors
Michigan
$3.76M +$8.52K +181 +0.2%
AWA
158
Arete Wealth Advisors
Illinois
$3.73M +$13.3K +283 +0.4%
HFRG
159
Houlihan Financial Resource Group
Virginia
$3.71M +$244K +5,200 +7%
SWP
160
Summit Wealth Partners
Florida
$3.62M +$751K +15,953 +26%
JWBC
161
John W. Brooker & Co
California
$3.54M -$15.8M -337,997 -82%
GWM
162
GSB Wealth Management
Connecticut
$3.53M +$72K +1,531 +2%
CW
163
CreativeOne Wealth
Kansas
$3.51M -$46.1K -980 -1%
BCI
164
Brinker Capital Investments
Pennsylvania
$3.49M +$2.07M +44,060 +146%
JJBC
165
James J. Burns & Company
New York
$3.37M +$605K +12,848 +22%
MPWT
166
MassMutual Private Wealth & Trust
Connecticut
$3.37M +$71K +1,508 +2%
SCA
167
Snowden Capital Advisors
New York
$3.35M +$153K +3,243 +5%
FTS
168
Fifth Third Securities
Ohio
$3.34M +$2.63M +55,830 +370%
GAM
169
Gotham Asset Management
New York
$3.33M +$146K +3,105 +5%
MCM
170
MidAtlantic Capital Management
Virginia
$2.98M +$75.7K +1,608 +3%
MCC
171
Money Concepts Capital
Florida
$2.95M +$169K +3,598 +6%
AF
172
Allworth Financial
California
$2.75M -$192K -4,087 -7%
HI
173
Harbour Investments
Wisconsin
$2.75M -$49.6K -1,054 -2%
AWA
174
Acorn Wealth Advisors
Michigan
$2.67M +$172K +3,648 +7%
Bank of New York Mellon
175
Bank of New York Mellon
New York
$2.65M +$1.29M +27,500 +95%
5 6
7
8 9