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JPMorgan Core Plus Bond ETF

478 hedge funds and large institutions have $9.37B invested in JPMorgan Core Plus Bond ETF in 2026 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 290 increasing their positions, 87 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 87

192% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 24

15% more capital invested

Capital invested by funds: $8.14B → $9.37B (+$1.23B)

9% more funds holding

Funds holding: 440478 (+38)

2% more funds holding in top 10

Funds holding in top 10: 8890 (+2)

1.75% less ownership

Funds ownership: 88.08%86.32% (-1.8%)

Holders
478
Holders Change
+38
Holders Change %
+8.64%
% of All Funds
5.88%
Holding in Top 10
90
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.27%
% of All Funds
1.11%
New
70
Increased
290
Reduced
87
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFRG
176
Houlihan Financial Resource Group
Virginia
$5.67M +$258K +5,444 +5%
KPWS
177
Kestra Private Wealth Services
Texas
$5.63M +$2.51M +52,870 +79%
CC
178
Courier Capital
New York
$5.23M +$550K +11,587 +12%
LWL
179
Leo Wealth LLC
Texas
$5.1M +$109K +2,304 +2%
MW
180
Merited Wealth
Florida
$5.04M +$3.3M +69,498 +185%
ICCON
181
Investment Counsel Company of Nevada
Nevada
$4.94M +$59.6K +1,256 +1%
SCA
182
Snowden Capital Advisors
New York
$4.89M +$731K +15,410 +17%
TA
183
TruWealth Advisors
Louisiana
$4.86M +$131K +2,755 +3%
KFP
184
KMG Fiduciary Partners
Ohio
$4.73M +$168K +3,541 +4%
SWP
185
Summit Wealth Partners
Florida
$4.72M +$467K +9,847 +11%
FFA
186
Farther Finance Advisors
California
$4.6M -$31K -654 -0.7%
KOMWMG
187
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$4.58M +$1.18M +24,839 +34%
JJBC
188
James J. Burns & Company
New York
$4.56M +$293K +6,181 +7%
UAG
189
United Advisor Group
Ohio
$4.53M +$133K +2,812 +3%
BFG
190
Beto Financial Group
Idaho
$4.41M -$2.97M -62,494 -40%
MWA
191
Medallion Wealth Advisors
Connecticut
$4.39M +$192K +4,050 +5%
CP
192
Capital Planning
Washington
$4.37M -$14.7K -310 -0.3%
TGAM
193
TBH Global Asset Management
Tennessee
$4.35M +$2.25M +47,487 +106%
AIA
194
AssuredPartners Investment Advisors
Florida
$4.29M -$74.8K -1,577 -2%
PB
195
Prosperity Bancshares
Texas
$4.25M +$1.15M +24,198 +37%
CW
196
CreativeOne Wealth
Kansas
$4.18M +$424K +8,938 +11%
GWM
197
GSB Wealth Management
Connecticut
$4.18M +$273K +5,745 +7%
EH
198
Equitable Holdings
New York
$4.16M +$4.18M +88,093 New
BPW
199
BlueDoor Private Wealth
Massachusetts
$4.1M -$187K -3,935 -4%
PG
200
Patten Group
Tennessee
$4.1M +$278K +5,848 +7%

JCPB Hedge Fund Activity: Q1 2026 in Review

478 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Core Plus Bond ETF (JCPB) for Q1 2026, worth a combined $9.37B — up 15% from $8.14B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new JCPB positions and 24 closed out — a net gain of 46 holders — while 290 added to existing stakes and 87 trimmed.

The largest buyer was Betterment LLC, adding an estimated $291M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $45.1M.

  • 478 institutional investors held JPMorgan Core Plus Bond ETF (JCPB) as of Q1 2026, up from 440 in Q4 2025.
  • Funds reported $9.37B of JPMorgan Core Plus Bond ETF stock for Q1 2026, up 15% quarter-over-quarter.
  • 70 funds opened new JPMorgan Core Plus Bond ETF positions in Q1 2026 and 24 closed out, a net change of +46 holders.
  • The largest JPMorgan Core Plus Bond ETF buyer in Q1 2026 was Betterment LLC, an estimated $291M added.
  • The largest JPMorgan Core Plus Bond ETF seller in Q1 2026 was Wealth Enhancement Advisory Services, an estimated $45.1M sold.

Based on aggregated 13F filings for Q1 2026.