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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 %
Creative Planning
176
Creative Planning
Kansas
$2.48M 52,644 +6,995 +15%
CAWM
177
Capital Advisors Wealth Management
Washington
$2.42M 51,469 +15,602 +43%
Citadel Advisors
178
Citadel Advisors
Florida
$2.4M 50,983 +43,867 +616%
LA
179
LexAurum Advisors
Kansas
$2.39M 50,800 +396 +0.8%
BEI
180
Benjamin Edwards Inc
Missouri
$2.38M 50,598 +366 +0.7%
CFS
181
Coordinated Financial Services
Colorado
$2.3M 48,925 +29,601 +153%
ACP
182
Aveo Capital Partners
Colorado
$2.28M 48,921 -11,475 -19%
BFS
183
BridgePort Financial Solutions
Iowa
$2.27M 48,320 +18,588 +63%
BTD
184
BankPlus Trust Department
Mississippi
$2.22M 47,274 +7,983 +20%
EWA
185
Etesian Wealth Advisors
Oregon
$2.14M 45,444 +13,297 +41%
OC
186
Oarsman Capital
Wisconsin
$2.12M 45,049 -22,246 -33%
QCIG
187
Quad-Cities Investment Group
Iowa
$2.07M 43,956 +1,903 +5%
NA
188
NewEdge Advisors
Louisiana
$2.06M 43,805 -6,225 -12%
PG
189
Patten Group
Tennessee
$2.04M 43,294 +4,764 +12%
SCM
190
Saxony Capital Management
Missouri
$2.02M 42,891 -1,489 -3%
WGCA
191
Wolf Group Capital Advisors
Virginia
$2.01M 42,806 +42,806 New
HWMO
192
Heritage Wealth Management (Ohio)
Ohio
$1.89M 40,098 +5,650 +16%
HWA
193
Heritage Wealth Architects
Minnesota
$1.82M 38,725 +38,725 New
SPG
194
Strategic Planning Group
Utah
$1.8M 38,231 +5,441 +17%
BAM
195
Belpointe Asset Management
Nevada
$1.76M 37,355 -2,037 -5%
DAS
196
Diversify Advisory Services
Utah
$1.72M 36,508 +989 +3%
RPGK
197
Retirement Planning Group (Kansas)
Kansas
$1.7M 36,043 -3,077 -8%
FA
198
Fountainhead AM
New Jersey
$1.67M 35,531 -679 -2%
TFS
199
Thoroughbred Financial Services
Tennessee
$1.57M 33,352 -466 -1%
MFG
200
Menard Financial Group
Texas
$1.52M 32,655 +48 +0.1%
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