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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.

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 %
TNBTD
176
Trustmark National Bank Trust Department
Mississippi
$2.59M +$56.5K +1,200 +2%
Creative Planning
177
Creative Planning
Kansas
$2.55M +$73.5K +1,562 +3%
CFS
178
Coordinated Financial Services
Colorado
$2.55M +$248K +5,278 +11%
MFG
179
Mainsail Financial Group
Washington
$2.51M +$2.51M +54,162 New
LA
180
LexAurum Advisors
Kansas
$2.51M +$115K +2,449 +5%
CAWM
181
Capital Advisors Wealth Management
Washington
$2.42M -$1.84K -39 -0.1%
BTD
182
BankPlus Trust Department
Mississippi
$2.4M +$174K +3,698 +8%
PG
183
Patten Group
Tennessee
$2.35M +$312K +6,628 +15%
HWMO
184
Heritage Wealth Management (Ohio)
Ohio
$2.31M +$428K +9,090 +23%
AWM
185
Apollon Wealth Management
South Carolina
$2.31M +$913K +19,400 +66%
LWMI
186
Legacy Wealth Management (Idaho)
Idaho
$2.21M +$2.08M +44,244 +1,612%
LIS
187
Legacy Investment Solutions
Idaho
$2.21M +$2.21M +46,989 New
WIM
188
WealthPlan Investment Management
Nebraska
$2.2M +$2.2M +46,840 New
BEI
189
Benjamin Edwards Inc
Missouri
$2.18M -$203K -4,323 -9%
OC
190
Oarsman Capital
Wisconsin
$2.17M +$50.5K +1,074 +2%
EWA
191
Etesian Wealth Advisors
Oregon
$2.14M +$3.58K +76 +0.2%
QCIG
192
Quad-Cities Investment Group
Iowa
$2.13M +$58.8K +1,249 +3%
SCM
193
Saxony Capital Management
Missouri
$2.06M +$42.2K +897 +2%
HWA
194
Heritage Wealth Architects
Minnesota
$2.03M +$210K +4,453 +11%
EWA
195
EP Wealth Advisors
California
$2.03M +$1.81M +38,546 +836%
MAG
196
Mayfair Advisory Group
Alabama
$1.96M +$1.21M +25,842 +161%
SPG
197
Strategic Planning Group
Utah
$1.95M +$148K +3,149 +8%
NA
198
NewEdge Advisors
Louisiana
$1.94M -$126K -2,669 -6%
BAM
199
Belpointe Asset Management
Nevada
$1.82M +$61.9K +1,315 +4%
GRP
200
Global Retirement Partners
California
$1.77M +$1.77M +37,565 New
6 7
8
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