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JPMorgan Core Plus Bond ETF
JCPB

387 hedge funds and large institutions have $6.69B invested in JPMorgan Core Plus Bond ETF in 2025 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 244 increasing their positions, 73 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

234% more repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 73

104% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 24

13% more capital invested

Capital invested by funds: $5.9B → $6.69B (+$790M)

5% more funds holding

Funds holding: 369 → 387 (+18)

0.91% less ownership

Funds ownership: 86.31% → 85.4% (-0.91%)

1% less funds holding in top 10

Funds holding in top 10: 71 → 70 (-1)

Holders
387
Holders Change
+18
Holders Change %
+4.88%
% of All Funds
5.08%
Holding in Top 10
70
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.41%
% of All Funds
0.92%
New
49
Increased
244
Reduced
73
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWM
HB Wealth Management
Georgia
+$125M
2
FMI
Factory Mutual Insurance
Massachusetts
+$124M
3
Morgan Stanley
Morgan Stanley
New York
+$53.2M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$39.2M
5
FWC
First Washington Corp
Washington
+$38.6M

Top Sellers

1
VAS
Vestmark Advisory Solutions
Massachusetts
-$66M
2
Jane Street
Jane Street
New York
-$23.8M
3
SC
SouthState Corp
Florida
-$18.6M
4
M1FG
Mach-1 Financial Group
Arkansas
-$17.7M
5
TWP
Triad Wealth Partners
Kansas
-$14.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
176
Base Wealth Management
Florida
$3.32M +$175K +3,713 +6%
KPWS
177
Kestra Private Wealth Services
Texas
$3.19M -$3.14M -66,710 -50%
CW
178
CreativeOne Wealth
Kansas
$3.17M -$372K -7,908 -11%
MCM
179
MidAtlantic Capital Management
Virginia
$2.97M -$43.3K -919 -1%
TNBTD
180
Trustmark National Bank Trust Department
Mississippi
$2.96M +$341K +7,238 +13%
BWM
181
BCGM Wealth Management
Indiana
$2.9M -$2.42M -51,409 -46%
SF
182
Summit Financial
New Jersey
$2.88M +$2.85M +60,647 New
HI
183
Harbour Investments
Wisconsin
$2.81M +$36.8K +781 +1%
AWA
184
Arete Wealth Advisors
Illinois
$2.72M -$1.04M -22,054 -28%
WMA
185
West Michigan Advisors
Michigan
$2.7M -$1.09M -23,131 -29%
AG
186
Ascent Group
Virginia
$2.66M +$2M +42,553 +320%
CFS
187
Coordinated Financial Services
Colorado
$2.65M +$67.1K +1,425 +3%
PG
188
Patten Group
Tennessee
$2.63M +$251K +5,330 +11%
LA
189
LexAurum Advisors
Kansas
$2.59M +$61.5K +1,306 +2%
MFG
190
Mainsail Financial Group
Washington
$2.58M +$4.94K +105 +0.2%
BTD
191
BankPlus Trust Department
Mississippi
$2.47M +$48.5K +1,031 +2%
Creative Planning
192
Creative Planning
Kansas
$2.45M -$124K -2,641 -5%
AGP
193
Autumn Glory Partners
Texas
$2.44M +$1.96M +41,726 +437%
BCM
194
Blume Capital Management
California
$2.43M +$2.4M +51,050 New
CAWM
195
Capital Advisors Wealth Management
Washington
$2.41M -$35K -743 -1%
FCFC
196
First Commonwealth Financial Corp
Pennsylvania
$2.31M +$2.28M +48,514 New
SCM
197
Saxony Capital Management
Missouri
$2.26M +$178K +3,779 +9%
BEI
198
Benjamin Edwards Inc
Missouri
$2.26M +$57.7K +1,225 +3%
DWT
199
Dorsey & Whitney Trust
South Dakota
$2.22M +$2.19M +46,589 New
AF
200
Allworth Financial
California
$2.18M -$593K -12,607 -22%
6 7
8
9 10

JCPB Hedge Fund Activity: Q3 2025 in Review

387 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Core Plus Bond ETF (JCPB) for Q3 2025, worth a combined $6.69B — up 13% from $5.9B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new JCPB positions and 24 closed out — a net gain of 25 holders — while 244 added to existing stakes and 73 trimmed.

The largest buyer was HB Wealth Management, adding an estimated $125M. The largest seller was Vestmark Advisory Solutions, cutting an estimated $66M.

  • 387 institutional investors held JPMorgan Core Plus Bond ETF (JCPB) as of Q3 2025, up from 369 in Q2 2025.
  • Funds reported $6.69B of JPMorgan Core Plus Bond ETF stock for Q3 2025, up 13% quarter-over-quarter.
  • 49 funds opened new JPMorgan Core Plus Bond ETF positions in Q3 2025 and 24 closed out, a net change of +25 holders.
  • The largest JPMorgan Core Plus Bond ETF buyer in Q3 2025 was HB Wealth Management, an estimated $125M added.
  • The largest JPMorgan Core Plus Bond ETF seller in Q3 2025 was Vestmark Advisory Solutions, an estimated $66M sold.

Based on aggregated 13F filings for Q3 2025.