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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
HI
201
Harbour Investments
Wisconsin
$4.08M +$821K +17,300 +25%
AWA
202
Acorn Wealth Advisors
Michigan
$4.08M +$773K +16,280 +23%
IP
203
Indivisible Partners
Florida
$4.07M -$91.1K -1,920 -2%
TPA
204
Trivium Point Advisory
Connecticut
$3.97M -$4.36M -91,903 -52%
MAG
205
Mayfair Advisory Group
Alabama
$3.82M +$703K +14,818 +22%
PVI
206
Pine Valley Investments
New Jersey
$3.8M -$8.12K -171 -0.2%
IAA
207
Independent Advisor Alliance
North Carolina
$3.78M +$210K +4,429 +6%
SF
208
Summit Financial
New Jersey
$3.73M +$652K +13,736 +21%
LWM
209
Lionsbridge Wealth Management
Florida
$3.65M -$45K -948 -1%
GAM
210
Gotham Asset Management
New York
$3.63M +$153K +3,225 +4%
WIA
211
World Investment Advisors
California
$3.57M -$59.7K -1,258 -2%
MPWT
212
MassMutual Private Wealth & Trust
Connecticut
$3.56M +$288K +6,078 +9%
SCFS
213
Stewardship Concepts Financial Services
Washington
$3.52M +$615K +12,953 +21%
SCM
214
Saxony Capital Management
Missouri
$3.32M +$151K +3,186 +5%
AG
215
Ascent Group
Virginia
$3.24M +$494K +10,414 +18%
BWM
216
BCGM Wealth Management
Indiana
$3.18M -$69.6K -1,467 -2%
AWM
217
AE Wealth Management
Kansas
$3.17M +$2.21M +46,479 +224%
OCWP
218
Owl Creek Wealth Partners
Colorado
$3.14M +$3.16M +66,655 New
CFS
219
Coordinated Financial Services
Colorado
$2.99M +$73.7K +1,552 +3%
MCM
220
MidAtlantic Capital Management
Virginia
$2.96M -$83K -1,750 -3%
AWA
221
Arete Wealth Advisors
Illinois
$2.95M +$175K +3,692 +6%
Lido Advisors
222
Lido Advisors
California
$2.88M +$125K +2,638 +5%
LA
223
LexAurum Advisors
Kansas
$2.82M +$2.84M +59,914 New
UCB
224
United Community Bank
South Carolina
$2.79M +$2.82M +59,338 New
TNBTD
225
Trustmark National Bank Trust Department
Mississippi
$2.78M -$87K -1,833 -3%

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.