JCPB icon

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 %
FFA
201
Farther Finance Advisors
California
$1.5M 31,849 +8,748 +38%
WIA
202
World Investment Advisors
California
$1.49M 31,637 +31,637 New
NG
203
Norden Group
Utah
$1.42M 30,265 +2,600 +9%
OPS
204
Orion Portfolio Solutions
Nebraska
$1.42M 30,107 -5,741 -16%
BCI
205
Brinker Capital Investments
Pennsylvania
$1.42M 30,107 -5,741 -16%
RGF
206
Retirement Guys Formula
Ohio
$1.41M 29,978 -1,069 -3%
AWM
207
Apollon Wealth Management
South Carolina
$1.39M 29,617 +29,617 New
SAI
208
Savvy Advisors Inc
New York
$1.39M 29,606 +29,606 New
BPA
209
Beacon Pointe Advisors
California
$1.37M 29,200 -4,787 -14%
BlackRock
210
BlackRock
New York
$1.37M 29,091 +29,091 New
Bank of New York Mellon
211
Bank of New York Mellon
New York
$1.36M 28,823 +22,322 +343%
AAS
212
Ameritas Advisory Services
Nebraska
$1.35M 28,975 -91,218 -76%
EFG
213
Embree Financial Group
Illinois
$1.34M 28,517 +28,517 New
DFG
214
Delta Financial Group
New Jersey
$1.34M 28,589 +19,181 +204%
FFA
215
Florida Financial Advisors
Florida
$1.24M 26,256 -5,174 -16%
WF
216
Wayfinding Financial
Washington
$1.23M 26,142 +6,428 +33%
JWA
217
JFS Wealth Advisors
Pennsylvania
$1.23M 26,104 +4,068 +18%
MHR
218
Matthew Hamilton Rosenberg
$1.21M 25,699 +860 +3%
BIP
219
Blueprint Investment Partners
North Carolina
$1.18M 25,161 -4,104 -14%
BFA
220
Blueprint Financial Advisors
North Carolina
$1.18M 25,161 +25,161 New
FCFC
221
First Citizens Financial Corp
Iowa
$1.17M 24,871 +76 +0.3%
SIAP
222
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.13M 24,120 +2,900 +14%
GPW
223
Gentry Private Wealth
Kansas
$1.11M 23,546 -3,124 -12%
WANY
224
Wealthspire Advisors (New York)
New York
$1.11M 23,545 +1,518 +7%
FH
225
FWG Holdings
Florida
$1.1M 23,457 +677 +3%
7 8
9
10 11