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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 %
FA
201
Fountainhead AM
New Jersey
$1.73M +$60K +1,275 +4%
EFG
202
Embree Financial Group
Illinois
$1.67M +$327K +6,953 +24%
Susquehanna International Group
203
Susquehanna International Group
Pennsylvania
$1.66M +$1.66M +35,304 New
IA
204
IFP Advisors
Florida
$1.65M +$697K +14,803 +73%
JWA
205
JFS Wealth Advisors
Pennsylvania
$1.61M +$386K +8,211 +31%
BW
206
Balance Wealth
Ohio
$1.61M -$2.26M -48,082 -58%
RPGK
207
Retirement Planning Group (Kansas)
Kansas
$1.59M -$107K -2,267 -6%
NEWAS
208
N.E.W. Advisory Services
Wisconsin
$1.59M -$14.5M -309,167 -90%
FA
209
Fiduciary Alliance
South Carolina
$1.57M +$1.57M +33,363 New
DAS
210
Diversify Advisory Services
Utah
$1.57M -$145K -3,087 -8%
FFA
211
Farther Finance Advisors
California
$1.55M +$48.6K +1,033 +3%
GSIAS
212
Garden State Investment Advisory Services
New Jersey
$1.52M -$1.4M -29,706 -48%
WIA
213
World Investment Advisors
California
$1.5M +$11.1K +235 +0.7%
MFG
214
Menard Financial Group
Texas
$1.49M -$45.8K -973 -3%
MW
215
Maia Wealth
Colorado
$1.49M +$808K +17,171 +119%
GFG
216
Goldstone Financial Group
Illinois
$1.47M -$2.15M -46,033 -59%
TFS
217
Thoroughbred Financial Services
Tennessee
$1.44M -$127K -2,696 -8%
WAP
218
Wealthcare Advisory Partners
Pennsylvania
$1.44M +$1.44M +30,576 New
BlackRock
219
BlackRock
New York
$1.42M +$48.7K +1,035 +4%
RGF
220
Retirement Guys Formula
Ohio
$1.42M +$5.6K +119 +0.4%
NG
221
Norden Group
Utah
$1.4M -$22.9K -487 -2%
WIC
222
Whitegate Investment Counselors
New Hampshire
$1.39M +$298K +6,338 +27%
BPA
223
Beacon Pointe Advisors
California
$1.35M -$24.2K -515 -2%
WF
224
Wayfinding Financial
Washington
$1.32M +$85.7K +1,822 +7%
AIA
225
AssuredPartners Investment Advisors
Florida
$1.29M -$3.43M -72,798 -73%
7 8
9
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