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 %
Bank of America
1
Bank of America
North Carolina
$379M 8,060,341 -285,619 -3%
Raymond James Financial
2
Raymond James Financial
Florida
$181M 3,844,548 +739,732 +24%
HWM
3
HB Wealth Management
Georgia
$178M 3,777,846 +3,777,846 New
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$164M 3,476,403 +375,508 +12%
LWMT
5
Legacy Wealth Management (Tennessee)
Tennessee
$152M 3,233,844 +52,375 +2%
HighTower Advisors
6
HighTower Advisors
Illinois
$132M 2,804,192 +1,385,428 +98%
Morgan Stanley
7
Morgan Stanley
New York
$120M 2,551,459 +1,143,028 +81%
Mariner
8
Mariner
Kansas
$114M 2,419,330 +769,781 +47%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$106M 2,247,634 +319,205 +17%
FMI
10
Factory Mutual Insurance
Massachusetts
$101M 2,151,300 +2,151,300 New
MAWA
11
Moss Adams Wealth Advisors
Washington
$94.9M 2,016,597 +146,798 +8%
SFS
12
Summit Financial Strategies
Ohio
$90.6M 1,926,980 +1,824,189 +1,775%
VFA
13
Valeo Financial Advisors
Indiana
$87.6M 2,034,162 +551,660 +37%
Osaic Holdings
14
Osaic Holdings
Arizona
$83.1M 1,765,812 +671,584 +61%
Wells Fargo
15
Wells Fargo
California
$81.2M 1,727,162 -66,608 -4%
FPF
16
First Pacific Financial
Washington
$77.1M 1,639,575 +1,639,575 New
GSAM
17
Grant Street Asset Management
Pennsylvania
$75.1M 1,596,247 -435,784 -21%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$73.7M 1,567,223 +831,916 +113%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$70.6M 1,500,254 +641,309 +75%
VAS
20
Vestmark Advisory Solutions
Massachusetts
$69.4M 1,475,206 +353,291 +31%
CA
21
CGN Advisors
Kansas
$67.2M 1,427,917 +13,098 +0.9%
BWL
22
Bogart Wealth LLC
Virginia
$65M 1,381,760 +435,739 +46%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$61.3M 1,303,487 +253,882 +24%
HFS
24
Hughes Financial Services
Virginia
$61.1M 1,301,631 +84,050 +7%
DBRC
25
D.B. Root & Company
Pennsylvania
$57.9M 1,231,002 +51,533 +4%
1
2 3 4 5