JPMorgan Core Plus Bond ETF
JCPB
370 hedge funds and large institutions have $5.9B invested in JPMorgan Core Plus Bond ETF in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 215 increasing their positions, 88 reducing their positions, and 18 closing their positions.
150% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 18
144% more repeat investments, than reductions
Existing positions increased: 215 | Existing positions reduced: 88
14% more capital invested
Capital invested by funds: $5.16B → $5.9B (+$737M)
6% more funds holding
Funds holding: 348 → 370 (+22)
1% more funds holding in top 10
Funds holding in top 10: 70 → 71 (+1)
0.6% more ownership
Funds ownership: 85.71% → 86.31% (+0.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HWM
HB Wealth Management
Atlanta,
Georgia
|
+$185M |
| 2 |
VAS
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
+$83.1M |
| 3 |
SC
Savant Capital
Rockford,
Illinois
|
+$52.9M |
| 4 |
FMI
Factory Mutual Insurance
Waltham,
Massachusetts
|
+$49.5M |
| 5 |
ABWM
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
+$39.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AFA
AllGen Financial Advisors
Orlando,
Florida
|
-$28.2M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$25.4M |
| 3 |
JWBC
John W. Brooker & Co
Oakland,
California
|
-$15.7M |
| 4 |
NEWAS
N.E.W. Advisory Services
De Pere,
Wisconsin
|
-$14.4M |
| 5 |
EFL
ERn Financial LLC
Middleton,
Wisconsin
|
-$9.88M |
JCPB Hedge Fund Activity: Q2 2025 in Review
370 of the 7,613 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Core Plus Bond ETF (JCPB) for Q2 2025, worth a combined $5.9B — up 14% from $5.16B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new JCPB positions and 18 closed out — a net gain of 27 holders — while 215 added to existing stakes and 88 trimmed.
The largest buyer was HB Wealth Management, adding an estimated $185M. The largest seller was AllGen Financial Advisors, cutting an estimated $28.2M.
- 370 institutional investors held JPMorgan Core Plus Bond ETF (JCPB) as of Q2 2025, up from 348 in Q1 2025.
- Funds reported $5.9B of JPMorgan Core Plus Bond ETF stock for Q2 2025, up 14% quarter-over-quarter.
- 45 funds opened new JPMorgan Core Plus Bond ETF positions in Q2 2025 and 18 closed out, a net change of +27 holders.
- The largest JPMorgan Core Plus Bond ETF buyer in Q2 2025 was HB Wealth Management, an estimated $185M added.
- The largest JPMorgan Core Plus Bond ETF seller in Q2 2025 was AllGen Financial Advisors, an estimated $28.2M sold.
Based on aggregated 13F filings for Q2 2025.