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JPMorgan Core Plus Bond ETF

343 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 52 funds opening new positions, 198 increasing their positions, 80 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
69
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FH
226
FWG Holdings
Florida
$1.1M
GM
227
GeoWealth Management
Illinois
$1.09M
WIC
228
Whitegate Investment Counselors
New Hampshire
$1.09M
GWM
229
Geneos Wealth Management
Colorado
$1.06M
Envestnet Portfolio Solutions
230
Envestnet Portfolio Solutions
Illinois
$997K
ICM
231
IMS Capital Management
Oregon
$977K
IA
232
IFP Advisors
Florida
$948K
CFS
233
CRA Financial Services
New Jersey
$934K
JSW
234
Journey Strategic Wealth
New Jersey
$926K
DC
235
Davenport & Co
Virginia
$915K
REMPR
236
Roof Eidam Maycock Peralta (REMP)
California
$904K
CFP
237
Comprehensive Financial Planning
Pennsylvania
$847K
KCIC
238
Kuhn & Co Investment Counsel
Illinois
$836K
PAWA
239
Palo Alto Wealth Advisors
California
$758K
MAG
240
Mayfair Advisory Group
Alabama
$753K
Lido Advisors
241
Lido Advisors
California
$738K
TI
242
TrueMark Investments
Illinois
$726K
Brown Advisory
243
Brown Advisory
Maryland
$720K
SPC
244
Sigma Planning Corp
Michigan
$719K
RA
245
RFG Advisory
Alabama
$716K
FTS
246
Fifth Third Securities
Ohio
$710K
IWN
247
Independent Wealth Network
Iowa
$709K
KWM
248
Kingsview Wealth Management
Oregon
$676K
OIA
249
OneDigital Investment Advisors
Kansas
$667K
MW
250
Maia Wealth
Colorado
$666K