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JPMorgan Core Plus Bond ETF

347 hedge funds and large institutions have $5.16B invested in JPMorgan Core Plus Bond ETF in 2025 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 201 increasing their positions, 81 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 81

136% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 22

29% more capital invested

Capital invested by funds: $4.01B → $5.16B (+$1.15B)

23% more funds holding in top 10

Funds holding in top 10: 5770 (+13)

7% more funds holding

Funds holding: 324347 (+23)

3.79% more ownership

Funds ownership: 81.93%85.72% (+3.8%)

Holders
347
Holders Change
+23
Holders Change %
+7.1%
% of All Funds
4.65%
Holding in Top 10
70
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+22.81%
% of All Funds
0.94%
New
52
Increased
201
Reduced
81
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCFC
226
First Citizens Financial Corp
Iowa
$1.17M +$3.53K +76 +0.3%
SIAP
227
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.13M +$135K +2,900 +14%
GPW
228
Gentry Private Wealth
Kansas
$1.11M -$145K -3,124 -12%
WANY
229
Wealthspire Advisors (New York)
New York
$1.11M +$70.6K +1,518 +7%
FH
230
FWG Holdings
Florida
$1.1M +$31.5K +677 +3%
GM
231
GeoWealth Management
Illinois
$1.09M +$115K +2,481 +12%
WIC
232
Whitegate Investment Counselors
New Hampshire
$1.09M +$1.07M +23,098 New
GWM
233
Geneos Wealth Management
Colorado
$1.06M +$713K +15,335 +214%
Envestnet Portfolio Solutions
234
Envestnet Portfolio Solutions
Illinois
$997K +$479K +10,300 +95%
ICM
235
IMS Capital Management
Oregon
$977K +$51.2K +1,100 +6%
IA
236
IFP Advisors
Florida
$948K +$443K +9,522 +90%
CFS
237
CRA Financial Services
New Jersey
$934K +$86.5K +1,861 +10%
JSW
238
Journey Strategic Wealth
New Jersey
$926K -$544K -11,700 -37%
DC
239
Davenport & Co
Virginia
$915K -$7.16K -154 -0.8%
REMPR
240
Roof Eidam Maycock Peralta (REMP)
California
$904K -$281K -6,035 -24%
CFP
241
Comprehensive Financial Planning
Pennsylvania
$847K +$837K +18,006 New
KCIC
242
Kuhn & Co Investment Counsel
Illinois
$836K +$558 +12 +0.1%
PAWA
243
Palo Alto Wealth Advisors
California
$758K -$20.5K -440 -3%
MAG
244
Mayfair Advisory Group
Alabama
$753K +$498K +10,700 +201%
Lido Advisors
245
Lido Advisors
California
$738K -$33K -709 -4%
TI
246
TrueMark Investments
Illinois
$726K +$718K +15,437 New
Brown Advisory
247
Brown Advisory
Maryland
$720K +$711K +15,298 New
SPC
248
Sigma Planning Corp
Michigan
$719K -$2.79K -60 -0.4%
RA
249
RFG Advisory
Alabama
$716K +$708K +15,216 New
FTS
250
Fifth Third Securities
Ohio
$710K +$702K +15,096 New