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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
IWN
251
Independent Wealth Network
Iowa
$709K +$24.3K +523 +4%
KWM
252
Kingsview Wealth Management
Oregon
$676K -$368K -7,921 -36%
OIA
253
OneDigital Investment Advisors
Kansas
$667K +$3.16K +68 +0.5%
MW
254
Maia Wealth
Colorado
$666K +$670K +14,414 New
JSL
255
JT Stratford LLC
Georgia
$657K +$650K +13,971 New
CSPIA
256
Cary Street Partners Investment Advisory
Virginia
$653K +$21.7K +466 +3%
SWIM
257
Smallwood Wealth Investment Management
New Jersey
$652K +$214K +4,604 +50%
PFS
258
Prospera Financial Services
Texas
$652K +$75K +1,612 +13%
SFM
259
Signet Financial Management
New Jersey
$641K -$117K -2,520 -16%
UWM
260
USAdvisors Wealth Management
Minnesota
$631K +$77.9K +1,675 +16%
CD
261
Chapin Davis
Maryland
$630K +$623K +13,400 New
OMC
262
Old Mission Capital
Illinois
$611K +$604K +12,979 New
ASN
263
Advisory Services Network
Georgia
$609K +$66.5K +1,431 +12%
AWP
264
Axis Wealth Partners
Rhode Island
$604K +$47K +1,010 +9%
EFG
265
Elm3 Financial Group
Georgia
$598K -$514K -11,061 -47%
MFG
266
Mosaic Financial Group
Illinois
$570K +$4.98K +107 +0.9%
LSPW
267
Lake Street Private Wealth
Illinois
$567K +$53.9K +1,158 +11%
GS
268
GWN Securities
Florida
$566K +$559K +12,028 New
AG
269
Ascent Group
Virginia
$538K +$47K +1,011 +10%
FFWA
270
FRG Family Wealth Advisors
Washington
$527K -$834K -17,925 -62%
AIM
271
Anchor Investment Management
South Carolina
$503K
BC
272
Brio Consultants
California
$497K +$25.4K +546 +5%
DOA
273
D'Orazio & Associates
Virginia
$490K +$88.5K +1,903 +22%
PAG
274
Private Advisor Group
New Jersey
$463K -$16.3K -350 -3%
TPWA
275
Twin Peaks Wealth Advisors
California
$461K +$104K +2,242 +29%