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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
JSL
251
JT Stratford LLC
Georgia
$657K
CSPIA
252
Cary Street Partners Investment Advisory
Virginia
$653K
SWIM
253
Smallwood Wealth Investment Management
New Jersey
$652K
PFS
254
Prospera Financial Services
Texas
$652K
SFM
255
Signet Financial Management
New Jersey
$641K
UWM
256
USAdvisors Wealth Management
Minnesota
$631K
CD
257
Chapin Davis
Maryland
$630K
OMC
258
Old Mission Capital
Illinois
$611K
ASN
259
Advisory Services Network
Georgia
$609K
AWP
260
Axis Wealth Partners
Rhode Island
$604K
EFG
261
Elm3 Financial Group
Georgia
$598K
MFG
262
Mosaic Financial Group
Illinois
$570K
LSPW
263
Lake Street Private Wealth
Illinois
$567K
GS
264
GWN Securities
Florida
$566K
AG
265
Ascent Group
Virginia
$538K
FFWA
266
FRG Family Wealth Advisors
Washington
$527K
AIM
267
Anchor Investment Management
South Carolina
$503K
BC
268
Brio Consultants
California
$497K
DOA
269
D'Orazio & Associates
Virginia
$490K
PAG
270
Private Advisor Group
New Jersey
$463K
TPWA
271
Twin Peaks Wealth Advisors
California
$461K
AGP
272
Autumn Glory Partners
Texas
$459K
ICCON
273
Investment Counsel Company of Nevada
Nevada
$440K
SOS
274
Silver Oak Securities
Tennessee
$434K
FPAS
275
Focus Partners Advisor Solutions
Missouri
$431K