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JPMorgan Core Plus Bond ETF

367 hedge funds and large institutions have $5.89B invested in JPMorgan Core Plus Bond ETF in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 211 increasing their positions, 89 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
71
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
RA
251
RFG Advisory
Alabama
$851K
KCIC
252
Kuhn & Co Investment Counsel
Illinois
$836K
PFS
253
Prospera Financial Services
Texas
$764K
SPC
254
Sigma Planning Corp
Michigan
$761K
UWM
255
USAdvisors Wealth Management
Minnesota
$734K
CSPIA
256
Cary Street Partners Investment Advisory
Virginia
$729K
IWN
257
Independent Wealth Network
Iowa
$724K
PAWA
258
Palo Alto Wealth Advisors
California
$714K
AAS
259
Ameritas Advisory Services
Nebraska
$712K
PS
260
Principal Securities
Iowa
$696K
AF
261
Advisornet Financial
Minnesota
$696K
KWM
262
Kingsview Wealth Management
Oregon
$685K
BC
263
Brio Consultants
California
$677K
OP
264
ORG Partners
Indiana
$668K
EIP
265
Ellis Investment Partners
Pennsylvania
$663K
AWP
266
Axis Wealth Partners
Rhode Island
$635K
SFM
267
Signet Financial Management
New Jersey
$631K
CD
268
Chapin Davis
Maryland
$631K
AG
269
Ascent Group
Virginia
$625K
LSPW
270
Lake Street Private Wealth
Illinois
$614K
ASN
271
Advisory Services Network
Georgia
$613K
OIA
272
OneDigital Investment Advisors
Kansas
$604K
DOA
273
D'Orazio & Associates
Virginia
$602K
MFG
274
Mosaic Financial Group
Illinois
$576K
TPWA
275
Twin Peaks Wealth Advisors
California
$516K