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JPMorgan Core Plus Bond ETF

364 hedge funds and large institutions have $5.86B invested in JPMorgan Core Plus Bond ETF in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 209 increasing their positions, 88 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
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
SPC
251
Sigma Planning Corp
Michigan
$761K
UWM
252
USAdvisors Wealth Management
Minnesota
$734K
CSPIA
253
Cary Street Partners Investment Advisory
Virginia
$729K
IWN
254
Independent Wealth Network
Iowa
$724K
PAWA
255
Palo Alto Wealth Advisors
California
$714K
AAS
256
Ameritas Advisory Services
Nebraska
$712K
PS
257
Principal Securities
Iowa
$696K
AF
258
Advisornet Financial
Minnesota
$696K
KWM
259
Kingsview Wealth Management
Oregon
$685K
BC
260
Brio Consultants
California
$677K
OP
261
ORG Partners
Indiana
$668K
EIP
262
Ellis Investment Partners
Pennsylvania
$663K
AWP
263
Axis Wealth Partners
Rhode Island
$635K
SFM
264
Signet Financial Management
New Jersey
$631K
CD
265
Chapin Davis
Maryland
$631K
AG
266
Ascent Group
Virginia
$625K
LSPW
267
Lake Street Private Wealth
Illinois
$614K
ASN
268
Advisory Services Network
Georgia
$613K
OIA
269
OneDigital Investment Advisors
Kansas
$604K
DOA
270
D'Orazio & Associates
Virginia
$602K
MFG
271
Mosaic Financial Group
Illinois
$576K
TPWA
272
Twin Peaks Wealth Advisors
California
$516K
AIM
273
Anchor Investment Management
South Carolina
$504K
FGA
274
Fortis Group Advisors
New Jersey
$498K
GWM
275
Geneos Wealth Management
Colorado
$495K