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JPMorgan Core Plus Bond ETF

474 hedge funds and large institutions have $9.26B invested in JPMorgan Core Plus Bond ETF in 2026 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 288 increasing their positions, 84 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
88
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
PP
251
PDS Planning
Ohio
$1.99M
AWA
252
Arkadios Wealth Advisors
Georgia
$1.99M
SWIM
253
Smallwood Wealth Investment Management
New Jersey
$1.99M
IWC
254
Integrated Wealth Concepts
Massachusetts
$1.96M
ICM
255
Islay Capital Management
Texas
$1.92M
WF
256
Wayfinding Financial
Washington
$1.86M
FA
257
Fiduciary Alliance
South Carolina
$1.83M
TFS
258
Thoroughbred Financial Services
Tennessee
$1.77M
GPW
259
Gentry Private Wealth
Kansas
$1.75M
BlackRock
260
BlackRock
New York
$1.75M
MHR
261
Matthew Hamilton Rosenberg
$1.75M
DWM
262
Diversify Wealth Management
Utah
$1.72M
KWM
263
Kingsview Wealth Management
Oregon
$1.71M
TWM
264
TopTier Wealth Management
Wisconsin
$1.7M
SOS
265
Silver Oak Securities
Tennessee
$1.65M
PWM
266
Peck Wealth Management
New York
$1.63M
RWB
267
RMR Wealth Builders
New Jersey
$1.63M
SFS
268
Sowell Financial Services
Arkansas
$1.6M
GSIAS
269
Garden State Investment Advisory Services
New Jersey
$1.5M
BAM
270
Belpointe Asset Management
Nevada
$1.48M
CFS
271
CRA Financial Services
New Jersey
$1.47M
DWM
272
DeLarme Wealth Management
California
$1.46M
MFG
273
Menard Financial Group
Texas
$1.45M
SPA
274
Shore Point Advisors
New Jersey
$1.45M
SP
275
Sequent Planning
Nebraska
$1.44M