We are live on ! Find out more
JCPB icon

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
AGP
276
Autumn Glory Partners
Texas
$459K -$1.58K -34 -0.3%
ICCON
277
Investment Counsel Company of Nevada
Nevada
$440K +$435K +9,351 New
SOS
278
Silver Oak Securities
Tennessee
$434K +$62.6K +1,346 +17%
FPAS
279
Focus Partners Advisor Solutions
Missouri
$431K +$6.79K +146 +2%
DAS
280
Dynamic Advisor Solutions
Arizona
$427K -$13.2K -284 -3%
BMWS
281
Brady Martz Wealth Solutions
North Dakota
$415K -$20.4K -438 -5%
DWM
282
Diversify Wealth Management
Utah
$406K +$47 +1 +0%
Neuberger Berman Group
283
Neuberger Berman Group
New York
$400K +$395K +8,499 New
MTWM
284
Masso Torrence Wealth Management
New Jersey
$385K +$47 +1 +0%
LW
285
Linscomb Wealth
Texas
$385K +$121K +2,605 +47%
SPI
286
Sutton Place Investors
New York
$376K -$31.2K -670 -8%
XT
287
XTX Topco
Cayman Islands
$374K +$370K +7,958 New
EIP
288
Ellis Investment Partners
Pennsylvania
$360K +$93.3K +2,007 +36%
CCM
289
Coldstream Capital Management
Washington
$356K +$352K +7,566 New
FGA
290
Fortis Group Advisors
New Jersey
$337K +$95.2K +2,048 +40%
GIA
291
Gladstone Institutional Advisory
Florida
$336K -$25.6K -550 -7%
WCM
292
WealthTrak Capital Management
Virginia
$336K -$9.39K -202 -3%
AF
293
Advisornet Financial
Minnesota
$334K
AFP
294
Ausdal Financial Partners
Iowa
$323K +$9.72K +209 +3%
STA
295
Summit Trail Advisors
New York
$305K +$302K +6,493 New
CL
296
Choreo LLC
Illinois
$299K
PWP
297
Private Wealth Partners
California
$298K +$294K +6,325 New
FTUS
298
Flow Traders U.S.
New York
$296K -$2.24M -48,189 -88%
CCFM
299
Clear Creek Financial Management
Washington
$295K -$735K -15,814 -72%
FWP
300
Firethorn Wealth Partners
Georgia
$293K +$66.7K +1,435 +30%