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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
P
276
&Partners
Tennessee
$480K
OPTFSNA
277
Old Point Trust & Financial Services N A
Virginia
$475K
Envestnet Portfolio Solutions
278
Envestnet Portfolio Solutions
Illinois
$463K
WB
279
WesBanco Bank
West Virginia
$452K
AGP
280
Autumn Glory Partners
Texas
$450K
SOS
281
Silver Oak Securities
Tennessee
$446K
CCM
282
Coldstream Capital Management
Washington
$444K
ZI
283
ZEGA Investments
Florida
$444K
PAG
284
Private Advisor Group
New Jersey
$435K
FFWA
285
FRG Family Wealth Advisors
Washington
$428K
DWM
286
Diversify Wealth Management
Utah
$406K
EFS
287
Essex Financial Services
Connecticut
$396K
XPN
288
XY Planning Network
Montana
$396K
EFG
289
Elm3 Financial Group
Georgia
$394K
MTWM
290
Masso Torrence Wealth Management
New Jersey
$385K
GS
291
GWN Securities
Florida
$381K
SWGC
292
Summit Wealth Group (Colorado)
Colorado
$381K
FWP
293
Firethorn Wealth Partners
Georgia
$380K
PA
294
PFG Advisors
Arizona
$366K
LW
295
Linscomb Wealth
Texas
$363K
VPF
296
Vantage Point Financial
Illinois
$363K
SCM
297
Stonehearth Capital Management
Massachusetts
$355K
WCM
298
WealthTrak Capital Management
Virginia
$352K
SPI
299
Sutton Place Investors
New York
$351K
NWWA
300
New Wave Wealth Advisors
Arkansas
$350K