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JPMorgan Core Plus Bond ETF

475 hedge funds and large institutions have $9.34B invested in JPMorgan Core Plus Bond ETF in 2026 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 289 increasing their positions, 84 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
475
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
89
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
GM
301
GeoWealth Management
Illinois
$1.04M
PFS
302
Prospera Financial Services
Texas
$1.03M
FCFC
303
First Citizens Financial Corp
Iowa
$987K
KCIC
304
Kuhn & Co Investment Counsel
Illinois
$971K
BWP
305
Balboa Wealth Partners
Arizona
$945K
SWM
306
SeaCrest Wealth Management
New York
$937K
OFS
307
Opus Financial Solutions
Illinois
$917K
TPWA
308
Twin Peaks Wealth Advisors
California
$912K
UWM
309
USAdvisors Wealth Management
Minnesota
$893K
MSFP
310
Mark Sheptoff Financial Planning
Connecticut
$889K
SPC
311
Sigma Planning Corp
Michigan
$879K
CWM
312
Capstone Wealth Management
Montana
$864K
BC
313
Brio Consultants
California
$843K
LSPW
314
Lake Street Private Wealth
Illinois
$829K
GWM
315
Geneos Wealth Management
Colorado
$815K
DC
316
Davenport & Co
Virginia
$814K
AWP
317
Axis Wealth Partners
Rhode Island
$809K
KF
318
Krilogy Financial
Missouri
$809K
WANY
319
Wealthspire Advisors (New York)
New York
$791K
FH
320
FWG Holdings
Florida
$788K
DOA
321
D'Orazio & Associates
Virginia
$752K
BFA
322
Ballast Financial Advisors
Pennsylvania
$742K
AF
323
Allworth Financial
California
$742K
EWA
324
EP Wealth Advisors
California
$723K
EWA
325
Emergent Wealth Advisors
New York
$694K