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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
SCM
301
SOL Capital Management
Maryland
$291K -$2.56K -55 -0.9%
SWM
302
Silverlake Wealth Management
Vermont
$291K +$14.3K +308 +5%
SCM
303
Stonehearth Capital Management
Massachusetts
$282K -$18.1K -390 -6%
IWC
304
Integrated Wealth Concepts
Massachusetts
$277K -$155K -3,325 -36%
WSFS
305
Wilmington Savings Fund Society
Delaware
$271K +$9.44K +203 +4%
SWP
306
Semus Wealth Partners
Florida
$267K +$25.7K +553 +11%
VPF
307
Vantage Point Financial
Illinois
$263K +$260K +5,583 New
C1AG
308
Client 1st Advisory Group
Florida
$260K
JWCA
309
J.W. Cole Advisors
Florida
$252K +$249K +5,347 New
SFC
310
Strategic Financial Concepts
Texas
$237K +$8.74K +188 +4%
MEAC
311
M.E. Allison & Co
Texas
$236K
OPTFSNA
312
Old Point Trust & Financial Services N A
Virginia
$236K +$187K +4,015 +399%
MC
313
Mathes Company
New York
$235K +$233K +5,000 New
WA
314
WESPAC Advisors
California
$234K +$231K +4,973 New
RFN
315
RDA Financial Network
Iowa
$231K -$37K -796 -14%
Comerica Bank
316
Comerica Bank
Texas
$225K +$19.2K +412 +9%
FPGK
317
Financial Partners Group (Kansas)
Kansas
$220K +$2.37K +51 +1%
EWA
318
EP Wealth Advisors
California
$217K +$214K +4,610 New
NLWP
319
Next Level Wealth Planning
Idaho
$212K +$209K +4,500 New
BFA
320
Beacon Financial Advisory
Ohio
$203K +$200K +4,310 New
FCT
321
First Community Trust
Iowa
$139K
LWMI
322
Legacy Wealth Management (Idaho)
Idaho
$129K -$3.04M -65,471 -96%
LFG
323
Larson Financial Group
Missouri
$112K -$2.28K -49 -2%
CI
324
CX Institutional
Indiana
$109K +$108K +2,313 New
PB
325
Pinnacle Bancorp
Nebraska
$102K +$45K +968 +80%