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JPMorgan Core Plus Bond ETF

387 hedge funds and large institutions have $6.69B invested in JPMorgan Core Plus Bond ETF in 2025 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 244 increasing their positions, 73 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

234% more repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 73

104% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 24

13% more capital invested

Capital invested by funds: $5.9B → $6.69B (+$790M)

5% more funds holding

Funds holding: 369387 (+18)

0.91% less ownership

Funds ownership: 86.31%85.4% (-0.91%)

1% less funds holding in top 10

Funds holding in top 10: 7170 (-1)

Holders
387
Holders Change
+18
Holders Change %
+4.88%
% of All Funds
5.08%
Holding in Top 10
70
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.41%
% of All Funds
0.92%
New
49
Increased
244
Reduced
73
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MTWM
301
Masso Torrence Wealth Management
New Jersey
$389K +$94 +2 +0%
WB
302
WesBanco Bank
West Virginia
$381K -$74K -1,573 -16%
KIM
303
Kestra Investment Management
Texas
$381K +$37.8K +804 +11%
PAWA
304
Palo Alto Wealth Advisors
California
$374K -$343K -7,296 -48%
PA
305
PFG Advisors
Arizona
$374K +$3.39K +72 +0.9%
SWM
306
SeaCrest Wealth Management
New York
$372K +$369K +7,844 New
DAS
307
Dynamic Advisor Solutions
Arizona
$367K +$55.6K +1,182 +18%
WCM
308
WealthTrak Capital Management
Virginia
$365K +$9.79K +208 +3%
EFG
309
Elm3 Financial Group
Georgia
$365K -$32.5K -690 -8%
RFN
310
RDA Financial Network
Iowa
$362K +$23.4K +498 +7%
SCM
311
Stonehearth Capital Management
Massachusetts
$362K +$3.48K +74 +1%
NWWA
312
New Wave Wealth Advisors
Arkansas
$358K +$4.38K +93 +1%
MCA
313
Magnolia Capital Advisors
Mississippi
$337K +$333K +7,082 New
WFG
314
Wills Financial Group
Virginia
$333K +$941 +20 +0.3%
SWP
315
Sagespring Wealth Partners
Tennessee
$330K +$327K +6,947 New
FHC
316
First Heartland Consultants
Missouri
$326K +$72.6K +1,543 +29%
TGAM
317
TBH Global Asset Management
Tennessee
$323K +$320K +6,790 New
JWCA
318
J.W. Cole Advisors
Florida
$321K +$33.3K +707 +12%
GIA
319
Gladstone Institutional Advisory
Florida
$319K -$21.2K -451 -6%
STA
320
Summit Trail Advisors
New York
$309K
AFP
321
Ausdal Financial Partners
Iowa
$308K +$3.01K +64 +1%
EFA
322
Edge Financial Advisors
Illinois
$307K +$304K +6,454 New
IWC
323
Integrated Wealth Concepts
Massachusetts
$307K +$304K +6,451 New
MOS
324
MGO One Seven
Ohio
$303K +$300K +6,380 New
CL
325
Choreo LLC
Illinois
$302K