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JPMorgan Core Plus Bond ETF

478 hedge funds and large institutions have $9.37B invested in JPMorgan Core Plus Bond ETF in 2026 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 290 increasing their positions, 87 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
478
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
90
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
HBW
301
Hazlett, Burt & Watson
West Virginia
$1.15M
XPN
302
XY Planning Network
Montana
$1.12M
P
303
&Partners
Tennessee
$1.09M
IWN
304
Independent Wealth Network
Iowa
$1.06M
GM
305
GeoWealth Management
Illinois
$1.04M
PFS
306
Prospera Financial Services
Texas
$1.03M
FCFC
307
First Citizens Financial Corp
Iowa
$987K
KCIC
308
Kuhn & Co Investment Counsel
Illinois
$971K
BWP
309
Balboa Wealth Partners
Arizona
$945K
SWM
310
SeaCrest Wealth Management
New York
$937K
OFS
311
Opus Financial Solutions
Illinois
$917K
TPWA
312
Twin Peaks Wealth Advisors
California
$912K
UWM
313
USAdvisors Wealth Management
Minnesota
$893K
MSFP
314
Mark Sheptoff Financial Planning
Connecticut
$889K
SPC
315
Sigma Planning Corp
Michigan
$879K
CWM
316
Capstone Wealth Management
Montana
$864K
BC
317
Brio Consultants
California
$843K
LSPW
318
Lake Street Private Wealth
Illinois
$829K
GWM
319
Geneos Wealth Management
Colorado
$815K
DC
320
Davenport & Co
Virginia
$814K
AWP
321
Axis Wealth Partners
Rhode Island
$809K
KF
322
Krilogy Financial
Missouri
$809K
WANY
323
Wealthspire Advisors (New York)
New York
$791K
FH
324
FWG Holdings
Florida
$788K
DOA
325
D'Orazio & Associates
Virginia
$752K