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JPMorgan Core Plus Bond ETF

474 hedge funds and large institutions have $9.26B invested in JPMorgan Core Plus Bond ETF in 2026 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 288 increasing their positions, 84 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
88
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
FCFC
301
First Citizens Financial Corp
Iowa
$987K
KCIC
302
Kuhn & Co Investment Counsel
Illinois
$971K
BWP
303
Balboa Wealth Partners
Arizona
$945K
SWM
304
SeaCrest Wealth Management
New York
$937K
OFS
305
Opus Financial Solutions
Illinois
$917K
TPWA
306
Twin Peaks Wealth Advisors
California
$912K
UWM
307
USAdvisors Wealth Management
Minnesota
$893K
MSFP
308
Mark Sheptoff Financial Planning
Connecticut
$889K
SPC
309
Sigma Planning Corp
Michigan
$879K
CWM
310
Capstone Wealth Management
Montana
$864K
BC
311
Brio Consultants
California
$843K
LSPW
312
Lake Street Private Wealth
Illinois
$829K
GWM
313
Geneos Wealth Management
Colorado
$815K
DC
314
Davenport & Co
Virginia
$814K
AWP
315
Axis Wealth Partners
Rhode Island
$809K
KF
316
Krilogy Financial
Missouri
$809K
WANY
317
Wealthspire Advisors (New York)
New York
$791K
FH
318
FWG Holdings
Florida
$788K
DOA
319
D'Orazio & Associates
Virginia
$752K
BFA
320
Ballast Financial Advisors
Pennsylvania
$742K
AF
321
Allworth Financial
California
$742K
EWA
322
EP Wealth Advisors
California
$723K
EWA
323
Emergent Wealth Advisors
New York
$694K
EFG
324
Elevated Financial Group
Indiana
$691K
Fifth Third Bancorp
325
Fifth Third Bancorp
Ohio
$689K