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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
MIM
351
Martin Investment Management
Florida
$224K +$221K +4,704 New
CFA
352
Cahill Financial Advisors
Minnesota
$220K +$218K +4,628 New
CWM
353
Comprehensive Wealth Management
Washington
$219K -$34.5K -733 -14%
NLWP
354
Next Level Wealth Planning
Idaho
$214K
WA
355
Waverly Advisors
Alabama
$203K -$1.65K -35 -0.8%
US Bancorp
356
US Bancorp
Minnesota
$185K -$39.4K -838 -18%
LFA
357
LGT Financial Advisors
Texas
$143K +$26.7K +567 +23%
BDPWM
358
Barnes Dennig Private Wealth Management
Ohio
$136K +$11.3K +241 +9%
S
359
SignatureFD
Georgia
$131K +$130K +2,760 New
SL
360
Salomon & Ludwin
Virginia
$124K +$120K +2,541 +3,176%
CI
361
CX Institutional
Indiana
$110K
GJIA
362
Glass Jacobson Investment Advisors
Maryland
$104K +$659 +14 +0.6%
PB
363
Pinnacle Bancorp
Nebraska
$103K
CFB
364
Cullen/Frost Bankers
Texas
$99K +$98K +2,082 New
LFG
365
Larson Financial Group
Missouri
$94.4K -$20.4K -434 -18%
FCT
366
First Community Trust
Iowa
$70.3K
AA
367
Ancora Advisors
Ohio
$67K
GF
368
GGM Financials
Ohio
$58.2K +$57.6K +1,223 New
PA
369
Parallel Advisors
California
$51.7K +$2.17K +46 +4%
WTC
370
WhitTier Trust Company
Nevada
$48K -$16K -341 -25%
CA
371
CoreCap Advisors
Michigan
$45.8K -$47 -1 -0.1%
PWMG
372
Prestige Wealth Management Group
New Jersey
$43.7K
CFD
373
Creative Financial Designs
Indiana
$33.2K +$424 +9 +1%
GA
374
GoalVest Advisory
New York
$33.1K +$32.8K +696 New
IW
375
Imprint Wealth
South Carolina
$30.1K +$29.8K +634 New