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JPMorgan Core Plus Bond ETF

379 hedge funds and large institutions have $6.66B invested in JPMorgan Core Plus Bond ETF in 2025 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 239 increasing their positions, 72 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
70
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
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$67.6M
DBRC
27
D.B. Root & Company
Pennsylvania
$66.1M
CAL
28
Capital Analysts LLC
Pennsylvania
$66M
MWM
29
Modern Wealth Management
Kansas
$64.5M
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$62.4M
HFS
31
Hughes Financial Services
Virginia
$62.1M
SPA
32
Sentinel Pension Advisors
Massachusetts
$60.2M
ML
33
McAdam LLC
Pennsylvania
$55M
ACG
34
Allen Capital Group
Nebraska
$54.9M
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$53.9M
WWM
36
Wiser Wealth Management
Georgia
$53.3M
HG
37
Harbor Group
New Hampshire
$47M
BFG
38
Berger Financial Group
Minnesota
$40.2M
FWC
39
First Washington Corp
Washington
$39M
JGCM
40
Joseph Group Capital Management
Ohio
$38.3M
BFG
41
Bouchey Financial Group
New York
$36.5M
Cerity Partners
42
Cerity Partners
New York
$35.7M
TWM
43
Tradition Wealth Management
Minnesota
$35.4M
Focus Partners Wealth
44
Focus Partners Wealth
Massachusetts
$33.9M
AFA
45
Arlington Financial Advisors
California
$33.5M
HFM
46
Hartford Financial Management
Connecticut
$33.3M
KAS
47
Kestra Advisory Services
Texas
$31.8M
SFG
48
SNS Financial Group
Minnesota
$31.3M
AWE
49
Avidian Wealth Enterprises
Texas
$31.1M
Stifel Financial
50
Stifel Financial
Missouri
$30.8M