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JPMorgan Core Plus Bond ETF

343 hedge funds and large institutions have $5.14B invested in JPMorgan Core Plus Bond ETF in 2025 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 198 increasing their positions, 80 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
69
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
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$54.8M
SPA
27
Sentinel Pension Advisors
Massachusetts
$52.6M
CAL
28
Capital Analysts LLC
Pennsylvania
$51.8M
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$49.6M
ACG
30
Allen Capital Group
Nebraska
$47.9M
SC
31
SouthState Corp
Florida
$45.2M
WWM
32
Wiser Wealth Management
Georgia
$44.7M
HG
33
Harbor Group
New Hampshire
$43.5M
TWM
34
Tradition Wealth Management
Minnesota
$39.2M
AFA
35
AllGen Financial Advisors
Florida
$39.2M
BFG
36
Berger Financial Group
Minnesota
$38.1M
CF
37
Corrigan Financial
Rhode Island
$37.2M
JGCM
38
Joseph Group Capital Management
Ohio
$36.1M
SC
39
Savant Capital
Illinois
$34.8M
Focus Partners Wealth
40
Focus Partners Wealth
Massachusetts
$32M
VAMG
41
Voisard Asset Management Group
Michigan
$30.5M
HFM
42
Hartford Financial Management
Connecticut
$29.2M
RHP
43
Royal Harbor Partners
Texas
$28.4M
MC
44
McCarthy & Cox
Ohio
$27.5M
AWE
45
Avidian Wealth Enterprises
Texas
$27.1M
KAS
46
Kestra Advisory Services
Texas
$27.1M
FPCG
47
Forum Private Client Group
Indiana
$26.7M
DWP
48
Destiny Wealth Partners
Florida
$26.6M
SFI
49
SPC Financial Inc
Maryland
$26.4M
HSG
50
Helen Stephens Group
Texas
$25.9M