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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
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$67.6M +$14.7M +312,814 +28%
DBRC
27
D.B. Root & Company
Pennsylvania
$66.1M +$5.88M +124,872 +10%
CAL
28
Capital Analysts LLC
Pennsylvania
$66M +$6.48M +137,592 +11%
MWM
29
Modern Wealth Management
Kansas
$64.5M +$25.6M +544,277 +67%
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$62.4M +$3.18M +67,551 +5%
HFS
31
Hughes Financial Services
Virginia
$62.1M +$2.13M +45,353 +4%
SPA
32
Sentinel Pension Advisors
Massachusetts
$60.2M +$3.92M +83,359 +7%
ML
33
McAdam LLC
Pennsylvania
$55M +$4.07M +86,557 +8%
ACG
34
Allen Capital Group
Nebraska
$54.9M +$2.85M +60,496 +6%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$53.9M +$5.33M +113,171 +11%
WWM
36
Wiser Wealth Management
Georgia
$53.3M +$6.37M +135,398 +14%
HG
37
Harbor Group
New Hampshire
$47M +$1.7M +36,205 +4%
BFG
38
Berger Financial Group
Minnesota
$40.2M +$274K +5,831 +0.7%
FWC
39
First Washington Corp
Washington
$39M +$38.6M +819,415 New
JGCM
40
Joseph Group Capital Management
Ohio
$38.3M +$1.16M +24,742 +3%
BFG
41
Bouchey Financial Group
New York
$36.5M +$1.72M +36,652 +5%
Cerity Partners
42
Cerity Partners
New York
$35.7M +$1.93M +41,080 +6%
TWM
43
Tradition Wealth Management
Minnesota
$35.4M -$5.48M -116,544 -14%
Focus Partners Wealth
44
Focus Partners Wealth
Massachusetts
$33.9M +$431K +9,167 +1%
AFA
45
Arlington Financial Advisors
California
$33.5M +$430K +9,127 +1%
HFM
46
Hartford Financial Management
Connecticut
$33.3M +$774K +16,441 +2%
KAS
47
Kestra Advisory Services
Texas
$31.8M +$5.58M +118,631 +22%
SFG
48
SNS Financial Group
Minnesota
$31.3M +$6.65M +141,263 +27%
AWE
49
Avidian Wealth Enterprises
Texas
$31.1M +$1.95M +41,375 +7%
Stifel Financial
50
Stifel Financial
Missouri
$30.8M +$8.33M +177,028 +38%