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JPMorgan Core Plus Bond ETF

475 hedge funds and large institutions have $9.34B invested in JPMorgan Core Plus Bond ETF in 2026 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 289 increasing their positions, 84 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
475
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
89
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
DWP
51
Destiny Wealth Partners
Florida
$40.9M
SFG
52
SNS Financial Group
Minnesota
$39.1M
JGCM
53
Joseph Group Capital Management
Ohio
$38.8M
MML Investors Services
54
MML Investors Services
Massachusetts
$37.6M
TWM
55
Tradition Wealth Management
Minnesota
$37.5M
VAMG
56
Voisard Asset Management Group
Michigan
$36.9M
Stifel Financial
57
Stifel Financial
Missouri
$36.9M
AWE
58
Avidian Wealth Enterprises
Texas
$36.3M
HSG
59
Helen Stephens Group
Texas
$36.2M
DWP
60
Daymark Wealth Partners
Ohio
$35.3M
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$34.5M
Focus Partners Wealth
62
Focus Partners Wealth
Massachusetts
$34.2M
CA
63
Continuum Advisory
Idaho
$33.6M
HFM
64
Hartford Financial Management
Connecticut
$33.2M
FPCG
65
Forum Private Client Group
Indiana
$32M
EWS
66
Evergreen Wealth Solutions
Pennsylvania
$31.2M
KFG
67
Kelly Financial Group
Connecticut
$30.8M
CWA
68
Crusonia Wealth Advisors
Colorado
$30.7M
AC
69
Apella Capital
Connecticut
$30.6M
Cerity Partners
70
Cerity Partners
New York
$30M
M1FG
71
Mach-1 Financial Group
Arkansas
$29.1M
ACA
72
Aptus Capital Advisors
Alabama
$28.9M
GWANC
73
Guardian Wealth Advisors (North Carolina)
North Carolina
$28.9M
4PL
74
46 Peaks LLC
Pennsylvania
$28.8M
Truist Financial
75
Truist Financial
North Carolina
$28.6M