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JPMorgan Core Plus Bond ETF

347 hedge funds and large institutions have $5.16B invested in JPMorgan Core Plus Bond ETF in 2025 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 201 increasing their positions, 81 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 81

136% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 22

29% more capital invested

Capital invested by funds: $4.01B → $5.16B (+$1.15B)

23% more funds holding in top 10

Funds holding in top 10: 5770 (+13)

7% more funds holding

Funds holding: 324347 (+23)

3.79% more ownership

Funds ownership: 81.93%85.72% (+3.8%)

Holders
347
Holders Change
+23
Holders Change %
+7.1%
% of All Funds
4.65%
Holding in Top 10
70
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+22.81%
% of All Funds
0.94%
New
52
Increased
201
Reduced
81
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APP
51
Avantax Planning Partners
Iowa
$25.8M +$6.45M +138,691 +34%
Truist Financial
52
Truist Financial
North Carolina
$25.1M -$45.7K -982 -0.2%
SCM
53
Steele Capital Management
Iowa
$25M +$350K +7,522 +1%
KFG
54
Kelly Financial Group
Connecticut
$24.5M +$1.84M +39,539 +8%
AFA
55
Arlington Financial Advisors
California
$24M +$23.7M +510,678 New
CA
56
Continuum Advisory
Idaho
$23.2M +$1.55M +33,229 +7%
SI
57
Stephens Inc
Arkansas
$22.5M -$19.6M -421,410 -47%
IAS
58
IMA Advisory Services
Colorado
$22.4M +$10M +215,251 +82%
TWP
59
Triad Wealth Partners
Kansas
$22.4M +$3.09M +66,510 +16%
SWM
60
Spire Wealth Management
Virginia
$22.3M +$22.1M +474,980 +742,156%
ACA
61
Aptus Capital Advisors
Alabama
$22.1M +$1.01M +21,655 +5%
GWANC
62
Guardian Wealth Advisors (North Carolina)
North Carolina
$22.1M +$1.01M +21,655 +5%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$20.5M +$5.95M +128,039 +42%
VCP
64
Verus Capital Partners
Arizona
$20.2M +$11.4M +244,927 +132%
Cerity Partners
65
Cerity Partners
New York
$20M +$1.81M +38,987 +10%
KV
66
Kickstand Ventures
New York
$19.6M +$1.48M +31,779 +8%
DWP
67
Daymark Wealth Partners
Ohio
$19.6M +$7.23M +155,557 +60%
JWBC
68
John W. Brooker & Co
California
$19.5M +$5.23M +112,522 +37%
Stifel Financial
69
Stifel Financial
Missouri
$19.3M +$2.6M +56,007 +16%
TFO
70
Tarbox Family Office
California
$19.3M +$9.29M +199,731 +95%
BOC
71
Blue Oak Capital
California
$19.2M +$1.29M +27,664 +7%
ML
72
McAdam LLC
Pennsylvania
$18.6M +$4.89M +105,253 +36%
AMM
73
American Money Management
California
$18.6M +$1.21M +25,916 +7%
SMM
74
Stadion Money Management
Georgia
$18.5M -$981K -21,100 -5%
Cambridge Investment Research Advisors
75
Cambridge Investment Research Advisors
Iowa
$18.4M -$640K -13,764 -3%