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JPMorgan Core Plus Bond ETF

364 hedge funds and large institutions have $5.86B invested in JPMorgan Core Plus Bond ETF in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 209 increasing their positions, 88 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
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
FPCG
51
Forum Private Client Group
Indiana
$28M
DWP
52
Destiny Wealth Partners
Florida
$27.2M
SFI
53
SPC Financial Inc
Maryland
$26.6M
Truist Financial
54
Truist Financial
North Carolina
$26.6M
HSG
55
Helen Stephens Group
Texas
$26.2M
CA
56
Continuum Advisory
Idaho
$26.2M
SCM
57
Steele Capital Management
Iowa
$26.1M
KFG
58
Kelly Financial Group
Connecticut
$25.9M
KAS
59
Kestra Advisory Services
Texas
$25.9M
TFO
60
Tarbox Family Office
California
$25.8M
TWP
61
Triad Wealth Partners
Kansas
$25.3M
SFG
62
SNS Financial Group
Minnesota
$24.4M
ACA
63
Aptus Capital Advisors
Alabama
$24M
GWANC
64
Guardian Wealth Advisors (North Carolina)
North Carolina
$24M
Jane Street
65
Jane Street
New York
$23.8M
IAS
66
IMA Advisory Services
Colorado
$23.4M
Stifel Financial
67
Stifel Financial
Missouri
$22.2M
BOC
68
Blue Oak Capital
California
$21.7M
MWM
69
Mascoma Wealth Management
New Hampshire
$21.6M
VCP
70
Verus Capital Partners
Arizona
$21.6M
SI
71
Stephens Inc
Arkansas
$21.2M
KV
72
Kickstand Ventures
New York
$21.2M
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$20.6M
JFGIW
74
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$20M
SWM
75
Spire Wealth Management
Virginia
$19.6M