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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
MC
51
McCarthy & Cox
Ohio
$30M +$1.11M +23,612 +4%
HSG
52
Helen Stephens Group
Texas
$29.7M +$3.2M +68,013 +12%
VAMG
53
Voisard Asset Management Group
Michigan
$29.4M +$595K +12,640 +2%
FPCG
54
Forum Private Client Group
Indiana
$29M +$680K +14,452 +2%
KFG
55
Kelly Financial Group
Connecticut
$28.9M +$2.63M +55,898 +10%
CA
56
Continuum Advisory
Idaho
$28.7M +$2.2M +46,660 +8%
RHP
57
Royal Harbor Partners
Texas
$28.4M -$572K -12,148 -2%
DWP
58
Destiny Wealth Partners
Florida
$28.1M +$627K +13,329 +2%
Truist Financial
59
Truist Financial
North Carolina
$27.8M +$966K +20,521 +4%
SFI
60
SPC Financial Inc
Maryland
$27.7M +$761K +16,174 +3%
TFO
61
Tarbox Family Office
California
$27.7M +$1.61M +34,152 +6%
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$27.5M +$6.63M +140,871 +32%
ACA
63
Aptus Capital Advisors
Alabama
$27M +$2.74M +58,203 +11%
GWANC
64
Guardian Wealth Advisors (North Carolina)
North Carolina
$27M +$2.74M +58,203 +11%
SCM
65
Steele Capital Management
Iowa
$24.7M -$1.67M -35,526 -6%
VCP
66
Verus Capital Partners
Arizona
$23.6M +$1.8M +38,335 +8%
IAS
67
IMA Advisory Services
Colorado
$23.5M -$127K -2,701 -0.5%
Jones Financial Companies
68
Jones Financial Companies
Missouri
$22.9M +$5.98M +127,110 +36%
Citadel Advisors
69
Citadel Advisors
Florida
$22.9M +$5.82M +123,701 +35%
KV
70
Kickstand Ventures
New York
$22.8M +$1.36M +28,898 +6%
JFGIW
71
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$22.7M +$2.53M +53,864 +13%
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$22.7M +$5.4M +114,716 +32%
SI
73
Stephens Inc
Arkansas
$22M +$583K +12,382 +3%
MWM
74
Mascoma Wealth Management
New Hampshire
$22M +$161K +3,417 +0.7%
WC
75
Waterloo Capital
Texas
$21.2M +$4.22M +89,600 +25%