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JPMorgan Core Plus Bond ETF

474 hedge funds and large institutions have $9.26B invested in JPMorgan Core Plus Bond ETF in 2026 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 288 increasing their positions, 84 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
88
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
SFG
51
SNS Financial Group
Minnesota
$39.1M
JGCM
52
Joseph Group Capital Management
Ohio
$38.8M
MML Investors Services
53
MML Investors Services
Massachusetts
$37.6M
TWM
54
Tradition Wealth Management
Minnesota
$37.5M
VAMG
55
Voisard Asset Management Group
Michigan
$36.9M
Stifel Financial
56
Stifel Financial
Missouri
$36.9M
AWE
57
Avidian Wealth Enterprises
Texas
$36.3M
HSG
58
Helen Stephens Group
Texas
$36.2M
DWP
59
Daymark Wealth Partners
Ohio
$35.3M
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$34.5M
Focus Partners Wealth
61
Focus Partners Wealth
Massachusetts
$34.2M
CA
62
Continuum Advisory
Idaho
$33.6M
HFM
63
Hartford Financial Management
Connecticut
$33.2M
FPCG
64
Forum Private Client Group
Indiana
$32M
EWS
65
Evergreen Wealth Solutions
Pennsylvania
$31.2M
KFG
66
Kelly Financial Group
Connecticut
$30.8M
CWA
67
Crusonia Wealth Advisors
Colorado
$30.7M
AC
68
Apella Capital
Connecticut
$30.6M
Cerity Partners
69
Cerity Partners
New York
$30M
M1FG
70
Mach-1 Financial Group
Arkansas
$29.1M
ACA
71
Aptus Capital Advisors
Alabama
$28.9M
GWANC
72
Guardian Wealth Advisors (North Carolina)
North Carolina
$28.9M
4PL
73
46 Peaks LLC
Pennsylvania
$28.8M
Truist Financial
74
Truist Financial
North Carolina
$28.6M
TFO
75
Tarbox Family Office
California
$28.1M