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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
TFO
76
Tarbox Family Office
California
$28.1M
VCP
77
Verus Capital Partners
Arizona
$27.9M
WCFA
78
Walkner Condon Financial Advisors
Wisconsin
$27.7M
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$27.4M
IAS
80
IMA Advisory Services
Colorado
$27.3M
Bank of New York Mellon
81
Bank of New York Mellon
New York
$27.2M
JFGIW
82
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$27.2M
AC
83
AlphaCore Capital
California
$26.5M
MWM
84
Mascoma Wealth Management
New Hampshire
$26.4M
UBS AM
85
UBS AM
Illinois
$25.6M
DADC
86
D.A. Davidson & Co
Montana
$25.4M
KAS
87
Kestra Advisory Services
Texas
$25.1M
SWM
88
Spire Wealth Management
Virginia
$25M
KV
89
Kickstand Ventures
New York
$24M
FFS
90
Founders Financial Securities
Maryland
$23.8M
MFG
91
Magnus Financial Group
New York
$23.2M
SCM
92
Steele Capital Management
Iowa
$22.7M
Baird Financial Group
93
Baird Financial Group
Wisconsin
$22M
SI
94
Stephens Inc
Arkansas
$21.9M
BDFN
95
Bond & Devick Financial Network
Minnesota
$21.5M
BWAM
96
Blue Water Asset Management
Michigan
$21.3M
LWP
97
LeClair Wealth Partners
Ohio
$21.3M
AMM
98
American Money Management
California
$21.3M
PWA
99
Peterson Wealth Advisors
Utah
$21.2M
WC
100
Waterloo Capital
Texas
$21.2M