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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
WCFA
76
Walkner Condon Financial Advisors
Wisconsin
$18.3M +$4.63M +99,560 +34%
PWA
77
Peterson Wealth Advisors
Utah
$17M +$1.21M +26,037 +8%
JFGIW
78
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$16.6M +$3.73M +80,281 +29%
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$16.5M +$5.91M +127,174 +57%
M1FG
80
Mach-1 Financial Group
Arkansas
$16.4M +$16.2M +349,377 New
MWM
81
Mascoma Wealth Management
New Hampshire
$16.4M +$949K +20,405 +6%
NEWAS
82
N.E.W. Advisory Services
Wisconsin
$16.1M +$8.75M +188,175 +122%
BDFN
83
Bond & Devick Financial Network
Minnesota
$15.9M +$8.05M +173,077 +105%
TLP
84
Trinity Legacy Partners
Texas
$15.6M +$3.04M +65,361 +24%
MFG
85
Magnus Financial Group
New York
$15.5M +$1.86M +40,075 +14%
HIP
86
HUB Investment Partners
Texas
$15.3M +$256K +5,497 +2%
RWM
87
Riverchase Wealth Management
Texas
$15.1M +$286K +6,144 +2%
TCM
88
TD Capital Management
Tennessee
$14.7M +$2.09M +44,955 +17%
MA
89
Mutual Advisors
Nebraska
$14.1M +$498K +10,716 +4%
FFS
90
Founders Financial Securities
Maryland
$13.9M +$799K +17,183 +6%
FWM
91
FMA Wealth Management
Massachusetts
$13.6M +$84.4K +1,816 +0.6%
JCM
92
Janney Capital Management
Pennsylvania
$13.4M -$240K -5,162 -2%
EFS
93
Econ Financial Services
Pennsylvania
$13.4M +$173K +3,721 +1%
FWP
94
FAS Wealth Partners
Kansas
$13M +$533K +11,456 +4%
HI
95
Horizon Investments
North Carolina
$12.8M -$76.4K -1,643 -0.6%
Corient Private Wealth
96
Corient Private Wealth
Florida
$12.2M +$4.32M +92,930 +55%
CHA
97
Cooper/Haims Advisors
New York
$12M +$1.86K +40 +0%
AA
98
Alpha Advisors
Virginia
$11.6M +$10M +215,397 +675%
BWM
99
BankPlus Wealth Management
Mississippi
$11.5M +$1.07M +22,963 +10%
CPCP
100
Cedar Point Capital Partners
Iowa
$11.3M +$121K +2,599 +1%