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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
WCFA
76
Walkner Condon Financial Advisors
Wisconsin
$20.9M +$1.96M +41,751 +11%
AMM
77
American Money Management
California
$20.2M +$720K +15,308 +4%
SWM
78
Spire Wealth Management
Virginia
$19.8M -$203K -4,318 -1%
DWP
79
Daymark Wealth Partners
Ohio
$19.7M +$2.33M +49,563 +14%
SC
80
SouthState Corp
Florida
$19.4M -$18.6M -395,505 -49%
BDFN
81
Bond & Devick Financial Network
Minnesota
$19.3M +$2.14M +45,404 +13%
FFS
82
Founders Financial Securities
Maryland
$19.2M +$5.11M +108,542 +37%
HI
83
Horizon Investments
North Carolina
$19.1M +$5.12M +108,783 +37%
PWA
84
Peterson Wealth Advisors
Utah
$18.5M +$1.14M +24,315 +7%
MFG
85
Magnus Financial Group
New York
$18.1M +$1.39M +29,440 +8%
Corient Private Wealth
86
Corient Private Wealth
Florida
$17.9M +$2.73M +58,008 +18%
TCM
87
TD Capital Management
Tennessee
$17.8M +$1.52M +32,335 +9%
SMM
88
Stadion Money Management
Georgia
$17.2M -$767K -16,296 -4%
HIP
89
HUB Investment Partners
Texas
$16.9M +$772K +16,401 +5%
TLP
90
Trinity Legacy Partners
Texas
$16.6M +$149K +3,161 +0.9%
RWM
91
Riverchase Wealth Management
Texas
$16.6M +$926K +19,676 +6%
MA
92
Mutual Advisors
Nebraska
$16.5M +$2.08M +44,254 +15%
FA
93
Fagan Associates
New York
$16.2M +$7.68M +163,097 +91%
DADC
94
D.A. Davidson & Co
Montana
$15.9M +$4.9M +104,036 +45%
EFS
95
Econ Financial Services
Pennsylvania
$15.5M +$533K +11,325 +4%
I
96
INVST
Indiana
$15.5M +$969K +20,589 +7%
FWM
97
FMA Wealth Management
Massachusetts
$14.7M +$438K +9,317 +3%
BFS
98
BridgePort Financial Solutions
Iowa
$14.5M +$1.62M +34,382 +13%
FWP
99
FAS Wealth Partners
Kansas
$14.5M +$810K +17,206 +6%
CHA
100
Cooper/Haims Advisors
New York
$14.5M +$118K +2,497 +0.8%