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JPMorgan Core Plus Bond ETF

343 hedge funds and large institutions have $5.14B invested in JPMorgan Core Plus Bond ETF in 2025 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 198 increasing their positions, 80 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
69
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
ATWA
101
Arbor Trust Wealth Advisors
Michigan
$10.9M
FCG
102
Financial Connections Group
California
$10.8M
MIA
103
Milestone Investment Advisors
Wisconsin
$10.8M
APW
104
Acima Private Wealth
Virginia
$10.8M
Baird Financial Group
105
Baird Financial Group
Wisconsin
$10.6M
Jones Financial Companies
106
Jones Financial Companies
Missouri
$10.2M
T
107
Tableaux
Massachusetts
$10.1M
BWM
108
BCGM Wealth Management
Indiana
$9.99M
EFL
109
ERn Financial LLC
Wisconsin
$9.88M
DADC
110
D.A. Davidson & Co
Montana
$9.59M
VWA
111
Visionary Wealth Advisors
Illinois
$9.09M
MWM
112
Modern Wealth Management
Kansas
$9.05M
BWA
113
Boulder Wealth Advisors
Colorado
$9.01M
SPIA
114
Steward Partners Investment Advisory
New York
$8.98M
SO
115
Sierra Ocean
California
$8.97M
WC
116
Waterloo Capital
Texas
$8.79M
FFG
117
Floyd Financial Group
Missouri
$8.57M
PWM
118
Perigon Wealth Management
California
$8.47M
AAS
119
Avantax Advisory Services
Texas
$8.3M
PJWM
120
Philip James Wealth Mangement
Georgia
$7.98M
LWMNY
121
Landmark Wealth Management (New York)
New York
$7.71M
CWMS
122
Cannon Wealth Management Services
North Carolina
$7.69M
FA
123
Fagan Associates
New York
$7.5M
TPA
124
Trivium Point Advisory
Connecticut
$7.4M
CWA
125
Clarity Wealth Advisors
California
$7.34M