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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
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$14.3M +$6.5M +138,039 +84%
Wealth Enhancement Advisory Services
102
Wealth Enhancement Advisory Services
Minnesota
$14.1M +$1.97M +41,882 +16%
BWM
103
BankPlus Wealth Management
Mississippi
$13.6M +$929K +19,730 +7%
JCM
104
Janney Capital Management
Pennsylvania
$13.3M -$25K -532 -0.2%
ETC
105
Exchange Traded Concepts
Oklahoma
$13.1M +$1.07M +22,634 +9%
AA
106
Alpha Advisors
Virginia
$12.4M +$136K +2,892 +1%
Cambridge Investment Research Advisors
107
Cambridge Investment Research Advisors
Iowa
$12.1M -$1.46K -31 -0%
FCG
108
Financial Connections Group
California
$11.8M +$323K +6,870 +3%
APW
109
Acima Private Wealth
Virginia
$11.6M +$1.73M +36,796 +18%
LPL Financial
110
LPL Financial
California
$11.6M +$3.52M +74,726 +44%
MML Investors Services
111
MML Investors Services
Massachusetts
$11.3M +$420K +8,920 +4%
AC
112
Apella Capital
Connecticut
$11.1M +$9.96M +211,536 +996%
MIA
113
Milestone Investment Advisors
Wisconsin
$11.1M +$373K +7,918 +4%
ATWA
114
Arbor Trust Wealth Advisors
Michigan
$11M +$623K +13,244 +6%
SO
115
Sierra Ocean
California
$11M +$1.74M +36,888 +19%
TWP
116
Triad Wealth Partners
Kansas
$10.6M -$14.8M -315,302 -59%
Baird Financial Group
117
Baird Financial Group
Wisconsin
$10.4M -$87.7K -1,864 -0.8%
SAM
118
Smithbridge Asset Management
Pennsylvania
$10.2M +$10.1M +214,554 New
FFG
119
Floyd Financial Group
Missouri
$10.1M +$1.09M +23,211 +12%
SPIA
120
Steward Partners Investment Advisory
New York
$9.63M +$350K +7,436 +4%
PJWM
121
Philip James Wealth Mangement
Georgia
$9.48M +$1.23M +26,152 +15%
CPCP
122
Cedar Point Capital Partners
Iowa
$9.37M +$136K +2,900 +1%
PWM
123
Perigon Wealth Management
California
$9.3M +$791K +16,817 +9%
CWA
124
Clarity Wealth Advisors
California
$9.09M +$1.31M +27,822 +17%
TFM
125
Trademark Financial Management
Minnesota
$8.96M +$1.45M +30,820 +20%