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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
CWA
126
Clarity Wealth Advisors
California
$7.34M +$374K +8,032 +5%
IC
127
Innealta Capital
Texas
$7.16M -$5.38M -115,670 -43%
IP
128
Ignite Planners
California
$7.13M +$1.14M +24,607 +19%
GFG
129
Greenbush Financial Group
New York
$7.13M +$328K +7,050 +5%
NFG
130
Nations Financial Group
Iowa
$6.99M +$1.51M +32,438 +28%
PSCM
131
Per Stirling Capital Management
Texas
$6.86M -$131K -2,811 -2%
LPAM
132
Lodestar Private Asset Management
California
$6.85M +$26.4K +567 +0.4%
AWS
133
Atria Wealth Solutions
New York
$6.67M +$713K +15,329 +12%
KPWS
134
Kestra Private Wealth Services
Texas
$6.62M +$4.78M +102,895 +272%
MG
135
Mather Group
Illinois
$6.5M +$239K +5,135 +4%
ETC
136
Exchange Traded Concepts
Oklahoma
$6.48M -$1.73M -37,250 -21%
Jane Street
137
Jane Street
New York
$6.47M -$786K -16,911 -11%
MML Investors Services
138
MML Investors Services
Massachusetts
$6.23M -$10.6M -228,361 -63%
OC
139
Oppenheimer & Co
New York
$6.06M +$650K +13,974 +12%
LPL Financial
140
LPL Financial
California
$5.91M -$460K -9,889 -7%
CP
141
Capital Planning
Washington
$5.71M +$1.5M +32,265 +36%
LWM
142
Lionsbridge Wealth Management
Florida
$5.64M -$688K -14,789 -11%
MWA
143
MN Wealth Advisors
Kansas
$5.37M -$1.06M -22,825 -17%
CIA
144
Concurrent Investment Advisors
Florida
$5.07M +$972K +20,900 +24%
AIA
145
AssuredPartners Investment Advisors
Florida
$4.72M +$215K +4,624 +5%
TC
146
TownSquare Capital
Utah
$4.67M +$179K +3,852 +4%
TA
147
TruWealth Advisors
Louisiana
$4.49M +$318K +6,838 +8%
UAG
148
United Advisor Group
Ohio
$4.49M +$437K +9,387 +11%
5W
149
5T Wealth
California
$4.19M +$285K +6,129 +7%
KFP
150
KMG Fiduciary Partners
Ohio
$3.95M +$3.91M +84,022 New