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JPMorgan Core Plus Bond ETF

366 hedge funds and large institutions have $5.89B invested in JPMorgan Core Plus Bond ETF in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 210 increasing their positions, 89 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
71
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
LPL Financial
126
LPL Financial
California
$7.99M
NFG
127
Nations Financial Group
Iowa
$7.93M
IP
128
Ignite Planners
California
$7.73M
Carson Wealth (CWM LLC)
129
Carson Wealth (CWM LLC)
Nebraska
$7.7M
CWA
130
Clarity Wealth Advisors
California
$7.69M
GFG
131
Greenbush Financial Group
New York
$7.67M
LWMNY
132
Landmark Wealth Management (New York)
New York
$7.59M
TPA
133
Trivium Point Advisory
Connecticut
$7.58M
TFM
134
Trademark Financial Management
Minnesota
$7.42M
CWM
135
Congress Wealth Management
Massachusetts
$7.23M
LPAM
136
Lodestar Private Asset Management
California
$6.76M
PSCM
137
Per Stirling Capital Management
Texas
$6.74M
MG
138
Mather Group
Illinois
$6.55M
OC
139
Oppenheimer & Co
New York
$6.36M
KPWS
140
Kestra Private Wealth Services
Texas
$6.29M
5W
141
5T Wealth
California
$5.88M
WA
142
WBH Advisory
Maryland
$5.85M
LWM
143
Lionsbridge Wealth Management
Florida
$5.84M
T
144
Tableaux
Massachusetts
$5.62M
BWM
145
BCGM Wealth Management
Indiana
$5.29M
VWA
146
Visionary Wealth Advisors
Illinois
$5.01M
ICCON
147
Investment Counsel Company of Nevada
Nevada
$4.76M
MWA
148
MN Wealth Advisors
Kansas
$4.74M
CIA
149
Concurrent Investment Advisors
Florida
$4.66M
TA
150
TruWealth Advisors
Louisiana
$4.55M