JCPB icon

JPMorgan Core Plus Bond ETF

364 hedge funds and large institutions have $5.86B invested in JPMorgan Core Plus Bond ETF in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 209 increasing their positions, 88 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
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
NFG
126
Nations Financial Group
Iowa
$7.93M
IP
127
Ignite Planners
California
$7.73M
Carson Wealth (CWM LLC)
128
Carson Wealth (CWM LLC)
Nebraska
$7.7M
CWA
129
Clarity Wealth Advisors
California
$7.69M
GFG
130
Greenbush Financial Group
New York
$7.67M
LWMNY
131
Landmark Wealth Management (New York)
New York
$7.59M
TPA
132
Trivium Point Advisory
Connecticut
$7.58M
TFM
133
Trademark Financial Management
Minnesota
$7.42M
CWM
134
Congress Wealth Management
Massachusetts
$7.23M
LPAM
135
Lodestar Private Asset Management
California
$6.76M
PSCM
136
Per Stirling Capital Management
Texas
$6.74M
MG
137
Mather Group
Illinois
$6.55M
OC
138
Oppenheimer & Co
New York
$6.36M
KPWS
139
Kestra Private Wealth Services
Texas
$6.29M
5W
140
5T Wealth
California
$5.88M
WA
141
WBH Advisory
Maryland
$5.85M
LWM
142
Lionsbridge Wealth Management
Florida
$5.84M
BWM
143
BCGM Wealth Management
Indiana
$5.29M
VWA
144
Visionary Wealth Advisors
Illinois
$5.01M
ICCON
145
Investment Counsel Company of Nevada
Nevada
$4.76M
MWA
146
MN Wealth Advisors
Kansas
$4.74M
CIA
147
Concurrent Investment Advisors
Florida
$4.66M
TA
148
TruWealth Advisors
Louisiana
$4.55M
KFP
149
KMG Fiduciary Partners
Ohio
$4.39M
UAG
150
United Advisor Group
Ohio
$4.26M