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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
CWMS
126
Cannon Wealth Management Services
North Carolina
$8.91M +$755K +16,049 +9%
NFG
127
Nations Financial Group
Iowa
$8.7M +$672K +14,269 +8%
GFG
128
Greenbush Financial Group
New York
$8.65M +$891K +18,941 +12%
T
129
Tableaux
Massachusetts
$8.49M +$2.78M +59,151 +50%
MMA
130
Miracle Mile Advisors
California
$8.34M +$8.25M +175,329 New
TPA
131
Trivium Point Advisory
Connecticut
$8.13M +$474K +10,076 +6%
LWMNY
132
Landmark Wealth Management (New York)
New York
$8.03M +$363K +7,714 +5%
WA
133
WBH Advisory
Maryland
$7.77M +$1.85M +39,225 +32%
IP
134
Ignite Planners
California
$7.61M -$277K -5,885 -4%
WIM
135
WealthPlan Investment Management
Nebraska
$7.56M +$5.27M +112,052 +239%
5W
136
5T Wealth
California
$7.53M +$1.58M +33,509 +27%
OC
137
Oppenheimer & Co
New York
$7.42M +$975K +20,723 +15%
AWM
138
Apollon Wealth Management
South Carolina
$7.07M +$4.69M +99,702 +203%
VWA
139
Visionary Wealth Advisors
Illinois
$6.97M +$1.88M +39,992 +38%
LPAM
140
Lodestar Private Asset Management
California
$6.9M +$68.5K +1,456 +1%
MG
141
Mather Group
Illinois
$6.85M +$224K +4,770 +3%
Goldman Sachs
142
Goldman Sachs
New York
$6.64M +$6.57M +139,606 New
JWA
143
JFS Wealth Advisors
Pennsylvania
$6.42M +$4.74M +100,619 +293%
SA
144
Sanctuary Advisors
Indiana
$5.9M +$1.41M +29,905 +32%
OMC
145
Old Mission Capital
Illinois
$5.78M +$1.5M +31,965 +36%
FTUS
146
Flow Traders U.S.
New York
$5.72M +$5.67M +120,375 New
PS
147
Principal Securities
Iowa
$5.32M +$4.57M +97,057 +656%
CIA
148
Concurrent Investment Advisors
Florida
$5.13M +$419K +8,901 +9%
MWA
149
MN Wealth Advisors
Kansas
$4.9M +$107K +2,278 +2%
SFC
150
Sprinkle Financial Consultants
Colorado
$4.87M +$911K +19,353 +23%