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JPMorgan Core Plus Bond ETF

343 hedge funds and large institutions have $5.14B invested in JPMorgan Core Plus Bond ETF in 2025 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 198 increasing their positions, 80 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
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
SFC
151
Sprinkle Financial Consultants
Colorado
$3.75M
WMA
152
West Michigan Advisors
Michigan
$3.75M
AWA
153
Arete Wealth Advisors
Illinois
$3.71M
CC
154
Courier Capital
New York
$3.67M
GFG
155
Goldstone Financial Group
Illinois
$3.65M
CW
156
CreativeOne Wealth
Kansas
$3.55M
HFRG
157
Houlihan Financial Resource Group
Virginia
$3.47M
GWM
158
GSB Wealth Management
Connecticut
$3.46M
MPWT
159
MassMutual Private Wealth & Trust
Connecticut
$3.29M
SCA
160
Snowden Capital Advisors
New York
$3.2M
GAM
161
Gotham Asset Management
New York
$3.18M
TFM
162
Trademark Financial Management
Minnesota
$2.95M
AF
163
Allworth Financial
California
$2.92M
GSIAS
164
Garden State Investment Advisory Services
New Jersey
$2.91M
MCM
165
MidAtlantic Capital Management
Virginia
$2.9M
Betterment LLC
166
Betterment LLC
New York
$2.89M
AWM
167
Axxcess Wealth Management
California
$2.89M
SWP
168
Summit Wealth Partners
Florida
$2.87M
BWM
169
Base Wealth Management
Florida
$2.84M
CWM
170
Congress Wealth Management
Massachusetts
$2.83M
HI
171
Harbour Investments
Wisconsin
$2.8M
MCC
172
Money Concepts Capital
Florida
$2.78M
JJBC
173
James J. Burns & Company
New York
$2.77M
TNBTD
174
Trustmark National Bank Trust Department
Mississippi
$2.53M
AWA
175
Acorn Wealth Advisors
Michigan
$2.5M