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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
BW
151
Balance Wealth
Ohio
$3.87M +$3.83M +82,267 New
SFC
152
Sprinkle Financial Consultants
Colorado
$3.75M +$330K +7,090 +10%
WMA
153
West Michigan Advisors
Michigan
$3.75M +$148K +3,175 +4%
AWA
154
Arete Wealth Advisors
Illinois
$3.71M +$370K +7,966 +11%
SA
155
Sanctuary Advisors
Indiana
$3.69M +$72.2K +1,552 +2%
CC
156
Courier Capital
New York
$3.67M +$923K +19,841 +34%
GFG
157
Goldstone Financial Group
Illinois
$3.65M +$44.9K +965 +1%
CW
158
CreativeOne Wealth
Kansas
$3.55M +$245K +5,261 +7%
HFRG
159
Houlihan Financial Resource Group
Virginia
$3.47M +$75.8K +1,630 +2%
GWM
160
GSB Wealth Management
Connecticut
$3.46M -$162K -3,491 -5%
MPWT
161
MassMutual Private Wealth & Trust
Connecticut
$3.29M +$292K +6,284 +10%
SCA
162
Snowden Capital Advisors
New York
$3.2M +$62K +1,333 +2%
GAM
163
Gotham Asset Management
New York
$3.18M
PVI
164
Pine Valley Investments
New Jersey
$3.18M +$113K +2,431 +4%
TFM
165
Trademark Financial Management
Minnesota
$2.95M +$314K +6,755 +12%
AF
166
Allworth Financial
California
$2.92M -$106K -2,283 -4%
GSIAS
167
Garden State Investment Advisory Services
New Jersey
$2.91M -$3.44M -73,922 -54%
MCM
168
MidAtlantic Capital Management
Virginia
$2.9M -$9.86K -212 -0.3%
Betterment LLC
169
Betterment LLC
New York
$2.89M +$1.5M +32,228 +110%
AWM
170
Axxcess Wealth Management
California
$2.89M +$2.29M +49,231 +407%
SWP
171
Summit Wealth Partners
Florida
$2.87M +$209K +4,493 +8%
BWM
172
Base Wealth Management
Florida
$2.84M +$2.8M +60,304 New
CWM
173
Congress Wealth Management
Massachusetts
$2.83M +$2.8M +60,234 New
HI
174
Harbour Investments
Wisconsin
$2.8M -$1.08M -23,158 -28%
MCC
175
Money Concepts Capital
Florida
$2.78M -$67.6K -1,454 -2%