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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
KFP
151
KMG Fiduciary Partners
Ohio
$4.39M
UAG
152
United Advisor Group
Ohio
$4.26M
OMC
153
Old Mission Capital
Illinois
$4.21M
CP
154
Capital Planning
Washington
$4.11M
LWL
155
Leo Wealth LLC
Texas
$4.11M
CC
156
Courier Capital
New York
$4.1M
Betterment LLC
157
Betterment LLC
New York
$3.98M
SFC
158
Sprinkle Financial Consultants
Colorado
$3.91M
AWS
159
Atria Wealth Solutions
New York
$3.78M
WMA
160
West Michigan Advisors
Michigan
$3.76M
AWA
161
Arete Wealth Advisors
Illinois
$3.73M
HFRG
162
Houlihan Financial Resource Group
Virginia
$3.71M
SWP
163
Summit Wealth Partners
Florida
$3.62M
JWBC
164
John W. Brooker & Co
California
$3.54M
GWM
165
GSB Wealth Management
Connecticut
$3.53M
CW
166
CreativeOne Wealth
Kansas
$3.51M
BCI
167
Brinker Capital Investments
Pennsylvania
$3.49M
JJBC
168
James J. Burns & Company
New York
$3.37M
MPWT
169
MassMutual Private Wealth & Trust
Connecticut
$3.37M
SCA
170
Snowden Capital Advisors
New York
$3.35M
FTS
171
Fifth Third Securities
Ohio
$3.34M
GAM
172
Gotham Asset Management
New York
$3.33M
BWM
173
Base Wealth Management
Florida
$3.11M
MCM
174
MidAtlantic Capital Management
Virginia
$2.98M
MCC
175
Money Concepts Capital
Florida
$2.95M