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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
ICCON
151
Investment Counsel Company of Nevada
Nevada
$4.87M +$59.4K +1,263 +1%
TA
152
TruWealth Advisors
Louisiana
$4.74M +$138K +2,925 +3%
Bank of New York Mellon
153
Bank of New York Mellon
New York
$4.63M +$1.94M +41,121 +73%
Betterment LLC
154
Betterment LLC
New York
$4.63M +$608K +12,916 +15%
KFP
155
KMG Fiduciary Partners
Ohio
$4.56M +$123K +2,621 +3%
CC
156
Courier Capital
New York
$4.43M +$276K +5,855 +7%
CP
157
Capital Planning
Washington
$4.39M +$234K +4,968 +6%
EFG
158
Embree Financial Group
Illinois
$4.33M +$2.61M +55,531 +157%
UAG
159
United Advisor Group
Ohio
$4.23M -$76.1K -1,616 -2%
WIA
160
World Investment Advisors
California
$4.13M +$2.58M +54,910 +172%
BCA
161
Bay Colony Advisors
Massachusetts
$4.09M +$4.04M +85,941 New
MWA
162
Medallion Wealth Advisors
Connecticut
$3.95M +$669K +14,208 +21%
JJBC
163
James J. Burns & Company
New York
$3.85M +$438K +9,297 +13%
SWP
164
Summit Wealth Partners
Florida
$3.83M +$168K +3,578 +5%
PVI
165
Pine Valley Investments
New Jersey
$3.81M +$228K +4,836 +6%
GWM
166
GSB Wealth Management
Connecticut
$3.71M +$137K +2,912 +4%
SCA
167
Snowden Capital Advisors
New York
$3.69M +$297K +6,312 +9%
FTS
168
Fifth Third Securities
Ohio
$3.65M +$272K +5,769 +8%
LWM
169
Lionsbridge Wealth Management
Florida
$3.65M -$2.23M -47,448 -38%
HWMO
170
Heritage Wealth Management (Ohio)
Ohio
$3.61M +$1.26M +26,771 +54%
JWBC
171
John W. Brooker & Co
California
$3.57M -$37.4K -794 -1%
GAM
172
Gotham Asset Management
New York
$3.51M +$145K +3,086 +4%
MPWT
173
MassMutual Private Wealth & Trust
Connecticut
$3.4M -$3.91K -83 -0.1%
IAA
174
Independent Advisor Alliance
North Carolina
$3.36M +$3.32M +70,608 New
MCC
175
Money Concepts Capital
Florida
$3.33M +$348K +7,399 +12%