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JPMorgan Core Plus Bond ETF

364 hedge funds and large institutions have $5.86B invested in JPMorgan Core Plus Bond ETF in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 209 increasing their positions, 88 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
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
OMC
151
Old Mission Capital
Illinois
$4.21M
CP
152
Capital Planning
Washington
$4.11M
LWL
153
Leo Wealth LLC
Texas
$4.11M
CC
154
Courier Capital
New York
$4.1M
Betterment LLC
155
Betterment LLC
New York
$3.98M
SFC
156
Sprinkle Financial Consultants
Colorado
$3.91M
AWS
157
Atria Wealth Solutions
New York
$3.78M
WMA
158
West Michigan Advisors
Michigan
$3.76M
AWA
159
Arete Wealth Advisors
Illinois
$3.73M
HFRG
160
Houlihan Financial Resource Group
Virginia
$3.71M
SWP
161
Summit Wealth Partners
Florida
$3.62M
JWBC
162
John W. Brooker & Co
California
$3.54M
GWM
163
GSB Wealth Management
Connecticut
$3.53M
CW
164
CreativeOne Wealth
Kansas
$3.51M
BCI
165
Brinker Capital Investments
Pennsylvania
$3.49M
JJBC
166
James J. Burns & Company
New York
$3.37M
MPWT
167
MassMutual Private Wealth & Trust
Connecticut
$3.37M
SCA
168
Snowden Capital Advisors
New York
$3.35M
FTS
169
Fifth Third Securities
Ohio
$3.34M
GAM
170
Gotham Asset Management
New York
$3.33M
BWM
171
Base Wealth Management
Florida
$3.11M
MCM
172
MidAtlantic Capital Management
Virginia
$2.98M
MCC
173
Money Concepts Capital
Florida
$2.95M
AF
174
Allworth Financial
California
$2.75M
HI
175
Harbour Investments
Wisconsin
$2.75M