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JPMorgan Core Plus Bond ETF

384 hedge funds and large institutions have $6.68B invested in JPMorgan Core Plus Bond ETF in 2025 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 243 increasing their positions, 73 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
384
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
70
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
ICCON
151
Investment Counsel Company of Nevada
Nevada
$4.87M
TA
152
TruWealth Advisors
Louisiana
$4.74M
Bank of New York Mellon
153
Bank of New York Mellon
New York
$4.63M
Betterment LLC
154
Betterment LLC
New York
$4.63M
KFP
155
KMG Fiduciary Partners
Ohio
$4.56M
CC
156
Courier Capital
New York
$4.43M
CP
157
Capital Planning
Washington
$4.39M
EFG
158
Embree Financial Group
Illinois
$4.33M
UAG
159
United Advisor Group
Ohio
$4.23M
WIA
160
World Investment Advisors
California
$4.13M
BCA
161
Bay Colony Advisors
Massachusetts
$4.09M
JJBC
162
James J. Burns & Company
New York
$3.85M
SWP
163
Summit Wealth Partners
Florida
$3.83M
PVI
164
Pine Valley Investments
New Jersey
$3.81M
GWM
165
GSB Wealth Management
Connecticut
$3.71M
SCA
166
Snowden Capital Advisors
New York
$3.69M
FTS
167
Fifth Third Securities
Ohio
$3.65M
LWM
168
Lionsbridge Wealth Management
Florida
$3.65M
HWMO
169
Heritage Wealth Management (Ohio)
Ohio
$3.61M
JWBC
170
John W. Brooker & Co
California
$3.57M
GAM
171
Gotham Asset Management
New York
$3.51M
MPWT
172
MassMutual Private Wealth & Trust
Connecticut
$3.4M
IAA
173
Independent Advisor Alliance
North Carolina
$3.36M
MCC
174
Money Concepts Capital
Florida
$3.33M
BWM
175
Base Wealth Management
Florida
$3.32M