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JPMorgan Core Plus Bond ETF

382 hedge funds and large institutions have $6.67B invested in JPMorgan Core Plus Bond ETF in 2025 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 241 increasing their positions, 73 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
382
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
TA
151
TruWealth Advisors
Louisiana
$4.74M
Bank of New York Mellon
152
Bank of New York Mellon
New York
$4.63M
Betterment LLC
153
Betterment LLC
New York
$4.63M
KFP
154
KMG Fiduciary Partners
Ohio
$4.56M
CC
155
Courier Capital
New York
$4.43M
CP
156
Capital Planning
Washington
$4.39M
EFG
157
Embree Financial Group
Illinois
$4.33M
UAG
158
United Advisor Group
Ohio
$4.23M
WIA
159
World Investment Advisors
California
$4.13M
BCA
160
Bay Colony Advisors
Massachusetts
$4.09M
JJBC
161
James J. Burns & Company
New York
$3.85M
SWP
162
Summit Wealth Partners
Florida
$3.83M
GWM
163
GSB Wealth Management
Connecticut
$3.71M
SCA
164
Snowden Capital Advisors
New York
$3.69M
FTS
165
Fifth Third Securities
Ohio
$3.65M
LWM
166
Lionsbridge Wealth Management
Florida
$3.65M
HWMO
167
Heritage Wealth Management (Ohio)
Ohio
$3.61M
JWBC
168
John W. Brooker & Co
California
$3.57M
GAM
169
Gotham Asset Management
New York
$3.51M
MPWT
170
MassMutual Private Wealth & Trust
Connecticut
$3.4M
IAA
171
Independent Advisor Alliance
North Carolina
$3.36M
MCC
172
Money Concepts Capital
Florida
$3.33M
BWM
173
Base Wealth Management
Florida
$3.32M
KPWS
174
Kestra Private Wealth Services
Texas
$3.19M
CW
175
CreativeOne Wealth
Kansas
$3.17M