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JPMorgan Core Plus Bond ETF

478 hedge funds and large institutions have $9.37B invested in JPMorgan Core Plus Bond ETF in 2026 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 290 increasing their positions, 87 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
478
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
90
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
5W
151
5T Wealth
California
$8.93M
EFG
152
Embree Financial Group
Illinois
$8.85M
NEWAS
153
N.E.W. Advisory Services
Wisconsin
$8.83M
OC
154
Oppenheimer & Co
New York
$8.31M
SA
155
Sanctuary Advisors
Indiana
$8.23M
MMA
156
Miracle Mile Advisors
California
$8.14M
IP
157
Ignite Planners
California
$8.05M
AA
158
Alpha Advisors
Virginia
$7.85M
WIC
159
Whitegate Investment Counselors
New Hampshire
$7.49M
WB
160
WesBanco Bank
West Virginia
$7.48M
VWA
161
Visionary Wealth Advisors
Illinois
$7.43M
MWA
162
MN Wealth Advisors
Kansas
$7.33M
AWM
163
Apollon Wealth Management
South Carolina
$7.27M
LPAM
164
Lodestar Private Asset Management
California
$7.22M
KWA
165
Kellett Wealth Advisors
Ohio
$7.2M
BWM
166
Base Wealth Management
Florida
$7.17M
CIA
167
Concurrent Investment Advisors
Florida
$7.16M
MCC
168
Money Concepts Capital
Florida
$7.16M
T
169
Tableaux
Massachusetts
$7.04M
MG
170
Mather Group
Illinois
$6.78M
EFS
171
Essex Financial Services
Connecticut
$6.54M
PJWM
172
Philip James Wealth Mangement
Georgia
$6.18M
HWMO
173
Heritage Wealth Management (Ohio)
Ohio
$6M
BCA
174
Bay Colony Advisors
Massachusetts
$5.96M
PS
175
Principal Securities
Iowa
$5.92M