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JPMorgan Core Plus Bond ETF

343 hedge funds and large institutions have $5.14B invested in JPMorgan Core Plus Bond ETF in 2025 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 198 increasing their positions, 80 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
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
Carson Wealth (CWM LLC)
176
Carson Wealth (CWM LLC)
Nebraska
$2.49M
Creative Planning
177
Creative Planning
Kansas
$2.48M
CAWM
178
Capital Advisors Wealth Management
Washington
$2.42M
Citadel Advisors
179
Citadel Advisors
Florida
$2.4M
LA
180
LexAurum Advisors
Kansas
$2.39M
BEI
181
Benjamin Edwards Inc
Missouri
$2.38M
CFS
182
Coordinated Financial Services
Colorado
$2.3M
ACP
183
Aveo Capital Partners
Colorado
$2.28M
BFS
184
BridgePort Financial Solutions
Iowa
$2.27M
BTD
185
BankPlus Trust Department
Mississippi
$2.22M
EWA
186
Etesian Wealth Advisors
Oregon
$2.14M
OC
187
Oarsman Capital
Wisconsin
$2.12M
QCIG
188
Quad-Cities Investment Group
Iowa
$2.07M
NA
189
NewEdge Advisors
Louisiana
$2.06M
PG
190
Patten Group
Tennessee
$2.04M
SCM
191
Saxony Capital Management
Missouri
$2.02M
WGCA
192
Wolf Group Capital Advisors
Virginia
$2.01M
HWMO
193
Heritage Wealth Management (Ohio)
Ohio
$1.89M
HWA
194
Heritage Wealth Architects
Minnesota
$1.82M
SPG
195
Strategic Planning Group
Utah
$1.8M
BAM
196
Belpointe Asset Management
Nevada
$1.76M
DAS
197
Diversify Advisory Services
Utah
$1.72M
RPGK
198
Retirement Planning Group (Kansas)
Kansas
$1.7M
FA
199
Fountainhead AM
New Jersey
$1.67M
TFS
200
Thoroughbred Financial Services
Tennessee
$1.57M