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JPMorgan Core Plus Bond ETF

347 hedge funds and large institutions have $5.16B invested in JPMorgan Core Plus Bond ETF in 2025 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 201 increasing their positions, 81 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 81

136% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 22

29% more capital invested

Capital invested by funds: $4.01B → $5.16B (+$1.15B)

23% more funds holding in top 10

Funds holding in top 10: 5770 (+13)

7% more funds holding

Funds holding: 324347 (+23)

3.79% more ownership

Funds ownership: 81.93%85.72% (+3.8%)

Holders
347
Holders Change
+23
Holders Change %
+7.1%
% of All Funds
4.65%
Holding in Top 10
70
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+22.81%
% of All Funds
0.94%
New
52
Increased
201
Reduced
81
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JJBC
176
James J. Burns & Company
New York
$2.77M +$299K +6,426 +12%
MWA
177
Medallion Wealth Advisors
Connecticut
$2.54M -$123K -2,650 -5%
TNBTD
178
Trustmark National Bank Trust Department
Mississippi
$2.53M +$438K +9,412 +21%
AWA
179
Acorn Wealth Advisors
Michigan
$2.5M +$37K +796 +2%
Carson Wealth (CWM LLC)
180
Carson Wealth (CWM LLC)
Nebraska
$2.49M +$247K +5,314 +11%
Creative Planning
181
Creative Planning
Kansas
$2.48M +$325K +6,995 +15%
CAWM
182
Capital Advisors Wealth Management
Washington
$2.42M +$726K +15,602 +43%
Citadel Advisors
183
Citadel Advisors
Florida
$2.4M +$2.04M +43,867 +616%
LA
184
LexAurum Advisors
Kansas
$2.39M +$18.4K +396 +0.8%
BEI
185
Benjamin Edwards Inc
Missouri
$2.38M +$17K +366 +0.7%
CFS
186
Coordinated Financial Services
Colorado
$2.3M +$1.38M +29,601 +153%
ACP
187
Aveo Capital Partners
Colorado
$2.28M -$534K -11,475 -19%
BFS
188
BridgePort Financial Solutions
Iowa
$2.27M +$864K +18,588 +63%
BTD
189
BankPlus Trust Department
Mississippi
$2.22M +$371K +7,983 +20%
EWA
190
Etesian Wealth Advisors
Oregon
$2.14M +$618K +13,297 +41%
OC
191
Oarsman Capital
Wisconsin
$2.12M -$1.03M -22,246 -33%
QCIG
192
Quad-Cities Investment Group
Iowa
$2.07M +$88.5K +1,903 +5%
NA
193
NewEdge Advisors
Louisiana
$2.06M -$289K -6,225 -12%
PG
194
Patten Group
Tennessee
$2.04M +$222K +4,764 +12%
SCM
195
Saxony Capital Management
Missouri
$2.02M -$69.2K -1,489 -3%
WGCA
196
Wolf Group Capital Advisors
Virginia
$2.01M +$1.99M +42,806 New
HWMO
197
Heritage Wealth Management (Ohio)
Ohio
$1.89M +$263K +5,650 +16%
HWA
198
Heritage Wealth Architects
Minnesota
$1.82M +$1.8M +38,725 New
SPG
199
Strategic Planning Group
Utah
$1.8M +$253K +5,441 +17%
BAM
200
Belpointe Asset Management
Nevada
$1.76M -$94.7K -2,037 -5%