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JPMorgan Core Plus Bond ETF

364 hedge funds and large institutions have $5.86B invested in JPMorgan Core Plus Bond ETF in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 209 increasing their positions, 88 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
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
AWA
176
Acorn Wealth Advisors
Michigan
$2.67M
Bank of New York Mellon
177
Bank of New York Mellon
New York
$2.65M
TNBTD
178
Trustmark National Bank Trust Department
Mississippi
$2.59M
Creative Planning
179
Creative Planning
Kansas
$2.55M
CFS
180
Coordinated Financial Services
Colorado
$2.55M
MFG
181
Mainsail Financial Group
Washington
$2.51M
LA
182
LexAurum Advisors
Kansas
$2.51M
CAWM
183
Capital Advisors Wealth Management
Washington
$2.42M
BTD
184
BankPlus Trust Department
Mississippi
$2.4M
PG
185
Patten Group
Tennessee
$2.35M
HWMO
186
Heritage Wealth Management (Ohio)
Ohio
$2.31M
AWM
187
Apollon Wealth Management
South Carolina
$2.31M
LWMI
188
Legacy Wealth Management (Idaho)
Idaho
$2.21M
LIS
189
Legacy Investment Solutions
Idaho
$2.21M
WIM
190
WealthPlan Investment Management
Nebraska
$2.2M
BEI
191
Benjamin Edwards Inc
Missouri
$2.18M
OC
192
Oarsman Capital
Wisconsin
$2.17M
EWA
193
Etesian Wealth Advisors
Oregon
$2.14M
QCIG
194
Quad-Cities Investment Group
Iowa
$2.13M
SCM
195
Saxony Capital Management
Missouri
$2.06M
HWA
196
Heritage Wealth Architects
Minnesota
$2.03M
EWA
197
EP Wealth Advisors
California
$2.03M
MAG
198
Mayfair Advisory Group
Alabama
$1.96M
SPG
199
Strategic Planning Group
Utah
$1.95M
NA
200
NewEdge Advisors
Louisiana
$1.94M