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JPMorgan Core Plus Bond ETF

475 hedge funds and large institutions have $9.34B invested in JPMorgan Core Plus Bond ETF in 2026 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 289 increasing their positions, 84 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
475
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
89
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
IP
201
Indivisible Partners
Florida
$4.07M
TPA
202
Trivium Point Advisory
Connecticut
$3.97M
MAG
203
Mayfair Advisory Group
Alabama
$3.82M
IAA
204
Independent Advisor Alliance
North Carolina
$3.78M
SF
205
Summit Financial
New Jersey
$3.73M
LWM
206
Lionsbridge Wealth Management
Florida
$3.65M
GAM
207
Gotham Asset Management
New York
$3.63M
WIA
208
World Investment Advisors
California
$3.57M
MPWT
209
MassMutual Private Wealth & Trust
Connecticut
$3.56M
SCFS
210
Stewardship Concepts Financial Services
Washington
$3.52M
SCM
211
Saxony Capital Management
Missouri
$3.32M
AG
212
Ascent Group
Virginia
$3.24M
BWM
213
BCGM Wealth Management
Indiana
$3.18M
AWM
214
AE Wealth Management
Kansas
$3.17M
OCWP
215
Owl Creek Wealth Partners
Colorado
$3.14M
CFS
216
Coordinated Financial Services
Colorado
$2.99M
MCM
217
MidAtlantic Capital Management
Virginia
$2.96M
AWA
218
Arete Wealth Advisors
Illinois
$2.95M
Lido Advisors
219
Lido Advisors
California
$2.88M
LA
220
LexAurum Advisors
Kansas
$2.82M
UCB
221
United Community Bank
South Carolina
$2.79M
TNBTD
222
Trustmark National Bank Trust Department
Mississippi
$2.78M
JWBC
223
John W. Brooker & Co
California
$2.74M
CAWM
224
Capital Advisors Wealth Management
Washington
$2.71M
FTS
225
Fifth Third Securities
Ohio
$2.7M