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JPMorgan Core Plus Bond ETF

382 hedge funds and large institutions have $6.67B invested in JPMorgan Core Plus Bond ETF in 2025 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 241 increasing their positions, 73 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
382
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
70
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
QCIG
201
Quad-Cities Investment Group
Iowa
$2.06M
LWMI
202
Legacy Wealth Management (Idaho)
Idaho
$2.04M
MAG
203
Mayfair Advisory Group
Alabama
$2M
IA
204
IFP Advisors
Florida
$1.93M
WIC
205
Whitegate Investment Counselors
New Hampshire
$1.93M
BAM
206
Belpointe Asset Management
Nevada
$1.85M
PSCM
207
Per Stirling Capital Management
Texas
$1.82M
NA
208
NewEdge Advisors
Louisiana
$1.82M
PP
209
PDS Planning
Ohio
$1.79M
HFRG
210
Houlihan Financial Resource Group
Virginia
$1.77M
UCB
211
United Community Bank
South Carolina
$1.77M
WAP
212
Wealthcare Advisory Partners
Pennsylvania
$1.75M
FA
213
Fiduciary Alliance
South Carolina
$1.7M
BPA
214
Beacon Pointe Advisors
California
$1.7M
GRP
215
Global Retirement Partners
California
$1.7M
FA
216
Fountainhead AM
New Jersey
$1.68M
SWIM
217
Smallwood Wealth Investment Management
New Jersey
$1.66M
MHR
218
Matthew Hamilton Rosenberg
$1.66M
MW
219
Maia Wealth
Colorado
$1.65M
DAS
220
Diversify Advisory Services
Utah
$1.63M
RPGK
221
Retirement Planning Group (Kansas)
Kansas
$1.59M
BW
222
Balance Wealth
Ohio
$1.58M
RGF
223
Retirement Guys Formula
Ohio
$1.51M
FFA
224
Farther Finance Advisors
California
$1.5M
MFG
225
Menard Financial Group
Texas
$1.5M