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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
DAS
201
Diversify Advisory Services
Utah
$1.72M +$46K +989 +3%
RPGK
202
Retirement Planning Group (Kansas)
Kansas
$1.7M -$143K -3,077 -8%
FA
203
Fountainhead AM
New Jersey
$1.67M -$31.6K -679 -2%
TFS
204
Thoroughbred Financial Services
Tennessee
$1.57M -$21.7K -466 -1%
MFG
205
Menard Financial Group
Texas
$1.52M +$2.23K +48 +0.1%
FFA
206
Farther Finance Advisors
California
$1.5M +$407K +8,748 +38%
WIA
207
World Investment Advisors
California
$1.49M +$1.47M +31,637 New
NG
208
Norden Group
Utah
$1.42M +$121K +2,600 +9%
BCI
209
Brinker Capital Investments
Pennsylvania
$1.42M -$267K -5,741 -16%
OPS
210
Orion Portfolio Solutions
Nebraska
$1.42M -$267K -5,741 -16%
RGF
211
Retirement Guys Formula
Ohio
$1.41M -$49.7K -1,069 -3%
AWM
212
Apollon Wealth Management
South Carolina
$1.39M +$1.38M +29,617 New
SAI
213
Savvy Advisors Inc
New York
$1.39M +$1.38M +29,606 New
BPA
214
Beacon Pointe Advisors
California
$1.37M -$223K -4,787 -14%
BlackRock
215
BlackRock
New York
$1.37M +$1.35M +29,091 New
Bank of New York Mellon
216
Bank of New York Mellon
New York
$1.36M +$1.04M +22,322 +343%
AAS
217
Ameritas Advisory Services
Nebraska
$1.35M -$4.24M -91,218 -76%
EFG
218
Embree Financial Group
Illinois
$1.34M +$1.33M +28,517 New
DFG
219
Delta Financial Group
New Jersey
$1.34M +$892K +19,181 +204%
FFA
220
Florida Financial Advisors
Florida
$1.24M -$241K -5,174 -16%
WF
221
Wayfinding Financial
Washington
$1.23M +$299K +6,428 +33%
JWA
222
JFS Wealth Advisors
Pennsylvania
$1.23M +$189K +4,068 +18%
MHR
223
Matthew Hamilton Rosenberg
$1.21M +$40K +860 +3%
BIP
224
Blueprint Investment Partners
North Carolina
$1.18M -$191K -4,104 -14%
BFA
225
Blueprint Financial Advisors
North Carolina
$1.18M +$1.17M +25,161 New