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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
BAM
201
Belpointe Asset Management
Nevada
$1.82M
GRP
202
Global Retirement Partners
California
$1.77M
FA
203
Fountainhead AM
New Jersey
$1.73M
EFG
204
Embree Financial Group
Illinois
$1.67M
Susquehanna International Group
205
Susquehanna International Group
Pennsylvania
$1.66M
IA
206
IFP Advisors
Florida
$1.65M
JWA
207
JFS Wealth Advisors
Pennsylvania
$1.61M
BW
208
Balance Wealth
Ohio
$1.61M
RPGK
209
Retirement Planning Group (Kansas)
Kansas
$1.59M
NEWAS
210
N.E.W. Advisory Services
Wisconsin
$1.59M
FA
211
Fiduciary Alliance
South Carolina
$1.57M
DAS
212
Diversify Advisory Services
Utah
$1.57M
FFA
213
Farther Finance Advisors
California
$1.55M
GSIAS
214
Garden State Investment Advisory Services
New Jersey
$1.52M
WIA
215
World Investment Advisors
California
$1.5M
MFG
216
Menard Financial Group
Texas
$1.49M
MW
217
Maia Wealth
Colorado
$1.49M
GFG
218
Goldstone Financial Group
Illinois
$1.47M
TFS
219
Thoroughbred Financial Services
Tennessee
$1.44M
WAP
220
Wealthcare Advisory Partners
Pennsylvania
$1.44M
BlackRock
221
BlackRock
New York
$1.42M
RGF
222
Retirement Guys Formula
Ohio
$1.42M
NG
223
Norden Group
Utah
$1.4M
WIC
224
Whitegate Investment Counselors
New Hampshire
$1.39M
BPA
225
Beacon Pointe Advisors
California
$1.35M