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JPMorgan Core Plus Bond ETF

387 hedge funds and large institutions have $6.69B invested in JPMorgan Core Plus Bond ETF in 2025 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 244 increasing their positions, 73 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

234% more repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 73

104% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 24

13% more capital invested

Capital invested by funds: $5.9B → $6.69B (+$790M)

5% more funds holding

Funds holding: 369387 (+18)

0.91% less ownership

Funds ownership: 86.31%85.4% (-0.91%)

1% less funds holding in top 10

Funds holding in top 10: 7170 (-1)

Holders
387
Holders Change
+18
Holders Change %
+4.88%
% of All Funds
5.08%
Holding in Top 10
70
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.41%
% of All Funds
0.92%
New
49
Increased
244
Reduced
73
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
201
Etesian Wealth Advisors
Oregon
$2.11M -$53K -1,127 -2%
NEWAS
202
N.E.W. Advisory Services
Wisconsin
$2.1M +$494K +10,500 +31%
HWA
203
Heritage Wealth Architects
Minnesota
$2.09M +$31.8K +676 +2%
QCIG
204
Quad-Cities Investment Group
Iowa
$2.06M -$87.3K -1,854 -4%
LWMI
205
Legacy Wealth Management (Idaho)
Idaho
$2.04M -$191K -4,060 -9%
MAG
206
Mayfair Advisory Group
Alabama
$2M +$7.48K +159 +0.4%
IA
207
IFP Advisors
Florida
$1.93M +$268K +5,695 +16%
WIC
208
Whitegate Investment Counselors
New Hampshire
$1.93M +$524K +11,138 +38%
BAM
209
Belpointe Asset Management
Nevada
$1.85M +$12.8K +273 +0.7%
PSCM
210
Per Stirling Capital Management
Texas
$1.82M -$4.94M -105,049 -73%
NA
211
NewEdge Advisors
Louisiana
$1.82M -$139K -2,960 -7%
PP
212
PDS Planning
Ohio
$1.79M +$1.78M +37,742 New
IFG
213
Independent Financial Group
California
$1.78M +$1.77M +37,521 New
HFRG
214
Houlihan Financial Resource Group
Virginia
$1.77M -$1.97M -41,760 -53%
UCB
215
United Community Bank
South Carolina
$1.77M +$1.75M +37,185 New
WAP
216
Wealthcare Advisory Partners
Pennsylvania
$1.75M +$295K +6,274 +21%
FA
217
Fiduciary Alliance
South Carolina
$1.7M +$116K +2,455 +7%
BPA
218
Beacon Pointe Advisors
California
$1.7M +$335K +7,122 +25%
GRP
219
Global Retirement Partners
California
$1.7M -$84.1K -1,786 -5%
FA
220
Fountainhead AM
New Jersey
$1.68M -$71.3K -1,516 -4%
SWIM
221
Smallwood Wealth Investment Management
New Jersey
$1.66M +$690K +14,663 +72%
MHR
222
Matthew Hamilton Rosenberg
$1.66M +$462K +9,822 +39%
MW
223
Maia Wealth
Colorado
$1.65M +$150K +3,189 +10%
DAS
224
Diversify Advisory Services
Utah
$1.63M +$41.8K +888 +3%
RPGK
225
Retirement Planning Group (Kansas)
Kansas
$1.59M -$18.4K -392 -1%