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JPMorgan Core Plus Bond ETF

384 hedge funds and large institutions have $6.68B invested in JPMorgan Core Plus Bond ETF in 2025 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 243 increasing their positions, 73 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
384
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
NEWAS
201
N.E.W. Advisory Services
Wisconsin
$2.1M
HWA
202
Heritage Wealth Architects
Minnesota
$2.09M
QCIG
203
Quad-Cities Investment Group
Iowa
$2.06M
LWMI
204
Legacy Wealth Management (Idaho)
Idaho
$2.04M
MAG
205
Mayfair Advisory Group
Alabama
$2M
IA
206
IFP Advisors
Florida
$1.93M
WIC
207
Whitegate Investment Counselors
New Hampshire
$1.93M
BAM
208
Belpointe Asset Management
Nevada
$1.85M
PSCM
209
Per Stirling Capital Management
Texas
$1.82M
NA
210
NewEdge Advisors
Louisiana
$1.82M
PP
211
PDS Planning
Ohio
$1.79M
HFRG
212
Houlihan Financial Resource Group
Virginia
$1.77M
UCB
213
United Community Bank
South Carolina
$1.77M
WAP
214
Wealthcare Advisory Partners
Pennsylvania
$1.75M
FA
215
Fiduciary Alliance
South Carolina
$1.7M
BPA
216
Beacon Pointe Advisors
California
$1.7M
GRP
217
Global Retirement Partners
California
$1.7M
FA
218
Fountainhead AM
New Jersey
$1.68M
SWIM
219
Smallwood Wealth Investment Management
New Jersey
$1.66M
MHR
220
Matthew Hamilton Rosenberg
$1.66M
MW
221
Maia Wealth
Colorado
$1.65M
DAS
222
Diversify Advisory Services
Utah
$1.63M
RPGK
223
Retirement Planning Group (Kansas)
Kansas
$1.59M
BW
224
Balance Wealth
Ohio
$1.58M
RGF
225
Retirement Guys Formula
Ohio
$1.51M