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JPMorgan Core Plus Bond ETF

478 hedge funds and large institutions have $9.37B invested in JPMorgan Core Plus Bond ETF in 2026 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 290 increasing their positions, 87 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
478
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
90
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
HI
201
Harbour Investments
Wisconsin
$4.08M
AWA
202
Acorn Wealth Advisors
Michigan
$4.08M
IP
203
Indivisible Partners
Florida
$4.07M
TPA
204
Trivium Point Advisory
Connecticut
$3.97M
MAG
205
Mayfair Advisory Group
Alabama
$3.82M
PVI
206
Pine Valley Investments
New Jersey
$3.8M
IAA
207
Independent Advisor Alliance
North Carolina
$3.78M
SF
208
Summit Financial
New Jersey
$3.73M
LWM
209
Lionsbridge Wealth Management
Florida
$3.65M
GAM
210
Gotham Asset Management
New York
$3.63M
WIA
211
World Investment Advisors
California
$3.57M
MPWT
212
MassMutual Private Wealth & Trust
Connecticut
$3.56M
SCFS
213
Stewardship Concepts Financial Services
Washington
$3.52M
SCM
214
Saxony Capital Management
Missouri
$3.32M
AG
215
Ascent Group
Virginia
$3.24M
BWM
216
BCGM Wealth Management
Indiana
$3.18M
AWM
217
AE Wealth Management
Kansas
$3.17M
OCWP
218
Owl Creek Wealth Partners
Colorado
$3.14M
CFS
219
Coordinated Financial Services
Colorado
$2.99M
MCM
220
MidAtlantic Capital Management
Virginia
$2.96M
AWA
221
Arete Wealth Advisors
Illinois
$2.95M
Lido Advisors
222
Lido Advisors
California
$2.88M
LA
223
LexAurum Advisors
Kansas
$2.82M
UCB
224
United Community Bank
South Carolina
$2.79M
TNBTD
225
Trustmark National Bank Trust Department
Mississippi
$2.78M