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JPMorgan Core Plus Bond ETF

474 hedge funds and large institutions have $9.26B invested in JPMorgan Core Plus Bond ETF in 2026 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 288 increasing their positions, 84 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
88
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
TPA
201
Trivium Point Advisory
Connecticut
$3.97M
MAG
202
Mayfair Advisory Group
Alabama
$3.82M
IAA
203
Independent Advisor Alliance
North Carolina
$3.78M
SF
204
Summit Financial
New Jersey
$3.73M
LWM
205
Lionsbridge Wealth Management
Florida
$3.65M
GAM
206
Gotham Asset Management
New York
$3.63M
WIA
207
World Investment Advisors
California
$3.57M
MPWT
208
MassMutual Private Wealth & Trust
Connecticut
$3.56M
SCFS
209
Stewardship Concepts Financial Services
Washington
$3.52M
SCM
210
Saxony Capital Management
Missouri
$3.32M
AG
211
Ascent Group
Virginia
$3.24M
BWM
212
BCGM Wealth Management
Indiana
$3.18M
AWM
213
AE Wealth Management
Kansas
$3.17M
OCWP
214
Owl Creek Wealth Partners
Colorado
$3.14M
CFS
215
Coordinated Financial Services
Colorado
$2.99M
MCM
216
MidAtlantic Capital Management
Virginia
$2.96M
AWA
217
Arete Wealth Advisors
Illinois
$2.95M
Lido Advisors
218
Lido Advisors
California
$2.88M
LA
219
LexAurum Advisors
Kansas
$2.82M
UCB
220
United Community Bank
South Carolina
$2.79M
TNBTD
221
Trustmark National Bank Trust Department
Mississippi
$2.78M
JWBC
222
John W. Brooker & Co
California
$2.74M
CAWM
223
Capital Advisors Wealth Management
Washington
$2.71M
FTS
224
Fifth Third Securities
Ohio
$2.7M
BPA
225
Beacon Pointe Advisors
California
$2.68M