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JPMorgan Core Plus Bond ETF

347 hedge funds and large institutions have $5.16B invested in JPMorgan Core Plus Bond ETF in 2025 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 201 increasing their positions, 81 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 81

136% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 22

29% more capital invested

Capital invested by funds: $4.01B → $5.16B (+$1.15B)

23% more funds holding in top 10

Funds holding in top 10: 5770 (+13)

7% more funds holding

Funds holding: 324347 (+23)

3.79% more ownership

Funds ownership: 81.93%85.72% (+3.8%)

Holders
347
Holders Change
+23
Holders Change %
+7.1%
% of All Funds
4.65%
Holding in Top 10
70
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+22.81%
% of All Funds
0.94%
New
52
Increased
201
Reduced
81
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$379M -$13.3M -285,619 -3%
Raymond James Financial
2
Raymond James Financial
Florida
$181M +$34.4M +739,732 +24%
HWM
3
HB Wealth Management
Georgia
$178M +$176M +3,777,846 New
JP Morgan Chase
4
JP Morgan Chase
New York
$164M +$17.5M +375,508 +12%
LWMT
5
Legacy Wealth Management (Tennessee)
Tennessee
$152M +$2.44M +52,375 +2%
HighTower Advisors
6
HighTower Advisors
Illinois
$132M +$64.4M +1,385,428 +98%
Morgan Stanley
7
Morgan Stanley
New York
$120M +$53.2M +1,143,028 +81%
Mariner
8
Mariner
Kansas
$114M +$35.8M +769,781 +47%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$106M +$14.8M +319,205 +17%
FMI
10
Factory Mutual Insurance
Massachusetts
$101M +$100M +2,151,300 New
MAWA
11
Moss Adams Wealth Advisors
Washington
$94.9M +$6.83M +146,798 +8%
SFS
12
Summit Financial Strategies
Ohio
$90.6M +$84.8M +1,824,189 +1,775%
VFA
13
Valeo Financial Advisors
Indiana
$87.6M +$25.7M +551,660 +37%
Osaic Holdings
14
Osaic Holdings
Arizona
$83.1M +$31.2M +671,584 +61%
Wells Fargo
15
Wells Fargo
California
$81.2M -$3.1M -66,608 -4%
FPF
16
First Pacific Financial
Washington
$77.1M +$76.2M +1,639,575 New
GSAM
17
Grant Street Asset Management
Pennsylvania
$75.1M -$20.3M -435,784 -21%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$73.7M +$38.7M +831,916 +113%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$70.6M +$29.8M +641,309 +75%
VAS
20
Vestmark Advisory Solutions
Massachusetts
$69.4M +$16.4M +353,291 +31%
CA
21
CGN Advisors
Kansas
$67.2M +$609K +13,098 +0.9%
BWL
22
Bogart Wealth LLC
Virginia
$65M +$20.3M +435,739 +46%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$61.3M +$11.8M +253,882 +24%
HFS
24
Hughes Financial Services
Virginia
$61.1M +$3.91M +84,050 +7%
DBRC
25
D.B. Root & Company
Pennsylvania
$57.9M +$2.4M +51,533 +4%