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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
HWM
1
HB Wealth Management
Georgia
$496M +$125M +2,659,142 +34%
Bank of America
2
Bank of America
North Carolina
$400M +$16.8M +355,956 +4%
FMI
3
Factory Mutual Insurance
Massachusetts
$278M +$124M +2,630,014 +82%
Morgan Stanley
4
Morgan Stanley
New York
$202M +$53.2M +1,130,547 +36%
JP Morgan Chase
5
JP Morgan Chase
New York
$190M +$4.29M +91,136 +2%
Raymond James Financial
6
Raymond James Financial
Florida
$186M +$6.56M +139,446 +4%
LWMT
7
Legacy Wealth Management (Tennessee)
Tennessee
$169M +$10.9M +232,040 +7%
HighTower Advisors
8
HighTower Advisors
Illinois
$146M +$8.88M +188,695 +7%
Mariner
9
Mariner
Kansas
$140M +$14.3M +303,831 +12%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$126M +$10.5M +223,958 +9%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$119M +$39.2M +833,135 +50%
MAWA
12
Moss Adams Wealth Advisors
Washington
$114M +$17.2M +364,556 +18%
VFA
13
Valeo Financial Advisors
Indiana
$110M +$11.8M +250,055 +11%
SFS
14
Summit Financial Strategies
Ohio
$108M +$6.16M +130,909 +6%
SC
15
Savant Capital
Illinois
$99.5M +$10.3M +218,926 +12%
Osaic Holdings
16
Osaic Holdings
Arizona
$91.9M +$10.6M +224,462 +13%
VAS
17
Vestmark Advisory Solutions
Massachusetts
$88.6M -$66M -1,402,356 -43%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$88M +$16.2M +345,055 +23%
FPF
19
First Pacific Financial
Washington
$83.1M +$2.92M +61,947 +4%
GSAM
20
Grant Street Asset Management
Pennsylvania
$79.6M +$2.48M +52,657 +3%
Wells Fargo
21
Wells Fargo
California
$77.7M -$2.35M -49,891 -3%
CA
22
CGN Advisors
Kansas
$77.5M +$4.07M +86,470 +6%
APP
23
Avantax Planning Partners
Iowa
$75.3M +$32M +680,141 +75%
ABWM
24
Alpine Bank Wealth Management
Colorado
$74.9M +$33.9M +720,527 +84%
BWL
25
Bogart Wealth LLC
Virginia
$69.3M +$1.94M +41,326 +3%