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JPMorgan Core Plus Bond ETF

440 hedge funds and large institutions have $8.14B invested in JPMorgan Core Plus Bond ETF in 2025 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 268 increasing their positions, 64 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

319% more repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 64

290% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 20

26% more funds holding in top 10

Funds holding in top 10: 7088 (+18)

22% more capital invested

Capital invested by funds: $6.69B → $8.14B (+$1.45B)

14% more funds holding

Funds holding: 387440 (+53)

2.68% more ownership

Funds ownership: 85.4%88.08% (+2.7%)

Holders
440
Holders Change
+53
Holders Change %
+13.7%
% of All Funds
5.35%
Holding in Top 10
88
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+25.71%
% of All Funds
1.07%
New
78
Increased
268
Reduced
64
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
226
Mainsail Financial Group
Washington
$2.52M -$54.7K -1,149 -2%
HWA
227
Heritage Wealth Architects
Minnesota
$2.48M +$403K +8,470 +19%
AGP
228
Autumn Glory Partners
Texas
$2.45M +$22.5K +472 +0.9%
JRPCML
229
J. R. Prunier Capital Management LLC
Massachusetts
$2.4M +$2.41M +50,582 New
BEI
230
Benjamin Edwards Inc
Missouri
$2.32M +$71.2K +1,497 +3%
FCFC
231
First Commonwealth Financial Corp
Pennsylvania
$2.3M
Creative Planning
232
Creative Planning
Kansas
$2.28M -$162K -3,408 -7%
WAP
233
Wealthcare Advisory Partners
Pennsylvania
$2.27M +$523K +10,995 +30%
DWT
234
Dorsey & Whitney Trust
South Dakota
$2.21M
BPA
235
Beacon Pointe Advisors
California
$2.13M +$440K +9,249 +26%
TGAM
236
TBH Global Asset Management
Tennessee
$2.13M +$1.82M +38,158 +562%
GWM
237
Greenline Wealth Management
Florida
$2.13M +$2.14M +44,889 New
EWA
238
Etesian Wealth Advisors
Oregon
$2.12M +$20.8K +437 +1%
IA
239
IFP Advisors
Florida
$2.11M +$189K +3,981 +10%
QCIG
240
Quad-Cities Investment Group
Iowa
$2.11M +$53.2K +1,119 +3%
IFG
241
Independent Financial Group
California
$2.09M +$314K +6,598 +18%
OPTFSNA
242
Old Point Trust & Financial Services N A
Virginia
$1.98M +$709K +14,912 +55%
LWMI
243
Legacy Wealth Management (Idaho)
Idaho
$1.91M -$120K -2,513 -6%
MHR
244
Matthew Hamilton Rosenberg
$1.85M +$206K +4,324 +12%
SWIM
245
Smallwood Wealth Investment Management
New Jersey
$1.84M +$187K +3,941 +11%
MW
246
Merited Wealth
Florida
$1.78M +$1.78M +37,510 New
KWA
247
Kingswood Wealth Advisors
California
$1.77M +$1.78M +37,404 New
GRP
248
Global Retirement Partners
California
$1.74M +$42.4K +891 +2%
FA
249
Fiduciary Alliance
South Carolina
$1.7M +$2.62K +55 +0.2%
TFS
250
Thoroughbred Financial Services
Tennessee
$1.7M +$297K +6,252 +21%