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JPMorgan Core Plus Bond ETF

432 hedge funds and large institutions have $8.12B invested in JPMorgan Core Plus Bond ETF in 2025 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 265 increasing their positions, 64 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
432
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
85
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
BEI
226
Benjamin Edwards Inc
Missouri
$2.32M
FCFC
227
First Commonwealth Financial Corp
Pennsylvania
$2.3M
Creative Planning
228
Creative Planning
Kansas
$2.28M
WAP
229
Wealthcare Advisory Partners
Pennsylvania
$2.27M
DWT
230
Dorsey & Whitney Trust
South Dakota
$2.21M
BPA
231
Beacon Pointe Advisors
California
$2.13M
TGAM
232
TBH Global Asset Management
Tennessee
$2.13M
GWM
233
Greenline Wealth Management
Florida
$2.13M
EWA
234
Etesian Wealth Advisors
Oregon
$2.12M
IA
235
IFP Advisors
Florida
$2.11M
QCIG
236
Quad-Cities Investment Group
Iowa
$2.11M
OPTFSNA
237
Old Point Trust & Financial Services N A
Virginia
$1.98M
LWMI
238
Legacy Wealth Management (Idaho)
Idaho
$1.91M
MHR
239
Matthew Hamilton Rosenberg
$1.85M
SWIM
240
Smallwood Wealth Investment Management
New Jersey
$1.84M
MW
241
Merited Wealth
Florida
$1.78M
KWA
242
Kingswood Wealth Advisors
California
$1.77M
GRP
243
Global Retirement Partners
California
$1.74M
FA
244
Fiduciary Alliance
South Carolina
$1.7M
TFS
245
Thoroughbred Financial Services
Tennessee
$1.7M
PP
246
PDS Planning
Ohio
$1.69M
Rockefeller Capital Management
247
Rockefeller Capital Management
New York
$1.61M
BW
248
Balance Wealth
Ohio
$1.57M
RWB
249
RMR Wealth Builders
New Jersey
$1.56M
BAM
250
Belpointe Asset Management
Nevada
$1.51M