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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
PP
251
PDS Planning
Ohio
$1.69M -$102K -2,138 -6%
PWM
252
Peck Wealth Management
New York
$1.61M +$487K +10,240 +43%
Rockefeller Capital Management
253
Rockefeller Capital Management
New York
$1.61M +$509K +10,698 +46%
BW
254
Balance Wealth
Ohio
$1.57M -$6.14K -129 -0.4%
RWB
255
RMR Wealth Builders
New Jersey
$1.56M +$502K +10,558 +47%
BAM
256
Belpointe Asset Management
Nevada
$1.51M -$332K -6,969 -18%
TWM
257
TopTier Wealth Management
Wisconsin
$1.49M +$1.5M +31,504 New
RPGK
258
Retirement Planning Group (Kansas)
Kansas
$1.49M -$93.3K -1,961 -6%
BlackRock
259
BlackRock
New York
$1.46M +$58.9K +1,237 +4%
NG
260
Norden Group
Utah
$1.44M +$17.6K +369 +1%
MFG
261
Menard Financial Group
Texas
$1.44M -$49.7K -1,045 -3%
WF
262
Wayfinding Financial
Washington
$1.44M +$22.3K +468 +2%
DAS
263
Diversify Advisory Services
Utah
$1.42M -$206K -4,331 -13%
DWM
264
DeLarme Wealth Management
California
$1.4M +$1.4M +29,501 New
RGF
265
Retirement Guys Formula
Ohio
$1.4M -$110K -2,315 -7%
SFS
266
Sowell Financial Services
Arkansas
$1.39M +$715K +15,031 +105%
GFG
267
Goldstone Financial Group
Illinois
$1.38M -$77K -1,619 -5%
Natixis Advisors
268
Natixis Advisors
Massachusetts
$1.36M +$105K +2,210 +8%
EIP
269
Ellis Investment Partners
Pennsylvania
$1.34M +$257K +5,392 +24%
OP
270
ORG Partners
Indiana
$1.31M +$142K +2,993 +12%
CWM
271
Centurion Wealth Management
Virginia
$1.28M +$1.29M +27,106 New
SIAP
272
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.28M +$95.2K +2,000 +8%
JC
273
JM2 Capital
Oklahoma
$1.27M +$1.27M +26,774 New
BCI
274
Brinker Capital Investments
Pennsylvania
$1.27M +$202K +4,255 +19%
REMPR
275
Roof Eidam Maycock Peralta (REMP)
California
$1.26M -$19K -400 -1%