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JPMorgan Core Plus Bond ETF

438 hedge funds and large institutions have $8.13B invested in JPMorgan Core Plus Bond ETF in 2025 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 268 increasing their positions, 64 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
438
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
87
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
Rockefeller Capital Management
251
Rockefeller Capital Management
New York
$1.61M
BW
252
Balance Wealth
Ohio
$1.57M
RWB
253
RMR Wealth Builders
New Jersey
$1.56M
BAM
254
Belpointe Asset Management
Nevada
$1.51M
TWM
255
TopTier Wealth Management
Wisconsin
$1.49M
RPGK
256
Retirement Planning Group (Kansas)
Kansas
$1.49M
BlackRock
257
BlackRock
New York
$1.46M
NG
258
Norden Group
Utah
$1.44M
MFG
259
Menard Financial Group
Texas
$1.44M
WF
260
Wayfinding Financial
Washington
$1.44M
DAS
261
Diversify Advisory Services
Utah
$1.42M
DWM
262
DeLarme Wealth Management
California
$1.4M
RGF
263
Retirement Guys Formula
Ohio
$1.4M
SFS
264
Sowell Financial Services
Arkansas
$1.39M
GFG
265
Goldstone Financial Group
Illinois
$1.38M
Natixis Advisors
266
Natixis Advisors
Massachusetts
$1.36M
EIP
267
Ellis Investment Partners
Pennsylvania
$1.34M
OP
268
ORG Partners
Indiana
$1.31M
CWM
269
Centurion Wealth Management
Virginia
$1.28M
SIAP
270
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.28M
JC
271
JM2 Capital
Oklahoma
$1.27M
BCI
272
Brinker Capital Investments
Pennsylvania
$1.27M
REMPR
273
Roof Eidam Maycock Peralta (REMP)
California
$1.26M
DAS
274
Daybright Advisory Services
Florida
$1.24M
KWM
275
Kingsview Wealth Management
Oregon
$1.23M