We are live on ! Find out more
JCPB icon

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
AWP
276
Axis Wealth Partners
Rhode Island
$670K +$28.3K +601 +4%
GWM
277
Geneos Wealth Management
Colorado
$649K +$147K +3,121 +30%
SFM
278
Signet Financial Management
New Jersey
$645K +$6.92K +147 +1%
LSPW
279
Lake Street Private Wealth
Illinois
$643K +$22.4K +477 +4%
BC
280
Brio Consultants
California
$643K -$40.7K -864 -6%
KF
281
Krilogy Financial
Missouri
$643K +$639K +13,586 New
CD
282
Chapin Davis
Maryland
$637K
FPAS
283
Focus Partners Advisor Solutions
Missouri
$630K +$380K +8,074 +156%
GPW
284
Gentry Private Wealth
Kansas
$629K -$288K -6,128 -32%
ASN
285
Advisory Services Network
Georgia
$627K +$4.19K +89 +0.7%
OIA
286
OneDigital Investment Advisors
Kansas
$611K +$518 +11 +0.1%
MFG
287
Mosaic Financial Group
Illinois
$587K +$5.18K +110 +0.9%
TPWA
288
Twin Peaks Wealth Advisors
California
$586K +$63K +1,339 +12%
AIM
289
Anchor Investment Management
South Carolina
$509K
AWM
290
AE Wealth Management
Kansas
$484K +$451K +9,581 +1,616%
BWM
291
BAM Wealth Management
Colorado
$476K +$471K +10,005 New
PAG
292
Private Advisor Group
New Jersey
$467K +$26.3K +559 +6%
SOS
293
Silver Oak Securities
Tennessee
$462K +$11.5K +244 +3%
AAS
294
Ameritas Advisory Services
Nebraska
$452K -$265K -5,631 -37%
SP
295
Sequent Planning
Nebraska
$439K +$434K +9,229 New
DWM
296
Diversify Wealth Management
Utah
$410K
SPI
297
Sutton Place Investors
New York
$404K +$49.1K +1,044 +14%
Comerica Bank
298
Comerica Bank
Texas
$402K +$174K +3,696 +78%
FWP
299
Firethorn Wealth Partners
Georgia
$400K +$15.2K +323 +4%
XPN
300
XY Planning Network
Montana
$396K