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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
DAS
276
Daybright Advisory Services
Florida
$1.24M +$1.24M +26,091 New
KWM
277
Kingsview Wealth Management
Oregon
$1.23M +$16.7K +350 +1%
GSIAS
278
Garden State Investment Advisory Services
New Jersey
$1.22M -$265K -5,568 -18%
EWM
279
Elevation Wealth Management
Minnesota
$1.19M +$1.19M +24,945 New
BFA
280
Blueprint Financial Advisors
North Carolina
$1.16M
BIP
281
Blueprint Investment Partners
North Carolina
$1.16M
CFP
282
Comprehensive Financial Planning
Pennsylvania
$1.15M +$33.7K +708 +3%
GPW
283
Gentry Private Wealth
Kansas
$1.15M +$526K +11,046 +83%
CSPIA
284
Cary Street Partners Investment Advisory
Virginia
$1.14M +$253K +5,308 +28%
Goldman Sachs
285
Goldman Sachs
New York
$1.13M -$5.51M -115,761 -83%
NWM
286
Nolet Wealth Management
Texas
$1.12M +$1.13M +23,742 New
FH
287
FWG Holdings
Florida
$1.12M -$190 -4 -0%
P
288
&Partners
Tennessee
$1.1M -$22.9K -481 -2%
CFS
289
CRA Financial Services
New Jersey
$1.09M +$41.3K +868 +4%
SP
290
Sequent Planning
Nebraska
$1.08M +$650K +13,654 +148%
IWN
291
Independent Wealth Network
Iowa
$1.03M +$107K +2,252 +12%
FCFC
292
First Citizens Financial Corp
Iowa
$1.01M -$324K -6,818 -24%
AWM
293
AE Wealth Management
Kansas
$983K +$504K +10,590 +104%
AF
294
Allworth Financial
California
$952K -$1.23M -25,787 -56%
TPWA
295
Twin Peaks Wealth Advisors
California
$932K +$347K +7,287 +59%
KCIC
296
Kuhn & Co Investment Counsel
Illinois
$919K +$4.09K +86 +0.4%
AF
297
Advisornet Financial
Minnesota
$914K +$180K +3,792 +24%
SWM
298
SeaCrest Wealth Management
New York
$906K +$535K +11,241 +143%
UWM
299
USAdvisors Wealth Management
Minnesota
$898K +$30.5K +642 +4%
DC
300
Davenport & Co
Virginia
$894K +$182K +3,816 +25%