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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
KF
301
Krilogy Financial
Missouri
$876K
MW
302
Maia Wealth
Colorado
$865K
CWM
303
Capstone Wealth Management
Montana
$844K
SAI
304
Savvy Advisors Inc
New York
$810K
WANY
305
Wealthspire Advisors (New York)
New York
$805K
LSPW
306
Lake Street Private Wealth
Illinois
$765K
AW
307
Ankerstar Wealth
Texas
$726K
PFS
308
Prospera Financial Services
Texas
$721K
SPC
309
Sigma Planning Corp
Michigan
$702K
GWM
310
Geneos Wealth Management
Colorado
$702K
OFS
311
Opus Financial Solutions
Illinois
$697K
AWP
312
Axis Wealth Partners
Rhode Island
$697K
DOA
313
D'Orazio & Associates
Virginia
$693K
BFA
314
Ballast Financial Advisors
Pennsylvania
$691K
SFM
315
Signet Financial Management
New Jersey
$686K
WP
316
WealthPLAN Partners
Nebraska
$686K
OIA
317
OneDigital Investment Advisors
Kansas
$673K
SOS
318
Silver Oak Securities
Tennessee
$654K
MC
319
McCarthy & Cox
Ohio
$651K
CD
320
Chapin Davis
Maryland
$645K
1CP
321
1015 Capital Partners
Pennsylvania
$639K
OWA
322
Opal Wealth Advisors
New York
$637K
HBW
323
Hazlett, Burt & Watson
West Virginia
$611K
BC
324
Brio Consultants
California
$608K
Northern Trust
325
Northern Trust
Illinois
$603K