JCPB icon

JPMorgan Core Plus Bond ETF

429 hedge funds and large institutions have $8.08B invested in JPMorgan Core Plus Bond ETF in 2025 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 265 increasing their positions, 64 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
85
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
LSPW
301
Lake Street Private Wealth
Illinois
$765K
AW
302
Ankerstar Wealth
Texas
$726K
PFS
303
Prospera Financial Services
Texas
$721K
SPC
304
Sigma Planning Corp
Michigan
$702K
GWM
305
Geneos Wealth Management
Colorado
$702K
OFS
306
Opus Financial Solutions
Illinois
$697K
AWP
307
Axis Wealth Partners
Rhode Island
$697K
DOA
308
D'Orazio & Associates
Virginia
$693K
BFA
309
Ballast Financial Advisors
Pennsylvania
$691K
SFM
310
Signet Financial Management
New Jersey
$686K
WP
311
WealthPLAN Partners
Nebraska
$686K
OIA
312
OneDigital Investment Advisors
Kansas
$673K
SOS
313
Silver Oak Securities
Tennessee
$654K
MC
314
McCarthy & Cox
Ohio
$651K
CD
315
Chapin Davis
Maryland
$645K
OWA
316
Opal Wealth Advisors
New York
$637K
HBW
317
Hazlett, Burt & Watson
West Virginia
$611K
BC
318
Brio Consultants
California
$608K
Northern Trust
319
Northern Trust
Illinois
$603K
ASN
320
Advisory Services Network
Georgia
$598K
HP
321
Holistic Planning
Texas
$595K
Comerica Bank
322
Comerica Bank
Texas
$573K
MFG
323
Mosaic Financial Group
Illinois
$560K
AFP
324
Ausdal Financial Partners
Iowa
$556K
XPN
325
XY Planning Network
Montana
$551K