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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
GM
301
GeoWealth Management
Illinois
$889K -$81.9K -1,721 -8%
CCM
302
Coldstream Capital Management
Washington
$889K +$191K +4,011 +27%
KF
303
Krilogy Financial
Missouri
$876K +$230K +4,829 +36%
MW
304
Maia Wealth
Colorado
$865K -$793K -16,678 -48%
CWM
305
Capstone Wealth Management
Montana
$844K +$848K +17,820 New
SAI
306
Savvy Advisors Inc
New York
$810K -$353K -7,420 -30%
WANY
307
Wealthspire Advisors (New York)
New York
$805K -$60.4K -1,270 -7%
LSPW
308
Lake Street Private Wealth
Illinois
$765K +$125K +2,636 +19%
AW
309
Ankerstar Wealth
Texas
$726K +$727K +15,279 New
PFS
310
Prospera Financial Services
Texas
$721K -$109K -2,301 -13%
SPC
311
Sigma Planning Corp
Michigan
$702K +$7.28K +153 +1%
GWM
312
Geneos Wealth Management
Colorado
$702K +$56K +1,178 +9%
OFS
313
Opus Financial Solutions
Illinois
$697K +$700K +14,719 New
AWP
314
Axis Wealth Partners
Rhode Island
$697K +$29.7K +624 +4%
DOA
315
D'Orazio & Associates
Virginia
$693K -$17.7K -372 -2%
BFA
316
Ballast Financial Advisors
Pennsylvania
$691K +$694K +14,594 New
SFM
317
Signet Financial Management
New Jersey
$686K +$44.9K +943 +7%
WP
318
WealthPLAN Partners
Nebraska
$686K +$689K +14,492 New
OIA
319
OneDigital Investment Advisors
Kansas
$673K +$64.8K +1,361 +11%
SOS
320
Silver Oak Securities
Tennessee
$654K +$191K +4,018 +41%
MC
321
McCarthy & Cox
Ohio
$651K -$29.4M -618,081 -98%
CD
322
Chapin Davis
Maryland
$645K +$10.6K +223 +2%
1CP
323
1015 Capital Partners
Pennsylvania
$639K +$642K +13,488 New
OWA
324
Opal Wealth Advisors
New York
$637K +$640K +13,445 New
HBW
325
Hazlett, Burt & Watson
West Virginia
$611K +$322K +6,777 +113%