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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
BC
326
Brio Consultants
California
$608K -$32.1K -674 -5%
Northern Trust
327
Northern Trust
Illinois
$603K +$606K +12,740 New
ASN
328
Advisory Services Network
Georgia
$598K -$26K -547 -4%
HP
329
Holistic Planning
Texas
$595K +$598K +12,567 New
Comerica Bank
330
Comerica Bank
Texas
$573K +$174K +3,654 +43%
MFG
331
Mosaic Financial Group
Illinois
$560K -$24.3K -511 -4%
AFP
332
Ausdal Financial Partners
Iowa
$556K +$250K +5,254 +81%
XPN
333
XY Planning Network
Montana
$551K +$154K +3,230 +38%
CW
334
Cedarwood Wealth
Colorado
$537K +$538K +11,300 New
PAG
335
Private Advisor Group
New Jersey
$517K +$52.3K +1,100 +11%
AIM
336
Anchor Investment Management
South Carolina
$507K
CFA
337
Cahill Financial Advisors
Minnesota
$463K +$245K +5,153 +111%
MCA
338
Magnolia Capital Advisors
Mississippi
$463K +$128K +2,698 +38%
BWM
339
BAM Wealth Management
Colorado
$444K -$30.4K -638 -6%
AAS
340
Ameritas Advisory Services
Nebraska
$443K -$7.23K -152 -2%
Qube Research & Technologies (QRT)
341
Qube Research & Technologies (QRT)
United Kingdom
$441K +$210K +4,418 +90%
EFA
342
Edge Financial Advisors
Illinois
$413K +$108K +2,261 +35%
EFG
343
Elm3 Financial Group
Georgia
$412K +$48.8K +1,026 +13%
SPI
344
Sutton Place Investors
New York
$412K +$8.94K +188 +2%
DWM
345
Diversify Wealth Management
Utah
$411K
MCM
346
MAI Capital Management
Ohio
$410K +$150K +3,150 +57%
JWCA
347
J.W. Cole Advisors
Florida
$409K +$90.2K +1,895 +28%
FWP
348
Firethorn Wealth Partners
Georgia
$407K +$8.85K +186 +2%
DAS
349
Dynamic Advisor Solutions
Arizona
$402K +$36.8K +774 +10%
AWMI
350
Aegis Wealth Management (Iowa)
Iowa
$391K +$393K +8,258 New