We are live on ! Find out more
JCPB icon

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
LW
376
Linscomb Wealth
Texas
$277K -$11.3K -238 -4%
MOS
377
MGO One Seven
Ohio
$263K -$39K -819 -13%
NWWA
378
New Wave Wealth Advisors
Arkansas
$263K -$95.7K -2,012 -27%
BW
379
Bravera Wealth
North Dakota
$250K +$252K +5,290 New
Manulife (Manufacturers Life Insurance)
380
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$249K
AssetMark Inc
381
AssetMark Inc
California
$240K +$9.8K +206 +4%
MEAC
382
M.E. Allison & Co
Texas
$238K
MC
383
Mathes Company
New York
$237K
WA
384
WESPAC Advisors
California
$235K
FFA
385
Florida Financial Advisors
Florida
$232K -$38.8K -816 -14%
Mercer Global Advisors
386
Mercer Global Advisors
Colorado
$230K +$231K +4,862 New
MIM
387
Martin Investment Management
Florida
$223K
IWC
388
Integrated Wealth Concepts
Massachusetts
$223K -$83.3K -1,750 -27%
CPW
389
Cogent Private Wealth
Florida
$217K +$218K +4,582 New
EWA
390
Emergent Wealth Advisors
New York
$217K +$218K +4,580 New
NLWP
391
Next Level Wealth Planning
Idaho
$213K
TSS
392
Two Sigma Securities
New York
$213K +$214K +4,498 New
WA
393
Waverly Advisors
Alabama
$208K +$6.14K +129 +3%
JSL
394
JT Stratford LLC
Georgia
$202K -$28.4K -598 -12%
CICI
395
Capital Investment Counsel Inc
North Carolina
$161K +$162K +3,400 New
LFA
396
LGT Financial Advisors
Texas
$145K +$3.14K +66 +2%
BDPWM
397
Barnes Dennig Private Wealth Management
Ohio
$136K +$428 +9 +0.3%
WTC
398
WhitTier Trust Company
Nevada
$126K +$78K +1,639 +162%
SL
399
Salomon & Ludwin
Virginia
$124K
CI
400
CX Institutional
Indiana
$111K +$1.33K +28 +1%