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
LFG
401
Larson Financial Group
Missouri
$110K +$15.7K +329 +17%
GJIA
402
Glass Jacobson Investment Advisors
Maryland
$104K +$618 +13 +0.6%
PB
403
Pinnacle Bancorp
Nebraska
$103K
CFB
404
Cullen/Frost Bankers
Texas
$99.8K +$1.24K +26 +1%
PRAG
405
Portfolio Resources Advisor Group
Florida
$79.6K +$79.7K +1,675 New
US Bancorp
406
US Bancorp
Minnesota
$72K -$113K -2,369 -61%
FCT
407
First Community Trust
Iowa
$70K
AA
408
Ancora Advisors
Ohio
$66.8K
FA
409
Fountainhead AM
New Jersey
$66.2K -$1.61M -33,893 -96%
CSP
410
Cary Street Partners
Virginia
$63K +$60.6K +1,273 +2,233%
GF
411
GGM Financials
Ohio
$57.9K
PA
412
Parallel Advisors
California
$51.8K +$333 +7 +0.6%
CFD
413
Creative Financial Designs
Indiana
$48.9K +$15.9K +335 +48%
CA
414
CoreCap Advisors
Michigan
$45.6K +$48 +1 +0.1%
PWMG
415
Prestige Wealth Management Group
New Jersey
$43.7K
OHWP
416
Oak Harbor Wealth Partners
North Carolina
$36.1K +$36.3K +763 New
FW
417
Fairway Wealth
Ohio
$34.7K +$34.9K +733 New
RFP
418
Root Financial Partners
California
$34.4K +$28.7K +603 +486%
SWM
419
SHP Wealth Management
Massachusetts
$30.6K +$30.7K +645 New
NB
420
NBT Bank
New York
$29.8K
MLA
421
MB, Levis & Associates
Pennsylvania
$29.3K +$381 +8 +1%
CIAS
422
CBIZ Investment Advisory Services
Ohio
$25.2K +$238 +5 +0.9%
ICM
423
Islay Capital Management
Texas
$20.8K +$20.9K +440 New
IIM
424
IFC & Insurance Marketing
California
$20K +$20.2K +425 New
IAIM
425
International Assets Investment Management
Florida
$17.8K +$17.8K +375 New