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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
GSAM
26
Grant Street Asset Management
Pennsylvania
$80.9M +$1.6M +33,608 +2%
CA
27
CGN Advisors
Kansas
$80.8M +$3.65M +76,720 +5%
APP
28
Avantax Planning Partners
Iowa
$77M +$2.11M +44,358 +3%
SC
29
Savant Capital
Illinois
$75.3M -$23.9M -502,100 -24%
BWL
30
Bogart Wealth LLC
Virginia
$71.5M +$2.54M +53,360 +4%
DBRC
31
D.B. Root & Company
Pennsylvania
$71.5M +$5.7M +119,753 +9%
CAL
32
Capital Analysts LLC
Pennsylvania
$68.5M +$2.78M +58,461 +4%
CWS
33
Confluence Wealth Services
Pennsylvania
$68.2M +$68.5M +1,439,759 New
HFS
34
Hughes Financial Services
Virginia
$67.9M +$6.01M +126,349 +10%
Corient Private Wealth
35
Corient Private Wealth
Florida
$67.1M +$49.9M +1,048,229 +279%
CAPTRUST Financial Advisors
36
CAPTRUST Financial Advisors
North Carolina
$63.3M +$1.14M +24,003 +2%
ML
37
McAdam LLC
Pennsylvania
$59.4M +$4.63M +97,373 +8%
ACG
38
Allen Capital Group
Nebraska
$57.7M +$2.97M +62,492 +5%
SPA
39
Sentinel Pension Advisors
Massachusetts
$57.2M -$2.74M -57,500 -5%
WWM
40
Wiser Wealth Management
Georgia
$56.3M +$3.28M +68,958 +6%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$55.9M +$2.27M +47,641 +4%
HG
42
Harbor Group
New Hampshire
$48.1M +$1.3M +27,255 +3%
BFG
43
Berger Financial Group
Minnesota
$41.8M +$1.8M +37,778 +4%
BFG
44
Bouchey Financial Group
New York
$41.7M +$5.26M +110,501 +14%
Cerity Partners
45
Cerity Partners
New York
$41.1M +$5.61M +117,888 +16%
DWP
46
Destiny Wealth Partners
Florida
$40.7M +$12.5M +263,323 +45%
FWC
47
First Washington Corp
Washington
$38.8M
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$37.6M +$10.2M +214,171 +37%
JGCM
49
Joseph Group Capital Management
Ohio
$37.5M -$623K -13,102 -2%
KAS
50
Kestra Advisory Services
Texas
$36.9M +$5.23M +110,025 +16%