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JPMorgan Core Plus Bond ETF

432 hedge funds and large institutions have $8.12B invested in JPMorgan Core Plus Bond ETF in 2025 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 265 increasing their positions, 64 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
432
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
85
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
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
CA
27
CGN Advisors
Kansas
$80.8M
APP
28
Avantax Planning Partners
Iowa
$77M
SC
29
Savant Capital
Illinois
$75.3M
BWL
30
Bogart Wealth LLC
Virginia
$71.5M
DBRC
31
D.B. Root & Company
Pennsylvania
$71.5M
CAL
32
Capital Analysts LLC
Pennsylvania
$68.5M
CWS
33
Confluence Wealth Services
Pennsylvania
$68.2M
HFS
34
Hughes Financial Services
Virginia
$67.9M
Corient Private Wealth
35
Corient Private Wealth
Florida
$67.1M
CAPTRUST Financial Advisors
36
CAPTRUST Financial Advisors
North Carolina
$63.3M
ML
37
McAdam LLC
Pennsylvania
$59.4M
ACG
38
Allen Capital Group
Nebraska
$57.7M
SPA
39
Sentinel Pension Advisors
Massachusetts
$57.2M
WWM
40
Wiser Wealth Management
Georgia
$56.3M
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$55.9M
HG
42
Harbor Group
New Hampshire
$48.1M
BFG
43
Berger Financial Group
Minnesota
$41.8M
BFG
44
Bouchey Financial Group
New York
$41.7M
Cerity Partners
45
Cerity Partners
New York
$41.1M
DWP
46
Destiny Wealth Partners
Florida
$40.7M
FWC
47
First Washington Corp
Washington
$38.8M
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$37.6M
JGCM
49
Joseph Group Capital Management
Ohio
$37.5M
KAS
50
Kestra Advisory Services
Texas
$36.9M