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JPMorgan Core Plus Bond ETF

429 hedge funds and large institutions have $8.08B invested in JPMorgan Core Plus Bond ETF in 2025 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 265 increasing their positions, 64 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
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
TWM
51
Tradition Wealth Management
Minnesota
$36.2M
Focus Partners Wealth
52
Focus Partners Wealth
Massachusetts
$35M
HFM
53
Hartford Financial Management
Connecticut
$34.4M
SFG
54
SNS Financial Group
Minnesota
$33.9M
HSG
55
Helen Stephens Group
Texas
$33.5M
Corient Private Wealth
56
Corient Private Wealth
Florida
$33.3M
Jones Financial Companies
57
Jones Financial Companies
Missouri
$33.2M
AWE
58
Avidian Wealth Enterprises
Texas
$33.2M
CA
59
Continuum Advisory
Idaho
$31.3M
VAMG
60
Voisard Asset Management Group
Michigan
$31M
FPCG
61
Forum Private Client Group
Indiana
$30.4M
KFG
62
Kelly Financial Group
Connecticut
$30.1M
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$30.1M
EWS
64
Evergreen Wealth Solutions
Pennsylvania
$29.6M
CWA
65
Crusonia Wealth Advisors
Colorado
$29.3M
Truist Financial
66
Truist Financial
North Carolina
$28.9M
TFO
67
Tarbox Family Office
California
$28.8M
4PL
68
46 Peaks LLC
Pennsylvania
$28.4M
RHP
69
Royal Harbor Partners
Texas
$28.4M
GWANC
70
Guardian Wealth Advisors (North Carolina)
North Carolina
$27.6M
AC
71
AlphaCore Capital
California
$27.3M
DWP
72
Daymark Wealth Partners
Ohio
$27.3M
ACA
73
Aptus Capital Advisors
Alabama
$27.2M
IAS
74
IMA Advisory Services
Colorado
$27M
M1FG
75
Mach-1 Financial Group
Arkansas
$26M