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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
Stifel Financial
51
Stifel Financial
Missouri
$36.3M +$5.66M +119,062 +18%
TWM
52
Tradition Wealth Management
Minnesota
$36.2M +$875K +18,385 +2%
Focus Partners Wealth
53
Focus Partners Wealth
Massachusetts
$35M +$1.09M +22,806 +3%
HFM
54
Hartford Financial Management
Connecticut
$34.4M +$1.23M +25,753 +4%
SFG
55
SNS Financial Group
Minnesota
$33.9M +$2.54M +53,355 +8%
HSG
56
Helen Stephens Group
Texas
$33.5M +$3.87M +81,355 +13%
Jones Financial Companies
57
Jones Financial Companies
Missouri
$33.2M +$10.3M +217,513 +45%
AWE
58
Avidian Wealth Enterprises
Texas
$33.2M +$2.23M +46,936 +7%
CA
59
Continuum Advisory
Idaho
$31.3M +$2.75M +57,907 +10%
VAMG
60
Voisard Asset Management Group
Michigan
$31M +$1.67M +35,196 +6%
FPCG
61
Forum Private Client Group
Indiana
$30.4M +$1.49M +31,287 +5%
KFG
62
Kelly Financial Group
Connecticut
$30.1M +$1.26M +26,491 +4%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$30.1M +$7.53M +158,202 +33%
EWS
64
Evergreen Wealth Solutions
Pennsylvania
$29.6M +$29.8M +626,181 New
CWA
65
Crusonia Wealth Advisors
Colorado
$29.3M +$29.4M +618,792 New
Truist Financial
66
Truist Financial
North Carolina
$28.9M +$1.18M +24,770 +4%
TFO
67
Tarbox Family Office
California
$28.8M +$1.23M +25,771 +4%
4PL
68
46 Peaks LLC
Pennsylvania
$28.4M +$28.4M +597,915 New
RHP
69
Royal Harbor Partners
Texas
$28.4M +$131K +2,745 +0.5%
GWANC
70
Guardian Wealth Advisors (North Carolina)
North Carolina
$27.6M +$652K +13,702 +2%
AC
71
AlphaCore Capital
California
$27.3M +$27.3M +574,494 New
DWP
72
Daymark Wealth Partners
Ohio
$27.3M +$7.69M +161,629 +39%
ACA
73
Aptus Capital Advisors
Alabama
$27.2M +$341K +7,159 +1%
IAS
74
IMA Advisory Services
Colorado
$27M +$3.44M +72,403 +15%
M1FG
75
Mach-1 Financial Group
Arkansas
$26M +$26.2M +549,833 New