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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
VCP
76
Verus Capital Partners
Arizona
$25.4M +$1.86M +39,178 +8%
JFGIW
77
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$25.3M +$2.6M +54,685 +11%
WCFA
78
Walkner Condon Financial Advisors
Wisconsin
$24.8M +$4.01M +84,236 +19%
MML Investors Services
79
MML Investors Services
Massachusetts
$24.7M +$13.5M +283,268 +119%
SCM
80
Steele Capital Management
Iowa
$23.8M -$845K -17,763 -3%
KV
81
Kickstand Ventures
New York
$23.5M +$750K +15,758 +3%
MWM
82
Mascoma Wealth Management
New Hampshire
$23.2M +$1.26M +26,494 +6%
SI
83
Stephens Inc
Arkansas
$22.6M +$668K +14,037 +3%
SAM
84
Smithbridge Asset Management
Pennsylvania
$22.1M +$12M +251,598 +117%
WC
85
Waterloo Capital
Texas
$21.4M +$325K +6,838 +2%
FFS
86
Founders Financial Securities
Maryland
$21.3M +$2.22M +46,663 +12%
HI
87
Horizon Investments
North Carolina
$21.3M +$2.13M +44,734 +11%
AMM
88
American Money Management
California
$21.1M +$969K +20,378 +5%
BDFN
89
Bond & Devick Financial Network
Minnesota
$21.1M +$1.87M +39,379 +10%
PWA
90
Peterson Wealth Advisors
Utah
$21M +$2.57M +54,021 +14%
FA
91
Fagan Associates
New York
$20.6M +$4.44M +93,287 +27%
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$20.5M +$6.21M +130,514 +43%
DADC
93
D.A. Davidson & Co
Montana
$20.4M +$4.55M +95,536 +29%
BWAM
94
Blue Water Asset Management
Michigan
$20.2M +$20.3M +426,891 New
MFG
95
Magnus Financial Group
New York
$19.9M +$1.93M +40,663 +11%
SWM
96
Spire Wealth Management
Virginia
$19.7M +$81.5K +1,713 +0.4%
SC
97
SouthState Corp
Florida
$19.1M -$277K -5,814 -1%
TCM
98
TD Capital Management
Tennessee
$18.7M +$1.03M +21,667 +6%
SWM
99
Selby Wealth Management
California
$18.4M +$18.4M +387,675 New
TLP
100
Trinity Legacy Partners
Texas
$17.3M +$777K +16,332 +5%