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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
RWM
101
Riverchase Wealth Management
Texas
$17.2M +$726K +15,258 +4%
HIP
102
HUB Investment Partners
Texas
$17.1M +$259K +5,440 +2%
MA
103
Mutual Advisors
Nebraska
$16.9M +$649K +13,638 +4%
I
104
INVST
Indiana
$16.6M +$1.25M +26,283 +8%
FWP
105
FAS Wealth Partners
Kansas
$16.1M +$1.67M +35,080 +12%
CWA
106
Choice Wealth Advisors
Maine
$16M +$16.1M +338,606 New
FCG
107
Financial Connections Group
California
$15.8M +$4.04M +84,851 +34%
CWAI
108
Core Wealth Advisors (Indiana)
Indiana
$15.4M +$15.4M +324,557 New
CHA
109
Cooper/Haims Advisors
New York
$15.3M +$944K +19,844 +7%
BFS
110
BridgePort Financial Solutions
Iowa
$14.7M +$250K +5,247 +2%
FPGK
111
Financial Partners Group (Kansas)
Kansas
$14.7M +$13.9M +292,065 +1,765%
FWM
112
FMA Wealth Management
Massachusetts
$14.6M +$18.7K +393 +0.1%
BWM
113
BankPlus Wealth Management
Mississippi
$14.6M +$1.01M +21,313 +7%
LPL Financial
114
LPL Financial
California
$14.5M +$2.94M +61,761 +25%
Cambridge Investment Research Advisors
115
Cambridge Investment Research Advisors
Iowa
$14.1M +$2.07M +43,439 +17%
SMM
116
Stadion Money Management
Georgia
$13.9M -$3.35M -70,406 -19%
ETC
117
Exchange Traded Concepts
Oklahoma
$13.4M +$401K +8,436 +3%
JCM
118
Janney Capital Management
Pennsylvania
$13.2M -$61.8K -1,299 -0.5%
CWM
119
Contango Wealth Management
California
$13.1M +$13.2M +277,415 New
APW
120
Acima Private Wealth
Virginia
$13M +$1.46M +30,744 +13%
AC
121
Apella Capital
Connecticut
$12.4M +$1.41M +29,564 +13%
AA
122
Alpha Advisors
Virginia
$12.4M +$15.5K +325 +0.1%
NEWAS
123
N.E.W. Advisory Services
Wisconsin
$12.3M +$10.3M +215,645 +488%
PSCM
124
Per Stirling Capital Management
Texas
$11.8M +$10M +210,869 +552%
TWP
125
Triad Wealth Partners
Kansas
$11.7M +$1.24M +26,002 +12%