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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
SO
126
Sierra Ocean
California
$11.4M +$386K +8,122 +4%
ATWA
127
Arbor Trust Wealth Advisors
Michigan
$11.4M +$333K +6,995 +3%
AI
128
Atria Investments
North Carolina
$11.3M +$11.4M +238,578 New
MIA
129
Milestone Investment Advisors
Wisconsin
$11.3M +$280K +5,876 +3%
NFG
130
Nations Financial Group
Iowa
$11.1M +$2.46M +51,677 +28%
CWA
131
Clarity Wealth Advisors
California
$10.6M +$1.56M +32,750 +17%
JWA
132
JFS Wealth Advisors
Pennsylvania
$10.5M +$4.11M +86,417 +64%
BCM
133
Blume Capital Management
California
$10.3M +$7.97M +167,526 +328%
FFG
134
Floyd Financial Group
Missouri
$10.3M +$217K +4,554 +2%
Baird Financial Group
135
Baird Financial Group
Wisconsin
$10.2M -$119K -2,501 -1%
SPIA
136
Steward Partners Investment Advisory
New York
$9.99M +$394K +8,274 +4%
CPCP
137
Cedar Point Capital Partners
Iowa
$9.72M +$398K +8,357 +4%
CWMS
138
Cannon Wealth Management Services
North Carolina
$9.72M +$855K +17,965 +10%
PWM
139
Perigon Wealth Management
California
$9.68M +$417K +8,771 +4%
GFG
140
Greenbush Financial Group
New York
$9.64M +$1.03M +21,597 +12%
Thrivent Financial for Lutherans
141
Thrivent Financial for Lutherans
Minnesota
$9.46M +$9.5M +199,752 New
FIT
142
Financially in Tune
Massachusetts
$9.46M +$9.5M +199,702 New
PJWM
143
Philip James Wealth Mangement
Georgia
$9.3M -$136K -2,850 -1%
TFM
144
Trademark Financial Management
Minnesota
$9.03M +$103K +2,160 +1%
EFS
145
Econ Financial Services
Pennsylvania
$8.8M -$6.67M -140,283 -43%
VWA
146
Visionary Wealth Advisors
Illinois
$8.68M +$1.75M +36,723 +25%
WIM
147
WealthPlan Investment Management
Nebraska
$8.57M +$1.06M +22,197 +14%
WA
148
WBH Advisory
Maryland
$8.56M +$825K +17,343 +11%
LWMNY
149
Landmark Wealth Management (New York)
New York
$8.44M +$445K +9,360 +6%
TPA
150
Trivium Point Advisory
Connecticut
$8.35M +$247K +5,192 +3%