We are live on ! Find out more
JCPB icon

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
MMA
151
Miracle Mile Advisors
California
$8.19M -$108K -2,278 -1%
AFA
152
Arlington Financial Advisors
California
$8.04M -$25.4M -533,822 -76%
5W
153
5T Wealth
California
$8.03M +$526K +11,056 +7%
IP
154
Ignite Planners
California
$7.79M +$186K +3,918 +2%
OC
155
Oppenheimer & Co
New York
$7.73M +$344K +7,228 +5%
SFC
156
Sprinkle Financial Consultants
Colorado
$7.44M +$2.6M +54,580 +53%
BFG
157
Beto Financial Group
Idaho
$7.41M +$7.45M +156,647 New
LPAM
158
Lodestar Private Asset Management
California
$7.11M +$235K +4,930 +3%
AWM
159
Apollon Wealth Management
South Carolina
$7.07M +$29.3K +615 +0.4%
WIC
160
Whitegate Investment Counselors
New Hampshire
$7.03M +$5.13M +107,820 +266%
SA
161
Sanctuary Advisors
Indiana
$6.75M +$878K +18,448 +15%
MG
162
Mather Group
Illinois
$6.74M -$73.9K -1,553 -1%
MWA
163
MN Wealth Advisors
Kansas
$6.42M +$1.54M +32,440 +31%
Bank of New York Mellon
164
Bank of New York Mellon
New York
$6.06M +$1.45M +30,458 +31%
EFG
165
Embree Financial Group
Illinois
$5.95M +$1.65M +34,693 +38%
CIA
166
Concurrent Investment Advisors
Florida
$5.82M +$718K +15,087 +14%
PS
167
Principal Securities
Iowa
$5.79M +$498K +10,469 +9%
BWA
168
Boulder Wealth Advisors
Colorado
$5.76M +$4.39M +92,215 +313%
BWM
169
Base Wealth Management
Florida
$5.61M +$2.32M +48,806 +70%
HFRG
170
Houlihan Financial Resource Group
Virginia
$5.46M +$3.7M +77,845 +209%
HWMO
171
Heritage Wealth Management (Ohio)
Ohio
$5.43M +$1.84M +38,649 +51%
Betterment LLC
172
Betterment LLC
New York
$5.1M +$486K +10,206 +10%
LWL
173
Leo Wealth LLC
Texas
$5.02M +$5.04M +106,030 New
ICCON
174
Investment Counsel Company of Nevada
Nevada
$4.9M +$59.8K +1,256 +1%
T
175
Tableaux
Massachusetts
$4.79M -$3.96M -83,282 -47%