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JPMorgan Core Plus Bond ETF

429 hedge funds and large institutions have $8.08B invested in JPMorgan Core Plus Bond ETF in 2025 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 265 increasing their positions, 64 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
85
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFA
151
Arlington Financial Advisors
California
$8.04M
5W
152
5T Wealth
California
$8.03M
IP
153
Ignite Planners
California
$7.79M
OC
154
Oppenheimer & Co
New York
$7.73M
SFC
155
Sprinkle Financial Consultants
Colorado
$7.44M
BFG
156
Beto Financial Group
Idaho
$7.41M
LPAM
157
Lodestar Private Asset Management
California
$7.11M
AWM
158
Apollon Wealth Management
South Carolina
$7.07M
WIC
159
Whitegate Investment Counselors
New Hampshire
$7.03M
SA
160
Sanctuary Advisors
Indiana
$6.75M
MG
161
Mather Group
Illinois
$6.74M
MWA
162
MN Wealth Advisors
Kansas
$6.42M
Bank of New York Mellon
163
Bank of New York Mellon
New York
$6.06M
EFG
164
Embree Financial Group
Illinois
$5.95M
CIA
165
Concurrent Investment Advisors
Florida
$5.82M
PS
166
Principal Securities
Iowa
$5.79M
BWA
167
Boulder Wealth Advisors
Colorado
$5.76M
BWM
168
Base Wealth Management
Florida
$5.61M
HFRG
169
Houlihan Financial Resource Group
Virginia
$5.46M
HWMO
170
Heritage Wealth Management (Ohio)
Ohio
$5.43M
Betterment LLC
171
Betterment LLC
New York
$5.1M
LWL
172
Leo Wealth LLC
Texas
$5.02M
ICCON
173
Investment Counsel Company of Nevada
Nevada
$4.9M
T
174
Tableaux
Massachusetts
$4.79M
TA
175
TruWealth Advisors
Louisiana
$4.76M