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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
TA
176
TruWealth Advisors
Louisiana
$4.76M +$42K +882 +0.9%
CC
177
Courier Capital
New York
$4.71M +$304K +6,385 +7%
FFA
178
Farther Finance Advisors
California
$4.68M +$3.2M +67,189 +213%
KFP
179
KMG Fiduciary Partners
Ohio
$4.59M +$55K +1,155 +1%
CP
180
Capital Planning
Washington
$4.43M +$42.6K +896 +1%
UAG
181
United Advisor Group
Ohio
$4.42M +$212K +4,448 +5%
AIA
182
AssuredPartners Investment Advisors
Florida
$4.4M +$3.07M +64,485 +226%
BPW
183
BlueDoor Private Wealth
Massachusetts
$4.31M +$4.33M +91,070 New
JJBC
184
James J. Burns & Company
New York
$4.29M +$461K +9,700 +12%
SWP
185
Summit Wealth Partners
Florida
$4.28M +$472K +9,919 +12%
MWA
186
Medallion Wealth Advisors
Connecticut
$4.22M +$297K +6,251 +8%
BCA
187
Bay Colony Advisors
Massachusetts
$4.21M +$141K +2,959 +3%
SCA
188
Snowden Capital Advisors
New York
$4.21M +$520K +10,927 +14%
IP
189
Indivisible Partners
Florida
$4.18M +$4.2M +88,362 New
GWM
190
GSB Wealth Management
Connecticut
$3.93M +$239K +5,016 +6%
PG
191
Patten Group
Tennessee
$3.84M +$1.23M +25,925 +47%
PVI
192
Pine Valley Investments
New Jersey
$3.83M +$28.1K +590 +0.7%
WB
193
WesBanco Bank
West Virginia
$3.8M +$3.43M +72,164 +900%
CW
194
CreativeOne Wealth
Kansas
$3.78M +$624K +13,126 +20%
EFS
195
Essex Financial Services
Connecticut
$3.78M +$2.31M +48,545 +156%
FTUS
196
Flow Traders U.S.
New York
$3.73M -$1.98M -41,582 -35%
LWM
197
Lionsbridge Wealth Management
Florida
$3.72M +$90.5K +1,902 +2%
WIA
198
World Investment Advisors
California
$3.65M -$464K -9,744 -11%
IAA
199
Independent Advisor Alliance
North Carolina
$3.6M +$255K +5,357 +8%
MCC
200
Money Concepts Capital
Florida
$3.53M +$213K +4,471 +6%