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JPMorgan Core Plus Bond ETF (JCPB) Institutional Ownership

JPMorgan Core Plus Bond ETF logo
$47.44 +1.85 (+4.05%)
Closing price 10/3/2025 03:58 PM Eastern
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$48.56 +1.12 (+2.36%)
As of 10/3/2025 05:20 PM Eastern
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Institutional Ownership Changes (13F Filings) for JPMorgan Core Plus Bond ETF (BATS:JCPB)

Number of
Institutional Buyers
(last 12 months)
351
Total
Institutional Inflows
(last 12 months)
$3.38B
Number of
Institutional Sellers
(last 12 months)
138
Total
Institutional Outflows
(last 12 months)
$340.82M
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JCPB Institutional Buying and Selling by Quarter

JPMorgan Core Plus Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/3/2025First Citizens Financial Corp28,154$1.34M0.7%+11.2%0.019%
10/2/2025 Boyum Wealth Architects LLC43,854$2.09M1.3%+1.6%0.030%
10/2/2025 Boyum Wealth Architects LLC43,854$2.09M1.3%+1.6%0.030%
10/2/2025 Helen Stephens Group LLC625,355$29.74M6.6%+12.2%0.426%
9/26/2025Corient Private Wealth LLC318,057$14.97M0.0%+22.2%0.217%
9/19/2025Base Wealth Management LLC66,022$3.11M2.0%+9.5%0.045%
9/12/2025Valeo Financial Advisors LLC2,243,663$97.52M2.1%+10.3%1.527%
9/4/2025Osaic Holdings Inc.1,715,858$80.75M0.1%-2.8%1.168%
8/29/2025Total Investment Management Inc.781$37K0.0%N/A0.001%
8/27/2025Orion Porfolio Solutions LLC74,167$3.49M0.0%+146.3%0.050%
8/26/2025Thrivent Financial for Lutherans172,109$8.10M0.0%N/A0.117%
8/18/2025N.E.W. Advisory Services LLC33,726$1.59M0.2%-90.2%0.023%
8/18/2025Geneos Wealth Management Inc.10,519$495K0.0%+7.7%0.007%
8/18/2025Kestra Investment Management LLC7,206$339K0.0%N/A0.005%
8/15/2025Corient Private Wealth LLC318,056$14.97M0.0%+22.2%0.217%
8/15/2025Florida Financial Advisors LLC23,322$1.10M0.4%-11.2%0.016%
8/15/2025Captrust Financial Advisors1,245,442$58.61M0.1%+7.0%0.848%
8/15/2025Visionary Wealth Advisors106,546$5.01M0.3%-44.8%0.073%
8/15/2025Snowden Capital Advisors LLC71,247$3.35M0.1%+4.8%0.049%
8/15/2025Orion Porfolio Solutions LLC74,167$3.49M0.0%+146.3%0.050%
8/15/2025MML Investors Services LLC229,056$10.78M0.0%+73.0%0.156%
8/15/2025Modern Wealth Management LLC811,743$38.20M1.0%+321.7%0.553%
8/15/2025Houlihan Financial Resource Group Ltd.78,985$3.71M1.5%+7.0%0.054%
8/15/2025Garden State Investment Advisory Services LLC32,198$1.52M0.4%-48.0%0.022%
8/15/2025EP Wealth Advisors LLC43,156$2.03M0.0%+836.1%0.029%
8/15/2025Benjamin Edwards Inc.46,275$2.18M0.0%-8.5%0.032%
8/15/2025Bank of America Corp DE8,059,000$379.26M0.0%0.0%5.486%
8/14/2025Florida Financial Advisors LLC23,959$1.13M0.8%-8.7%0.016%
8/14/2025Jane Street Group LLC505,139$23.77M0.0%+267.1%0.344%
8/14/2025Ausdal Financial Partners Inc.6,424$302K0.0%-6.3%0.004%
8/14/2025Raymond James Financial Inc.3,771,842$177.50M0.1%-1.9%2.568%
8/14/2025Betterment LLC84,519$3.98M0.0%+37.6%0.058%
8/14/2025Diversify Advisory Services LLC33,421$1.57M0.1%-8.5%0.023%
8/14/2025HUB Investment Partners LLC339,497$15.98M0.5%+4.7%0.231%
8/14/2025FAS Wealth Partners Inc.287,290$13.52M1.0%+4.0%0.196%
8/14/2025Heritage Wealth Management Inc.49,188$2.32M0.7%+22.7%0.033%
8/14/2025NewEdge Advisors LLC41,136$1.94M0.0%-6.1%0.028%
8/14/2025Qube Research & Technologies Ltd6,322$298K0.0%N/A0.004%
8/14/2025Acorn Wealth Advisors LLC56,841$2.68M1.0%+6.9%0.039%
8/14/2025Balance Wealth LLC34,185$1.61M0.9%-58.4%0.023%
8/14/2025Cerity Partners LLC709,047$33.37M0.1%+66.5%0.483%
8/13/2025Per Stirling Capital Management LLC.143,278$6.74M0.9%-1.7%0.098%
8/13/2025Cary Street Partners Investment Advisory LLC15,489$729K0.4%+11.6%0.011%
8/13/2025Milestone Investment Advisors LLC224,499$10.57M2.8%-2.5%0.153%
8/13/2025GeoWealth Management LLC23,667$1.11M0.0%+1.8%0.016%
8/13/2025Baird Financial Group Inc.220,014$10.35M0.0%-2.0%0.150%
8/13/2025Parkworth Wealth Management Inc.615$29K0.0%N/A0.000%
8/13/2025Menard Financial Group LLC31,682$1.49M0.9%-3.0%0.022%
8/13/2025CW Advisors LLC153,696$7.23M0.1%+155.2%0.105%
8/13/2025JT Stratford LLC4,869$229K0.0%-65.1%0.003%
8/13/2025Twin Peaks Wealth Advisors LLC10,990$516K0.2%+10.2%0.007%
8/13/2025Beacon Pointe Advisors LLC28,685$1.35M0.0%-1.8%0.020%
8/13/2025Investment Counsel Co. of Nevada101,051$4.76M9.7%+980.6%0.069%
8/13/2025Trustmark Bank Trust Department55,032$2.59M0.2%+2.2%0.037%
8/13/2025Lido Advisors LLC20,967$987K0.0%+33.6%0.014%
8/13/2025Northwestern Mutual Wealth Management Co.1,660,914$78.16M0.1%+10.7%1.131%
8/13/2025Johnson Financial Group Inc.424,068$19.96M0.9%+20.1%0.289%
8/13/2025Mayfair Advisory Group LLC41,859$1.96M0.9%+161.3%0.028%
8/13/2025Elevation Point Wealth Partners LLC1,221$57K0.0%N/A0.001%
8/13/2025Maia Wealth LLC31,585$1.49M0.3%+119.1%0.022%
8/12/2025J.W. Cole Advisors Inc.6,042$284K0.0%+13.0%0.004%
8/12/2025Blueprint Financial Advisors LLC19,236$905K0.3%-23.5%0.013%
8/12/2025Steward Partners Investment Advisory LLC195,174$9.19M0.1%+2.2%0.133%
8/12/2025CreativeOne Wealth LLC74,574$3.51M0.1%-1.3%0.051%
8/12/2025Global Retirement Partners LLC37,565$1.77M0.0%N/A0.026%
8/12/2025Waterloo Capital L.P.355,822$16.75M1.4%+90.5%0.242%
8/12/2025Coldstream Capital Management Inc.9,433$444K0.0%+24.7%0.006%
8/12/2025Forum Private Client Group LLC595,658$28.03M10.8%+5.0%0.405%
8/12/2025Cooper Haims Advisors LLC301,687$14.20M7.0%+18.5%0.205%
8/12/2025Journey Strategic Wealth LLC18,337$863K0.0%-6.8%0.012%
8/12/2025JPMorgan Chase & Co.3,896,176$183.35M0.0%+12.1%2.652%
8/12/2025Tarbox Family Office Inc.547,919$25.79M3.9%+33.9%0.373%
8/11/2025Wealthspire Advisors LLC20,073$945K0.0%-14.7%0.014%
8/11/2025United Advisor Group LLC90,485$4.26M0.7%-5.2%0.062%
8/8/2025Avantax Advisory Services Inc.240,128$11.30M0.1%+36.1%0.163%
8/8/2025Thoroughbred Financial Services LLC30,656$1.44M0.1%-8.1%0.021%
8/8/2025Cetera Investment Advisers1,109,862$52.23M0.1%+5.3%0.756%
8/8/2025Creative Planning54,206$2.55M0.0%+3.0%0.037%
8/8/2025Ignite Planners LLC165,975$7.73M1.1%+8.5%0.113%
8/8/2025Royal Harbor Partners LLC609,435$28.68M10.5%+0.9%0.415%
8/8/2025D Orazio & Associates Inc.12,782$602K0.1%+22.8%0.009%
8/8/2025PNC Financial Services Group Inc.438,284$20.63M0.0%+24.6%0.298%
8/8/2025Comprehensive Financial Planning Inc. PA18,234$858K0.7%+1.3%0.012%
8/8/2025Bouchey Financial Group Ltd731,461$34.42M2.9%N/A0.498%
8/8/2025IMA Advisory Services Inc.497,940$23.43M2.6%+4.5%0.339%
8/7/2025Verus Capital Partners LLC458,854$21.59M1.8%+6.7%0.312%
8/7/2025Fagan Associates Inc.178,474$8.40M1.3%+12.0%0.121%
8/7/2025Clarity Wealth Advisors LLC163,421$7.69M1.9%+4.7%0.111%
8/7/2025Factory Mutual Insurance Co.3,216,300$151.36M1.7%+49.5%2.189%
8/7/2025Allworth Financial LP58,497$2.75M0.0%-6.5%0.040%
8/7/2025Hughes Financial Services LLC1,262,321$59.35M10.2%-3.0%0.859%
8/7/2025Fountainhead AM LLC36,806$1.73M0.3%+3.6%0.025%
8/7/2025Joseph Group Capital Management781,218$36.76M12.1%+1.9%0.532%
8/7/2025PFG Advisors7,785$366K0.0%N/A0.005%
8/7/2025Arbor Trust Wealth Advisors LLC218,789$10.30M5.0%-5.8%0.149%
8/7/2025Brio Consultants LLC14,388$677K0.1%+36.2%0.010%
8/6/2025ZEGA Investments LLC9,433$444K0.1%N/A0.006%
8/6/2025Prospera Financial Services Inc16,223$764K0.0%+17.1%0.011%
8/6/2025Legacy Wealth Managment LLC ID46,989$2.21M1.2%+1,611.8%0.032%
8/6/2025Vestmark Advisory Solutions Inc.3,264,660$153.64M2.2%+121.3%2.222%
(Data available from 1/1/2016 forward)

JCPB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JCPB shares?

During the previous two years, 424 institutional investors and hedge funds held shares of JPMorgan Core Plus Bond ETF. The most heavily invested institutionals were Bank of America Corp DE ($379.26M), HB Wealth Management LLC ($365.50M), JPMorgan Chase & Co. ($183.35M), Raymond James Financial Inc. ($177.50M), Legacy Wealth Management Inc ($156.00M), Vestmark Advisory Solutions Inc. ($153.64M), and Factory Mutual Insurance Co. ($151.36M).Learn more on JPMorgan Core Plus Bond ETF's institutional investors.

Which institutional investors have been buying JPMorgan Core Plus Bond ETF's stock?

Of the 404 institutional investors that purchased JPMorgan Core Plus Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: HB Wealth Management LLC ($7.77M), Raymond James Financial Inc. ($3.84M), JPMorgan Chase & Co. ($3.22M), Factory Mutual Insurance Co. ($3.22M), Vestmark Advisory Solutions Inc. ($2.52M), Valeo Financial Advisors LLC ($2.45M), and Summit Financial Strategies Inc. ($2.15M).

How much institutional buying is happening at JPMorgan Core Plus Bond ETF?

Institutional investors have bought a total of 71,963,152 shares in the last 24 months. This purchase volume represents approximately $3.38B in transactions.

Which of JPMorgan Core Plus Bond ETF's major shareholders have been selling company stock?

Of the 138 institutional investors that sold JPMorgan Core Plus Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Corient Private Wealth LLC ($1.22M), Stephens Inc. AR ($657.12K), Grant Street Asset Management Inc. ($435.78K), John W. Brooker & Co. CPAs ($338.00K), N.E.W. Advisory Services LLC ($309.17K), Voisard Asset Management Group Inc. ($234.70K), and Financial Connections Group Inc. ($231.61K).

How much institutional selling is happening at JPMorgan Core Plus Bond ETF?

Institutional investors have sold a total of 7,278,161 shares in the last 24 months. This volume of shares sold represents approximately $340.82M in transactions.


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This page (BATS:JCPB) was last updated on 10/4/2025 by MarketBeat.com Staff
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