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JPMorgan Core Plus Bond ETF (JCPB) Institutional Ownership

JPMorgan Core Plus Bond ETF logo
$47.66 +2.06 (+4.53%)
Closing price 03:59 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)
$3.37B
Number of
Institutional Sellers
(last 12 months)
139
Total
Institutional Outflows
(last 12 months)
$340.85M
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Skip Chart & View Institutional Buying and Selling Data

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
9/12/2025 Valeo Financial Advisors LLC2,243,663$97.52M2.1%+10.3%1.527%
9/4/2025 Osaic Holdings Inc.1,715,858$80.75M0.1%-2.8%1.168%
8/29/2025 Total Investment Management Inc.781$37K0.0%N/A0.001%
8/27/2025 Orion Porfolio Solutions LLC74,167$3.49M0.0%+146.3%0.050%
8/26/2025 Thrivent Financial for Lutherans172,109$8.10M0.0%N/A0.117%
8/18/2025 N.E.W. Advisory Services LLC33,726$1.59M0.2%-90.2%0.023%
8/18/2025 Geneos Wealth Management Inc.10,519$495K0.0%+7.7%0.007%
8/18/2025 Kestra Investment Management LLC7,206$339K0.0%N/A0.005%
8/15/2025 Corient Private Wealth LLC318,056$14.97M0.0%+22.2%0.217%
8/15/2025 Florida Financial Advisors LLC23,322$1.10M0.4%-11.2%0.016%
8/15/2025 Captrust Financial Advisors1,245,442$58.61M0.1%+7.0%0.848%
8/15/2025 Visionary Wealth Advisors106,546$5.01M0.3%-44.8%0.073%
8/15/2025 Snowden Capital Advisors LLC71,247$3.35M0.1%+4.8%0.049%
8/15/2025 Orion Porfolio Solutions LLC74,167$3.49M0.0%+146.3%0.050%
8/15/2025 MML Investors Services LLC229,056$10.78M0.0%+73.0%0.156%
8/15/2025 Modern Wealth Management LLC811,743$38.20M1.0%+321.7%0.553%
8/15/2025 Houlihan Financial Resource Group Ltd.78,985$3.71M1.5%+7.0%0.054%
8/15/2025 Garden State Investment Advisory Services LLC32,198$1.52M0.4%-48.0%0.022%
8/15/2025 EP Wealth Advisors LLC43,156$2.03M0.0%+836.1%0.029%
8/15/2025 Benjamin Edwards Inc.46,275$2.18M0.0%-8.5%0.032%
8/15/2025 Bank of America Corp DE8,059,000$379.26M0.0%0.0%5.486%
8/14/2025 Florida Financial Advisors LLC23,959$1.13M0.8%-8.7%0.016%
8/14/2025 Jane Street Group LLC505,139$23.77M0.0%+267.1%0.344%
8/14/2025 Ausdal Financial Partners Inc.6,424$302K0.0%-6.3%0.004%
8/14/2025 Raymond James Financial Inc.3,771,842$177.50M0.1%-1.9%2.568%
8/14/2025 Betterment LLC84,519$3.98M0.0%+37.6%0.058%
8/14/2025 Diversify Advisory Services LLC33,421$1.57M0.1%-8.5%0.023%
8/14/2025 HUB Investment Partners LLC339,497$15.98M0.5%+4.7%0.231%
8/14/2025 FAS Wealth Partners Inc.287,290$13.52M1.0%+4.0%0.196%
8/14/2025 Heritage Wealth Management Inc.49,188$2.32M0.7%+22.7%0.033%
8/14/2025 NewEdge Advisors LLC41,136$1.94M0.0%-6.1%0.028%
8/14/2025 Qube Research & Technologies Ltd6,322$298K0.0%N/A0.004%
8/14/2025 Acorn Wealth Advisors LLC56,841$2.68M1.0%+6.9%0.039%
8/14/2025 Balance Wealth LLC34,185$1.61M0.9%-58.4%0.023%
8/14/2025 Cerity Partners LLC709,047$33.37M0.1%+66.5%0.483%
8/13/2025 Per Stirling Capital Management LLC.143,278$6.74M0.9%-1.7%0.098%
8/13/2025 Cary Street Partners Investment Advisory LLC15,489$729K0.4%+11.6%0.011%
8/13/2025 Milestone Investment Advisors LLC224,499$10.57M2.8%-2.5%0.153%
8/13/2025 GeoWealth Management LLC23,667$1.11M0.0%+1.8%0.016%
8/13/2025 Baird Financial Group Inc.220,014$10.35M0.0%-2.0%0.150%
8/13/2025 Parkworth Wealth Management Inc.615$29K0.0%N/A0.000%
8/13/2025 Menard Financial Group LLC31,682$1.49M0.9%-3.0%0.022%
8/13/2025 CW Advisors LLC153,696$7.23M0.1%+155.2%0.105%
8/13/2025 JT Stratford LLC4,869$229K0.0%-65.1%0.003%
8/13/2025 Twin Peaks Wealth Advisors LLC10,990$516K0.2%+10.2%0.007%
8/13/2025 Beacon Pointe Advisors LLC28,685$1.35M0.0%-1.8%0.020%
8/13/2025 Investment Counsel Co. of Nevada101,051$4.76M9.7%+980.6%0.069%
8/13/2025 Trustmark Bank Trust Department55,032$2.59M0.2%+2.2%0.037%
8/13/2025 Lido Advisors LLC20,967$987K0.0%+33.6%0.014%
8/13/2025 Northwestern Mutual Wealth Management Co.1,660,914$78.16M0.1%+10.7%1.131%
8/13/2025 Johnson Financial Group Inc.424,068$19.96M0.9%+20.1%0.289%
8/13/2025 Mayfair Advisory Group LLC41,859$1.96M0.9%+161.3%0.028%
8/13/2025 Elevation Point Wealth Partners LLC1,221$57K0.0%N/A0.001%
8/13/2025 Maia Wealth LLC31,585$1.49M0.3%+119.1%0.022%
8/12/2025 J.W. Cole Advisors Inc.6,042$284K0.0%+13.0%0.004%
8/12/2025 Blueprint Financial Advisors LLC19,236$905K0.3%-23.5%0.013%
8/12/2025 Steward Partners Investment Advisory LLC195,174$9.19M0.1%+2.2%0.133%
8/12/2025 CreativeOne Wealth LLC74,574$3.51M0.1%-1.3%0.051%
8/12/2025 Global Retirement Partners LLC37,565$1.77M0.0%N/A0.026%
8/12/2025 Waterloo Capital L.P.355,822$16.75M1.4%+90.5%0.242%
8/12/2025 Coldstream Capital Management Inc.9,433$444K0.0%+24.7%0.006%
8/12/2025 Forum Private Client Group LLC595,658$28.03M10.8%+5.0%0.405%
8/12/2025 Cooper Haims Advisors LLC301,687$14.20M7.0%+18.5%0.205%
8/12/2025 Journey Strategic Wealth LLC18,337$863K0.0%-6.8%0.012%
8/12/2025 JPMorgan Chase & Co.3,896,176$183.35M0.0%+12.1%2.652%
8/12/2025 Tarbox Family Office Inc.547,919$25.79M3.9%+33.9%0.373%
8/11/2025 Wealthspire Advisors LLC20,073$945K0.0%-14.7%0.014%
8/11/2025 United Advisor Group LLC90,485$4.26M0.7%-5.2%0.062%
8/8/2025 Avantax Advisory Services Inc.240,128$11.30M0.1%+36.1%0.163%
8/8/2025 Thoroughbred Financial Services LLC30,656$1.44M0.1%-8.1%0.021%
8/8/2025 Cetera Investment Advisers1,109,862$52.23M0.1%+5.3%0.756%
8/8/2025 Creative Planning54,206$2.55M0.0%+3.0%0.037%
8/8/2025 Ignite Planners LLC165,975$7.73M1.1%+8.5%0.113%
8/8/2025 Royal Harbor Partners LLC609,435$28.68M10.5%+0.9%0.415%
8/8/2025 D Orazio & Associates Inc.12,782$602K0.1%+22.8%0.009%
8/8/2025 PNC Financial Services Group Inc.438,284$20.63M0.0%+24.6%0.298%
8/8/2025 Comprehensive Financial Planning Inc. PA18,234$858K0.7%+1.3%0.012%
8/8/2025 Bouchey Financial Group Ltd731,461$34.42M2.9%N/A0.498%
8/8/2025 IMA Advisory Services Inc.497,940$23.43M2.6%+4.5%0.339%
8/7/2025 Verus Capital Partners LLC458,854$21.59M1.8%+6.7%0.312%
8/7/2025 Fagan Associates Inc.178,474$8.40M1.3%+12.0%0.121%
8/7/2025 Clarity Wealth Advisors LLC163,421$7.69M1.9%+4.7%0.111%
8/7/2025 Factory Mutual Insurance Co.3,216,300$151.36M1.7%+49.5%2.189%
8/7/2025 Allworth Financial LP58,497$2.75M0.0%-6.5%0.040%
8/7/2025 Hughes Financial Services LLC1,262,321$59.35M10.2%-3.0%0.859%
8/7/2025 Fountainhead AM LLC36,806$1.73M0.3%+3.6%0.025%
8/7/2025 Joseph Group Capital Management781,218$36.76M12.1%+1.9%0.532%
8/7/2025 PFG Advisors7,785$366K0.0%N/A0.005%
8/7/2025 Arbor Trust Wealth Advisors LLC218,789$10.30M5.0%-5.8%0.149%
8/7/2025 Brio Consultants LLC14,388$677K0.1%+36.2%0.010%
8/6/2025 ZEGA Investments LLC9,433$444K0.1%N/A0.006%
8/6/2025 Prospera Financial Services Inc16,223$764K0.0%+17.1%0.011%
8/6/2025 Legacy Wealth Managment LLC ID46,989$2.21M1.2%+1,611.8%0.032%
8/6/2025 Vestmark Advisory Solutions Inc.3,264,660$153.64M2.2%+121.3%2.222%
8/6/2025 Walkner Condon Financial Advisors LLC396,917$18.68M3.4%+1.8%0.270%
8/6/2025 Savant Capital LLC1,871,288$88.06M0.5%+153.3%1.274%
8/6/2025 SouthState Corp803,656$37.82M1.7%-16.3%0.547%
8/6/2025 SNS Financial Group LLC518,013$24.38M2.3%N/A0.353%
8/5/2025 BCGM Wealth Management LLC112,309$5.29M1.5%-47.1%0.076%
8/5/2025 Sigma Planning Corp16,170$761K0.0%+5.8%0.011%
(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, 423 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 403 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 71,850,338 shares in the last 24 months. This purchase volume represents approximately $3.37B in transactions.

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

Of the 139 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 7,278,789 shares in the last 24 months. This volume of shares sold represents approximately $340.85M in transactions.


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This page (BATS:JCPB) was last updated on 9/12/2025 by MarketBeat.com Staff
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