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JPMorgan Core Plus Bond ETF (JCPB) Institutional Ownership

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$45.94 +0.34 (+0.73%)
Closing price 03:58 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)
328
Total
Institutional Inflows
(last 12 months)
$2.69B
Number of
Institutional Sellers
(last 12 months)
114
Total
Institutional Outflows
(last 12 months)
$270.92M
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JCPB Institutional Buying and Selling by Quarter

JPMorgan Core Plus Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/21/2025McAdam LLC395,896$18.62M1.2%+36.2%0.295%
5/21/2025 Geneos Wealth Management Inc.9,765$459K0.0%+36.3%0.007%
5/20/2025 Belpointe Asset Management LLC37,355$1.76M0.1%-5.2%0.028%
5/20/2025 Focus Partners Wealth679,512$31.96M0.1%+5.0%0.507%
5/19/2025 Jane Street Group LLC137,588$6.47M0.0%-10.9%0.103%
5/16/2025 Ascent Group LLC11,430$538K0.0%+9.7%0.009%
5/16/2025 Arete Wealth Advisors LLC78,901$3.71M0.3%+11.2%0.059%
5/16/2025 Jones Financial Companies Lllp43,326$2.04M0.0%-76.4%0.032%
5/16/2025 Legacy Wealth Managment LLC ID2,745$129K0.1%-96.0%0.002%
5/16/2025 Coordinated Financial Services Inc. CO48,925$2.30M1.8%N/A0.037%
5/16/2025 NewEdge Advisors LLC43,805$2.06M0.0%-12.4%0.033%
5/16/2025 Integrated Wealth Concepts LLC5,895$277K0.0%-36.1%0.004%
5/16/2025 Ancora Advisors LLC550$26K0.0%N/A0.000%
5/15/2025 EP Wealth Advisors LLC4,610$217K0.0%N/A0.003%
5/15/2025 Royal Bank of Canada434,826$20.45M0.0%+41.7%0.324%
5/15/2025 Betterment LLC61,433$2.89M0.0%+110.4%0.046%
5/15/2025 FRG Family Wealth Advisors LLC11,200$527K0.1%-61.5%0.008%
5/15/2025 Baird Financial Group Inc.224,420$10.56M0.0%+16.3%0.167%
5/15/2025 OLD Mission Capital LLC12,979$611K0.0%N/A0.010%
5/15/2025 Palo Alto Wealth Advisors LLC16,421$758K0.3%-2.6%0.012%
5/15/2025 TD Capital Management LLC312,726$14.71M1.5%+16.8%0.233%
5/15/2025 Oarsman Capital Inc.45,049$2.12M0.4%-33.1%0.034%
5/14/2025 Triad Wealth Partners LLC475,193$22.35M6.9%+16.3%0.355%
5/14/2025 CreativeOne Wealth LLC75,554$3.55M0.1%+7.5%0.056%
5/14/2025 Per Stirling Capital Management LLC.145,742$6.86M1.0%-1.9%0.109%
5/14/2025 Comerica Bank4,791$225K0.0%+9.4%0.004%
5/14/2025 Cedar Point Capital Partners LLC240,786$11.33M7.6%+1.1%0.180%
5/14/2025 Northwestern Mutual Wealth Management Co.1,500,254$70.57M0.1%+74.7%1.120%
5/14/2025 Trinity Legacy Partners LLC338,306$15.61M4.0%+23.9%0.252%
5/14/2025 Kestra Advisory Services LLC575,111$27.05M0.1%-0.1%0.429%
5/14/2025 D.B. Root & Company LLC1,231,002$57.91M18.7%+4.4%0.919%
5/14/2025 Lionsbridge Wealth Management LLC119,886$5.64M5.0%-11.0%0.089%
5/14/2025 CW Advisors LLC60,234$2.83M0.0%N/A0.045%
5/14/2025 Capital Analysts LLC1,100,599$51.77M1.9%+77.8%0.821%
5/14/2025 Tradition Wealth Management LLC833,877$39.23M3.5%+6.4%0.622%
5/14/2025 JT Stratford LLC13,971$657K0.1%N/A0.010%
5/14/2025 Voisard Asset Management Group Inc.648,991$30.53M8.9%-7.9%0.484%
5/13/2025 Aptus Capital Advisors LLC470,189$22.12M0.2%+4.8%0.351%
5/13/2025 Steward Partners Investment Advisory LLC190,890$8.98M0.1%+40.7%0.142%
5/13/2025 Raymond James Financial Inc.3,844,548$180.85M0.1%+23.8%2.869%
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5/13/2025 Nations Financial Group Inc. IA ADV148,562$6.99M0.5%+27.9%0.111%
5/13/2025 Horizon Investments LLC274,858$12.82M0.4%-0.6%0.205%
5/13/2025 Trivium Point Advisory LLC157,387$7.40M0.9%+21.2%0.117%
5/13/2025 Vestmark Advisory Solutions Inc.1,475,206$69.39M1.8%+31.5%1.101%
5/13/2025 American Money Management LLC395,722$18.62M3.5%+7.0%0.295%
5/13/2025 HighTower Advisors LLC2,804,192$131.91M0.2%+97.7%2.093%
5/12/2025 Blueprint Financial Advisors LLC25,161$1.18M0.6%N/A0.019%
5/12/2025 Houlihan Financial Resource Group Ltd.73,785$3.47M1.6%+2.3%0.055%
5/12/2025 Maia Wealth LLC14,414$666K0.1%N/A0.011%
5/12/2025 Linscomb Wealth Inc.8,184$385K0.0%+46.7%0.006%
5/12/2025 SouthState Corp960,209$45.17M2.1%N/A0.717%
5/12/2025 Aveo Capital Partners LLC48,921$2.28M0.4%-19.0%0.037%
5/12/2025 Berger Financial Group Inc809,673$38.09M2.6%+189.9%0.604%
5/12/2025 Benjamin Edwards Inc.50,598$2.38M0.0%+0.7%0.038%
5/12/2025 JPMorgan Chase & Co.3,476,403$163.53M0.0%+12.1%2.594%
5/12/2025 Townsquare Capital LLC99,241$4.67M0.0%+4.0%0.074%
5/12/2025 Summit Financial Strategies Inc.1,926,980$90.65M9.1%+1,774.7%1.438%
5/12/2025 Savvy Advisors Inc.29,606$1.39M0.1%N/A0.022%
5/9/2025 Roof Eidam Maycock Peralta LLC19,220$904K0.2%-23.9%0.014%
5/9/2025 Wealthspire Advisors LLC23,545$1.11M0.0%+6.9%0.018%
5/9/2025 Investment Counsel Co. of Nevada9,351$440K1.0%N/A0.007%
5/9/2025 Comprehensive Financial Planning Inc. PA18,006$847K0.8%N/A0.013%
5/9/2025 Acima Private Wealth LLC229,720$10.81M3.9%-18.5%0.171%
5/9/2025 West Michigan Advisors LLC79,731$3.75M1.2%+4.1%0.060%
5/9/2025 Financial Connections Group Inc.230,390$10.84M4.9%-50.1%0.172%
5/9/2025 Cary Street Partners Investment Advisory LLC13,873$653K0.4%+3.5%0.010%
5/9/2025 Atria Wealth Solutions Inc.141,746$6.67M0.1%+12.1%0.106%
5/9/2025 Thoroughbred Financial Services LLC33,352$1.57M0.1%-1.4%0.025%
5/9/2025 Kickstand Ventures LLC.417,142$19.62M5.1%+8.2%0.311%
5/9/2025 Commonwealth Equity Services LLC1,567,223$73.72M0.1%+113.1%1.170%
5/9/2025 Delta Financial Group Inc.28,589$1.34M0.3%+203.9%0.021%
5/9/2025 PNC Financial Services Group Inc.351,775$16.55M0.0%+56.6%0.263%
5/8/2025 SPC Financial Inc.560,615$26.37M2.3%+5.2%0.418%
5/8/2025 US Bancorp DE596$28K0.0%-92.8%0.000%
5/8/2025 BCGM Wealth Management LLC212,293$9.99M3.1%-8.8%0.158%
5/8/2025 Tarbox Family Office Inc.409,302$19.25M3.2%+95.3%0.305%
5/8/2025 Harbour Investments Inc.59,437$2.80M0.1%-28.0%0.044%
5/8/2025 Cannon Wealth Management Services LLC165,377$7.70M6.9%+2.9%0.123%
5/8/2025 XTX Topco Ltd7,958$374K0.0%N/A0.006%
5/7/2025 N.E.W. Advisory Services LLC342,893$16.13M1.2%+121.6%0.256%
5/7/2025 Norden Group LLC30,265$1.42M0.2%+9.4%0.023%
5/7/2025 Sterling Investment Advisors Ltd.24,120$1.14M0.3%+13.7%0.018%
5/7/2025 LPL Financial LLC125,598$5.91M0.0%-7.3%0.094%
5/7/2025 Semus Wealth Partners LLC5,674$267K0.2%+10.8%0.004%
5/7/2025 HB Wealth Management LLC3,777,846$177.71M1.5%N/A2.819%
5/6/2025 USAdvisors Wealth Management LLC12,379$631K0.2%+15.6%0.009%
5/6/2025 Cetera Investment Advisers1,054,381$49.60M0.1%+65.7%0.787%
5/6/2025 Avantax Advisory Services Inc.176,469$8.30M0.1%+16.1%0.132%
5/6/2025 Journey Strategic Wealth LLC19,675$926K0.0%-37.3%0.015%
5/6/2025 Elm3 Financial Group LLC12,708$598K0.5%-46.5%0.009%
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5/6/2025 Summit Wealth Partners LLC61,025$2.87M0.6%+7.9%0.046%
5/6/2025 IMA Advisory Services Inc.476,496$22.41M2.7%+82.4%0.356%
5/6/2025 Efficient Advisors LLC17,150$807K0.0%N/A0.013%
5/6/2025 AllGen Financial Advisors Inc.832,782$39.17M11.6%+1.8%0.621%
5/6/2025 Next Level Wealth Planning LLC4,500$212K0.2%N/A0.003%
5/6/2025 Ignite Planners LLC153,039$7.14M1.4%+19.2%0.114%
5/6/2025 Fagan Associates Inc.159,341$7.50M1.3%+44.7%0.119%
5/5/2025 IFP Advisors Inc20,160$948K0.0%+89.5%0.015%
5/5/2025 Kestra Private Wealth Services LLC140,690$6.62M0.1%+272.2%0.105%
5/5/2025 Fountainhead AM LLC35,531$1.67M0.3%-1.9%0.027%
(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, 401 institutional investors and hedge funds held shares of JPMorgan Core Plus Bond ETF. The most heavily invested institutionals were Bank of America Corp DE ($384.50M), Raymond James Financial Inc. ($180.85M), HB Wealth Management LLC ($177.71M), JPMorgan Chase & Co. ($163.53M), Legacy Wealth Management Inc ($152.12M), HighTower Advisors LLC ($131.91M), and Janney Montgomery Scott LLC ($105.73M).Learn more on JCPB's institutional investors.

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

Of the 375 institutional investors that purchased JPMorgan Core Plus Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($3.84M), HB Wealth Management LLC ($3.78M), JPMorgan Chase & Co. ($2.84M), Factory Mutual Insurance Co. ($2.15M), Valeo Financial Advisors LLC ($2.03M), Moss Adams Wealth Advisors LLC ($2.02M), and Grant Street Asset Management Inc. ($2.00M).

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

Institutional investors have bought a total of 81,912,343 shares in the last 24 months. This purchase volume represents approximately $3.83B in transactions.

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

Of the 148 institutional investors that sold JPMorgan Core Plus Bond ETF 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 ($630.81K), Grant Street Asset Management Inc. ($435.78K), AllGen Financial Advisors Inc. ($343.79K), Aveo Capital Partners LLC ($246.95K), Financial Connections Group Inc. ($231.61K), and Stifel Financial Corp ($216.72K).

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

Institutional investors have sold a total of 7,052,728 shares in the last 24 months. This volume of shares sold represents approximately $328.72M in transactions.



This page (BATS:JCPB) was last updated on 5/21/2025 by MarketBeat.com Staff
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