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JPMorgan Core Plus Bond ETF (JCPB) Institutional Ownership

JPMorgan Core Plus Bond ETF logo
$46.52 +0.92 (+2.01%)
Closing price 03:58 PM Eastern
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$46.51 -0.01 (-0.01%)
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Institutional Ownership Changes (13F Filings) for JPMorgan Core Plus Bond ETF (BATS:JCPB)

Number of
Institutional Buyers
(last 12 months)
333
Total
Institutional Inflows
(last 12 months)
$2.67B
Number of
Institutional Sellers
(last 12 months)
116
Total
Institutional Outflows
(last 12 months)
$275.04M
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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
7/11/2025Kingstone Capital Partners Texas LLC29,400$1.37M0.0%N/A0.020%
7/10/2025Voisard Asset Management Group Inc.605,997$28.52M7.4%-6.6%0.413%
7/10/2025Exchange Traded Concepts LLC252,579$11.89M0.1%+83.3%0.172%
7/10/2025Wealth Enhancement Advisory Services LLC255,602$11.93M0.0%+8.0%0.174%
7/10/2025KMG Fiduciary Partners LLC93,189$4.39M0.3%+10.9%0.063%
7/9/2025 Fiduciary Alliance LLC33,363$1.57M0.1%N/A0.023%
7/9/2025 Boyum Wealth Architects LLC43,178$2.03M1.5%+11.5%0.029%
7/9/2025 MassMutual Private Wealth & Trust FSB71,523$3.37M0.1%+2.2%0.049%
7/8/2025 Goldstone Financial Group LLC31,489$1.47M0.2%-59.4%0.021%
7/8/2025 Apella Capital LLC21,235$989K0.0%N/A0.014%
7/7/2025 Wesbanco Bank Inc.9,595$452K0.0%N/A0.007%
7/7/2025 First Citizens Financial Corp25,308$1.19M0.7%+1.8%0.018%
7/7/2025 First Community Trust NA1,479$70K0.1%-50.0%0.001%
7/7/2025 Peterson Wealth Advisors LLC365,188$17.19M2.8%+0.3%0.256%
7/7/2025 TruWealth Advisors LLC96,712$4.55M0.3%+1.2%0.068%
7/7/2025 RDA Financial Network7,123$335K0.1%+45.1%0.005%
7/2/2025 Helen Stephens Group LLC557,342$26.23M6.5%+1.2%0.391%
7/1/2025 Stonehearth Capital Management LLC7,537$355K0.1%+25.9%0.005%
6/6/2025Blue Oak Capital LLC408,827$19.23M10.6%+7.3%0.297%
6/2/2025Modern Wealth Management LLC192,483$9.05M0.3%+18.0%0.140%
5/21/2025McAdam LLC395,896$18.62M1.2%+36.2%0.295%
5/21/2025Geneos Wealth Management Inc.9,765$459K0.0%+36.3%0.007%
5/20/2025Belpointe Asset Management LLC37,355$1.76M0.1%-5.2%0.028%
5/20/2025Focus Partners Wealth679,512$31.96M0.1%+5.0%0.507%
5/19/2025Jane Street Group LLC137,588$6.47M0.0%-10.9%0.103%
5/16/2025Ascent Group LLC11,430$538K0.0%+9.7%0.009%
5/16/2025Arete Wealth Advisors LLC78,901$3.71M0.3%+11.2%0.059%
5/16/2025Jones Financial Companies Lllp43,326$2.04M0.0%-76.4%0.032%
5/16/2025Legacy Wealth Managment LLC ID2,745$129K0.1%-96.0%0.002%
5/16/2025Coordinated Financial Services Inc. CO48,925$2.30M1.8%N/A0.037%
5/16/2025NewEdge Advisors LLC43,805$2.06M0.0%-12.4%0.033%
5/16/2025Integrated Wealth Concepts LLC5,895$277K0.0%-36.1%0.004%
5/16/2025Ancora Advisors LLC550$26K0.0%N/A0.000%
5/15/2025EP Wealth Advisors LLC4,610$217K0.0%N/A0.003%
5/15/2025Royal Bank of Canada434,826$20.45M0.0%+41.7%0.324%
5/15/2025Betterment LLC61,433$2.89M0.0%+110.4%0.046%
5/15/2025FRG Family Wealth Advisors LLC11,200$527K0.1%-61.5%0.008%
5/15/2025Baird Financial Group Inc.224,420$10.56M0.0%+16.3%0.167%
5/15/2025OLD Mission Capital LLC12,979$611K0.0%N/A0.010%
5/15/2025Palo Alto Wealth Advisors LLC16,421$758K0.3%-2.6%0.012%
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5/15/2025TD Capital Management LLC312,726$14.71M1.5%+16.8%0.233%
5/15/2025Oarsman Capital Inc.45,049$2.12M0.4%-33.1%0.034%
5/14/2025Triad Wealth Partners LLC475,193$22.35M6.9%+16.3%0.355%
5/14/2025CreativeOne Wealth LLC75,554$3.55M0.1%+7.5%0.056%
5/14/2025Per Stirling Capital Management LLC.145,742$6.86M1.0%-1.9%0.109%
5/14/2025Comerica Bank4,791$225K0.0%+9.4%0.004%
5/14/2025Cedar Point Capital Partners LLC240,786$11.33M7.6%+1.1%0.180%
5/14/2025Northwestern Mutual Wealth Management Co.1,500,254$70.57M0.1%+74.7%1.120%
5/14/2025Trinity Legacy Partners LLC338,306$15.61M4.0%+23.9%0.252%
5/14/2025Kestra Advisory Services LLC575,111$27.05M0.1%-0.1%0.429%
5/14/2025D.B. Root & Company LLC1,231,002$57.91M18.7%+4.4%0.919%
5/14/2025Lionsbridge Wealth Management LLC119,886$5.64M5.0%-11.0%0.089%
5/14/2025CW Advisors LLC60,234$2.83M0.0%N/A0.045%
5/14/2025Capital Analysts LLC1,100,599$51.77M1.9%+77.8%0.821%
5/14/2025Tradition Wealth Management LLC833,877$39.23M3.5%+6.4%0.622%
5/14/2025JT Stratford LLC13,971$657K0.1%N/A0.010%
5/14/2025Voisard Asset Management Group Inc.648,991$30.53M8.9%-7.9%0.484%
5/13/2025Aptus Capital Advisors LLC470,189$22.12M0.2%+4.8%0.351%
5/13/2025Steward Partners Investment Advisory LLC190,890$8.98M0.1%+40.7%0.142%
5/13/2025Raymond James Financial Inc.3,844,548$180.85M0.1%+23.8%2.869%
5/13/2025Nations Financial Group Inc. IA ADV148,562$6.99M0.5%+27.9%0.111%
5/13/2025Horizon Investments LLC274,858$12.82M0.4%-0.6%0.205%
5/13/2025Trivium Point Advisory LLC157,387$7.40M0.9%+21.2%0.117%
5/13/2025Vestmark Advisory Solutions Inc.1,475,206$69.39M1.8%+31.5%1.101%
5/13/2025American Money Management LLC395,722$18.62M3.5%+7.0%0.295%
5/13/2025HighTower Advisors LLC2,804,192$131.91M0.2%+97.7%2.093%
5/12/2025Blueprint Financial Advisors LLC25,161$1.18M0.6%N/A0.019%
5/12/2025Houlihan Financial Resource Group Ltd.73,785$3.47M1.6%+2.3%0.055%
5/12/2025Maia Wealth LLC14,414$666K0.1%N/A0.011%
5/12/2025Linscomb Wealth Inc.8,184$385K0.0%+46.7%0.006%
5/12/2025SouthState Corp960,209$45.17M2.1%N/A0.717%
5/12/2025Aveo Capital Partners LLC48,921$2.28M0.4%-19.0%0.037%
5/12/2025Berger Financial Group Inc809,673$38.09M2.6%+189.9%0.604%
5/12/2025Benjamin Edwards Inc.50,598$2.38M0.0%+0.7%0.038%
5/12/2025JPMorgan Chase & Co.3,476,403$163.53M0.0%+12.1%2.594%
5/12/2025Townsquare Capital LLC99,241$4.67M0.0%+4.0%0.074%
5/12/2025Summit Financial Strategies Inc.1,926,980$90.65M9.1%+1,774.7%1.438%
5/12/2025Savvy Advisors Inc.29,606$1.39M0.1%N/A0.022%
5/9/2025Roof Eidam Maycock Peralta LLC19,220$904K0.2%-23.9%0.014%
5/9/2025Wealthspire Advisors LLC23,545$1.11M0.0%+6.9%0.018%
5/9/2025Investment Counsel Co. of Nevada9,351$440K1.0%N/A0.007%
5/9/2025Comprehensive Financial Planning Inc. PA18,006$847K0.8%N/A0.013%
5/9/2025Acima Private Wealth LLC229,720$10.81M3.9%-18.5%0.171%
5/9/2025West Michigan Advisors LLC79,731$3.75M1.2%+4.1%0.060%
5/9/2025Financial Connections Group Inc.230,390$10.84M4.9%-50.1%0.172%
5/9/2025Cary Street Partners Investment Advisory LLC13,873$653K0.4%+3.5%0.010%
5/9/2025Atria Wealth Solutions Inc.141,746$6.67M0.1%+12.1%0.106%
5/9/2025Thoroughbred Financial Services LLC33,352$1.57M0.1%-1.4%0.025%
5/9/2025Kickstand Ventures LLC.417,142$19.62M5.1%+8.2%0.311%
5/9/2025Commonwealth Equity Services LLC1,567,223$73.72M0.1%+113.1%1.170%
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5/9/2025Delta Financial Group Inc.28,589$1.34M0.3%+203.9%0.021%
5/9/2025PNC Financial Services Group Inc.351,775$16.55M0.0%+56.6%0.263%
5/8/2025SPC Financial Inc.560,615$26.37M2.3%+5.2%0.418%
5/8/2025US Bancorp DE596$28K0.0%-92.8%0.000%
5/8/2025BCGM Wealth Management LLC212,293$9.99M3.1%-8.8%0.158%
5/8/2025Tarbox Family Office Inc.409,302$19.25M3.2%+95.3%0.305%
5/8/2025Harbour Investments Inc.59,437$2.80M0.1%-28.0%0.044%
5/8/2025Cannon Wealth Management Services LLC165,377$7.70M6.9%+2.9%0.123%
5/8/2025XTX Topco Ltd7,958$374K0.0%N/A0.006%
5/7/2025N.E.W. Advisory Services LLC342,893$16.13M1.2%+121.6%0.256%
(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, 407 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 JPMorgan Core Plus Bond ETF's institutional investors.

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

Of the 381 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: 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 56,931,910 shares in the last 24 months. This purchase volume represents approximately $2.67B in transactions.

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

Of the 116 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 ($630.81K), Grant Street Asset Management Inc. ($435.78K), AllGen Financial Advisors Inc. ($343.79K), Voisard Asset Management Group Inc. ($234.70K), 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 5,885,196 shares in the last 24 months. This volume of shares sold represents approximately $275.04M in transactions.


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This page (BATS:JCPB) was last updated on 7/11/2025 by MarketBeat.com Staff
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