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JPMorgan Core Plus Bond ETF (JCPB) Institutional Ownership

JPMorgan Core Plus Bond ETF logo
$46.65 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for JPMorgan Core Plus Bond ETF (BATS:JCPB)

Number of
Institutional Buyers
(last 12 months)
406
Total
Institutional Inflows
(last 12 months)
$3.64B
Number of
Institutional Sellers
(last 12 months)
138
Total
Institutional Outflows
(last 12 months)
$385.08M
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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
5/22/2026 Segall Bryant & Hamill LLC40,813$1.93M0.0%N/A0.028%
5/22/2026Verus Capital Partners LLC592,576$27.90M1.9%+10.5%0.403%
5/20/2026 Arete Wealth Advisors LLC62,544$2.95M0.2%+6.3%0.043%
5/19/2026 Western Wealth Management LLC1,604$76K0.0%N/A0.001%
5/19/2026 NewEdge Advisors LLC51,768$2.44M0.0%-8.5%0.035%
5/19/2026 Bank of America Corp DE5,376,654$253.13M0.0%-9.1%3.660%
5/19/2026 Centaurus Financial Inc.2,189$103K0.0%N/A0.001%
5/19/2026 Arkadios Wealth Advisors42,191$1.99M0.0%N/A0.029%
5/19/2026 Arete Wealth Advisors LLC62,544$2.95M0.2%+6.3%0.043%
5/18/2026 Royal Bank of Canada733,242$34.52M0.0%+15.4%0.499%
5/15/2026 Waverly Advisors LLC5,151$242K0.0%+17.1%0.004%
5/15/2026 Stadion Money Management LLC297,345$14.00M1.4%+1.3%0.202%
5/14/2026 Renaissance Technologies LLC5,172$243K0.0%N/A0.004%
5/14/2026 Modern Wealth Management LLC2,186,266$102.49M1.8%+19.4%1.488%
5/14/2026 First Washington CORP1,545,169$72.75M20.6%+88.6%1.052%
5/14/2026 Greenline Wealth Management LLC46,257$2.18M2.5%+3.0%0.031%
5/14/2026 Lido Advisors LLC61,219$2.88M0.0%+4.5%0.042%
5/13/2026 Cetera Investment Advisers2,096,483$98.70M0.1%+11.2%1.427%
5/8/2026 PNC Financial Services Group Inc.966,425$45.50M0.0%+21.8%0.658%
5/8/2026 Johnson Financial Group Inc.576,938$27.16M1.0%+8.3%0.393%
5/7/2026 Legacy Wealth Managment LLC ID42,652$2.01M1.0%+5.5%0.029%
5/7/2026 Florida Financial Advisors LLC6,994$329K0.1%+42.6%0.005%
5/7/2026 Grant Street Asset Management Inc.1,759,697$82.85M16.0%+3.0%1.198%
5/7/2026 Basepoint Wealth LLC1,926$91K0.1%N/A0.001%
5/6/2026 IMA Advisory Services Inc.579,129$27.27M2.7%+2.0%0.394%
5/6/2026 Assetmark Inc.2,689$127K0.0%-46.9%0.002%
5/6/2026 Independent Financial Group LLC52,216$2.46M0.1%N/A0.036%
5/5/2026 BCGM Wealth Management LLC67,560$3.18M0.8%-2.1%0.046%
5/5/2026 D.A. Davidson & CO.540,435$25.44M0.2%+25.7%0.368%
5/5/2026 Bank of New York Mellon Corp577,757$27.20M0.0%+351.7%0.393%
5/5/2026 Nolet Wealth Management LLC27,943$1.32M0.7%+17.7%0.019%
5/5/2026 Gentry Private Wealth LLC37,212$1.75M1.1%+53.3%0.025%
5/5/2026 Geneos Wealth Management Inc.17,312$815K0.0%+16.8%0.012%
5/5/2026 SouthState Bank Corp386,936$18.22M0.9%-3.8%0.263%
5/5/2026 Sanctuary Advisors LLC174,829$8.23M0.0%+22.6%0.119%
5/5/2026 Sterling Investment Advisors Ltd.27,695$1.30M0.2%+2.5%0.019%
5/5/2026 Sigma Planning Corp18,677$879K0.0%+25.9%0.013%
5/5/2026 Avantax Planning Partners Inc.1,674,613$78.84M2.2%+2.9%1.140%
5/4/2026 Retirement Planning Group LLC30,520$1.44M0.0%-2.9%0.021%
5/4/2026 Kellett Wealth Advisors LLC152,848$7.20M3.9%N/A0.104%
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5/4/2026 Uptick Partners LLC8,163$384K0.1%-35.0%0.006%
5/2/2026 Diversify Wealth Management LLC36,710$1.72M0.0%+324.7%0.025%
5/2/2026 Valmark Advisers Inc.54,839$2.58M0.0%N/A0.037%
5/1/2026 Fifth Third Bancorp14,627$689K0.0%+6,315.4%0.010%
5/1/2026 Summit Financial Strategies Inc.2,639,364$124.26M9.8%+7.7%1.797%
5/1/2026 46 Peaks LLC610,925$28.76M20.9%+2.2%0.416%
5/1/2026 Financial Connections Group Inc.345,985$16.29M5.7%+3.8%0.236%
5/1/2026 Mascoma Wealth Management LLC561,371$26.43M5.5%+14.8%0.382%
4/30/2026 Torren Management LLC778$37K0.0%N/A0.001%
4/30/2026 Kestra Advisory Services LLC532,813$25.09M0.1%-31.6%0.363%
4/30/2026 Money Concepts Capital Corp152,155$7.16M0.4%+104.1%0.104%
4/30/2026 Base Wealth Management LLC152,342$7.17M4.0%+28.5%0.104%
4/30/2026 Capital Planning LLC92,923$4.38M1.4%-0.3%0.063%
4/29/2026 Arbor Trust Wealth Advisors LLC229,340$10.80M4.7%-4.1%0.156%
4/29/2026 WealthPLAN Partners LLC50,583$2.38M0.5%+249.0%0.034%
4/28/2026 Bogart Wealth LLC1,570,632$73.95M2.8%+4.0%1.069%
4/28/2026 Ascentis Independent Advisors28,901$1.36M0.1%N/A0.020%
4/28/2026 Stephens Inc. AR464,349$21.86M0.3%-2.8%0.316%
4/28/2026 Berger Financial Group Inc875,258$41.21M2.3%-0.9%0.596%
4/28/2026 Core Wealth Advisors LLC341,844$16.09M12.4%+5.3%0.233%
4/28/2026 Walkner Condon Financial Advisors LLC587,402$27.66M3.6%+12.3%0.400%
4/28/2026 Whitegate Investment Counselors Inc.159,003$7.49M2.4%+7.1%0.108%
4/28/2026 Beacon Financial Advisory LLC4,440$209K0.0%N/A0.003%
4/28/2026 WBH Advisory Inc.193,227$9.06M0.7%+6.9%0.132%
4/27/2026 HB Wealth Management LLC14,422,179$676.22M4.4%+16.5%9.818%
4/27/2026 Sierra Ocean LLC248,277$11.69M9.6%+3.4%0.169%
4/27/2026 World Investment Advisors75,780$3.57M0.1%-1.6%0.052%
4/27/2026 Lodestar Private Asset Management LLC153,367$7.22M0.7%+2.2%0.104%
4/27/2026 Trademark Financial Management LLC229,244$10.79M5.3%+20.2%0.156%
4/25/2026 Patten Group Inc.87,025$4.10M0.7%+7.2%0.059%
4/25/2026 Axis Wealth Partners LLC17,188$809K0.4%+16.8%0.012%
4/25/2026 Royal Harbor Partners LLC428,161$20.16M6.8%-28.6%0.291%
4/25/2026 Clarity Wealth Advisors LLC244,810$11.53M2.4%+9.3%0.167%
4/25/2026 Smithbridge Asset Management Inc. DE246,469$11.60M1.7%-47.1%0.168%
4/24/2026 Essex Financial Services Inc.138,856$6.54M0.4%+74.1%0.095%
4/24/2026 Merited Wealth LLC107,008$5.04M4.2%+185.3%0.073%
4/24/2026 Semus Wealth Partners LLC6,535$308K0.2%+10.9%0.004%
4/24/2026 DeLarme Wealth Management Inc.30,950$1.46M0.9%+4.9%0.021%
4/24/2026 First Pacific Financial2,005,687$94.43M12.2%+4.2%1.365%
4/23/2026 KOM Wealth Management Group LLC97,183$4.58M3.1%+34.3%0.066%
4/23/2026 Mayflower Financial Advisors LLC7,085$334K0.0%N/A0.005%
4/23/2026 Moss Adams Wealth Advisors LLC2,625,401$123.60M9.0%+2.3%1.787%
4/23/2026 Etesian Wealth Advisors Inc.45,704$2.15M0.7%+1.9%0.031%
4/23/2026 Continuum Advisory LLC713,740$33.60M3.2%+7.9%0.486%
4/23/2026 Detalus Advisors LLC11,690$550K0.1%N/A0.008%
4/23/2026 Apollon Wealth Management LLC154,480$7.27M0.1%+3.4%0.105%
4/22/2026 Janney Montgomery Scott LLC3,568,823$168.02M0.4%+27.5%2.429%
4/22/2026 Towne Trust Company N.A50,103$2.36M0.8%+19.9%0.034%
4/22/2026 Mayfair Advisory Group LLC81,134$3.82M1.3%+22.3%0.055%
4/22/2026 Econ Financial Services Corp241,594$11.37M5.3%+30.0%0.164%
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4/21/2026 Sequent Planning LLC30,612$1.44M0.3%+33.8%0.021%
4/21/2026 Wesbanco Bank Inc.158,809$7.48M0.2%+98.1%0.108%
4/21/2026 Unique Wealth LLC7,413$349K0.0%N/A0.005%
4/21/2026 Independent Wealth Network Inc.22,478$1.06M0.3%+3.2%0.015%
4/21/2026 Grey Ledge Advisors LLC88,713$4.18M0.9%+6.9%0.060%
4/21/2026 Balance Wealth LLC13,537$637K0.2%-59.2%0.009%
4/21/2026 Aegis Wealth Management Inc.10,332$486K0.4%+25.1%0.007%
4/21/2026 First American Bank11,148$525K0.0%N/A0.008%
4/21/2026 Silver Oak Securities Incorporated34,991$1.65M0.1%+154.8%0.024%
4/21/2026 Fiduciary Alliance LLC38,772$1.83M0.1%+8.1%0.026%


JCPB Institutional Ownership - Frequently Asked Questions

During the previous two years, 516 institutional investors and hedge funds held shares of JPMorgan Core Plus Bond ETF. The most heavily invested institutionals were HB Wealth Management LLC ($676.22M), Morgan Stanley ($304.13M), Factory Mutual Insurance Co. ($277.99M), Bank of America Corp DE ($253.13M), Raymond James Financial Inc. ($225.73M), JPMorgan Chase & Co. ($212.17M), and OpenArc Corporate Advisory LLC ($200.93M).Learn more on JPMorgan Core Plus Bond ETF's institutional investors.

Of the 496 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 ($14.42M), Factory Mutual Insurance Co. ($5.85M), Raymond James Financial Inc. ($4.84M), OpenArc Corporate Advisory LLC ($4.24M), Dynasty Wealth Management LLC ($3.72M), Valeo Financial Advisors LLC ($2.83M), and Alpine Bank Wealth Management ($2.64M).

Institutional investors have bought a total of 76,971,100 shares in the last 24 months. This purchase volume represents approximately $3.64B in transactions.

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: Vestmark Advisory Solutions Inc. ($1.40M), McCarthy & Cox ($618.08K), Bank of America Corp DE ($536.78K), Arlington Financial Advisors LLC ($533.82K), Savant Capital LLC ($509.70K), SouthState Bank Corp ($416.72K), and John W. Brooker & Co. CPAs ($342.15K).

Institutional investors have sold a total of 8,140,945 shares in the last 24 months. This volume of shares sold represents approximately $385.08M in transactions.


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This page (BATS:JCPB) was last updated on 5/26/2026 by MarketBeat.com Staff.
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