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JPMorgan Core Plus Bond ETF (JCPB) Institutional Ownership

JPMorgan Core Plus Bond ETF logo
$46.79 +0.09 (+0.19%)
As of 04:10 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)
410
Total
Institutional Inflows
(last 12 months)
$4.23B
Number of
Institutional Sellers
(last 12 months)
145
Total
Institutional Outflows
(last 12 months)
$394.16M
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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
5/5/2026BCGM Wealth Management LLC67,560$3.18M0.8%-2.1%0.046%
5/5/2026D.A. Davidson & CO.540,435$25.44M0.2%+25.7%0.368%
5/5/2026Bank of New York Mellon Corp577,757$27.20M0.0%+351.7%0.393%
5/5/2026Nolet Wealth Management LLC27,943$1.32M0.7%+17.7%0.019%
5/5/2026Gentry Private Wealth LLC37,212$1.75M1.1%+53.3%0.025%
5/5/2026Geneos Wealth Management Inc.17,312$815K0.0%+16.8%0.012%
5/5/2026SouthState Bank Corp386,936$18.22M0.9%-3.8%0.263%
5/5/2026Sanctuary 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%
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%
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%
4/20/2026 Kestra Private Wealth Services LLC119,481$5.63M0.1%+79.4%0.081%
4/20/2026 Heritage Wealth Management Inc.127,338$6.00M3.0%+11.1%0.087%
4/20/2026 Apella Capital LLC646,732$30.61M0.5%+146.5%0.440%
4/20/2026 Riverchase Wealth Management LLC391,521$18.43M9.6%+7.5%0.267%
4/18/2026 CENTRAL TRUST Co2,326$110K0.0%N/A0.002%
4/18/2026 Stonehearth Capital Management LLC7,576$357K0.1%+4.6%0.005%
4/17/2026 Krilogy Financial LLC17,151$809K0.0%-6.9%0.012%
4/17/2026 AdvisorNet Financial Inc29,974$1.41M0.1%+55.3%0.020%
4/17/2026 Summit Wealth Partners LLC100,322$4.72M0.7%+10.9%0.068%
4/17/2026 James J. Burns & Company LLC96,820$4.56M0.6%+6.8%0.066%
4/17/2026 Greenbush Financial Group LLC235,787$11.10M3.7%+15.9%0.161%
4/16/2026 Balboa Wealth Partners20,080$945K0.2%N/A0.014%
4/16/2026 Sprinkle Financial Consultants LLC223,024$10.50M4.8%+42.0%0.152%
4/16/2026 Triad Wealth Partners LLC261,526$12.31M1.0%+5.5%0.178%
4/16/2026 Founders Financial Securities LLC505,209$23.81M1.4%+12.2%0.344%
4/15/2026 Nations Financial Group Inc. IA ADV274,077$12.90M0.7%+16.9%0.187%
3/17/2026Rockefeller Capital Management L.P.34,002$1.61M0.0%+45.9%0.023%
3/13/2026 World Investment Advisors77,038$3.65M0.1%-11.2%0.052%
3/9/2026Corient Private Wealth LLC714,692$33.85M0.0%+90.0%0.487%
3/6/2026Cedarwood Wealth LLC11,300$537K0.6%N/A0.008%
3/4/2026SHP Wealth Management645$31K0.0%N/A0.000%
2/27/2026 Financially in Tune LLC199,702$9.46M8.8%N/A0.136%
2/26/2026 46 Peaks LLC597,915$28.43M20.8%N/A0.407%
2/26/2026TD Capital Management LLC395,905$18.75M1.7%+5.8%0.270%
2/24/2026Nolet Wealth Management LLC23,742$1.12M0.6%N/A0.016%
2/24/2026 Floyd Financial Group LLC215,805$10.34M7.1%+2.2%0.147%
2/20/2026Capstone Wealth Management Inc.17,820$844K0.7%N/A0.012%


JCPB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JCPB shares?

During the previous two years, 510 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), Bank of America Corp DE ($400.13M), Morgan Stanley ($304.13M), Factory Mutual Insurance Co. ($277.99M), 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.

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

Of the 489 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).

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

Institutional investors have bought a total of 89,423,572 shares in the last 24 months. This purchase volume represents approximately $4.23B in transactions.

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

Of the 144 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), Arlington Financial Advisors LLC ($533.82K), Savant Capital LLC ($509.70K), SouthState Bank Corp ($416.72K), John W. Brooker & Co. CPAs ($342.15K), and Triad Wealth Partners LLC ($315.30K).

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

Institutional investors have sold a total of 8,334,552 shares in the last 24 months. This volume of shares sold represents approximately $394.16M in transactions.


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