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JPMorgan Core Plus Bond ETF (JCPB) Institutional Ownership

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$45.76
+0.23 (+0.51%)
(As of 05/3/2024 ET)
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Institutional Ownership Changes (13F Filings) for JPMorgan Core Plus Bond ETF (BATS:JCPB)

Number of
Institutional Buyers
(last 12 months)
171
Total
Institutional Inflows
(last 12 months)
$1.14B
Number of
Institutional Sellers
(last 12 months)
57
Total
Institutional Outflows
(last 12 months)
$61.91M
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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
5/4/2024SPC Financial Inc.514,935$24.02M2.3%+2.6%0.807%
5/4/2024Geneos Wealth Management Inc.3,910$182K0.0%+3,028.0%0.006%
5/3/2024Whittier Trust Co. of Nevada Inc.2,012$94K0.0%+50.6%0.003%
5/2/2024Mutual Advisors LLC134,218$6.26M0.2%+6.3%0.210%
5/2/2024USAdvisors Wealth Management LLC8,573$400K0.2%+17.7%0.013%
5/2/2024Lionsbridge Wealth Management LLC144,381$6.74M5.2%+15.8%0.226%
5/2/2024GSB Wealth Management LLC46,490$2.17M0.6%+22.9%0.073%
5/1/2024 Janney Capital Management LLC305,641$14.26M0.9%-3.4%0.479%
5/1/2024 Janney Montgomery Scott LLC1,051,235$49.04M0.1%+28.9%1.648%
5/1/2024 Grant Street Asset Management Inc.1,395,868$65.11M21.2%+85.4%2.188%
5/1/2024 McCarthy & Cox440,063$20.53M7.8%N/A0.690%
5/1/2024 Private Advisor Group LLC7,501$350K0.0%-8.2%0.012%
4/30/2024 MN Wealth Advisors LLC140,414$6.55M4.0%-13.9%0.220%
4/30/2024 Fountainhead AM LLC6,499$303K0.1%N/A0.010%
4/29/2024Commonwealth Equity Services LLC753,731$35.16M0.1%+42.4%1.181%
4/29/2024 FAS Wealth Partners Inc.229,087$10.69M0.9%+3.7%0.359%
4/29/2024 Benjamin F. Edwards & Company Inc.28,095$1.31M0.0%+36.2%0.044%
4/29/2024 Financial Futures Ltd Liability Co.58,635$2.74M1.8%-62.0%0.092%
4/26/2024 Bond & Devick Financial Network Inc.143,757$6.71M3.6%+3.3%0.225%
4/26/2024 Clear Creek Financial Management LLC9,980$466K0.1%N/A0.016%
4/26/2024 Sprinkle Financial Consultants LLC33,171$1.55M1.3%+71.7%0.052%
4/26/2024 Bogart Wealth LLC842,644$39.31M2.0%N/A1.321%
4/25/2024 Lodestar Private Asset Management LLC102,294$4.77M0.7%+14.6%0.160%
4/25/2024 IMA Wealth Inc.194,494$9.07M4.3%+5.7%0.313%
4/25/2024 Cambridge Investment Research Advisors Inc.74,781$3.49M0.0%+22.8%0.120%
4/24/2024 Trinity Legacy Partners LLC281,070$13.11M3.8%+13.0%0.452%
4/24/2024 Hartford Financial Management Inc.549,761$25.64M5.4%+14.8%0.884%
4/24/2024 Landmark Wealth Management LLC148,189$6.91M3.2%+5.0%0.238%
4/23/2024 Triad Wealth Partners LLC132,621$6.19M4.7%N/A0.213%
4/23/2024 James J. Burns & Company LLC18,406$848K0.3%-26.8%0.030%
4/23/2024 Global Retirement Partners LLC22,456$1.05M0.0%+190.1%0.036%
4/23/2024 AllGen Financial Advisors Inc.1,160,930$54.15M22.0%+21.7%1.866%
4/23/2024 Nations Financial Group Inc. IA ADV29,163$1.36M0.1%+43.4%0.047%
4/23/2024 Raymond James Financial Services Advisors Inc.1,726,924$80.55M0.1%+67.5%2.776%
4/23/2024 Sutton Place Investors LLC4,629$216K0.1%N/A0.007%
4/22/2024 Corrigan Financial Inc.603,948$28.17M7.2%N/A0.971%
4/22/2024 Raymond James & Associates233,669$10.90M0.0%+513.4%0.376%
4/19/2024 Wiser Wealth Management Inc867,111$40.45M13.3%N/A1.394%
4/19/2024 Lake Street Private Wealth LLC6,846$319K0.0%-6.2%0.011%
4/19/2024 Hedeker Wealth LLC42,069$1.96M0.6%+2.3%0.068%
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4/18/2024 Steele Capital Management Inc.367,635$17.15M1.0%+17.2%0.591%
4/18/2024 Clarity Wealth Advisors LLC80,306$3.75M1.3%+39.5%0.129%
4/17/2024 D.B. Root & Company LLC974,811$45.47M15.4%+18.8%1.567%
4/17/2024 Founders Financial Securities LLC203,900$9.51M1.0%N/A0.328%
4/17/2024 CRA Financial Services LLC16,625$775K0.2%N/A0.027%
4/17/2024 Criterion Capital Advisors LLC1,162$54K0.0%-72.7%0.002%
4/16/2024 Firethorn Wealth Partners LLC4,504$210K0.1%N/A0.007%
4/16/2024 Pinnacle Bancorp Inc.1,205$56K0.0%N/A0.002%
4/16/2024 Harbor Group Inc.776,985$36.24M9.6%+5.6%1.249%
4/16/2024 ERn Financial LLC162,188$7.57M1.3%+2.9%0.261%
4/15/2024 Janiczek Wealth Management LLC52,842$2.47M0.5%N/A0.085%
4/15/2024 Signet Financial Management LLC12,294$573K0.1%+14.3%0.020%
4/15/2024 Peterson Wealth Advisors LLC332,386$15.50M3.3%+8.5%0.534%
4/13/2024 Quad Cities Investment Group LLC34,147$1.59M0.9%+21.4%0.055%
4/13/2024 Retirement Planning Group LLC51,050$2.38M0.2%+13.5%0.082%
4/13/2024 Legacy Wealth Management Inc2,491,232$116.20M8.6%+7.6%4.005%
4/12/2024 Capital Advisors Wealth Management LLC44,214$2.06M0.4%-7.7%0.071%
4/12/2024 Strategic Planning Group LLC21,321$995K0.2%-19.1%0.034%
4/12/2024 CGN Advisors LLC1,017,906$47.48M6.0%+21.4%1.637%
4/12/2024 Capital Planning LLC103,919$4.85M1.6%+8.6%0.167%
4/12/2024 Ignite Planners LLC61,636$2.84M0.8%+40.3%0.099%
4/11/2024 Security Financial Services INC.12,995$606K0.1%-5.9%0.021%
4/11/2024 MCIA Inc626,791$28.92M8.1%N/A1.008%
4/11/2024 Walden Wealth Partners LLC18,759$867K0.5%-3.1%0.030%
4/10/2024 Daymark Wealth Partners LLC305,741$14.26M0.6%-8.9%0.492%
4/10/2024 LexAurum Advisors LLC36,488$1.70M0.4%+1.3%0.059%
4/9/2024 Destiny Wealth Partners LLC157,595$7.35M1.3%-11.0%0.588%
4/9/2024 Massmutual Trust Co. FSB ADV66,785$3.12M0.1%-6.0%0.249%
3/14/2024 Walden Wealth Partners LLC19,365$912K0.6%N/A0.072%
3/14/2024Leo Wealth LLC186,423$8.70M0.9%N/A0.696%
3/8/2024ICA Group Wealth Management LLC114,792$5.41M1.2%+22.8%0.428%
2/20/2024 Voisard Asset Management Group Inc.766,871$36.11M21.7%N/A2.861%
2/16/2024Oarsman Capital Inc.139,629$6.57M1.7%N/A0.521%
2/15/2024Financial Planning & Information Services Inc.699,760$32.95M5.2%+13.1%2.611%
2/15/2024Guardian Wealth Advisors LLC NC323,001$15.21M2.3%-4.6%1.205%
2/15/2024Garden State Investment Advisory Services LLC199,117$9.41M3.8%+0.8%0.743%
2/14/2024Continuum Advisory LLC364,382$17.16M2.4%N/A1.360%
2/14/2024Visionary Wealth Advisors246,472$11.61M0.9%+29.1%0.920%
2/14/2024Personal CFO Solutions LLC8,544$402K0.1%N/A0.032%
2/13/2024Stephens Inc. AR1,080,219$50.86M0.9%+3.5%4.031%
2/13/2024Joseph Group Capital Management743$35K0.0%N/A0.003%
2/13/2024Cetera Advisor Networks LLC204,571$9.63M0.1%+183.2%0.763%
2/13/2024Per Stirling Capital Management LLC.177,665$8.37M1.5%+4.4%0.663%
2/13/2024Oppenheimer & Co. Inc.26,689$1.26M0.0%+199.0%0.100%
2/13/2024Trademark Financial Management LLC55,019$2.59M1.9%N/A0.205%
2/13/2024Belpointe Asset Management LLC52,231$2.46M0.2%N/A0.195%
2/12/2024 Sprinkle Financial Consultants LLC19,324$910K0.9%N/A0.072%
2/12/2024Tradition Wealth Management LLC70,728$3.33M0.4%N/A0.264%
2/12/2024TD Capital Management LLC38,476$1.81M0.2%+328.8%0.144%
2/12/2024Stifel Financial Corp523,560$24.65M0.0%+117.6%1.954%
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2/12/2024Pine Valley Investments Ltd Liability Co30,827$1.45M0.1%+420.5%0.115%
2/10/2024Linscomb & Williams Inc.5,223$246K0.0%N/A0.019%
2/9/2024 Nations Financial Group Inc. IA ADV20,331$957K0.1%+46.6%0.076%
2/9/2024Johnson Financial Group Inc.363,841$17.18M0.9%N/A1.358%
2/9/2024 FMA Wealth Management LLC197,134$9.28M8.5%N/A0.736%
2/9/2024Advisory Services Network LLC6,484$305K0.0%+21.1%0.024%
2/9/2024 Cambridge Investment Research Advisors Inc.60,883$2.87M0.0%-25.4%0.227%
2/9/2024CreativeOne Wealth LLC50,062$2.36M0.2%-21.6%0.187%
2/9/2024Milestone Investment Advisors LLC220,562$10.39M3.0%+304.4%0.823%
2/9/2024Corient Private Wealth LLC382,900$18.03M0.0%+4,792.0%1.429%
(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, 203 institutional investors and hedge funds held shares of JPMorgan Core Plus Bond ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($127.50M), Legacy Wealth Management Inc ($116.20M), Raymond James Financial Services Advisors Inc. ($80.55M), Grant Street Asset Management Inc. ($65.11M), HighTower Advisors LLC ($54.21M), AllGen Financial Advisors Inc. ($54.15M), and Stephens Inc. AR ($50.86M).Learn more on JCPB's institutional investors.

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

Of the 192 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: Legacy Wealth Management Inc ($2.12M), Raymond James Financial Services Advisors Inc. ($1.73M), Grant Street Asset Management Inc. ($1.40M), JPMorgan Chase & Co. ($1.36M), CGN Advisors LLC ($1.02M), Wiser Wealth Management Inc ($867.11K), and Bogart Wealth LLC ($842.64K).

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

Institutional investors have bought a total of 29,735,758 shares in the last 24 months. This purchase volume represents approximately $1.38B in transactions.

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

Of the 64 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: Aveo Capital Partners LLC ($234.83K), Money Concepts Capital Corp ($170.64K), Avidian Wealth Solutions LLC ($163.22K), Cooper Haims Advisors LLC ($152.50K), CGN Advisors LLC ($128.64K), Peterson Wealth Advisors LLC ($123.83K), and Financial Futures Ltd Liability Co. ($95.84K).

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

Institutional investors have sold a total of 1,827,870 shares in the last 24 months. This volume of shares sold represents approximately $84.50M in transactions.


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This page (BATS:JCPB) was last updated on 5/4/2024 by MarketBeat.com Staff

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