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JPMorgan Core Plus Bond ETF (JCPB) Institutional Ownership

JPMorgan Core Plus Bond ETF logo
$46.21 -0.11 (-0.24%)
As of 03:07 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)
384
Total
Institutional Inflows
(last 12 months)
$2.90B
Number of
Institutional Sellers
(last 12 months)
112
Total
Institutional Outflows
(last 12 months)
$325.04M
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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
7/10/2026 JFS Wealth Advisors LLC286,913$13.47M0.7%+5.6%0.195%
7/10/2026 Nolet Wealth Management LLC28,444$1.34M0.7%+1.8%0.019%
7/10/2026 Ocean Park Asset Management LLC622,400$29.22M1.4%N/A0.424%
7/10/2026 Wealthcare Advisory Partners LLC54,315$2.55M0.0%+5.6%0.037%
7/9/2026 Centurion Wealth Management LLC13,093$615K0.1%-54.6%0.009%
7/9/2026 Legacy Wealth Management LLC4,057,660$190.47M10.0%+4.9%2.762%
7/9/2026 Valeo Financial Advisors LLC3,126,531$138.11M2.8%+7.6%2.128%
7/8/2026 Sprinkle Financial Consultants LLC255,479$11.99M4.7%+14.6%0.174%
7/8/2026 First Heartland Consultants Inc.14,402$676K0.0%+26.0%0.010%
7/8/2026 Apella Capital LLC692,502$32.24M0.5%+7.1%0.471%
7/7/2026 First Citizens Financial Corp21,561$1.01M0.4%+2.9%0.015%
7/7/2026 Quad Cities Investment Group LLC46,897$2.20M0.8%+1.6%0.032%
7/7/2026 Dynamic Advisor Solutions LLC15,885$746K0.0%+27.4%0.011%
7/7/2026 CGN Advisors LLC1,936,795$90.91M6.6%+7.5%1.318%
7/6/2026 RDA Financial Network10,061$472K0.1%+7.1%0.007%
7/6/2026 Acima Private Wealth LLC291,629$13.69M4.0%+4.3%0.199%
7/2/2026 MassMutual Private Wealth & Trust FSB73,946$3.47M0.1%-2.3%0.050%
6/15/2026J. R. Prunier Capital Management LLC31,215$1.47M0.6%-38.3%0.021%
6/10/2026 FAS Wealth Partners Inc.410,508$19.33M1.2%+20.9%0.279%
6/9/2026Contango Wealth Management LLC221,710$10.44M12.2%-20.1%0.151%
6/3/2026 NewEdge Advisors LLC51,768$2.44M0.0%-8.5%0.035%
5/27/2026 Allen Capital Group LLC1,470,695$69.24M6.2%+20.8%1.001%
5/22/2026 Segall Bryant & Hamill LLC40,813$1.93M0.0%N/A0.028%
5/22/2026 Verus 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%
5/19/2026Western Wealth Management LLC1,604$76K0.0%N/A0.001%
5/19/2026 NewEdge Advisors LLC51,768$2.44M0.0%-8.5%0.035%
5/19/2026Bank of America Corp DE5,376,654$253.13M0.0%-9.1%3.660%
5/19/2026Centaurus 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%
5/18/2026Royal Bank of Canada733,242$34.52M0.0%+15.4%0.499%
5/15/2026Waverly Advisors LLC5,151$242K0.0%+17.1%0.004%
5/15/2026Stadion Money Management LLC297,345$14.00M1.4%+1.3%0.202%
5/14/2026Renaissance Technologies LLC5,172$243K0.0%N/A0.004%
5/14/2026Modern Wealth Management LLC2,186,266$102.49M1.8%+19.4%1.488%
5/14/2026First 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%
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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%
5/7/2026Legacy 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%
5/5/2026Sanctuary 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%
5/1/2026Financial 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%
4/27/2026World 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%
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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%
4/24/2026Merited 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%


JCPB Institutional Ownership - Frequently Asked Questions

During the previous two years, 509 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 485 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 ($3.05M), and Alpine Bank Wealth Management ($2.64M).

Institutional investors have bought a total of 61,341,833 shares in the last 24 months. This purchase volume represents approximately $2.90B in transactions.

Of the 110 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 Triad Wealth Partners LLC ($315.30K).

Institutional investors have sold a total of 6,864,297 shares in the last 24 months. This volume of shares sold represents approximately $325.04M in transactions.


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Institutional ownership data for BATS:JCPB is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/10/2026. New 13F filings are added each quarter as they're published.
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