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JPMorgan Core Plus Bond ETF (JCPB) Institutional Ownership

JPMorgan Core Plus Bond ETF logo
$46.53 -0.03 (-0.06%)
(As of 11/20/2024 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)
220
Total
Institutional Inflows
(last 12 months)
$1.40B
Number of
Institutional Sellers
(last 12 months)
57
Total
Institutional Outflows
(last 12 months)
$67.59M
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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
11/18/2024 FRG Family Wealth Advisors LLC21,200$1.02M0.2%N/A0.033%
11/15/2024 Prestige Wealth Management Group LLC920$44K0.0%-69.5%0.001%
11/15/2024 Continuum Advisory LLC466,506$21.67M2.7%+14.5%0.724%
11/15/2024 MML Investors Services LLC378,009$18.24M0.1%+148.8%0.587%
11/15/2024 Legacy Investment Solutions LLC75,391$3.50M2.2%N/A0.117%
11/15/2024 Mosaic Financial Group LLC11,910$575K0.4%N/A0.018%
11/15/2024 Orion Portfolio Solutions LLC28,521$1.38M0.0%N/A0.044%
11/15/2024 Stifel Financial Corp570,548$27.52M0.0%+94.9%0.886%
11/15/2024 Menard Financial Group LLC32,725$1.58M1.0%-2.2%0.051%
11/15/2024 Integrated Wealth Concepts LLC197,592$9.53M0.1%-4.1%0.307%
11/15/2024 HighTower Advisors LLC1,327,993$64.07M0.1%+1.8%2.062%
11/15/2024 Garden State Investment Advisory Services LLC208,874$10.08M2.8%+3.3%0.324%
11/15/2024 Ascent Group LLC9,981$481K0.0%+12.3%0.015%
11/15/2024 Benjamin Edwards Inc.44,327$2.14M0.0%N/A0.069%
11/14/2024 Tradition Wealth Management LLC636,153$30.69M2.7%+6.2%0.988%
11/14/2024 Flow Traders U.S. LLC13,661$659K0.0%-61.2%0.021%
11/14/2024 Arete Wealth Advisors LLC48,502$2.34M0.2%+21.1%0.075%
11/14/2024 Captrust Financial Advisors1,084,023$52.29M0.2%+2.3%1.683%
11/14/2024 CreativeOne Wealth LLC67,343$3.25M0.1%+31.4%0.105%
11/13/2024 Townsquare Capital LLC104,190$5.03M0.1%N/A0.162%
11/13/2024 D.A. Davidson & CO.71,298$3.44M0.0%+0.6%0.111%
11/13/2024 Gentry Private Wealth LLC27,584$1.33M1.1%N/A0.043%
11/12/2024Larson Financial Group LLC3,541$171K0.0%-25.5%0.005%
11/12/2024 Kingsview Wealth Management LLC31,127$1.50M0.0%+23.3%0.048%
11/9/2024 Trustmark National Bank Trust Department27,674$1.34M0.1%+133.1%0.043%
11/8/2024 Steele Capital Management Inc.449,980$21.71M1.1%+16.6%0.699%
11/8/2024 Etfidea LLC19,840$957K0.3%N/A0.031%
11/8/2024 Grant Street Asset Management Inc.1,528,095$73.72M21.6%+6.7%2.373%
11/8/2024 PNC Financial Services Group Inc.38,995$1.88M0.0%+86.6%0.061%
11/8/2024 FWG Holdings LLC23,002$1.08M0.5%-4.1%0.036%
11/8/2024 Prospera Financial Services Inc8,599$415K0.0%+21.6%0.013%
11/7/2024 Joseph Group Capital Management698,632$33.70M12.9%N/A1.085%
11/7/2024 Semus Wealth Partners LLC5,303$256K0.2%+8.3%0.008%
11/7/2024 MidAtlantic Capital Management Inc.64,347$3.10M2.3%N/A0.100%
11/7/2024 Thrivent Financial for Lutherans949,181$45.79M0.1%+107.2%1.474%
11/6/2024 BCGM Wealth Management LLC294,576$14.21M4.6%+59.9%0.457%
11/6/2024 OneDigital Investment Advisors LLC12,030$580K0.0%+5.7%0.019%
11/6/2024 Palo Alto Wealth Advisors LLC11,418$537K0.2%+36.1%0.018%
11/6/2024 D Orazio & Associates Inc.5,600$270K0.0%+26.4%0.009%
11/6/2024 Oppenheimer & Co. Inc.105,103$5.07M0.1%+96.7%0.163%
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11/5/2024 Aptus Capital Advisors LLC350,993$16.93M0.2%+4.2%0.545%
11/5/2024 Mascoma Wealth Management LLC319,162$15.40M3.8%+7.6%0.496%
11/5/2024 Verus Capital Partners LLC183,777$8.87M0.8%+13.2%0.285%
11/5/2024 Harbour Investments Inc.76,091$3.67M0.1%+1,565.7%0.118%
11/5/2024 Fountainhead AM LLC34,893$1.68M0.4%+254.0%0.054%
11/5/2024 Nations Financial Group Inc. IA ADV56,949$2.75M0.2%+60.7%0.088%
11/4/2024 Bond & Devick Financial Network Inc.165,548$7.99M3.4%+7.1%0.257%
11/4/2024 Axxcess Wealth Management LLC15,650$755K0.0%-18.3%0.024%
11/4/2024 Sigma Planning Corp15,599$752K0.0%+14.5%0.024%
11/2/2024 Houlihan Financial Resource Group Ltd.55,845$2.69M1.1%+150.5%0.087%
11/2/2024 Mach 1 Financial Group LLC5,175$250K0.2%N/A0.008%
11/1/2024 Lionsbridge Wealth Management LLC140,475$6.78M5.4%-1.9%0.218%
11/1/2024 Philip James Wealth Mangement LLC94,032$4.54M0.6%+2.9%0.146%
11/1/2024 Heritage Wealth Management Inc.31,728$1.53M0.5%+23.5%0.049%
10/31/2024 Trinity Legacy Partners LLC306,821$14.51M3.3%+7.9%0.476%
10/31/2024 Walkner Condon Financial Advisors LLC301,308$14.54M3.0%+19.2%0.468%
10/31/2024 D.B. Root & Company LLC1,113,045$53.69M17.7%+6.2%1.728%
10/31/2024 Trademark Financial Management LLC61,105$2.95M2.3%+5.0%0.095%
10/31/2024 LGT Financial Advisors LLC1,577$76K0.2%+109.4%0.002%
10/31/2024 Concurrent Investment Advisors LLC70,779$3.41M0.1%+146.2%0.110%
10/30/2024 Milestone Investment Advisors LLC392,319$18.93M5.3%+28.6%0.609%
10/30/2024 Ameritas Advisory Services LLC119,247$5.75M0.2%+20.9%0.185%
10/30/2024 Landmark Wealth Management LLC160,264$7.73M3.4%+2.2%0.249%
10/30/2024 United Advisor Group LLC70,184$3.39M0.8%+28.6%0.109%
10/30/2024 James J. Burns & Company LLC40,700$1.96M0.4%+21.5%0.063%
10/29/2024 Innealta Capital LLC411,587$19.86M8.1%+13.0%0.639%
10/29/2024 Cedar Point Capital Partners LLC206,707$9.97M6.8%+13.5%0.321%
10/29/2024 Janney Montgomery Scott LLC1,650,938$79.64M0.2%+21.8%2.564%
10/29/2024 Janney Capital Management LLC299,273$14.44M1.0%-1.8%0.465%
10/29/2024 Royal Harbor Partners LLC418,736$20.20M7.9%+5.6%0.650%
10/29/2024 Clear Creek Financial Management LLC26,444$1.28M0.1%+1.3%0.041%
10/29/2024 Farther Finance Advisors LLC31,613$1.53M0.1%+49.6%0.049%
10/28/2024 Creative Financial Designs Inc. ADV665$32K0.0%N/A0.001%
10/28/2024 Hartford Financial Management Inc.598,583$28.88M5.9%+1.1%0.929%
10/28/2024 Stephens Inc. AR1,108,417$53.47M0.8%+9.1%1.721%
10/28/2024 Summit Wealth Partners LLC49,682$2.40M0.5%+5.1%0.077%
10/28/2024 Rosenberg Matthew Hamilton20,807$1.00M0.3%+11.1%0.032%
10/28/2024 US Bancorp DE7,216$348K0.0%-5.5%0.011%
10/25/2024 Voisard Asset Management Group Inc.840,697$40.56M16.9%+2.4%1.305%
10/25/2024 JFS Wealth Advisors LLC14,123$681K0.0%+55.7%0.022%
10/25/2024 Twin Peaks Wealth Advisors LLC4,489$217K0.1%N/A0.007%
10/25/2024 GSB Wealth Management LLC63,170$3.05M0.8%+30.0%0.098%
10/25/2024 Mutual Advisors LLC272,974$12.83M0.4%+105.1%0.424%
10/25/2024 Lodestar Private Asset Management LLC139,009$6.71M0.9%+12.9%0.216%
10/25/2024 Diversify Advisory Services LLC50,583$2.38M0.1%+6.9%0.079%
10/25/2024 Legacy Wealth Management Inc3,019,083$145.64M9.4%+13.4%4.688%
10/24/2024 Autumn Glory Partners LLC9,791$472K0.2%-5.4%0.015%
10/24/2024 Financial Futures Ltd Liability Co.6,407$309K0.2%-61.6%0.010%
10/24/2024 Peterson Wealth Advisors LLC361,948$17.46M3.3%+5.7%0.562%
10/24/2024 Sterling Investment Advisors Ltd.12,625$609K0.2%+13.7%0.020%
Man behind OpenAI makes shocking new bet (Ad)

Billionaire Sam Altman has become one of the most powerful men in the world by running OpenAI… But there’s a far lesser known investment he’s making that could put OpenAI to shame. In fact this Sam Altman-backed company could actually become a crucial partner for OpenAI… And the US Military… not to mention hundreds of other giant companies around the globe. To make the story even crazier… this company only recently became viable, thanks to an obscure piece of legislation that President Trump signed before he left office… Which ordered the government to take this incredible new technology seriously.

Check out our report right here.
10/24/2024 AllGen Financial Advisors Inc.817,137$39.42M12.8%-20.2%1.269%
10/24/2024 Wealth Enhancement Advisory Services LLC7,945$383K0.0%N/A0.012%
10/23/2024 Allworth Financial LP72,772$3.51M0.0%-7.9%0.113%
10/23/2024 Tarbox Family Office Inc.84,532$4.08M0.7%+1,223.1%0.131%
10/23/2024 Heritage Oak Wealth Advisors LLC5,205$251K0.1%N/A0.008%
10/23/2024 Silver Oak Securities Incorporated8,727$422K0.0%+196.5%0.014%
10/23/2024 West Michigan Advisors LLC74,169$3.58M1.1%+4.3%0.115%
10/23/2024 Bogart Wealth LLC889,741$42.92M2.0%+3.5%1.382%
10/22/2024 McAdam LLC109,004$5.26M0.3%N/A0.169%
10/22/2024 Courier Capital LLC47,276$2.28M0.2%+660.4%0.073%
(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, 275 institutional investors and hedge funds held shares of JPMorgan Core Plus Bond ETF. The most heavily invested institutionals were Legacy Wealth Management Inc ($145.64M), JPMorgan Chase & Co. ($127.50M), Raymond James Financial Services Advisors Inc. ($86.31M), Janney Montgomery Scott LLC ($79.64M), Moss Adams Wealth Advisors LLC ($77.95M), Grant Street Asset Management Inc. ($73.72M), and HighTower Advisors LLC ($64.07M).Learn more on JCPB's institutional investors.

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

Of the 264 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 ($2.65M), Raymond James Financial Services Advisors Inc. ($1.86M), Moss Adams Wealth Advisors LLC ($1.62M), Grant Street Asset Management Inc. ($1.49M), JPMorgan Chase & Co. ($1.36M), Janney Montgomery Scott LLC ($1.14M), and CGN Advisors LLC ($1.13M).

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

Institutional investors have bought a total of 42,251,117 shares in the last 24 months. This purchase volume represents approximately $1.98B in transactions.

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

Of the 84 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: AllGen Financial Advisors Inc. ($343.79K), Cooper Haims Advisors LLC ($268.49K), Aveo Capital Partners LLC ($234.83K), Commonwealth Equity Services LLC ($172.86K), Money Concepts Capital Corp ($170.64K), Avidian Wealth Solutions LLC ($163.22K), and Daymark Wealth Partners LLC ($157.99K).

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

Institutional investors have sold a total of 2,833,350 shares in the last 24 months. This volume of shares sold represents approximately $132.09M in transactions.


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This page (BATS:JCPB) was last updated on 11/21/2024 by MarketBeat.com Staff
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