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JPMorgan Core Plus Bond ETF (JCPB) Institutional Ownership

JPMorgan Core Plus Bond ETF logo
$46.76 +1.17 (+2.55%)
Closing price 04/25/2025 03:58 PM Eastern
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$46.76 0.00 (0.00%)
As of 04/25/2025 04:29 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)
299
Total
Institutional Inflows
(last 12 months)
$1.98B
Number of
Institutional Sellers
(last 12 months)
95
Total
Institutional Outflows
(last 12 months)
$205.11M
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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
4/25/2025 Mather Group LLC.138,256$6.50M0.1%+3.9%0.105%
4/25/2025 Lodestar Private Asset Management LLC145,525$6.85M0.9%+0.4%0.110%
4/25/2025 Smallwood Wealth Investment Management LLC13,853$652K0.4%+49.8%0.010%
4/25/2025 Ameritas Advisory Services LLC28,975$1.35M0.1%-75.9%0.022%
4/25/2025 Trademark Financial Management LLC62,815$2.96M2.3%+12.0%0.048%
4/25/2025 BankPlus Wealth Management LLC245,173$11.53M8.5%+10.3%0.185%
4/25/2025 Avidian Wealth Enterprises LLC576,437$27.12M1.2%N/A0.436%
4/25/2025 Legacy Wealth Management Inc3,233,844$152.12M10.1%+1.6%2.446%
4/25/2025 Capital Advisors Wealth Management LLC51,469$2.42M0.4%+43.5%0.039%
4/24/2025 Mascoma Wealth Management LLC348,331$16.39M4.1%+6.2%0.263%
4/24/2025 Money Concepts Capital Corp59,073$2.78M0.2%-2.4%0.045%
4/24/2025 Philip James Wealth Mangement LLC169,656$7.98M1.0%+11.5%0.128%
4/24/2025 Etesian Wealth Advisors Inc.45,444$2.14M0.9%+41.4%0.034%
4/24/2025 Beacon Financial Advisory LLC4,310$203K0.1%N/A0.003%
4/23/2025 Perigon Wealth Management LLC180,081$8.47M0.2%-33.3%0.136%
4/23/2025 Pinnacle Bancorp Inc.2,173$102K0.0%+80.3%0.002%
4/23/2025 First Pacific Financial1,639,575$77.13M15.6%N/A1.240%
4/23/2025 Spire Wealth Management475,044$22.35M0.7%+742,156.3%0.359%
4/23/2025 Saxony Capital Management LLC42,891$2.02M1.8%-3.4%0.032%
4/23/2025 Daymark Wealth Partners LLC416,364$19.59M0.8%+59.6%0.315%
4/23/2025 Balance Wealth LLC82,267$3.87M2.5%N/A0.062%
4/23/2025 Econ Financial Services Corp284,618$13.39M7.1%+1.3%0.215%
4/23/2025 Retirement Guys Formula LLC29,978$1.41M0.7%-3.4%0.023%
4/23/2025 Helen Stephens Group LLC550,507$25.90M7.3%+18.0%0.416%
4/23/2025 BridgePort Financial Solutions LLC48,320$2.27M1.0%+62.5%0.037%
4/23/2025 Embree Financial Group28,517$1.34M0.2%N/A0.022%
4/23/2025 AssuredPartners Investment Advisors LLC100,294$4.72M0.9%+4.8%0.076%
4/23/2025 Chapin Davis Inc.13,400$630K0.2%N/A0.010%
4/23/2025 Walkner Condon Financial Advisors LLC390,037$18.35M3.7%+34.3%0.295%
4/23/2025 Oppenheimer & Co. Inc.128,915$6.06M0.1%+12.2%0.098%
4/23/2025 Vantage Point Financial LLC5,583$263K0.1%N/A0.004%
4/23/2025 Continuum Advisory LLC493,146$23.20M3.0%+7.2%0.373%
4/22/2025 JFS Wealth Advisors LLC26,104$1.23M0.1%+18.5%0.020%
4/22/2025 5T Wealth LLC89,068$4.19M2.2%+7.4%0.067%
4/22/2025 FMA Wealth Management LLC287,965$13.60M10.4%+0.6%0.218%
4/22/2025 TrueMark Investments LLC15,437$726K0.2%N/A0.012%
4/22/2025 Cambridge Investment Research Advisors Inc.390,685$18.38M0.1%-3.4%0.296%
4/22/2025 Ellis Investment Partners LLC7,656$360K0.1%+35.5%0.006%
4/22/2025 Innealta Capital LLC152,150$7.16M3.9%-43.2%0.115%
4/22/2025 Private Wealth Partners LLC6,325$298K0.0%N/A0.005%
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4/21/2025 Brady Martz Wealth Solutions LLC8,819$415K0.1%-4.7%0.007%
4/21/2025 ERn Financial LLC209,933$9.88M1.6%+16.5%0.159%
4/21/2025 United Advisor Group LLC95,453$4.49M0.9%+10.9%0.072%
4/21/2025 Hartford Financial Management Inc.620,029$29.17M6.0%+0.9%0.469%
4/21/2025 Envestnet Portfolio Solutions Inc.21,194$997K0.0%+94.5%0.016%
4/21/2025 Janney Capital Management LLC285,381$13.42M0.9%-1.8%0.216%
4/21/2025 MN Wealth Advisors LLC114,234$5.37M3.2%-16.7%0.086%
4/18/2025 Mayfair Advisory Group LLC16,017$753K0.4%+201.2%0.012%
4/18/2025 Wolf Group Capital Advisors42,806$2.01M0.7%N/A0.032%
4/18/2025 GSB Wealth Management LLC73,509$3.46M0.9%-4.5%0.056%
4/18/2025 Greenbush Financial Group LLC151,591$7.13M3.5%+4.9%0.115%
4/17/2025 NBT Bank N A NY630$30K0.0%-31.0%0.000%
4/17/2025 Janney Montgomery Scott LLC2,247,634$105.73M0.3%+16.6%1.700%
4/17/2025 Sprinkle Financial Consultants LLC79,753$3.75M2.4%+9.8%0.060%
4/17/2025 D Orazio & Associates Inc.10,408$490K0.1%+22.4%0.008%
4/17/2025 Exchange Traded Concepts LLC137,825$6.48M0.1%-21.3%0.104%
4/17/2025 Factory Mutual Insurance Co.2,151,300$101.20M1.2%N/A1.627%
4/17/2025 Dynamic Advisor Solutions LLC9,069$427K0.0%-3.0%0.007%
4/16/2025 CRA Financial Services LLC19,848$934K0.2%+10.3%0.015%
4/16/2025 Wealth Enhancement Advisory Services LLC236,640$11.13M0.0%+2,495.9%0.179%
4/16/2025 Goldstone Financial Group LLC77,522$3.65M0.6%+1.3%0.059%
4/16/2025 Steele Capital Management Inc.530,603$24.96M1.3%+1.4%0.401%
4/16/2025 Kelly Financial Group LLC521,507$24.53M4.2%+8.2%0.394%
4/16/2025 Twin Peaks Wealth Advisors LLC9,975$461K0.2%+29.0%0.008%
4/15/2025 CX Institutional2,313$109K0.0%N/A0.002%
4/15/2025 Corrigan Financial Inc.790,495$37.19M7.7%+8.8%0.598%
4/15/2025 Signet Financial Management LLC13,618$641K0.1%-15.6%0.010%
4/14/2025 Farther Finance Advisors LLC31,849$1.50M0.0%+37.9%0.024%
4/14/2025 Daymark Wealth Partners LLC416,364$19.59M0.7%+59.6%0.315%
4/14/2025 Destiny Wealth Partners LLC565,755$26.61M4.2%-1.3%0.428%
4/14/2025 Moss Adams Wealth Advisors LLC2,016,597$94.86M10.0%+7.9%1.525%
4/14/2025 Wiser Wealth Management Inc949,295$44.66M12.5%+6.5%0.718%
4/14/2025 Courier Capital LLC77,927$3.67M0.2%+34.2%0.059%
4/14/2025 McCarthy & Cox583,791$27.46M12.0%+2.8%0.442%
4/14/2025 KMG Fiduciary Partners LLC84,022$3.95M0.3%N/A0.064%
4/14/2025 RDA Financial Network4,910$231K0.1%-14.0%0.004%
4/14/2025 Sentinel Pension Advisors LLC1,118,942$52.64M9.7%+8.7%0.846%
4/14/2025 LexAurum Advisors LLC50,800$2.39M0.5%+0.8%0.038%
4/11/2025 Magnus Financial Group LLC329,315$15.49M1.5%+13.9%0.260%
4/11/2025 Harbor Group Inc.925,625$43.54M8.7%+3.4%0.732%
4/10/2025 Retirement Planning Group LLC36,043$1.70M0.1%-7.9%0.028%
4/10/2025 Lake Street Private Wealth LLC12,062$567K0.1%+10.6%0.010%
4/10/2025 TruWealth Advisors LLC95,526$4.49M0.3%+7.7%0.076%
4/10/2025 Firethorn Wealth Partners LLC6,236$293K0.1%+29.9%0.005%
4/10/2025 Floyd Financial Group LLC182,212$8.57M7.8%+3.6%0.144%
4/10/2025 Strategic Planning Group LLC38,231$1.80M0.4%+16.6%0.030%
4/10/2025 CGN Advisors LLC1,427,917$67.17M6.6%+0.9%1.129%
4/9/2025 RFG Advisory LLC15,216$716K0.0%N/A0.012%
4/9/2025 Arlington Financial Advisors LLC510,678$24.02M4.2%N/A0.404%
4/9/2025 Quad Cities Investment Group LLC43,956$2.07M1.0%+4.5%0.035%
Trump Treasure April 19 (Ad)

Thanks to President Trump… A $900 investment across5 specific cryptos… Could gain 12,000% so quickly that, just 12 months later…

If I’m right about this (like I was before) a modest $900 investment…
4/9/2025 Bond & Devick Financial Network Inc.338,625$15.93M5.8%+104.5%0.268%
4/8/2025 James J. Burns & Company LLC58,794$2.77M0.5%+12.3%0.046%
4/8/2025 Parallel Advisors LLC1,035$49K0.0%-30.4%0.001%
4/1/2025 MassMutual Private Wealth & Trust FSB70,015$3.29M0.1%+9.9%0.055%
4/1/2025 Stonehearth Capital Management LLC5,986$282K0.1%-6.1%0.005%
3/24/2025 Mascagni Wealth Management Inc.1,242$57K0.0%N/A0.001%
3/17/2025 Wealth Enhancement Advisory Services LLC9,116$420K0.0%+14.7%0.007%
3/14/2025Tableaux LLC195,272$9.00M7.4%N/A0.157%
2/28/2025 BridgePort Financial Solutions LLC29,732$1.40M0.6%N/A0.025%
2/24/2025 United Advisor Group LLC86,066$3.97M0.8%+22.6%0.072%
(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, 375 institutional investors and hedge funds held shares of JPMorgan Core Plus Bond ETF. The most heavily invested institutionals were Bank of America Corp DE ($384.50M), Legacy Wealth Management Inc ($152.12M), Raymond James Financial Inc. ($143.04M), JPMorgan Chase & Co. ($142.86M), Janney Montgomery Scott LLC ($105.73M), Factory Mutual Insurance Co. ($101.20M), and Moss Adams Wealth Advisors LLC ($94.86M).Learn more on JCPB's institutional investors.

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

Of the 352 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: Raymond James Financial Inc. ($3.10M), JPMorgan Chase & Co. ($2.47M), Factory Mutual Insurance Co. ($2.15M), Moss Adams Wealth Advisors LLC ($2.02M), Grant Street Asset Management Inc. ($2.00M), Raymond James Financial Services Advisors Inc. ($1.86M), and Wells Fargo & Company MN ($1.79M).

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

Institutional investors have bought a total of 66,000,108 shares in the last 24 months. This purchase volume represents approximately $3.08B in transactions.

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

Of the 130 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: Corient Private Wealth LLC ($1.22M), AllGen Financial Advisors Inc. ($343.79K), Cooper Haims Advisors LLC ($268.49K), Aveo Capital Partners LLC ($241.04K), Stifel Financial Corp ($216.72K), Stephens Inc. AR ($209.40K), and Integrated Wealth Concepts LLC ($196.75K).

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

Institutional investors have sold a total of 5,725,809 shares in the last 24 months. This volume of shares sold represents approximately $266.43M in transactions.


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This page (BATS:JCPB) was last updated on 4/27/2025 by MarketBeat.com Staff
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