Free Trial
→ Why Buffett, Griffin and 100 members of Congress are Piling into this One Investment (From Behind the Markets) (Ad) Free JCPB Stock Alerts

JPMorgan Core Plus Bond ETF (JCPB) Institutional Ownership

JPMorgan Core Plus Bond ETF logo
$46.28 +0.14 (+0.30%)
(As of 12/20/2024 ET)
Compare

Institutional Ownership Changes (13F Filings) for JPMorgan Core Plus Bond ETF (BATS:JCPB)

Number of
Institutional Buyers
(last 12 months)
223
Total
Institutional Inflows
(last 12 months)
$1.38B
Number of
Institutional Sellers
(last 12 months)
57
Total
Institutional Outflows
(last 12 months)
$67.59M
Get JCPB Insider Trade Alerts

Want to know when executives and insiders are buying or selling JPMorgan Core Plus Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

JCPB Institutional Buying and Selling by Quarter

JPMorgan Core Plus Bond ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/10/2024 Garden State Investment Advisory Services LLC208,874$10.08M3.0%+3.3%0.324%
12/3/2024 Boulder Wealth Advisors LLC186,599$9.00M4.9%N/A0.290%
11/25/2024 Wilmington Savings Fund Society FSB5,387$260K0.0%N/A0.008%
11/25/2024 Sanctuary Advisors LLC58,483$2.72M0.0%+112.2%0.091%
11/25/2024 Pine Valley Investments Ltd Liability Co50,715$2.45M0.1%+43.2%0.079%
11/21/2024 Anchor Investment Management LLC10,703$516K0.0%N/A0.017%
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%
$2 Trillion Disappears Because of Fed's Secretive New Move (Ad)

$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being carried out by the Fed that has nothing to do with lowering or raising interest rates... but could soon have an enormous impact on your wealth.

Click here to see his new research now.
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%
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%
Why Buffett, Griffin and 100 members of Congress are Piling into this One Investment (Ad)

This isn't just another investment. It might be the last retirement stock you'll ever need. But this window of opportunity is closing fast.

Click here for the ticker >>>
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%
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%
(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, 278 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 267 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 42,506,617 shares in the last 24 months. This purchase volume represents approximately $1.99B 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.


Related Companies

This page (BATS:JCPB) was last updated on 12/22/2024 by MarketBeat.com Staff
From Our Partners
This Crypto Is Set to Explode in December
It's a groundbreaking opportunity that could be poised for extraordinary gains. The catalyst behind this su...
Crypto 101 Media | Sponsored
Did You See Trump’s Bombshell Exec. Order 001?
Starting with what I call Exec. Order 001. It’s a bombshell law that I believe Trump will sign within minut...
Banyan Hill Publishing | Sponsored
WARNING: “Buffett Indicator” flashing for first time in 50 years
Warren Buffett has sold a staggering $97 billion worth of stocks this year... But why? Our research indi...
Behind the Markets | Sponsored
Your bank is lying to you.
You might think you have your money in a high-yield savings account, but do you really? The national average A...
MyBankTracker | Sponsored
Rare "crisis signal" triggers for third time in U.S. market
A rare pattern has just repeated for the third time in U.S. history. The last two times this happened, the...
Stansberry Research | Sponsored
AI breakthrough about to upend industry
Everyone is talking about AI right now. The talk has been endless ever since ChatGPT was released to the m...
Porter & Company | Sponsored
Could This Tiny Device Help You Make an Extra $30k a Year?
I believe it’s going to power Elon Musk’s next AI revolution… A revolution he believes will be worth more t...
Brownstone Research | Sponsored
URGENT: This Altcoin Opportunity Won’t Wait – Act Now
Altcoin season moves fast, and those who hesitate are left behind. The window is closing.
Crypto Swap Profits | Sponsored