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JPMorgan Core Plus Bond ETF (JCPB) Institutional Ownership

JPMorgan Core Plus Bond ETF logo
$46.26 +0.67 (+1.46%)
As of 01/21/2025 03:59 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)
228
Total
Institutional Inflows
(last 12 months)
$1.32B
Number of
Institutional Sellers
(last 12 months)
60
Total
Institutional Outflows
(last 12 months)
$70.15M
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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
1/21/2025GSB Wealth Management LLC77,000$3.55M0.9%+21.9%0.120%
1/21/2025Geneos Wealth Management Inc.7,162$330K0.0%+28.0%0.011%
1/21/2025Legacy Wealth Management Inc3,181,469$146.57M9.4%+5.4%4.940%
1/21/2025Dynamic Advisor Solutions LLC9,353$431K0.0%+5.0%0.015%
1/21/2025Firethorn Wealth Partners LLC4,801$221K0.1%-13.9%0.007%
1/21/2025Exchange Traded Concepts LLC175,075$8.07M0.2%N/A0.272%
1/21/2025LexAurum Advisors LLC50,404$2.32M0.5%+39.0%0.078%
1/17/2025 Smallwood Wealth Investment Management LLC9,249$426K0.3%N/A0.014%
1/17/2025 Cedar Point Capital Partners LLC238,187$10.97M7.4%+15.2%0.370%
1/17/2025 Peterson Wealth Advisors LLC338,195$15.56M2.8%-6.6%0.525%
1/17/2025 D.B. Root & Company LLC1,179,469$54.34M17.3%+6.0%1.831%
1/17/2025 Mutual Advisors LLC290,445$13.39M0.4%+6.4%0.451%
1/17/2025 Independent Wealth Network Inc.14,554$670K0.3%+51.1%0.023%
1/17/2025 Janney Montgomery Scott LLC1,928,429$88.84M0.2%+16.8%2.994%
1/17/2025 Janney Capital Management LLC290,543$13.39M0.9%-2.9%0.451%
1/17/2025 Magnus Financial Group LLC289,240$13.33M1.3%+22.9%0.449%
1/17/2025 Daymark Wealth Partners LLC260,807$12.02M0.4%+5.6%0.405%
1/17/2025 Tarbox Family Office Inc.209,571$9.66M1.6%+147.9%0.325%
1/16/2025 Lionsbridge Wealth Management LLC134,675$6.20M5.2%-4.1%0.209%
1/16/2025 MassMutual Private Wealth & Trust FSB63,731$2.94M0.1%+0.6%0.099%
1/16/2025 McCarthy & Cox567,628$26.15M9.1%-6.2%0.881%
1/16/2025 M.E. Allison & CO. Inc.5,025$232K0.3%N/A0.008%
1/16/2025 Diversify Advisory Services LLC35,519$1.62M0.1%-29.8%0.055%
1/16/2025 Diversify Wealth Management LLC8,643$394K0.0%N/A0.013%
1/16/2025 Client 1ST Advisory Group LLC5,531$255K0.1%N/A0.009%
1/16/2025 Brady Martz Wealth Solutions LLC9,257$422K0.1%N/A0.014%
1/16/2025 Arbor Trust Wealth Advisors LLC221,972$10.27M4.8%+108.0%0.345%
1/15/2025 Moss Adams Wealth Advisors LLC1,869,799$86.38M9.1%+15.7%2.903%
1/15/2025 TruWealth Advisors LLC88,688$4.09M0.2%+1.1%0.138%
1/15/2025 Ameritas Advisory Services LLC120,193$5.54M0.2%+0.8%0.187%
1/15/2025 CGN Advisors LLC1,414,819$65.18M6.3%+10.2%2.197%
1/15/2025 Lake Street Private Wealth LLC10,904$502K0.1%+23.0%0.017%
1/15/2025 Helen Stephens Group LLC466,590$21.50M6.4%+157.6%0.725%
1/15/2025 RDA Financial Network5,706$263K0.1%+20.4%0.009%
1/15/2025 Goldstone Financial Group LLC76,557$3.53M0.6%N/A0.119%
1/15/2025 Capital Planning LLC89,181$4.13M1.1%-20.8%0.138%
1/15/2025 Harbor Group Inc.894,973$41.23M9.3%+4.3%1.390%
1/15/2025 Capital Advisors Wealth Management LLC35,867$1.65M0.3%-7.5%0.056%
1/14/2025 Contravisory Investment Management Inc.535$25K0.0%N/A0.001%
1/14/2025 ERn Financial LLC180,276$8.31M1.2%+4.4%0.280%
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1/14/2025 Wiser Wealth Management Inc891,562$41.07M11.5%-4.2%1.384%
1/14/2025 Floyd Financial Group LLC175,854$8.03M6.6%N/A0.273%
1/14/2025 Quad Cities Investment Group LLC42,053$1.94M0.9%+2.1%0.065%
1/14/2025 Ignite Planners LLC128,432$5.91M1.3%+4.9%0.199%
1/14/2025 Rosenberg Matthew Hamilton24,839$1.14M0.3%+19.4%0.039%
1/13/2025 AdvisorNet Financial Inc7,107$327K0.0%+193.1%0.011%
1/13/2025 Sentinel Pension Advisors Inc.1,029,003$47.41M8.8%+3.2%1.598%
1/13/2025 Signet Financial Management LLC16,138$744K0.1%+10.9%0.025%
1/13/2025 Courier Capital LLC58,086$2.68M0.2%+22.9%0.090%
1/13/2025 Corrigan Financial Inc.726,761$33.48M7.7%+3.4%1.129%
1/3/2025 First Citizens Financial Corp24,795$1.14M0.6%+4.3%0.039%
12/26/2024JPMorgan Chase & Co.2,234,376$107.79M0.0%+14.3%3.470%
12/10/2024Garden State Investment Advisory Services LLC208,874$10.08M3.0%+3.3%0.324%
12/3/2024Boulder Wealth Advisors LLC186,599$9.00M4.9%+0.1%0.290%
11/25/2024Wilmington Savings Fund Society FSB5,387$260K0.0%N/A0.008%
11/25/2024Sanctuary Advisors LLC58,483$2.72M0.0%+112.2%0.091%
11/25/2024Pine Valley Investments Ltd Liability Co50,715$2.45M0.1%+43.2%0.079%
11/21/2024Anchor Investment Management LLC10,703$516K0.0%N/A0.017%
11/18/2024FRG Family Wealth Advisors LLC21,200$1.02M0.2%N/A0.033%
11/15/2024Prestige Wealth Management Group LLC920$44K0.0%-69.5%0.001%
11/15/2024Continuum Advisory LLC466,506$21.67M2.7%+14.5%0.724%
11/15/2024MML Investors Services LLC378,009$18.24M0.1%+148.8%0.587%
11/15/2024Legacy Investment Solutions LLC75,391$3.50M2.2%N/A0.117%
11/15/2024Mosaic Financial Group LLC11,910$575K0.4%N/A0.018%
11/15/2024Orion Portfolio Solutions LLC28,521$1.38M0.0%N/A0.044%
11/15/2024Stifel Financial Corp570,548$27.52M0.0%+94.9%0.886%
11/15/2024Menard Financial Group LLC32,725$1.58M1.0%-2.2%0.051%
11/15/2024Integrated Wealth Concepts LLC197,592$9.53M0.1%-4.1%0.307%
11/15/2024HighTower Advisors LLC1,327,993$64.07M0.1%+1.8%2.062%
11/15/2024Garden State Investment Advisory Services LLC208,874$10.08M2.8%+3.3%0.324%
11/15/2024Ascent Group LLC9,981$481K0.0%+12.3%0.015%
11/15/2024Benjamin Edwards Inc.44,327$2.14M0.0%N/A0.069%
11/14/2024Tradition Wealth Management LLC636,153$30.69M2.7%+6.2%0.988%
11/14/2024Flow Traders U.S. LLC13,661$659K0.0%-61.2%0.021%
11/14/2024Arete Wealth Advisors LLC48,502$2.34M0.2%+21.1%0.075%
11/14/2024Captrust Financial Advisors1,084,023$52.29M0.2%+2.3%1.683%
11/14/2024CreativeOne Wealth LLC67,343$3.25M0.1%+31.4%0.105%
11/13/2024Townsquare Capital LLC104,190$5.03M0.1%N/A0.162%
11/13/2024D.A. Davidson & CO.71,298$3.44M0.0%+0.6%0.111%
11/13/2024Gentry Private Wealth LLC27,584$1.33M1.1%N/A0.043%
11/12/2024Larson Financial Group LLC3,541$171K0.0%-25.5%0.005%
11/12/2024Kingsview Wealth Management LLC31,127$1.50M0.0%+23.3%0.048%
11/9/2024Trustmark National Bank Trust Department27,674$1.34M0.1%+133.1%0.043%
11/8/2024Steele Capital Management Inc.449,980$21.71M1.1%+16.6%0.699%
11/8/2024Etfidea LLC19,840$957K0.3%N/A0.031%
11/8/2024Grant Street Asset Management Inc.1,528,095$73.72M21.6%+6.7%2.373%
11/8/2024PNC Financial Services Group Inc.38,995$1.88M0.0%+86.6%0.061%
11/8/2024FWG Holdings LLC23,002$1.08M0.5%-4.1%0.036%
11/8/2024Prospera Financial Services Inc8,599$415K0.0%+21.6%0.013%
11/7/2024Joseph Group Capital Management698,632$33.70M12.9%N/A1.085%
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11/7/2024Semus Wealth Partners LLC5,303$256K0.2%+8.3%0.008%
11/7/2024MidAtlantic Capital Management Inc.64,347$3.10M2.3%N/A0.100%
11/7/2024Thrivent Financial for Lutherans949,181$45.79M0.1%+107.2%1.474%
11/6/2024BCGM Wealth Management LLC294,576$14.21M4.6%+59.9%0.457%
11/6/2024OneDigital Investment Advisors LLC12,030$580K0.0%+5.7%0.019%
11/6/2024Palo Alto Wealth Advisors LLC11,418$537K0.2%+36.1%0.018%
11/6/2024D Orazio & Associates Inc.5,600$270K0.0%+26.4%0.009%
11/6/2024Oppenheimer & Co. Inc.105,103$5.07M0.1%+96.7%0.163%
11/5/2024Aptus Capital Advisors LLC350,993$16.93M0.2%+4.2%0.545%
11/5/2024Mascoma Wealth Management LLC319,162$15.40M3.8%+7.6%0.496%
(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, 289 institutional investors and hedge funds held shares of JPMorgan Core Plus Bond ETF. The most heavily invested institutionals were Legacy Wealth Management Inc ($146.57M), JPMorgan Chase & Co. ($107.79M), Janney Montgomery Scott LLC ($88.84M), Moss Adams Wealth Advisors LLC ($86.38M), Raymond James Financial Services Advisors Inc. ($86.31M), Grant Street Asset Management Inc. ($73.72M), and CGN Advisors LLC ($65.18M).Learn more on JCPB's institutional investors.

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

Of the 277 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 ($2.46M), Moss Adams Wealth Advisors LLC ($1.87M), Raymond James Financial Services Advisors Inc. ($1.86M), JPMorgan Chase & Co. ($1.64M), Grant Street Asset Management Inc. ($1.49M), Janney Montgomery Scott LLC ($1.41M), and CGN Advisors LLC ($1.27M).

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

Institutional investors have bought a total of 44,305,914 shares in the last 24 months. This purchase volume represents approximately $2.07B in transactions.

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

Of the 87 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 2,805,966 shares in the last 24 months. This volume of shares sold represents approximately $130.89M in transactions.


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This page (BATS:JCPB) was last updated on 1/22/2025 by MarketBeat.com Staff
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