Free Trial
→ URGENT: Someone's Moving Gold Out of London... (From Golden Portfolio) (Ad) Buy JCPB Stock  Free JCPB Stock Alerts

JPMorgan Core Plus Bond ETF (JCPB) Institutional Ownership

JPMorgan Core Plus Bond ETF logo
$47.16 +1.57 (+3.43%)
Closing price 03:58 PM Eastern
Extended Trading
$47.21 +0.05 (+0.10%)
As of 05:42 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
285
Total
Institutional Inflows
(last 12 months)
$1.86B
Number of
Institutional Sellers
(last 12 months)
87
Total
Institutional Outflows
(last 12 months)
$189.81M
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

Remove Ads

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
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%
3/24/2025Mascagni Wealth Management Inc.1,242$57K0.0%N/A0.001%
3/17/2025Wealth Enhancement Advisory Services LLC9,116$420K0.0%+14.7%0.007%
3/14/2025Tableaux LLC195,272$9.00M7.4%N/A0.157%
2/28/2025BridgePort Financial Solutions LLC29,732$1.40M0.6%N/A0.025%
2/24/2025United Advisor Group LLC86,066$3.97M0.8%+22.6%0.072%
2/21/2025Ascent Group LLC10,419$480K0.0%+4.4%0.009%
2/18/2025GTS Securities LLC8,813$406K0.0%+26.8%0.014%
2/18/2025Retirement Planning Group LLC39,120$1.80M0.1%-5.6%0.061%
2/18/2025Novem Group5,141$237K0.0%N/A0.008%
2/18/2025Focus Partners Advisor Solutions LLC9,011$415K0.0%-39.8%0.014%
2/18/2025Continuum Advisory LLC459,917$21.19M2.7%-1.4%0.714%
2/17/2025Visionary Wealth Advisors284,891$13.13M0.8%-12.2%0.442%
2/17/2025Stadion Money Management LLC415,127$19.13M1.5%N/A0.645%
2/17/2025Snowden Capital Advisors LLC66,671$3.09M0.1%+24.9%0.104%
2/17/2025Royal Bank of Canada306,787$14.13M0.0%+25.7%0.476%
2/17/2025Guardian Wealth Advisors LLC NC448,534$20.66M1.6%+27.8%0.696%
2/17/2025Gotham Asset Management LLC67,695$3.12M0.0%+5.6%0.105%
2/17/2025Focus Partners Wealth647,323$29.82M0.1%+17.8%1.005%
2/17/2025CoreCap Advisors LLC964$44K0.0%-55.8%0.001%
2/17/2025Cetera Investment Advisers636,151$29.31M0.1%+12.5%0.988%
2/17/2025Citadel Advisors LLC7,116$328K0.0%-78.7%0.011%
2/17/2025Captrust Financial Advisors1,075,876$49.57M0.1%-0.8%1.671%
2/17/2025Baird Financial Group Inc.192,970$8.89M0.0%+2.5%0.300%
2/17/2025Bank of America Corp DE8,345,960$384.50M0.0%+7.3%12.960%
2/17/2025Benjamin Edwards Inc.50,232$2.31M0.0%+13.3%0.078%
2/17/2025Ameriprise Financial Inc.4,875$225K0.0%N/A0.008%
2/17/2025Aptus Capital Advisors LLC448,534$20.66M0.2%+27.8%0.696%
2/14/2025FAS Wealth Partners Inc.264,738$12.20M1.0%+13.3%0.411%
2/14/2025LGT Financial Advisors LLC2,048$94K0.2%+29.9%0.003%
2/14/2025Jane Street Group LLC154,499$7.12M0.0%N/A0.240%
2/14/2025Comerica Bank4,379$202K0.0%-49.0%0.007%
2/14/2025Beacon Pointe Advisors LLC33,987$1.57M0.0%+32.2%0.053%
2/14/2025Betterment LLC29,205$1.35M0.0%+11.0%0.045%
2/14/2025Johnson Financial Group Inc.272,899$12.67M0.6%-30.6%0.424%
2/14/2025Capital Analysts LLC619,148$28.52M1.1%+9.6%0.961%
2/14/2025Two Sigma Securities LLC5,237$241K0.0%N/A0.008%
2/14/2025Integrated Wealth Concepts LLC9,220$425K0.0%-95.3%0.014%
2/14/2025Stifel Financial Corp353,831$16.30M0.0%-38.0%0.549%
Altucher: Turn $900 into $108,000 in just 12 months? (Ad)

We are entering the final Trump Bump of our lives. But the biggest returns will not be in the stock market.

If I’m right about this (like I was before) a modest $900 investment…
2/14/2025OneDigital Investment Advisors LLC14,117$650K0.0%+17.3%0.022%
2/14/2025Tradition Wealth Management LLC783,411$36.09M3.2%+23.1%1.216%
2/14/2025MML Investors Services LLC360,760$16.62M0.1%-4.6%0.560%
2/14/2025GeoWealth Management LLC20,761$956K0.0%-6.6%0.032%
2/13/2025Garden State Investment Advisory Services LLC135,826$6.29M1.9%-35.0%0.211%
2/13/2025NewEdge Advisors LLC50,030$2.31M0.0%+79.6%0.078%
2/13/2025CreativeOne Wealth LLC70,293$3.24M0.1%+4.4%0.109%
2/13/2025Mariner LLC1,649,549$76.00M0.1%+42.6%2.561%
2/13/2025Peninsula Wealth LLC28,260$1.30M0.2%N/A0.044%
2/13/2025Trustmark National Bank Trust Department44,420$2.05M0.2%+60.5%0.069%
2/13/2025Townsquare Capital LLC95,389$4.40M0.0%-8.4%0.148%
2/13/2025Legacy Investment Solutions LLC68,216$3.16M1.9%-9.5%0.106%
2/13/2025FRG Family Wealth Advisors LLC29,125$1.34M0.2%+37.4%0.045%
2/13/2025Advisory Services Network LLC11,520$531K0.0%+12.1%0.018%
2/13/2025Cooper Haims Advisors LLC254,575$11.73M6.7%+19.8%0.395%
2/13/2025Cerity Partners LLC386,909$17.85M0.0%N/A0.601%
2/13/2025Waterloo Capital L.P.104,262$4.80M0.5%N/A0.162%
2/13/2025Forum Private Client Group LLC539,174$24.84M11.1%+7.2%0.837%
2/13/2025Envestnet Asset Management Inc.1,049,605$48.36M0.0%+51.7%1.630%
2/13/2025Oarsman Capital Inc.67,295$3.10M0.5%+1.2%0.104%
2/13/2025Wells Fargo & Company MN1,793,770$82.64M0.0%+25,307.5%2.785%
2/13/2025AllGen Financial Advisors Inc.817,944$37.68M12.7%+0.1%1.270%
2/12/2025Thoroughbred Financial Services LLC33,818$1.56M0.1%+2.5%0.053%
2/12/2025Arete Wealth Advisors LLC70,935$3.27M0.2%+46.3%0.110%
2/12/2025Milestone Investment Advisors LLC227,777$10.49M2.9%-41.9%0.354%
2/12/2025Pacific Wealth Management218,533$10.07M5.3%N/A0.339%
2/12/2025Joseph Group Capital Management753,409$34.71M13.7%+7.8%1.170%
2/12/2025American Money Management LLC369,806$17.04M3.3%+15.7%0.574%
2/12/2025WealthTrak Capital Management LLC7,354$339K0.3%N/A0.011%
2/12/2025Orion Portfolio Solutions LLC35,848$1.65M0.0%+25.7%0.056%
2/12/2025Riverchase Wealth Management LLC315,670$14.54M10.9%N/A0.490%
2/12/2025AssuredPartners Investment Advisors LLC95,670$4.41M0.9%N/A0.149%
2/12/2025JPMorgan Chase & Co.3,100,895$142.86M0.0%+38.8%4.815%
2/12/2025Florida Financial Advisors LLC31,430$1.45M0.6%+37.8%0.049%
2/11/2025Houlihan Financial Resource Group Ltd.72,155$3.32M1.4%+29.2%0.112%
2/11/2025Modern Wealth Management LLC163,069$7.56M0.3%N/A0.253%
2/11/2025LPL Financial LLC135,487$6.24M0.0%+0.3%0.210%
2/11/2025Blueprint Investment Partners LLC29,265$1.35M0.2%+46.4%0.045%
2/11/2025Wayfinding Financial LLC19,714$912K0.5%+14.0%0.031%
2/11/2025HUB Investment Partners LLC318,801$14.69M0.6%-7.7%0.495%
2/11/2025OLD Point Trust & Financial Services N A1,006$46K0.0%N/A0.002%
2/10/2025Horizon Investments LLC276,501$12.69M0.4%-8.3%0.429%
2/10/2025Thrivent Financial for Lutherans1,009,670$46.52M0.1%+6.4%1.568%
2/10/2025Axxcess Wealth Management LLC12,100$557K0.0%-22.7%0.019%
2/10/2025Harbour Investments Inc.82,595$3.81M0.1%+8.5%0.128%
2/10/2025Corient Private Wealth LLC167,448$7.71M0.0%-87.9%0.260%
2/10/2025Greenwich Wealth Management LLC16,421$757K0.1%N/A0.025%
2/10/2025Envestnet Portfolio Solutions Inc.10,894$502K0.0%+29.4%0.017%
2/10/2025Hughes Financial Services LLC1,217,581$56.09M11.5%N/A1.891%
2/10/2025Commonwealth Equity Services LLC735,307$33.88M0.0%+6.4%1.142%
Trump’s Final Plan (Ad)

Presidential insider exposes shocking plot to reshape U.S. economy: The 2025 Trump Reset -- Inside Trump’s secret plan to trigger the greatest transfer of wealth since FDR and LBJ – trillions of dollars could be redistributed.

Click here for the full story.
2/10/2025Wintrust Investments LLC879$40K0.0%N/A0.001%
2/10/2025Mascoma Wealth Management LLC327,926$15.11M3.8%+2.7%0.509%
2/10/2025Avantax Advisory Services Inc.152,013$7.00M0.0%+35.0%0.236%
2/10/2025Farther Finance Advisors LLC23,101$1.06M0.0%-26.9%0.036%
2/7/2025HighTower Advisors LLC1,418,764$65.36M0.1%+6.8%2.203%
2/7/2025Avantax Planning Partners Inc.409,843$18.88M0.7%+47.9%0.636%
2/7/2025Grant Street Asset Management Inc.2,032,031$93.62M24.5%+33.0%3.155%
2/7/2025FWG Holdings LLC22,780$1.05M0.5%-1.0%0.035%
2/7/2025Voisard Asset Management Group Inc.704,793$32.47M10.9%-16.2%1.094%
2/7/2025Coordinated Financial Services Inc.19,324$890K0.7%N/A0.030%
(Data available from 1/1/2016 forward)

Remove Ads

JCPB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JCPB shares?

During the previous two years, 359 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 ($146.57M), Raymond James Financial Inc. ($143.04M), JPMorgan Chase & Co. ($142.86M), Grant Street Asset Management Inc. ($93.62M), Janney Montgomery Scott LLC ($88.84M), and Moss Adams Wealth Advisors LLC ($86.38M).Learn more on JCPB's institutional investors.

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

Of the 340 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), Legacy Wealth Management Inc ($2.46M), Grant Street Asset Management Inc. ($2.00M), Moss Adams Wealth Advisors LLC ($1.87M), 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 60,368,892 shares in the last 24 months. This purchase volume represents approximately $2.82B in transactions.

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

Of the 119 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 5,333,631 shares in the last 24 months. This volume of shares sold represents approximately $247.99M in transactions.


Related Companies

This page (BATS:JCPB) was last updated on 4/4/2025 by MarketBeat.com Staff
From Our Partners
Here’s How to Claim Your Stake in Elon’s Private Company, xAI
Even though xAI is a private company, tech legend and angel investor Jeff Brown found a way for everyday folks...
Brownstone Research | Sponsored
DOGE Social Security bombshell?
Elon Musk just dropped another bombshell... He revealed his DOGE organization has been taking aim at Social...
Altimetry | Sponsored
DOGE could send 6 AI stocks through the roof
Stay alert for Elon Musk and the Department of Government Efficiency's next move … Expect an announcement f...
Weiss Ratings | Sponsored
Your Retirement Is Caught in the Crossfire
When Trump took office in 2017, gold was just $1,100 an ounce. By the time he left, it had soared to $1,839. ...
Premier Gold Co | Sponsored
Trump’s Final Plan
Presidential insider exposes shocking plot to reshape U.S. economy: The 2025 Trump Reset -- Inside Trump’...
Porter & Company | Sponsored
Wall St. Icon: Looming Financial Tsunami Could Wipe Out the 1%
Wall Street icon who forecasted Black Monday and dot-com crash says a new economic event could hit the America...
InvestorPlace | Sponsored
Controversial opinion: Volume isn't enough.
Don’t be fooled by volume alone — it's just one piece of the trading puzzle. High demand doesn’t matter if sup...
MillPub | Sponsored
RUTHLESS Musk Move >> coming June 1?
Elon Musk has made headlines with everything from mass layoffs to political drama — but his next move could sh...
Paradigm Press | Sponsored