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JPMorgan Core Plus Bond ETF (JCPB) Institutional Ownership

JPMorgan Core Plus Bond ETF logo
$46.64 +1.05 (+2.29%)
Closing price 02/21/2025 03:59 PM Eastern
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$46.64 0.00 (0.00%)
As of 02/21/2025 04:05 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)
282
Total
Institutional Inflows
(last 12 months)
$1.86B
Number of
Institutional Sellers
(last 12 months)
86
Total
Institutional Outflows
(last 12 months)
$189.79M
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JCPB Institutional Buying and Selling by Quarter

JPMorgan Core Plus Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/21/2025Ascent Group LLC10,419$480K0.0%+4.4%0.009%
2/18/2025 GTS Securities LLC8,813$406K0.0%+26.8%0.014%
2/18/2025 Retirement Planning Group LLC39,120$1.80M0.1%-5.6%0.061%
2/18/2025 Novem Group5,141$237K0.0%N/A0.008%
2/18/2025 Focus Partners Advisor Solutions LLC9,011$415K0.0%-39.8%0.014%
2/18/2025 Continuum Advisory LLC459,917$21.19M2.7%-1.4%0.714%
2/17/2025 Visionary Wealth Advisors284,891$13.13M0.8%-12.2%0.442%
2/17/2025 Stadion Money Management LLC415,127$19.13M1.5%N/A0.645%
2/17/2025 Snowden Capital Advisors LLC66,671$3.09M0.1%+24.9%0.104%
2/17/2025 Royal Bank of Canada306,787$14.13M0.0%+25.7%0.476%
2/17/2025 Guardian Wealth Advisors LLC NC448,534$20.66M1.6%+27.8%0.696%
2/17/2025 Gotham Asset Management LLC67,695$3.12M0.0%+5.6%0.105%
2/17/2025 Focus Partners Wealth647,323$29.82M0.1%+17.8%1.005%
2/17/2025 CoreCap Advisors LLC964$44K0.0%-55.8%0.001%
2/17/2025 Cetera Investment Advisers636,151$29.31M0.1%+12.5%0.988%
2/17/2025 Citadel Advisors LLC7,116$328K0.0%-78.7%0.011%
2/17/2025 Captrust Financial Advisors1,075,876$49.57M0.1%-0.8%1.671%
2/17/2025 Baird Financial Group Inc.192,970$8.89M0.0%+2.5%0.300%
2/17/2025 Bank of America Corp DE8,345,960$384.50M0.0%+7.3%12.960%
2/17/2025 Benjamin Edwards Inc.50,232$2.31M0.0%+13.3%0.078%
2/17/2025 Ameriprise Financial Inc.4,875$225K0.0%N/A0.008%
2/17/2025 Aptus Capital Advisors LLC448,534$20.66M0.2%+27.8%0.696%
2/14/2025 FAS Wealth Partners Inc.264,738$12.20M1.0%+13.3%0.411%
2/14/2025 LGT Financial Advisors LLC2,048$94K0.2%+29.9%0.003%
2/14/2025 Jane Street Group LLC154,499$7.12M0.0%N/A0.240%
2/14/2025 Comerica Bank4,379$202K0.0%-49.0%0.007%
2/14/2025 Beacon Pointe Advisors LLC33,987$1.57M0.0%+32.2%0.053%
2/14/2025 Betterment LLC29,205$1.35M0.0%+11.0%0.045%
2/14/2025 Johnson Financial Group Inc.272,899$12.67M0.6%-30.6%0.424%
2/14/2025 Capital Analysts LLC619,148$28.52M1.1%+9.6%0.961%
2/14/2025 Two Sigma Securities LLC5,237$241K0.0%N/A0.008%
2/14/2025 Integrated Wealth Concepts LLC9,220$425K0.0%-95.3%0.014%
2/14/2025 Stifel Financial Corp353,831$16.30M0.0%-38.0%0.549%
2/14/2025 OneDigital Investment Advisors LLC14,117$650K0.0%+17.3%0.022%
2/14/2025 Tradition Wealth Management LLC783,411$36.09M3.2%+23.1%1.216%
2/14/2025 MML Investors Services LLC360,760$16.62M0.1%-4.6%0.560%
2/14/2025 GeoWealth Management LLC20,761$956K0.0%-6.6%0.032%
2/13/2025 Garden State Investment Advisory Services LLC135,826$6.29M1.9%-35.0%0.211%
2/13/2025 NewEdge Advisors LLC50,030$2.31M0.0%+79.6%0.078%
2/13/2025 CreativeOne Wealth LLC70,293$3.24M0.1%+4.4%0.109%
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2/13/2025 Mariner LLC1,649,549$76.00M0.1%+42.6%2.561%
2/13/2025 Peninsula Wealth LLC28,260$1.30M0.2%N/A0.044%
2/13/2025 Trustmark National Bank Trust Department44,420$2.05M0.2%+60.5%0.069%
2/13/2025 Townsquare Capital LLC95,389$4.40M0.0%-8.4%0.148%
2/13/2025 Legacy Investment Solutions LLC68,216$3.16M1.9%-9.5%0.106%
2/13/2025 FRG Family Wealth Advisors LLC29,125$1.34M0.2%+37.4%0.045%
2/13/2025 Advisory Services Network LLC11,520$531K0.0%+12.1%0.018%
2/13/2025 Cooper Haims Advisors LLC254,575$11.73M6.7%+19.8%0.395%
2/13/2025 Cerity Partners LLC386,909$17.85M0.0%N/A0.601%
2/13/2025 Waterloo Capital L.P.104,262$4.80M0.5%N/A0.162%
2/13/2025 Forum Private Client Group LLC539,174$24.84M11.1%+7.2%0.837%
2/13/2025 Envestnet Asset Management Inc.1,049,605$48.36M0.0%+51.7%1.630%
2/13/2025 Oarsman Capital Inc.67,295$3.10M0.5%+1.2%0.104%
2/13/2025 Wells Fargo & Company MN1,793,770$82.64M0.0%+25,307.5%2.785%
2/13/2025 AllGen Financial Advisors Inc.817,944$37.68M12.7%+0.1%1.270%
2/12/2025 Thoroughbred Financial Services LLC33,818$1.56M0.1%+2.5%0.053%
2/12/2025 Arete Wealth Advisors LLC70,935$3.27M0.2%+46.3%0.110%
2/12/2025 Milestone Investment Advisors LLC227,777$10.49M2.9%-41.9%0.354%
2/12/2025 Pacific Wealth Management218,533$10.07M5.3%N/A0.339%
2/12/2025 Joseph Group Capital Management753,409$34.71M13.7%+7.8%1.170%
2/12/2025 American Money Management LLC369,806$17.04M3.3%+15.7%0.574%
2/12/2025 WealthTrak Capital Management LLC7,354$339K0.3%N/A0.011%
2/12/2025 Orion Portfolio Solutions LLC35,848$1.65M0.0%+25.7%0.056%
2/12/2025 Riverchase Wealth Management LLC315,670$14.54M10.9%N/A0.490%
2/12/2025 AssuredPartners Investment Advisors LLC95,670$4.41M0.9%N/A0.149%
2/12/2025 JPMorgan Chase & Co.3,100,895$142.86M0.0%+38.8%4.815%
2/12/2025 Florida Financial Advisors LLC31,430$1.45M0.6%+37.8%0.049%
2/11/2025 Houlihan Financial Resource Group Ltd.72,155$3.32M1.4%+29.2%0.112%
2/11/2025 Modern Wealth Management LLC163,069$7.56M0.3%N/A0.253%
2/11/2025 LPL Financial LLC135,487$6.24M0.0%+0.3%0.210%
2/11/2025 Blueprint Investment Partners LLC29,265$1.35M0.2%+46.4%0.045%
2/11/2025 Wayfinding Financial LLC19,714$912K0.5%+14.0%0.031%
2/11/2025 HUB Investment Partners LLC318,801$14.69M0.6%-7.7%0.495%
2/11/2025 OLD Point Trust & Financial Services N A1,006$46K0.0%N/A0.002%
2/10/2025 Horizon Investments LLC276,501$12.69M0.4%-8.3%0.429%
2/10/2025 Thrivent Financial for Lutherans1,009,670$46.52M0.1%+6.4%1.568%
2/10/2025 Axxcess Wealth Management LLC12,100$557K0.0%-22.7%0.019%
2/10/2025 Harbour Investments Inc.82,595$3.81M0.1%+8.5%0.128%
2/10/2025 Corient Private Wealth LLC167,448$7.71M0.0%-87.9%0.260%
2/10/2025 Greenwich Wealth Management LLC16,421$757K0.1%N/A0.025%
2/10/2025 Envestnet Portfolio Solutions Inc.10,894$502K0.0%+29.4%0.017%
2/10/2025 Hughes Financial Services LLC1,217,581$56.09M11.5%N/A1.891%
2/10/2025 Commonwealth Equity Services LLC735,307$33.88M0.0%+6.4%1.142%
2/10/2025 Wintrust Investments LLC879$40K0.0%N/A0.001%
2/10/2025 Mascoma Wealth Management LLC327,926$15.11M3.8%+2.7%0.509%
2/10/2025 Avantax Advisory Services Inc.152,013$7.00M0.0%+35.0%0.236%
2/10/2025 Farther Finance Advisors LLC23,101$1.06M0.0%-26.9%0.036%
2/7/2025 HighTower Advisors LLC1,418,764$65.36M0.1%+6.8%2.203%
2/7/2025 Avantax Planning Partners Inc.409,843$18.88M0.7%+47.9%0.636%
2/7/2025 Grant Street Asset Management Inc.2,032,031$93.62M24.5%+33.0%3.155%
Alert: DOGE goes live (Ad)

"It's Elon's world, and the rest of us live in it." Every investor in America is trying to figure out what he might do next. And one widely followed Boston based think tank is stepping forward with their official playbook.

2/7/2025 FWG Holdings LLC22,780$1.05M0.5%-1.0%0.035%
2/7/2025 Voisard Asset Management Group Inc.704,793$32.47M10.9%-16.2%1.094%
2/7/2025 Coordinated Financial Services Inc.19,324$890K0.7%N/A0.030%
2/7/2025 Axis Wealth Partners LLC11,824$545K0.5%N/A0.018%
2/7/2025 Larson Financial Group LLC2,425$112K0.0%-31.5%0.004%
2/7/2025 PNC Financial Services Group Inc.224,601$10.35M0.0%+476.0%0.349%
2/7/2025 Royal Harbor Partners LLC627,243$28.90M10.9%+49.8%0.974%
2/6/2025 Vestmark Advisory Solutions Inc.1,121,915$51.69M1.8%+17.8%1.742%
2/6/2025 Raymond James Financial Inc.3,104,816$143.04M0.1%N/A4.821%
2/6/2025 Boulder Wealth Advisors LLC184,703$8.51M4.4%-1.0%0.287%
(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, 357 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 338 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 60,274,872 shares in the last 24 months. This purchase volume represents approximately $2.81B in transactions.

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

Of the 118 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 5,333,241 shares in the last 24 months. This volume of shares sold represents approximately $247.97M in transactions.



This page (BATS:JCPB) was last updated on 2/22/2025 by MarketBeat.com Staff
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