JPMorgan Core Plus Bond ETFJCPBETF
13F holders, Q2 2026 (June 30)508holders +25
62new positions
32sold out
2famous investors
$46.86avg. 13F price*
At the end of Q2 2026, 508 institutions reported holding JPMorgan Core Plus Bond ETF (JCPB) in their 13F filings, up 25 from Q1 2026. 62 opened new positions and 32 sold out. The largest holders were Betterment LLC ($1.3B), HB Wealth Management, LLC ($730.9M) and Morgan Stanley ($588.0M). 2 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- JPMorgan Core Plus Bond ETF
- CUSIP
- 46641Q670
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 62 | $139.0M |
| Exits | 32 | $38.8M |
All 13F filers, Q1 2026 → Q2 2026: 61,429,349 shares bought and 4,801,078 shares sold, net +56,628,271 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 508 holders
| Betterment LLC | 2.26% | Add +355.8% | 28,416,622 | $1.3B |
| HB Wealth Management, LLC | 4.10% | Add +8.4% | 15,629,633 | $730.9M |
| Morgan Stanley | 0.03% | Add +49.8% | 12,525,713 | $588.0M |
| Raymond James Financial Inc. | 0.11% | Add +31.8% | 8,833,732 | $414.7M |
| Factory Mutual Insurance Co. | 3.52% | Add +36.5% | 7,983,314 | $374.7M |
| JPMorgan Chase & Co. | 0.02% | Add +36.7% | 7,576,615 | $356.9M |
| OpenArc Corporate Advisory, LLC | 3.02% | Add +12.6% | 5,415,913 | $254.2M |
| Mariner, LLC | 0.26% | Add +14.2% | 5,400,464 | $253.5M |
| Bank of America Corp. | 0.02% | Reduce -1.6% | 5,291,099 | $248.4M |
| Dynasty Wealth Management, LLC | 1.75% | Add +13.0% | 5,018,565 | $235.6M |
| Northwestern Mutual Wealth Management Co. | 0.12% | Add +53.9% | 4,729,235 | $222.0M |
| Modern Wealth Management, LLC | 2.41% | Add +96.7% | 4,300,875 | $201.9M |
| Legacy Wealth Management, LLC | 9.97% | Add +4.9% | 4,057,660 | $190.5M |
| Janney Montgomery Scott LLC | 0.34% | Add +5.5% | 3,766,491 | $176.8M |
| Cetera Investment Advisers | 0.15% | Add +66.8% | 3,497,566 | $164.2M |
| HighTower Advisors, LLC | 0.15% | Add +5.4% | 3,398,048 | $159.5M |
| LPL Financial LLC | 0.04% | Add +99.3% | 3,334,790 | $156.5M |
| Valeo Financial Advisors, LLC | 2.92% | Add +7.6% | 3,126,531 | $138.1M |
| Moss Adams Wealth Advisors LLC | 8.51% | Add +10.6% | 2,903,040 | $136.3M |
| Envestnet Asset Management Inc. | 0.03% | Add +10.1% | 2,877,606 | $135.1M |
| Summit Financial Strategies, Inc. | 9.23% | Add +6.1% | 2,800,552 | $131.5M |
| Osaic Holdings, Inc. | 0.14% | Add +17.8% | 2,614,575 | $122.7M |
| Vestmark Advisory Solutions, Inc. | 1.08% | Add +4.9% | 2,453,732 | $115.2M |
| Confluence Wealth Services, Inc. | 3.18% | Add +29.3% | 2,367,229 | $111.1M |
| Wells Fargo & Company | 0.02% | Reduce -2.7% | 2,340,725 | $109.9M |
| First Pacific Financial | 11.59% | Add +3.3% | 2,072,548 | $97.3M |
| McAdam, LLC | 3.58% | Add +50.5% | 1,973,980 | $92.7M |
| CGN Advisors LLC | 6.64% | Add +7.5% | 1,936,795 | $90.9M |
| Savant Capital, LLC | 0.27% | Reduce -8.0% | 1,925,537 | $90.4M |
| Grant Street Asset Management, Inc. | 13.98% | Add +3.3% | 1,817,615 | $85.3M |
| First Washington CORP | 19.87% | Add +12.4% | 1,737,492 | $81.6M |
| Avantax Planning Partners, Inc. | 2.02% | Add +3.0% | 1,725,261 | $81.0M |
| Bogart Wealth, LLC | 2.76% | Add +9.3% | 1,716,003 | $80.5M |
| Capital Analysts, LLC | 1.80% | Add +7.0% | 1,661,909 | $78.0M |
| D.B. Root & Company, LLC | 16.33% | Add +6.3% | 1,637,457 | $76.9M |
| Hughes Financial Services, LLC | 10.08% | Add +7.5% | 1,620,206 | $76.1M |
| Captrust Financial Advisors | 0.11% | Add +5.3% | 1,568,916 | $73.6M |
| Allen Capital Group, LLC | 5.90% | Add +4.3% | 1,534,156 | $72.0M |
| Commonwealth Equity Services, LLC | 0.09% | Add +8.4% | 1,483,464 | $69.6M |
| Daymark Wealth Partners, LLC | 1.68% | Add +96.2% | 1,470,403 | $69.0M |
| MML Investors Services, LLC | 0.13% | Add +72.6% | 1,377,499 | $64.7M |
| Kintra Wealth, LLC | 3.35% | Add +108.8% | 1,384,507 | $64.1M |
| Corient Private Wealth LP | 0.09% | Add +30.2% | 1,344,031 | $63.1M |
| Sentinel Pension Advisors, LLC | 8.15% | Add +5.5% | 1,333,579 | $62.1M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Add +11.9% | 1,328,664 | $61.8M |
| Wiser Wealth Management, Inc | 11.81% | Add +2.3% | 1,314,982 | $61.7M |
| Bluespring Wealth Management, LLC | 1.18% | Add +57.4% | 1,307,709 | $61.4M |
| Bouchey Financial Group, Ltd. | 3.82% | Add +38.1% | 1,261,080 | $59.2M |
| Jones Financial Companies LLLP | 0.02% | Add +27.7% | 1,200,263 | $56.5M |
| PNC Financial Services Group, Inc. | 0.03% | Add +21.9% | 1,177,891 | $55.3M |
| MLG Wealth Management DBA Pine Grove Financial Group | 5.42% | Add +9.5% | 1,140,151 | $53.6M |
| Harbor Group, Inc. | 6.03% | Add +2.1% | 1,094,360 | $51.4M |
| Prudent Investors Network, Inc. | 9.82% | New | 1,079,613 | $50.7M |
| Truist Financial Corp. | 0.05% | Add +60.7% | 977,779 | $45.9M |
| Berger Financial Group, Inc | 2.24% | Add +6.7% | 934,157 | $43.8M |
| Stifel Financial Corp. | 0.03% | Add +13.1% | 885,704 | $41.6M |
| Alps Advisors Inc. | 0.19% | Add +134.1% | 876,310 | $41.1M |
| Joseph Group Capital Management | 8.50% | Add +4.5% | 862,060 | $40.5M |
| Voisard Asset Management Group, Inc. | 7.65% | Add +9.8% | 861,280 | $40.4M |
| Johnson Financial Group, Inc. | 1.33% | Add +48.8% | 858,571 | $40.3M |
| Aspen Wealth Management LLC | 6.80% | Add +11.0% | 852,446 | $40.0M |
| Destiny Wealth Partners, LLC | 5.63% | Reduce -0.5% | 864,714 | $39.9M |
| Tradition Wealth Management, LLC | 2.41% | Add +5.2% | 838,089 | $39.3M |
| Avidian Wealth Enterprises, LLC | 1.05% | Add +4.4% | 805,719 | $37.8M |
| Hartford Financial Management Inc. | 8.05% | Add +8.8% | 768,534 | $36.1M |
| Focus Partners Wealth | 0.04% | Add +639.4% | 742,996 | $34.9M |
| Continuum Advisory, LLC | 2.79% | Add +3.1% | 735,937 | $34.5M |
| Forum Private Client Group LLC | 9.99% | Add +5.4% | 714,849 | $33.6M |
| Verus Capital Partners, LLC | 1.82% | Add +20.6% | 714,345 | $33.5M |
| Crusonia Wealth Advisors LLC | 5.48% | Add +9.1% | 710,974 | $33.4M |
| Apella Capital, LLC | 0.46% | Add +7.1% | 692,502 | $32.2M |
| Kelly Financial Group LLC | 7.16% | Add +5.1% | 686,820 | $32.2M |
| Bank of New York Mellon Corp | 0.01% | Add +16.9% | 675,324 | $31.7M |
| IMA Advisory Services, Inc. | 1.97% | Add +15.8% | 670,530 | $31.5M |
| Walkner Condon Financial Advisors LLC | 3.56% | Add +12.2% | 658,867 | $30.9M |
| 46 Peaks LLC | 18.99% | Add +5.3% | 643,426 | $30.2M |
| Ocean Park Asset Management, LLC | 1.41% | New | 622,400 | $29.2M |
| Tarbox Family Office, Inc. | 4.18% | Add +4.0% | 622,035 | $29.2M |
| Cerity Partners LLC | 0.04% | Reduce -2.7% | 620,739 | $29.1M |
| FAS Wealth Partners, Inc. | 1.52% | Add +51.1% | 620,441 | $29.1M |
| D.A. Davidson & Co. | 0.16% | Add +14.4% | 618,038 | $29.0M |
| Aptus Capital Advisors, LLC | 0.21% | Add +0.5% | 617,587 | $29.0M |
| Guardian Wealth Advisors, LLC / NC | 1.64% | Add +0.5% | 617,587 | $29.0M |
| Mach-1 Financial Group, LLC | 11.16% | Reduce -0.7% | 613,574 | $28.8M |
| Mascoma Wealth Management LLC | 5.22% | Add +6.9% | 600,244 | $28.2M |
| Founders Financial Securities LLC | 1.42% | Add +16.7% | 589,566 | $27.7M |
| WealthPlan Investment Management, LLC | 1.36% | Add +42.9% | 581,531 | $27.3M |
| Horizon Investments, LLC | 0.29% | Reduce -42.1% | 572,286 | $26.7M |
| AlphaCore Capital LLC | 0.48% | Reduce -1.8% | 552,176 | $25.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 543,683 | $25.5M |
| Waterloo Capital, L.P. | 1.43% | Add +20.0% | 540,035 | $25.3M |
| Magnus Financial Group LLC | 1.78% | Add +7.6% | 531,372 | $24.9M |
| Spire Wealth Management | 0.75% | Add +0.0% | 531,055 | $24.9M |
| Kestra Advisory Services, LLC | 0.08% | Reduce -6.3% | 498,974 | $23.4M |
| TD Capital Management LLC | 1.86% | Add +17.8% | 485,392 | $22.8M |
| Fagan Associates, Inc. | 2.80% | Add +8.8% | 484,437 | $22.7M |
| Bond & Devick Financial Network, Inc. | 5.56% | Add +5.1% | 480,768 | $22.6M |
| Stephens Inc. | 0.25% | Add +1.6% | 471,767 | $22.1M |
| Steele Capital Management, Inc. | 0.81% | Reduce -2.4% | 471,492 | $22.1M |
| Baird Financial Group, Inc. | 0.03% | Add +0.9% | 471,415 | $22.1M |
"% of holder's portfolio" is JCPB's weight in each manager's 13F, not the share of JPMorgan Core Plus Bond ETF the manager owns.