JPMorgan Core Plus Bond ETFJCPBETF
13F holders, Q1 2024 (March 31)233holders
2famous investors
$46.63avg. 13F price*
At the end of Q1 2024, 233 institutions reported holding JPMorgan Core Plus Bond ETF (JCPB) in their 13F filings. The largest holders were Bank of America Corp. ($319.4M), JPMorgan Chase & Co. ($151.3M) and Legacy Wealth Management, LLC ($116.2M). 2 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $192.7M |
| Exits | 17 | $16.2M |
Ownership 233 holders
| Bank of America Corp. | 0.03% | Reduce -5.8% | 6,846,814 | $319.4M |
| JPMorgan Chase & Co. | 0.01% | Reduce -0.0% | 3,244,090 | $151.3M |
| Legacy Wealth Management, LLC | 8.57% | Add +7.6% | 2,491,232 | $116.2M |
| Raymond James Financial Services Advisors, Inc. | 0.12% | Add +67.5% | 1,726,924 | $80.6M |
| Grant Street Asset Management, Inc. | 21.15% | Add +85.4% | 1,395,868 | $65.1M |
| HighTower Advisors, LLC | 0.10% | Reduce -0.5% | 1,282,435 | $59.8M |
| WMS Partners, LLC | 3.99% | Add +17.9% | 1,241,832 | $57.9M |
| AllGen Financial Advisors, Inc. | 22.04% | Add +21.7% | 1,160,930 | $54.2M |
| Stephens Inc. | 0.78% | Reduce -0.7% | 1,072,388 | $50.0M |
| Janney Montgomery Scott LLC | 0.15% | Add +28.9% | 1,051,235 | $49.0M |
| Captrust Financial Advisors | 0.18% | Add +0.2% | 1,025,748 | $47.8M |
| CGN Advisors LLC | 6.03% | Add +21.4% | 1,017,906 | $47.5M |
| D.B. Root & Company, LLC | 15.37% | Add +18.8% | 974,811 | $45.5M |
| Wiser Wealth Management, Inc | 13.27% | New | 867,111 | $40.4M |
| Financial Planning & Information Services, Inc. | 6.07% | Add +23.7% | 865,685 | $40.4M |
| Corient Private Wealth LP | 0.07% | Add +121.4% | 847,624 | $39.5M |
| Bogart Wealth, LLC | 2.02% | New | 842,644 | $39.3M |
| Morgan Stanley | 0.00% | Add +16.2% | 827,584 | $38.6M |
| Voisard Asset Management Group, Inc. | 21.16% | Add +5.1% | 805,857 | $37.6M |
| Osaic Holdings, Inc. | 0.08% | Add +40.6% | 783,287 | $36.5M |
| Harbor Group, Inc. | 9.56% | Add +5.6% | 776,985 | $36.2M |
| Commonwealth Equity Services, LLC | 0.06% | Add +42.4% | 753,731 | $35.2M |
| Vestmark Advisory Solutions, Inc. | 1.39% | Add +14.0% | 692,305 | $32.3M |
| Mountain Capital Investment Advisors Inc. | 8.11% | New | 626,791 | $28.9M |
| Corrigan Financial, Inc. | 7.19% | New | 603,948 | $28.2M |
| Hartford Financial Management Inc. | 5.41% | Add +14.8% | 549,761 | $25.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +32.4% | 548,223 | $25.6M |
| Capital Analysts, LLC | 1.14% | Add +3.0% | 524,650 | $24.5M |
| SPC Financial, Inc. | 2.26% | Add +2.6% | 514,935 | $24.0M |
| McCarthy & Cox | 7.75% | — | 440,063 | $20.5M |
| Cetera Investment Advisers | 0.05% | Add +563.2% | 431,387 | $20.1M |
| Thrivent Financial for Lutherans | 0.04% | Add +26.8% | 421,590 | $19.7M |
| Forum Private Client Group LLC | 9.39% | Add +19.1% | 416,328 | $19.4M |
| Roof Eidam Maycock Peralta, LLC | 5.11% | Add +7.3% | 398,729 | $18.6M |
| Continuum Advisory, LLC | 2.75% | Add +9.8% | 399,906 | $18.4M |
| Berger Financial Group, Inc | 1.50% | New | 390,333 | $18.2M |
| Truist Financial Corp. | 0.03% | Add +13.5% | 368,373 | $17.2M |
| Steele Capital Management, Inc. | 0.98% | Add +17.2% | 367,635 | $17.1M |
| Gratus Capital, LLC | 0.73% | Add +5.9% | 337,942 | $15.8M |
| Peterson Wealth Advisors, LLC | 3.29% | Add +8.5% | 332,386 | $15.5M |
| Aptus Capital Advisors, LLC | 0.31% | Reduce -3.9% | 310,550 | $14.5M |
| Guardian Wealth Advisors, LLC / NC | 1.77% | Reduce -4.0% | 310,079 | $14.5M |
| HUB Investment Partners, LLC | 0.79% | Add +1.9% | 306,556 | $14.3M |
| Daymark Wealth Partners, LLC | 0.77% | Reduce -8.9% | 305,741 | $14.3M |
| Janney Capital Management LLC | 0.95% | Reduce -3.4% | 305,641 | $14.3M |
| Stifel Financial Corp. | 0.02% | Reduce -43.3% | 296,891 | $13.8M |
| Kickstand Ventures, Llc. | 3.81% | Reduce -5.3% | 288,425 | $13.5M |
| Visionary Wealth Advisors | 0.90% | Add +15.6% | 284,831 | $13.3M |
| Trinity Legacy Partners, LLC | 3.84% | Add +13.0% | 281,070 | $13.1M |
| Johnson Financial Group, Inc. | 0.70% | Reduce -23.4% | 278,700 | $13.0M |
| Mascoma Wealth Management LLC | 3.65% | Add +94456.7% | 275,160 | $12.8M |
| Integrated Wealth Concepts LLC | 0.17% | Reduce -1.3% | 246,709 | $11.5M |
| Milestone Investment Advisors LLC | 3.10% | Add +11.7% | 246,372 | $11.5M |
| Acima Private Wealth, LLC | 4.22% | Add +1.4% | 245,632 | $11.5M |
| Walkner Condon Financial Advisors LLC | 2.35% | Add +6.4% | 237,614 | $11.1M |
| Raymond James & Associates | 0.01% | Add +513.4% | 233,669 | $10.9M |
| FAS Wealth Partners, Inc. | 0.95% | Add +3.7% | 229,087 | $10.7M |
| Leo Wealth, LLC | 0.97% | Add +10.6% | 206,205 | $9.5M |
| Founders Financial Securities LLC | 1.00% | New | 203,900 | $9.5M |
| Cooper/Haims Advisors, LLC | 5.49% | Reduce -36.4% | 202,589 | $9.4M |
| Garden State Investment Advisory Services LLC | 3.46% | Add +1.6% | 202,378 | $9.4M |
| FMA Wealth Management, LLC | 7.74% | Add +1.6% | 200,267 | $9.3M |
| IMA Advisory Services, Inc. | 4.29% | Add +5.7% | 194,494 | $9.1M |
| Baird Financial Group, Inc. | 0.02% | Add +15.1% | 186,874 | $8.7M |
| BCGM Wealth Management, LLC | 3.13% | Add +3780.4% | 186,805 | $8.7M |
| Boulder Wealth Advisors, LLC | 5.37% | — | 186,019 | $8.7M |
| Per Stirling Capital Management, LLC. | 1.43% | Add +3.2% | 183,323 | $8.6M |
| Cedar Point Capital Partners, LLC | 6.23% | Add +3.4% | 175,942 | $8.2M |
| Verus Capital Partners, LLC | 0.88% | Add +13.6% | 171,450 | $8.0M |
| Mariner, LLC | 0.02% | Add +123.6% | 162,804 | $7.6M |
| ERn Financial, LLC | 1.31% | Add +2.9% | 162,188 | $7.6M |
| Destiny Wealth Partners, LLC | 1.32% | Reduce -11.0% | 157,595 | $7.4M |
| Landmark Wealth Management, LLC | 3.20% | Add +5.0% | 148,189 | $6.9M |
| Lionsbridge Wealth Management LLC | 5.21% | Add +15.8% | 144,381 | $6.7M |
| Bond & Devick Financial Network, Inc. | 3.64% | Add +3.3% | 143,757 | $6.7M |
| MN Wealth Advisors, LLC | 4.05% | Reduce -13.9% | 140,414 | $6.5M |
| N.E.W. Advisory Services LLC | 0.73% | Add +48.2% | 140,357 | $6.5M |
| Aspen Wealth Management LLC | 2.47% | Add +65.8% | 137,292 | $6.4M |
| Tradition Wealth Management, LLC | 0.64% | Add +90.8% | 134,945 | $6.3M |
| Mutual Advisors, LLC | 0.20% | Add +6.3% | 134,218 | $6.3M |
| ICA Group Wealth Management, LLC | 1.24% | Add +15.9% | 133,089 | $6.2M |
| Triad Wealth Partners, LLC | 4.75% | — | 132,621 | $6.2M |
| TD Capital Management LLC | 0.62% | Add +224.2% | 124,719 | $5.8M |
| Mather Group, Llc. | 0.09% | No change | 121,896 | $5.7M |
| Oarsman Capital, Inc. | 1.29% | Reduce -17.0% | 115,871 | $5.4M |
| Capital Planning LLC | 1.58% | Add +8.6% | 103,919 | $4.8M |
| Kestra Advisory Services, LLC | 0.03% | Add +121.0% | 102,409 | $4.8M |
| Lodestar Private Asset Management LLC | 0.68% | Add +14.6% | 102,294 | $4.8M |
| Allworth Financial LP | 0.03% | Reduce -48.9% | 101,038 | $4.7M |
| MML Investors Services, LLC | 0.02% | Add +143.2% | 98,567 | $4.6M |
| Ameritas Advisory Services, LLC | 0.18% | Add +1563.6% | 93,143 | $4.3M |
| Econ Financial Services Corp | 2.57% | Reduce -9.6% | 88,643 | $4.1M |
| Creative Planning | 0.00% | Reduce -13.7% | 88,093 | $4.1M |
| Magnus Financial Group LLC | 0.49% | New | 87,968 | $4.1M |
| Trivium Point Advisory, LLC | 0.86% | Add +20.0% | 85,792 | $4.0M |
| TruWealth Advisors, LLC | 0.27% | Add +7.2% | 83,610 | $3.9M |
| Arbor Trust Wealth Advisors, LLC | 2.12% | Add +523.8% | 84,579 | $3.9M |
| Clarity Wealth Advisors, LLC | 1.27% | Add +39.5% | 80,306 | $3.7M |
| Atria Wealth Solutions, Inc. | 0.04% | Add +9.2% | 75,408 | $3.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +22.8% | 74,781 | $3.5M |
"% 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.