JPMorgan Core Plus Bond ETFJCPBETF
13F holders, Q2 2024 (June 30)260holders +27
35new positions
11sold out
2famous investors
$46.22avg. 13F price*
At the end of Q2 2024, 260 institutions reported holding JPMorgan Core Plus Bond ETF (JCPB) in their 13F filings, up 27 from Q1 2024. 35 opened new positions and 11 sold out. The largest holders were Bank of America Corp. ($334.4M), Legacy Wealth Management, LLC ($123.4M) and JPMorgan Chase & Co. ($90.6M). 2 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $122.4M |
| Exits | 11 | $7.2M |
All 13F filers, Q1 2024 → Q2 2024: 9,001,178 shares bought and 2,459,571 shares sold, net +6,541,607 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 260 holders
| Bank of America Corp. | 0.03% | Add +5.4% | 7,217,670 | $334.4M |
| Legacy Wealth Management, LLC | 8.93% | Add +6.9% | 2,663,400 | $123.4M |
| JPMorgan Chase & Co. | 0.01% | Reduce -39.8% | 1,954,478 | $90.6M |
| Raymond James Financial Services Advisors, Inc. | 0.12% | Add +7.9% | 1,862,962 | $86.3M |
| Grant Street Asset Management, Inc. | 20.82% | Add +2.6% | 1,432,676 | $66.4M |
| WMS Partners, LLC | 4.17% | Add +13.1% | 1,404,536 | $65.1M |
| Janney Montgomery Scott LLC | 0.19% | Add +29.0% | 1,355,856 | $62.8M |
| HighTower Advisors, LLC | 0.09% | Add +1.7% | 1,303,879 | $60.4M |
| CGN Advisors LLC | 6.11% | Add +11.4% | 1,134,023 | $52.5M |
| Captrust Financial Advisors | 0.16% | Add +3.3% | 1,059,756 | $49.1M |
| D.B. Root & Company, LLC | 16.56% | Add +7.5% | 1,047,764 | $48.5M |
| Corient Private Wealth LP | 0.08% | Add +21.5% | 1,030,058 | $47.9M |
| AllGen Financial Advisors, Inc. | 17.99% | Reduce -11.8% | 1,023,890 | $47.4M |
| Stephens Inc. | 0.72% | Reduce -5.2% | 1,016,261 | $47.1M |
| Financial Planning & Information Services, Inc. | 7.02% | Add +14.6% | 991,815 | $46.0M |
| Sentinel Pension Advisors, LLC | 9.08% | New | 944,915 | $43.8M |
| Wiser Wealth Management, Inc | 13.07% | Add +5.1% | 911,455 | $42.2M |
| Bogart Wealth, LLC | 2.03% | Add +2.0% | 859,885 | $39.8M |
| Mariner, LLC | 0.08% | Add +419.7% | 846,046 | $39.2M |
| Commonwealth Equity Services, LLC | 0.06% | Add +11.9% | 843,408 | $39.1M |
| Morgan Stanley | 0.00% | Reduce -0.6% | 822,895 | $38.1M |
| Voisard Asset Management Group, Inc. | 18.60% | Add +1.9% | 821,037 | $38.0M |
| Vestmark Advisory Solutions, Inc. | 1.58% | Add +17.9% | 816,468 | $37.8M |
| Harbor Group, Inc. | 9.62% | Add +4.4% | 810,901 | $37.6M |
| Mountain Capital Investment Advisors Inc. | 7.79% | Add +7.1% | 671,508 | $31.4M |
| Osaic Holdings, Inc. | 0.07% | Reduce -14.2% | 672,185 | $31.1M |
| Corrigan Financial, Inc. | 7.19% | No change | 603,948 | $28.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +10.7% | 606,608 | $28.1M |
| Tradition Wealth Management, LLC | 2.68% | Add +343.7% | 598,742 | $27.7M |
| Hartford Financial Management Inc. | 5.88% | Add +7.7% | 592,230 | $27.4M |
| Destiny Wealth Partners, LLC | 4.84% | Add +268.5% | 580,776 | $26.9M |
| Capital Analysts, LLC | 1.10% | Add +2.7% | 538,648 | $25.0M |
| Cetera Investment Advisers | 0.06% | Add +22.8% | 529,789 | $24.5M |
| SPC Financial, Inc. | 2.27% | Add +2.7% | 528,819 | $24.5M |
| Forum Private Client Group LLC | 10.27% | Add +12.1% | 466,502 | $21.6M |
| Thrivent Financial for Lutherans | 0.04% | Add +8.7% | 458,195 | $21.2M |
| McCarthy & Cox | 8.01% | Add +2.4% | 450,436 | $20.9M |
| Continuum Advisory, LLC | 2.72% | Add +1.9% | 407,471 | $18.9M |
| Roof Eidam Maycock Peralta, LLC | 4.98% | Reduce -0.5% | 396,642 | $18.4M |
| Royal Harbor Partners, LLC | 7.60% | New | 396,486 | $18.4M |
| Financial Connections Group, Inc. | 9.44% | New | 392,835 | $18.2M |
| Steele Capital Management, Inc. | 1.00% | Add +5.0% | 385,970 | $17.9M |
| Truist Financial Corp. | 0.03% | Add +3.2% | 380,131 | $17.6M |
| Johnson Financial Group, Inc. | 0.85% | Add +35.7% | 378,103 | $17.5M |
| Innealta Capital, LLC | 5.60% | Add +443.7% | 364,211 | $16.9M |
| Gratus Capital, LLC | 0.65% | Add +3.2% | 348,833 | $16.2M |
| Peterson Wealth Advisors, LLC | 3.33% | Add +3.0% | 342,506 | $15.9M |
| Kickstand Ventures, Llc. | 4.28% | Add +17.1% | 337,765 | $15.6M |
| Aptus Capital Advisors, LLC | 0.30% | Add +8.4% | 336,723 | $15.6M |
| Guardian Wealth Advisors, LLC / NC | 1.82% | Add +8.6% | 336,722 | $15.6M |
| HUB Investment Partners, LLC | 0.74% | Add +7.9% | 330,811 | $15.3M |
| Visionary Wealth Advisors | 0.97% | Add +11.9% | 318,877 | $14.8M |
| Milestone Investment Advisors LLC | 3.76% | Add +23.9% | 305,144 | $14.1M |
| Janney Capital Management LLC | 1.00% | Reduce -0.3% | 304,805 | $14.1M |
| Mascoma Wealth Management LLC | 3.65% | Add +7.8% | 296,730 | $13.7M |
| Stifel Financial Corp. | 0.02% | Reduce -1.4% | 292,725 | $13.6M |
| American Money Management, LLC | 2.89% | New | 292,496 | $13.6M |
| Trinity Legacy Partners, LLC | 3.75% | Add +1.2% | 284,318 | $13.2M |
| Berger Financial Group, Inc | 1.02% | Reduce -29.0% | 277,068 | $12.8M |
| Raymond James & Associates | 0.01% | Add +14.4% | 267,355 | $12.4M |
| Walkner Condon Financial Advisors LLC | 2.53% | Add +6.4% | 252,808 | $11.7M |
| Acima Private Wealth, LLC | 4.24% | Add +1.4% | 249,047 | $11.5M |
| FAS Wealth Partners, Inc. | 0.92% | Add +0.7% | 230,676 | $10.7M |
| Janiczek Wealth Management, LLC | 2.07% | Add +303.2% | 213,055 | $9.9M |
| FMA Wealth Management, LLC | 7.83% | Add +4.4% | 209,037 | $9.7M |
| Founders Financial Securities LLC | 0.90% | Add +1.2% | 206,438 | $9.6M |
| Integrated Wealth Concepts LLC | 0.13% | Reduce -16.5% | 205,966 | $9.5M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +174.8% | 205,516 | $9.5M |
| IMA Advisory Services, Inc. | 4.16% | Add +4.4% | 203,050 | $9.4M |
| Garden State Investment Advisory Services LLC | 3.24% | Reduce -0.1% | 202,285 | $9.4M |
| Daymark Wealth Partners, LLC | 0.43% | Reduce -34.0% | 201,829 | $9.4M |
| Cooper/Haims Advisors, LLC | 5.23% | Reduce -0.7% | 201,249 | $9.3M |
| Boulder Wealth Advisors, LLC | 5.04% | Add +0.2% | 186,376 | $8.6M |
| BCGM Wealth Management, LLC | 2.96% | Reduce -1.4% | 184,220 | $8.5M |
| Baird Financial Group, Inc. | 0.02% | Reduce -1.8% | 183,434 | $8.5M |
| Cedar Point Capital Partners, LLC | 6.32% | Add +3.5% | 182,162 | $8.4M |
| John W. Brooker & Co., CPAs | 4.19% | Add +205.9% | 180,397 | $8.4M |
| Per Stirling Capital Management, LLC. | 1.33% | Reduce -2.4% | 178,878 | $8.3M |
| TD Capital Management LLC | 0.86% | Add +41.7% | 176,726 | $8.2M |
| Private Capital Management LLC | 1.59% | Add +3324.2% | 172,408 | $8.0M |
| ERn Financial, LLC | 1.29% | Add +3.4% | 167,664 | $7.8M |
| Verus Capital Partners, LLC | 0.78% | Reduce -5.3% | 162,398 | $7.6M |
| Triad Wealth Partners, LLC | 3.91% | Add +21.5% | 161,087 | $7.5M |
| Landmark Wealth Management, LLC | 5.66% | Add +5.9% | 156,890 | $7.3M |
| Aspen Wealth Management LLC | 2.51% | Add +14.2% | 156,813 | $7.3M |
| Bond & Devick Financial Network, Inc. | 3.84% | Add +7.5% | 154,579 | $7.2M |
| N.E.W. Advisory Services LLC | 0.77% | Add +9.1% | 153,118 | $7.1M |
| MML Investors Services, LLC | 0.03% | Add +54.1% | 151,938 | $7.0M |
| ICA Group Wealth Management, LLC | 4.10% | Add +10.8% | 147,446 | $6.8M |
| Lionsbridge Wealth Management LLC | 5.31% | Reduce -0.8% | 143,210 | $6.6M |
| Magnus Financial Group LLC | 0.73% | Add +58.9% | 139,743 | $6.5M |
| Mutual Advisors, LLC | 0.19% | Reduce -0.8% | 133,091 | $6.2M |
| MN Wealth Advisors, LLC | 3.61% | Reduce -4.4% | 134,188 | $6.2M |
| Kestra Advisory Services, LLC | 0.03% | Add +28.1% | 131,162 | $6.1M |
| Mather Group, Llc. | 0.07% | Add +4.6% | 127,453 | $5.9M |
| Lodestar Private Asset Management LLC | 0.78% | Add +20.3% | 123,072 | $5.7M |
| Avantax Planning Partners, Inc. | 0.17% | New | 113,355 | $5.3M |
| Arbor Trust Wealth Advisors, LLC | 2.60% | Add +26.2% | 106,711 | $4.9M |
| Capital Planning LLC | 1.48% | Add +2.6% | 106,637 | $4.9M |
| Econ Financial Services Corp | 3.05% | Add +19.9% | 106,277 | $4.9M |
"% 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.