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 |
| Fagan Associates, Inc. | 0.86% | New | 105,810 | $4.9M |
| Citadel Advisors | 0.00% | New | 99,142 | $4.6M |
| Ameritas Advisory Services, LLC | 0.17% | Add +5.9% | 98,602 | $4.6M |
| Philip James Wealth Mangement, LLC | 2.82% | New | 91,384 | $4.2M |
| Trivium Point Advisory, LLC | 0.62% | Add +4.4% | 89,554 | $4.1M |
| Clarity Wealth Advisors, LLC | 1.31% | Add +8.9% | 87,435 | $4.1M |
| TruWealth Advisors, LLC | 0.26% | Add +1.4% | 84,746 | $3.9M |
| Jones Financial Companies LLLP | 0.00% | Add +88.4% | 82,335 | $3.8M |
| Creative Planning | 0.00% | Reduce -7.0% | 81,940 | $3.8M |
| Allworth Financial LP | 0.02% | Reduce -21.8% | 79,031 | $3.7M |
| Atria Wealth Solutions, Inc. | 0.04% | Add +4.2% | 78,600 | $3.6M |
| Ignite Planners, LLC | 0.82% | Add +16.9% | 72,053 | $3.3M |
| Oarsman Capital, Inc. | 0.73% | Reduce -38.5% | 71,274 | $3.3M |
| West Michigan Advisors, LLC | 1.05% | Add +32.0% | 71,104 | $3.3M |
| D.A. Davidson & Co. | 0.03% | Add +24.1% | 70,870 | $3.3M |
| Avantax Advisory Services, Inc. | 0.02% | Add +363.5% | 67,726 | $3.1M |
| Aveo Capital Partners, LLC | 0.35% | Add +0.8% | 66,210 | $3.1M |
| MassMutual Private Wealth & Trust, FSB | 0.09% | Reduce -4.2% | 64,003 | $3.0M |
| Gotham Asset Management | 0.04% | Add +3.3% | 63,029 | $2.9M |
| Royal Bank of Canada | 0.00% | Reduce -3.7% | 59,816 | $2.8M |
| Trademark Financial Management, LLC | 2.19% | Add +3.6% | 58,173 | $2.7M |
| United Advisor Group, LLC | 0.79% | Add +24.0% | 54,587 | $2.5M |
| LPL Financial LLC | 0.00% | Add +249.1% | 54,051 | $2.5M |
| Oppenheimer & Co. Inc. | 0.04% | Add +42.7% | 53,443 | $2.5M |
| CreativeOne Wealth, LLC | 0.12% | Reduce -11.2% | 51,268 | $2.4M |
| Snowden Capital Advisors LLC | 0.07% | Reduce -6.4% | 50,885 | $2.4M |
| Retirement Planning Group, LLC | 0.15% | Reduce -0.5% | 50,814 | $2.4M |
| Money Concepts Capital Corp. | 0.19% | Add +1.3% | 48,705 | $2.3M |
| Grey Ledge Advisors, LLC | 0.61% | Add +4.5% | 48,603 | $2.3M |
| Diversify Advisory Services, LLC | 0.12% | New | 47,306 | $2.2M |
| Summit Wealth Partners, LLC | 0.45% | Add +34.8% | 47,287 | $2.2M |
| GYL Financial Synergies, LLC | 0.15% | Reduce -2.3% | 43,192 | $2.0M |
| Arete Wealth Advisors, LLC | 0.15% | Add +17.6% | 40,047 | $1.9M |
| Belpointe Asset Management LLC | 0.12% | Add +4.0% | 38,355 | $1.8M |
| Benjamin F. Edwards & Company, Inc. | 0.03% | Add +29.2% | 36,301 | $1.7M |
| LexAurum Advisors, LLC | 0.41% | Reduce -0.8% | 36,206 | $1.7M |
| Quad-Cities Investment Group, LLC | 0.93% | Add +5.8% | 36,109 | $1.7M |
| Capital Advisors Wealth Management, LLC | 0.33% | Reduce -19.0% | 35,820 | $1.7M |
| Nations Financial Group Inc, /Ia/ | 0.13% | Add +21.5% | 35,440 | $1.6M |
| Pine Valley Investments Ltd Liability Co | 0.12% | Add +73.4% | 35,422 | $1.6M |
| Leo Wealth, LLC | 0.17% | Reduce -82.7% | 35,651 | $1.6M |
| Flow Traders U.S. LLC | 0.08% | New | 35,211 | $1.6M |
| James J. Burns & Company, LLC | 0.31% | Add +82.0% | 33,506 | $1.6M |
| Menard Financial Group LLC | 1.11% | Add +7.4% | 33,468 | $1.6M |
| Sprinkle Financial Consultants LLC | 1.22% | Add +0.4% | 33,306 | $1.5M |
| Global Retirement Partners, LLC | 0.05% | Add +42.5% | 32,012 | $1.5M |
| Thoroughbred Financial Services, LLC | 0.10% | Add +22.1% | 30,850 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Add +339.9% | 30,729 | $1.4M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +122.0% | 28,749 | $1.3M |
| Sanctuary Advisors, LLC | 0.01% | — | 27,554 | $1.3M |
| Clear Creek Financial Management, LLC | 0.15% | Add +161.6% | 26,108 | $1.2M |
| Heritage Wealth Management, Inc. | 0.40% | — | 25,682 | $1.2M |
| Kingsview Wealth Management, LLC | 0.03% | Add +30.0% | 25,241 | $1.2M |
| Frontier Asset Management, LLC | 0.41% | Add +0.8% | 24,628 | $1.1M |
| Patten Group, Inc. | 0.27% | Add +44.1% | 24,314 | $1.1M |
| FWG Holdings, LLC | 0.56% | Add +0.1% | 23,997 | $1.1M |
| Betterment LLC | 0.00% | Add +43.7% | 23,902 | $1.1M |
| Wolf Group Capital Advisors | 0.43% | New | 23,807 | $1.1M |
| First Citizens Financial Corp | 0.64% | Add +25.5% | 23,458 | $1.1M |
| Strategic Planning Group, LLC | 0.23% | Add +7.2% | 22,847 | $1.1M |
| Houlihan Financial Resource Group, Ltd. | 0.70% | Add +43.9% | 22,295 | $1.0M |
| Kuhn & Co Investment Counsel | 0.87% | Add +10.4% | 21,010 | $973K |
| Farther Finance Advisors, LLC | 0.05% | Add +2.9% | 21,131 | $969K |
| PNC Financial Services Group, Inc. | 0.00% | Add +7284.1% | 20,897 | $968K |
| GeoWealth Management, LLC | 0.04% | Add +0.6% | 20,473 | $949K |
| IMS Capital Management | 0.44% | Reduce -1.8% | 19,670 | $942K |
| Walden Wealth Partners LLC | 0.50% | Add +3.4% | 19,388 | $898K |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -71.8% | 19,150 | $887K |
| Rosenberg Matthew Hamilton | 0.25% | No change | 18,731 | $859K |
| Cwm, LLC | 0.00% | Add +484.8% | 17,759 | $823K |
| Wells Fargo & Company | 0.00% | Add +1718300.0% | 17,184 | $796K |
| Wayfinding Financial, LLC | 0.45% | Add +0.5% | 17,191 | $796K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +17.0% | 16,945 | $785K |
| Financial Futures Ltd Liability Co. | 0.48% | Reduce -71.5% | 16,704 | $774K |
| Lido Advisors, LLC | 0.01% | Reduce -1.5% | 16,658 | $772K |
| Focus Partners Advisor Solutions, LLC | 0.02% | New | 14,975 | $694K |
| MidAtlantic Capital Management, Inc. | 0.57% | Add +3.1% | 14,773 | $684K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -9.1% | 14,065 | $652K |
| Personal Cfo Solutions, LLC | 0.10% | Add +39.5% | 14,037 | $650K |
| CRA Financial Services, LLC | 0.13% | Reduce -15.8% | 14,000 | $649K |
| Signet Financial Management, LLC | 0.09% | Add +13.6% | 13,970 | $647K |
| NewEdge Advisors, LLC | 0.00% | Reduce -51.2% | 13,781 | $638K |
| Sigma Planning Corp | 0.02% | Add +6.8% | 13,624 | $631K |
| Transcend Capital Advisors, LLC | 0.04% | Add +24.9% | 12,245 | $567K |
| Trustmark Bank Trust Department | 0.04% | Add +62.7% | 11,874 | $550K |
| OneDigital Investment Advisors LLC | 0.01% | Add +1.3% | 11,383 | $527K |
| IFP Advisors, Inc | 0.02% | Reduce -8.5% | 11,372 | $527K |
| Sterling Investment Advisors, Ltd. | 0.14% | Add +12.7% | 11,100 | $514K |
| Raymond James Trust N.A. | 0.01% | Reduce -2.8% | 10,934 | $507K |
| Autumn Glory Partners, LLC | 0.24% | No change | 10,346 | $479K |
| Advisory Services Network, LLC | 0.01% | Reduce -0.2% | 10,281 | $476K |
| Obsidian Cio, LLC | 0.11% | Add +51.7% | 9,857 | $457K |
| Saxony Capital Management, LLC | 0.50% | New | 9,823 | $455K |
| Mgo One Seven LLC | 0.02% | Add +62.5% | 9,214 | $427K |
| JFS Wealth Advisors, LLC | 0.03% | Add +6.3% | 9,070 | $420K |
| Ascent Group, LLC | 0.03% | Add +10.4% | 8,890 | $412K |
| Brio Consultants, LLC | 0.07% | New | 8,737 | $405K |
| Comerica Bank | 0.00% | Add +3.3% | 8,609 | $399K |
| Palo Alto Wealth Advisors, LLC | 0.27% | Reduce -24.2% | 8,388 | $389K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -9.0% | 7,763 | $360K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +6.2% | 7,724 | $358K |
| US Bancorp \de | 0.00% | Reduce -0.6% | 7,635 | $354K |
| Relative Value Partners Group, LLC | 0.05% | New | 7,572 | $351K |
| Lake Street Private Wealth, LLC | 0.05% | Add +10.6% | 7,572 | $351K |
| Private Advisor Group, LLC | 0.00% | Reduce -0.5% | 7,463 | $346K |
| Sharkey, Howes & Javer | 0.05% | New | 7,105 | $329K |
| Prospera Financial Services Inc | 0.01% | Add +27.8% | 7,073 | $328K |
| Etesian Wealth Advisors, Inc. | 0.18% | New | 6,897 | $320K |
| USAdvisors Wealth Management, LLC | 0.11% | Reduce -19.5% | 6,898 | $319K |
| Tarbox Family Office, Inc. | 0.05% | New | 6,389 | $296K |
| Stonehearth Capital Management, LLC | 0.13% | Add +2.9% | 6,329 | $293K |
| Choreo, LLC | 0.00% | New | 6,352 | $291K |
| Courier Capital LLC | 0.02% | New | 6,217 | $288K |
| Tidal Investments LLC | 0.00% | Add +0.8% | 6,133 | $284K |
| Sutton Place Investors LLC | 0.19% | Add +30.5% | 6,040 | $280K |
| Ausdal Financial Partners, Inc. | 0.03% | New | 5,795 | $268K |
| Geneos Wealth Management Inc. | 0.01% | Add +44.1% | 5,636 | $261K |
| Linscomb Wealth, Inc. | 0.01% | Add +0.1% | 5,586 | $259K |
| Beaumont Financial Advisors, LLC | 0.02% | Reduce -2.0% | 5,351 | $248K |
| Mayfair Advisory Group, LLC | 0.16% | No change | 5,117 | $240K |
| BlackDiamond Wealth Management, LLC | 0.15% | New | 4,894 | $231K |
| Financial Partners Group, Inc | 0.04% | Add +4.1% | 4,921 | $228K |
| Semus Wealth Partners LLC | 0.18% | New | 4,896 | $227K |
| Apollon Wealth Management, LLC | 0.01% | No change | 4,820 | $223K |
| Larson Financial Group LLC | 0.01% | Reduce -3.2% | 4,750 | $220K |
| Firethorn Wealth Partners, LLC | 0.12% | Add +2.3% | 4,609 | $214K |
| Harbour Investments, Inc. | 0.01% | Add +1.3% | 4,568 | $212K |
| D'Orazio & Associates, Inc. | 0.03% | New | 4,430 | $205K |
| Prestige Wealth Management Group LLC | 0.03% | No change | 3,020 | $140K |
| Silver Oak Securities, Incorporated | 0.02% | Reduce -38.1% | 2,943 | $136K |
| CoreCap Advisors, LLC | 0.01% | Reduce -2.4% | 2,832 | $131K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +338.2% | 2,489 | $115K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -29.2% | 2,425 | $112K |
| Bank of Montreal | 0.00% | Reduce -93.6% | 1,472 | $69K |
| International Assets Investment Management, LLC | 0.01% | New | 1,355 | $63K |
| Baldwin Wealth Partners LLC | 0.00% | No change | 1,295 | $60K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 1,205 | $56K |
| Criterion Capital Advisors, LLC | 0.03% | No change | 1,162 | $54K |
| Parallel Advisors, LLC | 0.00% | New | 1,063 | $49K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -53.9% | 927 | $43K |
| LGT Financial Advisors LLC | 0.07% | Add +34.2% | 753 | $35K |
| Mb, Levis & Associates, LLC | 0.01% | New | 575 | $27K |
| Pittenger & Anderson Inc. | 0.00% | New | 400 | $19K |
| Blue Trust, Inc. | 0.00% | No change | 389 | $18K |
| Ancora Advisors LLC | 0.00% | Reduce -23.9% | 391 | $18K |
| Park Place Capital Corp | 0.00% | Reduce -85.2% | 321 | $15K |
| Clearstead Advisors, LLC | 0.00% | New | 291 | $13K |
| Private Trust Co. NA | 0.00% | New | 182 | $8K |
| Salomon & Ludwin, LLC | 0.00% | No change | 159 | $7K |
| Clear Point Advisors Inc. | 0.01% | Add +200.0% | 150 | $7K |
| FinTrust Capital Advisors, LLC | 0.00% | New | 113 | $5K |
| Family Asset Management, LLC | 0.00% | No change | 107 | $5K |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 100 | $5K |
| Sound Income Strategies, LLC | 0.00% | New | 93 | $4K |
| Strategic Financial Concepts, LLC | 0.00% | New | 155,391 | $3K |
| Spire Wealth Management | 0.00% | Reduce -4.4% | 65 | $3K |
| Tucker Asset Management LLC | 0.00% | New | 36 | $2K |
| Webster Bank, N. A. | 0.00% | New | 14 | $649 |
| FMR LLC | 0.00% | Add +75.0% | 14 | $649 |
| First Horizon Advisors, Inc. | 0.00% | Add +0.0% | 13 | $602 |
"% 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.