JPMorgan Core Plus Bond ETFJCPBETF
13F holders, Q3 2024 (September 30)292holders +32
47new positions
13sold out
2famous investors
$48.21avg. 13F price*
At the end of Q3 2024, 292 institutions reported holding JPMorgan Core Plus Bond ETF (JCPB) in their 13F filings, up 32 from Q2 2024. 47 opened new positions and 13 sold out. The largest holders were Bank of America Corp. ($375.2M), Legacy Wealth Management, LLC ($145.6M) and JPMorgan Chase & Co. ($107.8M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 47 | $223.2M |
| Exits | 13 | $33.1M |
All 13F filers, Q2 2024 → Q3 2024: 14,499,482 shares bought and 1,470,970 shares sold, net +13,028,512 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 292 holders
| Bank of America Corp. | 0.03% | Add +7.8% | 7,777,535 | $375.2M |
| Legacy Wealth Management, LLC | 9.44% | Add +13.3% | 3,019,083 | $145.6M |
| JPMorgan Chase & Co. | 0.01% | Add +14.3% | 2,234,376 | $107.8M |
| Raymond James Financial Services Advisors, Inc. | 0.13% | Add +11.8% | 2,083,045 | $100.5M |
| WMS Partners, LLC | 4.50% | Add +18.4% | 1,663,016 | $80.2M |
| Janney Montgomery Scott LLC | 0.22% | Add +21.8% | 1,650,938 | $79.6M |
| Moss Adams Wealth Advisors LLC | 8.53% | New | 1,615,897 | $78.0M |
| Grant Street Asset Management, Inc. | 21.59% | Add +6.7% | 1,528,095 | $73.7M |
| Corient Private Wealth LP | 0.11% | Add +34.7% | 1,387,134 | $66.9M |
| HighTower Advisors, LLC | 0.09% | Add +1.9% | 1,327,993 | $64.1M |
| CGN Advisors LLC | 6.23% | Add +13.2% | 1,283,478 | $61.9M |
| Financial Planning & Information Services, Inc. | 8.29% | Add +25.8% | 1,247,515 | $60.2M |
| Mariner, LLC | 0.10% | Add +36.7% | 1,156,821 | $55.8M |
| Osaic Holdings, Inc. | 0.12% | Add +68.0% | 1,129,344 | $54.5M |
| D.B. Root & Company, LLC | 17.70% | Add +6.2% | 1,113,045 | $53.7M |
| Stephens Inc. | 0.76% | Add +9.1% | 1,108,417 | $53.5M |
| Captrust Financial Advisors | 0.16% | Add +2.3% | 1,084,023 | $52.3M |
| Morgan Stanley | 0.00% | Add +22.2% | 1,005,813 | $48.5M |
| Sentinel Pension Advisors, LLC | 9.27% | Add +5.5% | 997,370 | $48.1M |
| Vestmark Advisory Solutions, Inc. | 1.71% | Add +16.6% | 952,220 | $45.9M |
| Thrivent Financial for Lutherans | 0.09% | Add +107.2% | 949,181 | $45.8M |
| Wiser Wealth Management, Inc | 12.87% | Add +2.1% | 930,987 | $44.9M |
| Bogart Wealth, LLC | 2.03% | Add +3.5% | 889,741 | $42.9M |
| Harbor Group, Inc. | 9.57% | Add +5.8% | 857,710 | $41.4M |
| Voisard Asset Management Group, Inc. | 16.90% | Add +2.4% | 840,697 | $40.6M |
| AllGen Financial Advisors, Inc. | 12.79% | Reduce -20.2% | 817,137 | $39.4M |
| Corrigan Financial, Inc. | 7.78% | Add +16.4% | 702,956 | $33.9M |
| Joseph Group Capital Management | 12.89% | New | 698,632 | $33.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +14.1% | 692,106 | $33.4M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -18.0% | 691,399 | $33.4M |
| Tradition Wealth Management, LLC | 2.74% | Add +6.3% | 636,153 | $30.7M |
| McCarthy & Cox | 11.19% | Add +34.4% | 605,267 | $29.2M |
| Hartford Financial Management Inc. | 5.90% | Add +1.1% | 598,583 | $28.9M |
| Stifel Financial Corp. | 0.03% | Add +94.9% | 570,548 | $27.5M |
| Cetera Investment Advisers | 0.06% | Add +6.7% | 565,264 | $27.3M |
| Capital Analysts, LLC | 1.11% | Add +4.9% | 565,009 | $27.3M |
| Focus Partners Wealth | 0.08% | New | 549,740 | $26.5M |
| Destiny Wealth Partners, LLC | 4.64% | Reduce -5.5% | 548,772 | $26.5M |
| Kestra Advisory Services, LLC | 0.15% | Add +316.6% | 546,452 | $26.4M |
| Private Capital Management LLC | 4.65% | Add +209.3% | 533,266 | $25.7M |
| SPC Financial, Inc. | 2.19% | Reduce -2.3% | 516,474 | $24.9M |
| Forum Private Client Group LLC | 10.77% | Add +7.8% | 502,811 | $24.3M |
| Financial Connections Group, Inc. | 10.73% | Add +15.3% | 452,732 | $21.8M |
| Steele Capital Management, Inc. | 1.13% | Add +16.6% | 449,980 | $21.7M |
| Continuum Advisory, LLC | 2.77% | Add +14.5% | 466,506 | $21.7M |
| Royal Harbor Partners, LLC | 7.85% | Add +5.6% | 418,736 | $20.2M |
| Truist Financial Corp. | 0.03% | Add +10.1% | 418,608 | $20.2M |
| Roof Eidam Maycock Peralta, LLC | 5.11% | Add +5.0% | 416,666 | $20.1M |
| Innealta Capital, LLC | 8.10% | Add +13.0% | 411,587 | $19.9M |
| Johnson Financial Group, Inc. | 0.87% | Add +4.0% | 393,405 | $19.0M |
| Milestone Investment Advisors LLC | 5.30% | Add +28.6% | 392,319 | $18.9M |
| MML Investors Services, LLC | 0.07% | Add +148.8% | 378,009 | $18.2M |
| Peterson Wealth Advisors, LLC | 3.30% | Add +5.7% | 361,948 | $17.5M |
| Valeo Financial Advisors, LLC | 0.50% | New | 359,285 | $17.3M |
| Aptus Capital Advisors, LLC | 0.26% | Add +4.2% | 350,993 | $16.9M |
| Guardian Wealth Advisors, LLC / NC | 1.83% | Add +4.2% | 350,992 | $16.9M |
| HUB Investment Partners, LLC | 0.73% | Add +4.5% | 345,523 | $16.7M |
| Kickstand Ventures, Llc. | 4.21% | Add +1.4% | 342,374 | $16.5M |
| Visionary Wealth Advisors | 0.95% | Add +1.8% | 324,501 | $15.7M |
| American Money Management, LLC | 3.08% | Add +9.2% | 319,506 | $15.4M |
| Mascoma Wealth Management LLC | 3.83% | Add +7.6% | 319,162 | $15.4M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +49.7% | 307,672 | $14.8M |
| Raymond James & Associates | 0.01% | Add +14.5% | 306,131 | $14.8M |
| Founders Financial Securities LLC | 1.34% | Add +46.0% | 301,325 | $14.5M |
| Walkner Condon Financial Advisors LLC | 2.97% | Add +19.2% | 301,308 | $14.5M |
| Trinity Legacy Partners, LLC | 3.73% | Add +7.9% | 306,821 | $14.5M |
| Janney Capital Management LLC | 0.97% | Reduce -1.8% | 299,273 | $14.4M |
| Horizon Investments, LLC | 0.38% | New | 301,401 | $14.4M |
| BCGM Wealth Management, LLC | 4.61% | Add +59.9% | 294,576 | $14.2M |
| FMA Wealth Management, LLC | 9.90% | Add +35.4% | 282,991 | $13.7M |
| Berger Financial Group, Inc | 0.97% | Add +0.8% | 279,152 | $13.5M |
| Avantax Planning Partners, Inc. | 0.48% | Add +144.5% | 277,158 | $13.4M |
| Mutual Advisors, LLC | 0.38% | Add +105.1% | 272,974 | $12.8M |
| Triad Wealth Partners, LLC | 6.80% | Add +64.6% | 265,215 | $12.8M |
| Acima Private Wealth, LLC | 4.15% | Add +3.2% | 256,924 | $12.4M |
| Daymark Wealth Partners, LLC | 0.50% | Add +22.4% | 247,038 | $11.9M |
| Royal Bank of Canada | 0.00% | Add +308.0% | 244,025 | $11.8M |
| Magnus Financial Group LLC | 1.16% | Add +68.4% | 235,319 | $11.4M |
| IMA Advisory Services, Inc. | 2.47% | Add +15.8% | 235,125 | $11.3M |
| FAS Wealth Partners, Inc. | 0.90% | Add +1.3% | 233,655 | $11.3M |
| Pennsylvania Capital Management Inc. | 3.98% | New | 228,862 | $11.0M |
| TD Capital Management LLC | 1.07% | Add +25.3% | 221,371 | $10.7M |
| Cooper/Haims Advisors, LLC | 5.64% | Add +5.6% | 212,441 | $10.2M |
| John W. Brooker & Co., CPAs | 4.63% | Add +15.9% | 209,051 | $10.1M |
| Garden State Investment Advisory Services LLC | 3.23% | Add +3.3% | 208,874 | $10.1M |
| Cedar Point Capital Partners, LLC | 6.85% | Add +13.5% | 206,707 | $10.0M |
| Integrated Wealth Concepts LLC | 0.12% | Reduce -4.1% | 197,592 | $9.5M |
| Baird Financial Group, Inc. | 0.02% | Add +2.6% | 188,279 | $9.1M |
| Boulder Wealth Advisors, LLC | 4.89% | Add +0.1% | 186,599 | $9.0M |
| Verus Capital Partners, LLC | 0.87% | Add +13.2% | 183,777 | $8.9M |
| Perigon Wealth Management, LLC | 0.24% | New | 183,135 | $8.8M |
| Aspen Wealth Management LLC | 2.65% | Add +15.5% | 181,115 | $8.7M |
| Per Stirling Capital Management, LLC. | 1.20% | Add +0.5% | 179,785 | $8.7M |
| ERn Financial, LLC | 1.27% | Add +3.0% | 172,632 | $8.3M |
| Bond & Devick Financial Network, Inc. | 3.41% | Add +7.1% | 165,548 | $8.0M |
| Landmark Wealth Management, LLC | 3.37% | Add +2.1% | 160,264 | $7.7M |
| Lionsbridge Wealth Management LLC | 5.35% | Reduce -1.9% | 140,475 | $6.8M |
| Lodestar Private Asset Management LLC | 0.85% | Add +12.9% | 139,009 | $6.7M |
| Jones Financial Companies LLLP | 0.01% | Add +68.3% | 138,581 | $6.7M |
| N.E.W. Advisory Services LLC | 0.64% | Reduce -11.6% | 135,421 | $6.5M |
"% 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.