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 |
| LPL Financial LLC | 0.00% | Add +150.0% | 135,112 | $6.5M |
| Mather Group, Llc. | 0.08% | Add +3.9% | 132,373 | $6.4M |
| MN Wealth Advisors, LLC | 3.56% | Reduce -3.4% | 129,689 | $6.3M |
| Cannon Wealth Management Services, LLC | 5.59% | — | 126,574 | $6.1M |
| Clarity Wealth Advisors, LLC | 1.73% | Add +40.9% | 123,180 | $5.9M |
| Ignite Planners, LLC | 1.35% | Add +69.9% | 122,390 | $5.9M |
| Ameritas Advisory Services, LLC | 0.25% | Add +20.9% | 119,247 | $5.8M |
| Trivium Point Advisory, LLC | 0.79% | Add +36.3% | 122,022 | $5.7M |
| Atria Wealth Solutions, Inc. | 0.06% | Add +44.7% | 113,757 | $5.5M |
| Capital Planning LLC | 1.52% | Add +5.6% | 112,597 | $5.4M |
| Avantax Advisory Services, Inc. | 0.04% | Add +66.3% | 112,597 | $5.4M |
| McAdam, LLC | 0.29% | New | 109,004 | $5.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +534.1% | 107,443 | $5.2M |
| Econ Financial Services Corp | 2.88% | Add +0.3% | 106,652 | $5.1M |
| Oppenheimer & Co. Inc. | 0.08% | Add +96.7% | 105,103 | $5.1M |
| Fagan Associates, Inc. | 0.84% | Reduce -1.5% | 104,190 | $5.0M |
| Townsquare Capital LLC | 0.06% | New | 104,190 | $5.0M |
| Arbor Trust Wealth Advisors, LLC | 2.60% | No change | 106,711 | $4.9M |
| Philip James Wealth Mangement, LLC | 0.57% | Add +2.9% | 94,032 | $4.5M |
| TruWealth Advisors, LLC | 0.26% | Add +3.5% | 87,692 | $4.2M |
| Tarbox Family Office, Inc. | 0.67% | Add +1223.1% | 84,532 | $4.1M |
| Susquehanna International Group, LLP | 0.01% | Add +157.5% | 79,120 | $3.8M |
| Harbour Investments, Inc. | 0.11% | Add +1565.7% | 76,091 | $3.7M |
| West Michigan Advisors, LLC | 1.08% | Add +4.3% | 74,169 | $3.6M |
| Allworth Financial LP | 0.02% | Reduce -7.9% | 72,772 | $3.5M |
| Legacy Investment Solutions, LLC | 2.14% | — | 75,391 | $3.5M |
| Legacy Wealth Managment, LLC | 2.14% | — | 75,391 | $3.5M |
| D.A. Davidson & Co. | 0.03% | Add +0.6% | 71,298 | $3.4M |
| Concurrent Investment Advisors, LLC | 0.10% | Add +146.2% | 70,779 | $3.4M |
| United Advisor Group, LLC | 0.77% | Add +28.6% | 70,184 | $3.4M |
| CreativeOne Wealth, LLC | 0.11% | Add +31.4% | 67,343 | $3.2M |
| Aveo Capital Partners, LLC | 0.34% | Add +0.6% | 66,606 | $3.2M |
| Oarsman Capital, Inc. | 0.59% | Reduce -6.7% | 66,529 | $3.2M |
| Leo Wealth, LLC | 0.29% | Add +86.3% | 66,431 | $3.2M |
| MidAtlantic Capital Management, Inc. | 2.27% | Add +335.6% | 64,347 | $3.1M |
| Gotham Asset Management | 0.03% | Add +1.8% | 64,131 | $3.1M |
| MassMutual Private Wealth & Trust, FSB | 0.09% | Reduce -1.0% | 63,375 | $3.1M |
| Grey Ledge Advisors, LLC | 0.78% | Add +30.0% | 63,170 | $3.0M |
| Trademark Financial Management, LLC | 2.34% | Add +5.0% | 61,105 | $2.9M |
| Creative Planning | 0.00% | Reduce -25.9% | 60,738 | $2.9M |
| Global Retirement Partners, LLC | 0.09% | Add +85.0% | 59,239 | $2.9M |
| Nations Financial Group Inc, /Ia/ | 0.20% | Add +60.7% | 56,949 | $2.7M |
| Sanctuary Advisors, LLC | 0.02% | Add +112.3% | 58,483 | $2.7M |
| Houlihan Financial Resource Group, Ltd. | 1.11% | Add +150.5% | 55,845 | $2.7M |
| Snowden Capital Advisors LLC | 0.08% | Add +4.9% | 53,381 | $2.6M |
| Money Concepts Capital Corp. | 0.19% | Add +4.3% | 50,816 | $2.5M |
| Pine Valley Investments Ltd Liability Co | 0.17% | Add +43.2% | 50,715 | $2.4M |
| Summit Wealth Partners, LLC | 0.46% | Add +5.1% | 49,682 | $2.4M |
| Diversify Advisory Services, LLC | 0.13% | Add +6.9% | 50,583 | $2.4M |
| Arete Wealth Advisors, LLC | 0.20% | Add +21.1% | 48,502 | $2.3M |
| Courier Capital LLC | 0.16% | Add +660.4% | 47,276 | $2.3M |
| Journey Strategic Wealth LLC | 0.08% | New | 46,571 | $2.2M |
| Saxony Capital Management, LLC | 1.98% | Add +356.8% | 44,871 | $2.2M |
| Wealthspire Advisors, LLC | 0.02% | New | 44,688 | $2.2M |
| Benjamin Edwards Inc. | 0.03% | New | 44,327 | $2.1M |
| GYL Financial Synergies, LLC | 0.16% | Add +1.2% | 43,706 | $2.1M |
| Retirement Planning Group, LLC | 0.11% | Reduce -18.5% | 41,429 | $2.0M |
| Quad-Cities Investment Group, LLC | 1.00% | Add +14.0% | 41,173 | $2.0M |
| James J. Burns & Company, LLC | 0.36% | Add +21.5% | 40,700 | $2.0M |
| Belpointe Asset Management LLC | 0.11% | Add +2.4% | 39,275 | $1.9M |
| PNC Financial Services Group, Inc. | 0.00% | Add +86.6% | 38,995 | $1.9M |
| Capital Advisors Wealth Management, LLC | 0.34% | Add +8.3% | 38,788 | $1.9M |
| LexAurum Advisors, LLC | 0.39% | Add +0.2% | 36,265 | $1.7M |
| Obsidian Cio, LLC | 0.35% | Add +254.0% | 34,893 | $1.7M |
| Sprinkle Financial Consultants LLC | 1.16% | Add +1.3% | 33,732 | $1.6M |
| Citadel Advisors | 0.00% | Reduce -66.3% | 33,464 | $1.6M |
| Thoroughbred Financial Services, LLC | 0.10% | Add +7.0% | 32,993 | $1.6M |
| Menard Financial Group LLC | 1.04% | Reduce -2.2% | 32,725 | $1.6M |
| Heritage Wealth Management, Inc. | 0.50% | Add +23.5% | 31,728 | $1.5M |
| Farther Finance Advisors, LLC | 0.06% | Add +49.6% | 31,613 | $1.5M |
| Kingsview Wealth Management, LLC | 0.03% | Add +23.3% | 31,127 | $1.5M |
| Patten Group, Inc. | 0.33% | Add +25.7% | 30,552 | $1.5M |
| Orion Porfolio Solutions, LLC | 0.01% | New | 28,521 | $1.4M |
| Orion Portfolio Solutions, LLC | 0.01% | New | 28,521 | $1.4M |
| NewEdge Advisors, LLC | 0.01% | Add +102.1% | 27,850 | $1.3M |
| Trustmark Bank Trust Department | 0.10% | Add +133.1% | 27,674 | $1.3M |
| Gentry Private Wealth, LLC | 1.09% | New | 27,584 | $1.3M |
| Clear Creek Financial Management, LLC | 0.14% | Add +1.3% | 26,444 | $1.3M |
| Betterment LLC | 0.00% | Add +10.1% | 26,311 | $1.3M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +82.7% | 25,700 | $1.2M |
| Norden Group LLC | 0.14% | New | 25,203 | $1.2M |
| Etesian Wealth Advisors, Inc. | 0.55% | Add +263.6% | 25,077 | $1.2M |
| Frontier Asset Management, LLC | 0.40% | Add +0.7% | 24,792 | $1.2M |
| First Citizens Financial Corp | 0.61% | Add +1.3% | 23,762 | $1.1M |
| Cwm, LLC | 0.00% | Add +31.9% | 23,433 | $1.1M |
| Florida Financial Advisors, LLC | 0.57% | New | 22,801 | $1.1M |
| FWG Holdings, LLC | 0.54% | Reduce -4.2% | 23,002 | $1.1M |
| GeoWealth Management, LLC | 0.04% | Add +8.6% | 22,227 | $1.1M |
| Strategic Planning Group, LLC | 0.21% | Reduce -3.8% | 21,970 | $1.1M |
| FRG Family Wealth Advisors LLC | 0.18% | New | 21,200 | $1.0M |
| Rosenberg Matthew Hamilton | 0.26% | Add +11.1% | 20,807 | $1.0M |
| Blueprint Investment Partners LLC | 0.17% | New | 19,985 | $964K |
| Etfidea, LLC | 0.30% | New | 19,840 | $957K |
| IMS Capital Management | 0.43% | No change | 19,670 | $949K |
| Personal Cfo Solutions, LLC | 0.12% | Add +30.2% | 18,279 | $882K |
| Kuhn & Co Investment Counsel | 0.73% | Reduce -15.5% | 17,758 | $857K |
| Wayfinding Financial, LLC | 0.62% | Add +0.6% | 17,294 | $834K |
| Lido Advisors, LLC | 0.01% | Reduce -0.5% | 16,575 | $800K |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -18.3% | 15,650 | $755K |
| Sigma Planning Corp | 0.02% | Add +14.5% | 15,599 | $752K |
| Focus Partners Advisor Solutions, LLC | 0.02% | Reduce -0.1% | 14,961 | $722K |
| Signet Financial Management, LLC | 0.09% | Add +4.2% | 14,557 | $702K |
| DAVENPORT & Co LLC | 0.00% | New | 14,328 | $691K |
| JFS Wealth Advisors, LLC | 0.05% | Add +55.7% | 14,123 | $681K |
| CRA Financial Services, LLC | 0.12% | Reduce -1.4% | 13,800 | $666K |
| Flow Traders U.S. LLC | 0.03% | Reduce -61.2% | 13,661 | $659K |
| Transcend Capital Advisors, LLC | 0.04% | Add +4.9% | 12,850 | $620K |
| Sterling Investment Advisors, Ltd. | 0.15% | Add +13.7% | 12,625 | $609K |
| OneDigital Investment Advisors LLC | 0.01% | Add +5.7% | 12,030 | $580K |
| Mosaic Financial Group, LLC | 0.41% | New | 11,910 | $575K |
| Mgo One Seven LLC | 0.02% | Add +28.7% | 11,858 | $572K |
| Palo Alto Wealth Advisors, LLC | 0.22% | Add +36.1% | 11,418 | $537K |
| IFP Advisors, Inc | 0.02% | Reduce -2.2% | 11,117 | $536K |
| Raymond James Trust N.A. | 0.01% | Add +0.8% | 11,023 | $532K |
| USAdvisors Wealth Management, LLC | 0.19% | Add +59.1% | 10,975 | $530K |
| Anchor Investment Management, LLC | 0.05% | New | 10,703 | $516K |
| Old Mission Capital LLC | 0.01% | New | 10,421 | $503K |
| Ascent Group, LLC | 0.04% | Add +12.3% | 9,981 | $481K |
| Private Advisor Group, LLC | 0.00% | Add +33.4% | 9,957 | $480K |
| Advisory Services Network, LLC | 0.01% | No change | 10,281 | $476K |
| Autumn Glory Partners, LLC | 0.18% | Reduce -5.4% | 9,791 | $472K |
| Independent Wealth Network Inc. | 0.21% | New | 9,635 | $465K |
| Brio Consultants, LLC | 0.07% | Add +9.4% | 9,559 | $461K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 8,911 | $430K |
| Lake Street Private Wealth, LLC | 0.07% | Add +17.1% | 8,865 | $428K |
| Silver Oak Securities, Incorporated | 0.04% | Add +196.5% | 8,727 | $422K |
| Prospera Financial Services Inc | 0.01% | Add +21.6% | 8,599 | $415K |
| Comerica Bank | 0.00% | Reduce -0.3% | 8,584 | $414K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +9.0% | 8,422 | $406K |
| Sutton Place Investors LLC | 0.23% | Add +31.9% | 7,966 | $384K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 7,945 | $383K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +0.8% | 7,823 | $377K |
| US Bancorp \de | 0.00% | Reduce -5.5% | 7,216 | $348K |
| Sharkey, Howes & Javer | 0.05% | Add +1.4% | 7,201 | $347K |
| Wells Fargo & Company | 0.00% | Reduce -58.9% | 7,060 | $341K |
| Dover Advisors, LLC | 0.19% | New | 7,000 | $338K |
| TrueMark Investments, LLC | 0.11% | New | 6,956 | $336K |
| GTS Securities LLC | 0.01% | New | 6,953 | $335K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +11.0% | 6,435 | $310K |
| Stonehearth Capital Management, LLC | 0.12% | Add +1.3% | 6,414 | $309K |
| Financial Futures Ltd Liability Co. | 0.18% | Reduce -61.6% | 6,407 | $309K |
| Choreo, LLC | 0.00% | No change | 6,352 | $307K |
| Tidal Investments LLC | 0.00% | Add +0.4% | 6,158 | $297K |
| D'Orazio & Associates, Inc. | 0.04% | Add +26.4% | 5,600 | $270K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -0.7% | 5,595 | $270K |
| Linscomb Wealth, Inc. | 0.01% | Reduce -0.1% | 5,579 | $269K |
| Firethorn Wealth Partners, LLC | 0.14% | Add +20.9% | 5,573 | $269K |
| Client 1ST Advisory Group, LLC | 0.11% | New | 5,531 | $267K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 5,387 | $260K |
| Semus Wealth Partners LLC | 0.18% | Add +8.3% | 5,303 | $256K |
| Keybank National Association | 0.00% | New | 5,231 | $252K |
| New Wave Wealth Advisors LLC | 0.12% | New | 5,205 | $251K |
| Heritage Oak Wealth Advisors LLC | 0.12% | New | 5,205 | $251K |
| Mach-1 Financial Group, LLC | 0.15% | New | 5,175 | $250K |
| Beaumont Financial Advisors, LLC | 0.02% | Reduce -3.3% | 5,173 | $250K |
| Mayfair Advisory Group, LLC | 0.15% | No change | 5,117 | $243K |
| Financial Partners Group, Inc | 0.03% | Reduce -3.7% | 4,740 | $229K |
| RDA Financial Network | 0.07% | New | 4,738 | $229K |
| Twin Peaks Wealth Advisors, LLC | 0.10% | New | 4,489 | $217K |
| SOL Capital Management CO | 0.02% | New | 4,475 | $216K |
| Strategic Financial Concepts, LLC | 0.07% | Reduce -97.1% | 4,454 | $215K |
| Silverlake Wealth Management LLC | 0.08% | New | 4,369 | $211K |
| Larson Financial Group LLC | 0.01% | Reduce -25.4% | 3,541 | $171K |
| First Community Trust NA | 0.12% | New | 2,958 | $143K |
| AdvisorNet Financial, Inc | 0.01% | No change | 2,425 | $117K |
| CoreCap Advisors, LLC | 0.00% | Reduce -23.1% | 2,179 | $105K |
| LGT Financial Advisors LLC | 0.19% | Add +109.4% | 1,577 | $76K |
| Parallel Advisors, LLC | 0.00% | Add +43.6% | 1,526 | $74K |
| Baldwin Wealth Partners LLC | 0.00% | No change | 1,295 | $62K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 1,205 | $58K |
| Criterion Capital Advisors, LLC | 0.03% | No change | 1,162 | $54K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 927 | $45K |
| Prestige Wealth Management Group LLC | 0.01% | Reduce -69.5% | 920 | $44K |
| NBT Bank, N.A. | 0.00% | New | 913 | $44K |
| Creative Financial Designs Inc. | 0.00% | New | 665 | $32K |
| Parkside Financial Bank & Trust | 0.00% | New | 642 | $31K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | New | 630 | $30K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +0.0% | 621 | $30K |
| Mb, Levis & Associates, LLC | 0.01% | Add +1.2% | 582 | $28K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -77.2% | 568 | $27K |
| Blue Trust, Inc. | 0.00% | Add +1.3% | 394 | $18K |
| Private Trust Co. NA | 0.00% | No change | 182 | $9K |
| Salomon & Ludwin, LLC | 0.00% | No change | 159 | $8K |
| Clear Point Advisors Inc. | 0.01% | No change | 150 | $7K |
| Family Asset Management, LLC | 0.00% | Add +23.4% | 132 | $6K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 113 | $5K |
| Sound Income Strategies, LLC | 0.00% | No change | 93 | $4K |
| Spire Wealth Management | 0.00% | Reduce -3.1% | 63 | $3K |
| Park Place Capital Corp | 0.00% | Reduce -85.7% | 46 | $2K |
| FMR LLC | 0.00% | Reduce -78.6% | 3 | $145 |
| CIBC Private Wealth Group LLC | 0.00% | New | 1 | $48 |
| Hantz Financial Services, Inc. | 0.00% | New | 4 | $0 |
"% 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.