JPMorgan Core Plus Bond ETFJCPBETF
13F holders, Q4 2024 (December 31)326holders +34
37new positions
19sold out
2famous investors
$46.08avg. 13F price*
At the end of Q4 2024, 326 institutions reported holding JPMorgan Core Plus Bond ETF (JCPB) in their 13F filings, up 34 from Q3 2024. 37 opened new positions and 19 sold out. The largest holders were Bank of America Corp. ($384.5M), Legacy Wealth Management, LLC ($146.6M) and Raymond James Financial Inc. ($143.0M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $102.5M |
| Exits | 19 | $21.1M |
All 13F filers, Q3 2024 → Q4 2024: 15,290,119 shares bought and 3,950,899 shares sold, net +11,339,220 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 326 holders
| Bank of America Corp. | 0.04% | Add +7.3% | 8,345,960 | $384.5M |
| Legacy Wealth Management, LLC | 9.41% | Add +5.4% | 3,181,469 | $146.6M |
| Raymond James Financial Inc. | 0.05% | — | 3,104,816 | $143.0M |
| JPMorgan Chase & Co. | 0.01% | Add +38.8% | 3,100,895 | $142.9M |
| Grant Street Asset Management, Inc. | 24.49% | Add +33.0% | 2,032,031 | $93.6M |
| Janney Montgomery Scott LLC | 0.25% | Add +16.8% | 1,928,429 | $88.8M |
| Moss Adams Wealth Advisors LLC | 9.13% | Add +15.7% | 1,869,799 | $86.4M |
| WMS Partners, LLC | 4.74% | Add +10.4% | 1,836,587 | $84.6M |
| Wells Fargo & Company | 0.02% | Add +25307.5% | 1,793,770 | $82.6M |
| Mariner, LLC | 0.13% | Add +42.6% | 1,649,549 | $76.0M |
| Valeo Financial Advisors, LLC | 1.91% | Add +312.6% | 1,482,502 | $68.3M |
| HighTower Advisors, LLC | 0.09% | Add +6.8% | 1,418,764 | $65.4M |
| CGN Advisors LLC | 6.33% | Add +10.2% | 1,414,819 | $65.2M |
| Morgan Stanley | 0.00% | Add +40.0% | 1,408,431 | $64.9M |
| Hughes Financial Services, LLC | 11.52% | — | 1,217,581 | $56.1M |
| D.B. Root & Company, LLC | 17.28% | Add +6.0% | 1,179,469 | $54.3M |
| Vestmark Advisory Solutions, Inc. | 1.78% | Add +17.8% | 1,121,915 | $51.7M |
| Osaic Holdings, Inc. | 0.11% | Reduce -3.1% | 1,094,228 | $50.4M |
| Captrust Financial Advisors | 0.14% | Reduce -0.8% | 1,075,876 | $49.6M |
| Envestnet Asset Management Inc. | 0.02% | Add +51.6% | 1,049,605 | $48.4M |
| Sentinel Pension Advisors, LLC | 8.79% | Add +3.2% | 1,029,003 | $47.4M |
| Thrivent Financial for Lutherans | 0.09% | Add +6.4% | 1,009,670 | $46.5M |
| Bogart Wealth, LLC | 2.07% | Add +6.3% | 946,021 | $43.6M |
| Stephens Inc. | 0.58% | Reduce -18.9% | 899,017 | $41.4M |
| Harbor Group, Inc. | 9.27% | Add +4.3% | 894,973 | $41.2M |
| Wiser Wealth Management, Inc | 11.53% | Reduce -4.2% | 891,562 | $41.1M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +699.4% | 858,945 | $39.6M |
| Private Capital Management LLC | 7.83% | Add +59.7% | 851,584 | $39.2M |
| AllGen Financial Advisors, Inc. | 12.66% | Add +0.1% | 817,944 | $37.7M |
| Tradition Wealth Management, LLC | 3.18% | Add +23.1% | 783,411 | $36.1M |
| Joseph Group Capital Management | 13.68% | Add +7.8% | 753,409 | $34.7M |
| Commonwealth Equity Services, LLC | 0.05% | Add +6.3% | 735,307 | $33.9M |
| Corrigan Financial, Inc. | 7.68% | Add +3.4% | 726,761 | $33.5M |
| Voisard Asset Management Group, Inc. | 10.85% | Reduce -16.2% | 704,793 | $32.5M |
| Focus Partners Wealth | 0.08% | Add +17.8% | 647,323 | $29.8M |
| Cetera Investment Advisers | 0.06% | Add +12.5% | 636,151 | $29.3M |
| Royal Harbor Partners, LLC | 10.91% | Add +49.8% | 627,243 | $28.9M |
| Capital Analysts, LLC | 1.15% | Add +9.6% | 619,148 | $28.5M |
| Hartford Financial Management Inc. | 5.80% | Add +2.6% | 614,337 | $28.3M |
| Kestra Advisory Services, LLC | 0.15% | Add +5.3% | 575,465 | $26.5M |
| Destiny Wealth Partners, LLC | 4.31% | Add +4.4% | 573,038 | $26.4M |
| McCarthy & Cox | 9.08% | Reduce -6.2% | 567,628 | $26.2M |
| Forum Private Client Group LLC | 11.06% | Add +7.2% | 539,174 | $24.8M |
| Truist Financial Corp. | 0.04% | Add +27.5% | 533,721 | $24.6M |
| SPC Financial, Inc. | 2.14% | Add +3.2% | 532,971 | $24.6M |
| Steele Capital Management, Inc. | 1.26% | Add +16.3% | 523,081 | $24.2M |
| Kelly Financial Group LLC | 7.93% | — | 481,968 | $22.3M |
| Aspen Wealth Management LLC | 6.37% | Add +157.6% | 466,590 | $21.5M |
| Financial Connections Group, Inc. | 10.23% | Add +2.0% | 462,002 | $21.3M |
| Continuum Advisory, LLC | 2.72% | Reduce -1.4% | 459,917 | $21.2M |
| Guardian Wealth Advisors, LLC / NC | 1.65% | Add +27.8% | 448,534 | $20.7M |
| Aptus Capital Advisors, LLC | 0.25% | Add +27.8% | 448,534 | $20.7M |
| Stadion Money Management, LLC | 1.50% | New | 415,127 | $19.1M |
| Avantax Planning Partners, Inc. | 0.68% | Add +47.9% | 409,843 | $18.9M |
| Triad Wealth Partners, LLC | 6.80% | Add +54.1% | 408,683 | $18.8M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +31.4% | 404,449 | $18.6M |
| Cerity Partners LLC | 0.04% | New | 386,909 | $17.9M |
| Kickstand Ventures, Llc. | 4.53% | Add +12.6% | 385,363 | $17.8M |
| Blue Oak Capital, LLC | 10.71% | — | 381,163 | $17.6M |
| American Money Management, LLC | 3.32% | Add +15.7% | 369,806 | $17.0M |
| MML Investors Services, LLC | 0.06% | Reduce -4.6% | 360,760 | $16.6M |
| Stifel Financial Corp. | 0.02% | Reduce -38.0% | 353,831 | $16.3M |
| Peterson Wealth Advisors, LLC | 2.80% | Reduce -6.6% | 338,195 | $15.6M |
| Mascoma Wealth Management LLC | 3.79% | Add +2.8% | 327,926 | $15.1M |
| HUB Investment Partners, LLC | 0.62% | Reduce -7.7% | 318,801 | $14.7M |
| Riverchase Wealth Management, LLC | 10.88% | — | 315,670 | $14.5M |
| Royal Bank of Canada | 0.00% | Add +25.7% | 306,787 | $14.1M |
| Savant Capital, LLC | 0.11% | New | 303,122 | $14.0M |
| John W. Brooker & Co., CPAs | 5.99% | Add +44.1% | 301,256 | $13.9M |
| Mutual Advisors, LLC | 0.39% | Add +6.4% | 290,445 | $13.4M |
| McAdam, LLC | 0.73% | Add +166.6% | 290,643 | $13.4M |
| Janney Capital Management LLC | 0.89% | Reduce -2.9% | 290,543 | $13.4M |
| Walkner Condon Financial Advisors LLC | 2.72% | Reduce -3.6% | 290,477 | $13.4M |
| Magnus Financial Group LLC | 1.29% | Add +22.9% | 289,240 | $13.3M |
| FMA Wealth Management, LLC | 9.81% | Add +1.1% | 286,149 | $13.2M |
| Visionary Wealth Advisors | 0.77% | Reduce -12.2% | 284,891 | $13.1M |
| Acima Private Wealth, LLC | 4.37% | Add +9.7% | 281,866 | $13.0M |
| Econ Financial Services Corp | 7.42% | Add +163.4% | 280,897 | $12.9M |
| Berger Financial Group, Inc | 0.89% | Add +0.1% | 279,308 | $12.9M |
| Founders Financial Securities LLC | 1.16% | Reduce -7.5% | 278,720 | $12.8M |
| Horizon Investments, LLC | 0.36% | Reduce -8.3% | 276,501 | $12.7M |
| Johnson Financial Group, Inc. | 0.60% | Reduce -30.6% | 272,899 | $12.7M |
| Trinity Legacy Partners, LLC | 3.24% | Reduce -11.0% | 272,945 | $12.6M |
| Perigon Wealth Management, LLC | 0.31% | Add +47.4% | 270,018 | $12.5M |
| Innealta Capital, LLC | 6.02% | Reduce -34.9% | 267,820 | $12.3M |
| TD Capital Management LLC | 1.25% | Add +21.0% | 267,771 | $12.3M |
| FAS Wealth Partners, Inc. | 1.02% | Add +13.3% | 264,738 | $12.2M |
| IMA Advisory Services, Inc. | 1.46% | Add +11.1% | 261,245 | $12.1M |
| Daymark Wealth Partners, LLC | 0.51% | Add +5.6% | 260,807 | $12.0M |
| Cooper/Haims Advisors, LLC | 6.65% | Add +19.8% | 254,575 | $11.7M |
| Cedar Point Capital Partners, LLC | 7.43% | Add +15.2% | 238,187 | $11.0M |
| BCGM Wealth Management, LLC | 3.40% | Reduce -21.0% | 232,744 | $10.7M |
| Milestone Investment Advisors LLC | 2.85% | Reduce -41.9% | 227,777 | $10.5M |
| PNC Financial Services Group, Inc. | 0.01% | Add +476.0% | 224,601 | $10.3M |
| Arbor Trust Wealth Advisors, LLC | 4.81% | Add +108.0% | 221,972 | $10.3M |
| BankPlus Wealth Management LLC | 7.63% | — | 222,210 | $10.2M |
| Pacific Wealth Management | 5.33% | New | 218,533 | $10.1M |
| Tarbox Family Office, Inc. | 1.59% | Add +147.9% | 209,571 | $9.7M |
| Tableaux LLC | 7.44% | — | 195,272 | $9.0M |
| Baird Financial Group, Inc. | 0.02% | Add +2.5% | 192,970 | $8.9M |
"% 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.