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 |
| Verus Capital Partners, LLC | 0.81% | Add +0.8% | 185,269 | $8.5M |
| Boulder Wealth Advisors, LLC | 4.39% | Reduce -1.0% | 184,703 | $8.5M |
| Jones Financial Companies LLLP | 0.01% | Add +32.7% | 183,923 | $8.5M |
| ERn Financial, LLC | 1.25% | Add +4.4% | 180,276 | $8.3M |
| Exchange Traded Concepts, LLC | 0.16% | New | 175,075 | $8.1M |
| Floyd Financial Group LLC | 6.60% | — | 175,854 | $8.0M |
| Sierra Ocean, LLC | 6.55% | — | 174,165 | $8.0M |
| Bond & Devick Financial Network, Inc. | 3.41% | No change | 165,548 | $8.0M |
| Corient Private Wealth LP | 0.01% | Reduce -87.9% | 167,448 | $7.7M |
| Landmark Wealth Management, LLC | 3.41% | Add +4.3% | 167,124 | $7.7M |
| Cannon Wealth Management Services, LLC | 6.40% | Add +26.9% | 160,664 | $7.4M |
| N.E.W. Advisory Services LLC | 0.68% | Add +14.3% | 154,718 | $7.1M |
| Jane Street Group, LLC | 0.01% | New | 154,499 | $7.1M |
| Philip James Wealth Mangement, LLC | 0.94% | Add +61.9% | 152,187 | $7.0M |
| Avantax Advisory Services, Inc. | 0.04% | Add +35.0% | 152,013 | $7.0M |
| Per Stirling Capital Management, LLC. | 0.97% | Reduce -17.4% | 148,553 | $6.8M |
| Clarity Wealth Advisors, LLC | 1.86% | Add +20.2% | 148,089 | $6.8M |
| Lodestar Private Asset Management LLC | 0.84% | Add +4.3% | 144,958 | $6.7M |
| Greenbush Financial Group, LLC | 3.51% | — | 144,541 | $6.7M |
| MN Wealth Advisors, LLC | 3.55% | Add +5.7% | 137,059 | $6.3M |
| Garden State Investment Advisory Services LLC | 1.93% | Reduce -35.0% | 135,826 | $6.3M |
| Steward Partners Investment Advisory, LLC | 0.06% | Add +23781.5% | 135,647 | $6.2M |
| LPL Financial LLC | 0.00% | Add +0.3% | 135,487 | $6.2M |
| Lionsbridge Wealth Management LLC | 5.21% | Reduce -4.1% | 134,675 | $6.2M |
| Mather Group, Llc. | 0.08% | Add +0.6% | 133,121 | $6.1M |
| D.A. Davidson & Co. | 0.05% | Add +85.8% | 132,440 | $6.1M |
| Trivium Point Advisory, LLC | 0.76% | Add +6.4% | 129,855 | $6.0M |
| Ignite Planners, LLC | 1.30% | Add +4.9% | 128,432 | $5.9M |
| Atria Wealth Solutions, Inc. | 0.06% | Add +11.1% | 126,417 | $5.8M |
| Ameritas Advisory Services, LLC | 0.19% | Add +0.8% | 120,193 | $5.5M |
| Nations Financial Group Inc, /Ia/ | 0.39% | Add +103.9% | 116,124 | $5.3M |
| Oppenheimer & Co. Inc. | 0.08% | Add +9.4% | 114,941 | $5.3M |
| Fagan Associates, Inc. | 0.81% | Add +5.7% | 110,110 | $5.1M |
| Waterloo Capital, L.P. | 0.51% | New | 104,262 | $4.8M |
| Summit Financial Strategies, Inc. | 0.52% | New | 102,791 | $4.7M |
| AssuredPartners Investment Advisors, LLC | 0.86% | — | 95,670 | $4.4M |
| Townsquare Capital LLC | 0.05% | Reduce -8.4% | 95,389 | $4.4M |
| Capital Planning LLC | 1.08% | Reduce -20.8% | 89,181 | $4.1M |
| TruWealth Advisors, LLC | 0.25% | Add +1.1% | 88,688 | $4.1M |
| Concurrent Investment Advisors, LLC | 0.11% | Add +22.6% | 86,812 | $4.0M |
| United Advisor Group, LLC | 0.78% | Add +22.6% | 86,066 | $4.0M |
| 5T Wealth, LLC | 2.09% | — | 82,939 | $3.8M |
| Harbour Investments, Inc. | 0.11% | Add +8.6% | 82,595 | $3.8M |
| Sanctuary Advisors, LLC | 0.02% | Add +31.4% | 76,818 | $3.6M |
| Leo Wealth, LLC | 0.32% | Add +16.5% | 77,373 | $3.6M |
| Grey Ledge Advisors, LLC | 0.92% | Add +21.9% | 77,000 | $3.5M |
| West Michigan Advisors, LLC | 1.07% | Add +3.2% | 76,556 | $3.5M |
| Goldstone Financial Group, LLC | 0.55% | New | 76,557 | $3.5M |
| Sprinkle Financial Consultants LLC | 2.28% | Add +115.4% | 72,663 | $3.3M |
| Houlihan Financial Resource Group, Ltd. | 1.42% | Add +29.2% | 72,155 | $3.3M |
| Arete Wealth Advisors, LLC | 0.24% | Add +46.3% | 70,935 | $3.3M |
| CreativeOne Wealth, LLC | 0.10% | Add +4.4% | 70,293 | $3.2M |
| Legacy Investment Solutions, LLC | 2.08% | Reduce -9.5% | 68,216 | $3.2M |
| Legacy Wealth Managment, LLC | 2.08% | Reduce -9.5% | 68,216 | $3.2M |
| Gotham Asset Management | 0.03% | Add +5.6% | 67,695 | $3.1M |
| Global Retirement Partners, LLC | 0.09% | Add +14.2% | 67,668 | $3.1M |
| Oarsman Capital, Inc. | 0.54% | Add +1.1% | 67,295 | $3.1M |
| Snowden Capital Advisors LLC | 0.10% | Add +24.9% | 66,671 | $3.1M |
| Pine Valley Investments Ltd Liability Co | 0.20% | Add +28.7% | 65,254 | $3.0M |
| Allworth Financial LP | 0.02% | Reduce -10.9% | 64,867 | $3.0M |
| MassMutual Private Wealth & Trust, FSB | 0.08% | Add +0.6% | 63,731 | $2.9M |
| MidAtlantic Capital Management, Inc. | 2.09% | Reduce -3.7% | 61,951 | $2.9M |
| Money Concepts Capital Corp. | 0.21% | Add +19.1% | 60,527 | $2.8M |
| Aveo Capital Partners, LLC | 0.30% | Reduce -9.3% | 60,396 | $2.8M |
| Courier Capital LLC | 0.18% | Add +22.9% | 58,086 | $2.7M |
| Medallion Wealth Advisors, LLC | 1.30% | — | 56,766 | $2.6M |
| Summit Wealth Partners, LLC | 0.53% | Add +13.8% | 56,532 | $2.6M |
| Trademark Financial Management, LLC | 2.05% | Reduce -8.3% | 56,060 | $2.6M |
| Flow Traders U.S. LLC | 0.10% | Add +298.7% | 54,471 | $2.5M |
| Acorn Wealth Advisors, LLC | 1.00% | New | 52,397 | $2.4M |
| James J. Burns & Company, LLC | 0.42% | Add +28.7% | 52,368 | $2.4M |
| LexAurum Advisors, LLC | 0.46% | Add +39.0% | 50,404 | $2.3M |
| Benjamin Edwards Inc. | 0.03% | Add +13.3% | 50,232 | $2.3M |
| NewEdge Advisors, LLC | 0.01% | Add +79.6% | 50,030 | $2.3M |
| Cwm, LLC | 0.01% | Add +103.4% | 47,672 | $2.2M |
| Creative Planning | 0.00% | Reduce -24.8% | 45,649 | $2.1M |
| Trustmark Bank Trust Department | 0.15% | Add +60.5% | 44,420 | $2.0M |
| Saxony Capital Management, LLC | 1.80% | Reduce -1.1% | 44,380 | $2.0M |
| Quad-Cities Investment Group, LLC | 0.95% | Add +2.1% | 42,053 | $1.9M |
| Belpointe Asset Management LLC | 0.11% | Add +0.3% | 39,392 | $1.8M |
| BankPlus Trust Department | 0.59% | — | 39,291 | $1.8M |
| Retirement Planning Group, LLC | 0.09% | Reduce -5.6% | 39,120 | $1.8M |
| Patten Group, Inc. | 0.39% | Add +26.1% | 38,530 | $1.8M |
| Kestra Private Wealth Services, LLC | 0.03% | New | 37,795 | $1.7M |
| Obsidian Cio, LLC | 0.30% | Add +3.8% | 36,210 | $1.7M |
| Capital Advisors Wealth Management, LLC | 0.29% | Reduce -7.5% | 35,867 | $1.7M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +25.7% | 35,848 | $1.7M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +25.7% | 35,848 | $1.7M |
| Diversify Advisory Services, LLC | 0.09% | Reduce -29.8% | 35,519 | $1.6M |
| Heritage Wealth Management, Inc. | 0.53% | Add +8.6% | 34,448 | $1.6M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +32.3% | 33,987 | $1.6M |
| Thoroughbred Financial Services, LLC | 0.10% | Add +2.5% | 33,818 | $1.6M |
| Strategic Planning Group, LLC | 0.28% | Add +49.3% | 32,790 | $1.5M |
| Menard Financial Group LLC | 0.90% | Reduce -0.4% | 32,607 | $1.5M |
| Etesian Wealth Advisors, Inc. | 0.66% | Add +28.2% | 32,147 | $1.5M |
| Alpha Advisors, LLC | 1.51% | — | 31,890 | $1.5M |
| Florida Financial Advisors, LLC | 0.65% | Add +37.8% | 31,430 | $1.4M |
| Journey Strategic Wealth LLC | 0.05% | Reduce -32.6% | 31,375 | $1.4M |
| Retirement Guys Formula LLC | 0.72% | New | 31,047 | $1.4M |
| BridgePort Financial Solutions, LLC | 0.63% | — | 29,732 | $1.4M |
| Goldman Sachs Group Inc. | 0.00% | New | 29,570 | $1.4M |
| Blueprint Investment Partners LLC | 0.21% | Add +46.4% | 29,265 | $1.3M |
| Betterment LLC | 0.00% | Add +11.0% | 29,205 | $1.3M |
| FRG Family Wealth Advisors LLC | 0.24% | Add +37.4% | 29,125 | $1.3M |
| Peninsula Wealth, LLC | 0.22% | New | 28,260 | $1.3M |
| Norden Group LLC | 0.14% | Add +9.8% | 27,665 | $1.3M |
| Gentry Private Wealth, LLC | 5.11% | Reduce -3.3% | 26,670 | $1.2M |
| Roof Eidam Maycock Peralta, LLC | 0.30% | Reduce -93.9% | 25,255 | $1.2M |
| Rosenberg Matthew Hamilton | 0.30% | Add +19.4% | 24,839 | $1.1M |
| First Citizens Financial Corp | 0.62% | Add +4.3% | 24,795 | $1.1M |
| Elm3 Financial Group, LLC | 0.93% | — | 23,769 | $1.1M |
| Farther Finance Advisors, LLC | 0.04% | Reduce -26.9% | 23,101 | $1.1M |
| FWG Holdings, LLC | 0.51% | Reduce -1.0% | 22,780 | $1.1M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -28.4% | 22,291 | $1.0M |
| Clear Creek Financial Management, LLC | 0.11% | Reduce -16.4% | 22,094 | $1.0M |
| JFS Wealth Advisors, LLC | 0.07% | Add +56.0% | 22,036 | $1.0M |
| Wealthspire Advisors, LLC | 0.01% | Reduce -50.7% | 22,027 | $1.0M |
| Sterling Investment Advisors, Ltd. | 0.24% | Add +68.1% | 21,220 | $978K |
| GeoWealth Management, LLC | 0.03% | Reduce -6.6% | 20,761 | $956K |
| Wayfinding Financial, LLC | 0.49% | Add +14.0% | 19,714 | $912K |
| IMS Capital Management | 0.42% | No change | 19,670 | $906K |
| DAVENPORT & Co LLC | 0.01% | Add +36.8% | 19,597 | $903K |
| Coordinated Financial Services, Inc. | 0.70% | — | 19,324 | $890K |
| CRA Financial Services, LLC | 0.14% | Add +30.3% | 17,987 | $829K |
| Kuhn & Co Investment Counsel | 0.70% | No change | 17,758 | $818K |
| Palo Alto Wealth Advisors, LLC | 0.27% | Add +47.7% | 16,861 | $780K |
| Lido Advisors, LLC | 0.00% | Reduce -1.0% | 16,408 | $759K |
| Greenwich Wealth Management LLC | 0.05% | New | 16,421 | $757K |
| Signet Financial Management, LLC | 0.09% | Add +10.9% | 16,138 | $744K |
| Sigma Planning Corp | 0.02% | Reduce -1.7% | 15,340 | $707K |
| Independent Wealth Network Inc. | 0.27% | Add +51.0% | 14,554 | $670K |
| OneDigital Investment Advisors LLC | 0.01% | Add +17.4% | 14,117 | $650K |
| Cary Street Partners Investment Advisory LLC | 0.41% | New | 13,407 | $618K |
| Prospera Financial Services Inc | 0.01% | Add +42.3% | 12,237 | $564K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -22.7% | 12,100 | $557K |
| Mosaic Financial Group, LLC | 0.40% | Add +0.9% | 12,018 | $554K |
| Axis Wealth Partners, LLC | 0.46% | — | 11,824 | $545K |
| Advisory Services Network, LLC | 0.01% | Add +12.1% | 11,520 | $531K |
| Lake Street Private Wealth, LLC | 0.08% | Add +23.0% | 10,904 | $502K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +29.4% | 10,894 | $502K |
| Anchor Investment Management, LLC | 0.05% | No change | 10,703 | $493K |
| USAdvisors Wealth Management, LLC | 0.16% | Reduce -2.5% | 10,704 | $493K |
| IFP Advisors, Inc | 0.02% | Reduce -4.3% | 10,638 | $490K |
| Ascent Group, LLC | 0.04% | Add +4.4% | 10,419 | $480K |
| Private Advisor Group, LLC | 0.00% | Add +2.3% | 10,188 | $469K |
| Brio Consultants, LLC | 0.07% | Add +4.8% | 10,017 | $461K |
| Autumn Glory Partners, LLC | 0.22% | No change | 9,791 | $451K |
| Delta Financial Group, Inc. | 0.10% | New | 9,408 | $433K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +5.0% | 9,353 | $431K |
| Smallwood Wealth Investment Management, LLC | 0.29% | New | 9,249 | $426K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -95.3% | 9,220 | $425K |
| Brady Martz Wealth Solutions, LLC | 0.10% | — | 9,257 | $422K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +14.7% | 9,116 | $420K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -39.8% | 9,011 | $415K |
| GTS Securities LLC | 0.02% | Add +26.8% | 8,813 | $406K |
| Sutton Place Investors LLC | 0.23% | Add +8.7% | 8,657 | $399K |
| Diversify Wealth Management, LLC | 0.03% | New | 8,643 | $394K |
| D'Orazio & Associates, Inc. | 0.06% | Add +51.9% | 8,505 | $392K |
| US Bancorp \de | 0.00% | Add +14.1% | 8,232 | $379K |
| Masso Torrence Wealth Management Inc. | 0.20% | New | 8,183 | $377K |
| Silver Oak Securities, Incorporated | 0.03% | Reduce -9.4% | 7,904 | $366K |
| Twin Peaks Wealth Advisors, LLC | 0.15% | Add +72.3% | 7,733 | $356K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -1.5% | 7,703 | $355K |
| WealthTrak Capital Management LLC | 0.29% | — | 7,354 | $339K |
| Geneos Wealth Management Inc. | 0.01% | Add +28.0% | 7,162 | $330K |
| Citadel Advisors | 0.00% | Reduce -78.7% | 7,116 | $328K |
| AdvisorNet Financial, Inc | 0.03% | Add +193.1% | 7,107 | $327K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +3.3% | 6,650 | $306K |
| Bank of New York Mellon Corp | 0.00% | New | 6,501 | $299K |
| Choreo, LLC | 0.00% | No change | 6,352 | $294K |
| Stonehearth Capital Management, LLC | 0.12% | Reduce -0.6% | 6,376 | $294K |
| SOL Capital Management CO | 0.03% | Add +39.3% | 6,235 | $287K |
| Silverlake Wealth Management LLC | 0.10% | Add +34.4% | 5,870 | $270K |
| RDA Financial Network | 0.08% | Add +20.4% | 5,706 | $263K |
| Ellis Investment Partners, LLC | 0.05% | New | 5,649 | $260K |
| Linscomb Wealth, Inc. | 0.01% | No change | 5,579 | $257K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +3.0% | 5,551 | $256K |
| Client 1ST Advisory Group, LLC | 0.10% | No change | 5,531 | $255K |
| Old Mission Investment Co LLC | 0.08% | New | 5,500 | $253K |
| Mayfair Advisory Group, LLC | 0.14% | Add +3.9% | 5,317 | $245K |
| Beaumont Financial Advisors, LLC | 0.02% | Add +1.6% | 5,256 | $242K |
| Two Sigma Securities, LLC | 0.04% | New | 5,237 | $241K |
| Novem Group | 0.04% | — | 5,141 | $237K |
| Semus Wealth Partners LLC | 0.16% | Reduce -3.4% | 5,121 | $236K |
| Fortis Group Advisors, LLC | 0.04% | New | 5,118 | $236K |
| M.E. Allison & Co., Inc. | 0.26% | — | 5,025 | $232K |
| Ameriprise Financial Inc. | 0.00% | New | 4,875 | $225K |
| Strategic Financial Concepts, LLC | 0.04% | Add +8.9% | 4,851 | $223K |
| Firethorn Wealth Partners, LLC | 0.11% | Reduce -13.8% | 4,801 | $221K |
| Financial Partners Group, Inc | 0.03% | Reduce -2.4% | 4,627 | $213K |
| Comerica Bank | 0.00% | Reduce -49.0% | 4,379 | $202K |
| Kestra Investment Management, LLC | 0.01% | New | 4,094 | $189K |
| New Wave Wealth Advisors LLC | 0.06% | Reduce -40.0% | 3,122 | $144K |
| First Community Trust NA | 0.10% | No change | 2,958 | $136K |
| Larson Financial Group LLC | 0.01% | Reduce -31.5% | 2,425 | $112K |
| LGT Financial Advisors LLC | 0.21% | Add +29.9% | 2,048 | $94K |
| Parallel Advisors, LLC | 0.00% | Reduce -2.5% | 1,488 | $69K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 1,205 | $56K |
| Criterion Capital Advisors, LLC | 0.03% | No change | 1,162 | $54K |
| Assetmark, Inc. | 0.00% | New | 1,081 | $50K |
| Towne Trust Company, N.A | 0.02% | New | 1,006 | $46K |
| CoreCap Advisors, LLC | 0.00% | Reduce -55.8% | 964 | $44K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +3.9% | 963 | $44K |
| Hantz Financial Services, Inc. | 0.00% | Add +23350.0% | 938 | $43K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 920 | $43K |
| NBT Bank, N.A. | 0.00% | No change | 913 | $42K |
| Wintrust Investments LLC | 0.04% | New | 879 | $40K |
| Transcendent Capital Group LLC | 0.02% | New | 706 | $33K |
| Creative Financial Designs Inc. | 0.00% | Add +1.2% | 673 | $31K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +3.7% | 644 | $30K |
| Parkside Financial Bank & Trust | 0.00% | No change | 642 | $30K |
| Mb, Levis & Associates, LLC | 0.01% | Add +1.4% | 590 | $27K |
| Contravisory Investment Management, Inc. | 0.01% | New | 535 | $25K |
| AE Wealth Management LLC | 0.00% | New | 508 | $23K |
| Blue Trust, Inc. | 0.00% | Add +2.5% | 404 | $19K |
| Sugarloaf Wealth Management, LLC | 0.00% | New | 287 | $13K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | New | 257 | $12K |
| UBS Group AG | 0.00% | New | 219 | $10K |
| Private Trust Co. NA | 0.00% | No change | 182 | $8K |
| Salomon & Ludwin, LLC | 0.00% | No change | 159 | $7K |
| Sound Income Strategies, LLC | 0.00% | No change | 93 | $4K |
| Spire Wealth Management | 0.00% | Add +1.6% | 64 | $3K |
| Principia Wealth Advisory, LLC | 0.00% | — | 59 | $3K |
| Park Place Capital Corp | 0.00% | No change | 46 | $2K |
| Rothschild Investment LLC | 0.00% | New | 6 | $276 |
| FMR LLC | 0.00% | Reduce -66.7% | 1 | $46 |
"% 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.