JPMorgan Core Plus Bond ETFJCPBETF
13F holders, Q1 2025 (March 31)348holders +22
48new positions
22sold out
2famous investors
$46.96avg. 13F price*
At the end of Q1 2025, 348 institutions reported holding JPMorgan Core Plus Bond ETF (JCPB) in their 13F filings, up 22 from Q4 2024. 48 opened new positions and 22 sold out. The largest holders were Bank of America Corp. ($379.2M), Raymond James Financial Inc. ($180.8M) and HB Wealth Management, LLC ($177.7M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 48 | $553.5M |
| Exits | 22 | $64.4M |
All 13F filers, Q4 2024 → Q1 2025: 29,726,269 shares bought and 4,152,880 shares sold, net +25,573,389 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 348 holders
| Bank of America Corp. | 0.03% | Reduce -3.4% | 8,060,341 | $379.2M |
| Raymond James Financial Inc. | 0.07% | Add +23.8% | 3,844,548 | $180.8M |
| HB Wealth Management, LLC | 1.49% | New | 3,777,846 | $177.7M |
| JPMorgan Chase & Co. | 0.01% | Add +12.1% | 3,476,403 | $163.5M |
| Legacy Wealth Management, LLC | 10.14% | Add +1.6% | 3,233,844 | $152.1M |
| HighTower Advisors, LLC | 0.18% | Add +97.7% | 2,804,192 | $131.9M |
| Morgan Stanley | 0.01% | Add +81.2% | 2,551,459 | $120.0M |
| Mariner, LLC | 0.19% | Add +46.7% | 2,419,330 | $113.8M |
| Janney Montgomery Scott LLC | 0.30% | Add +16.6% | 2,247,634 | $105.7M |
| Factory Mutual Insurance Co. | 1.17% | New | 2,151,300 | $101.2M |
| Moss Adams Wealth Advisors LLC | 9.99% | Add +7.8% | 2,016,597 | $94.9M |
| Summit Financial Strategies, Inc. | 9.14% | Add +1774.7% | 1,926,980 | $90.6M |
| Valeo Financial Advisors, LLC | 2.45% | Add +37.2% | 2,034,162 | $87.6M |
| Osaic Holdings, Inc. | 0.19% | Add +61.4% | 1,765,812 | $83.1M |
| Wells Fargo & Company | 0.02% | Reduce -3.7% | 1,727,162 | $81.2M |
| First Pacific Financial | 15.65% | New | 1,639,575 | $77.1M |
| Grant Street Asset Management, Inc. | 18.38% | Reduce -21.4% | 1,596,247 | $75.1M |
| Commonwealth Equity Services, LLC | 0.10% | Add +113.1% | 1,567,223 | $73.7M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +74.7% | 1,500,254 | $70.6M |
| Vestmark Advisory Solutions, Inc. | 1.79% | Add +31.5% | 1,475,206 | $69.4M |
| CGN Advisors LLC | 6.57% | Add +0.9% | 1,427,917 | $67.2M |
| Bogart Wealth, LLC | 3.07% | Add +46.1% | 1,381,760 | $65.0M |
| Envestnet Asset Management Inc. | 0.02% | Add +24.2% | 1,303,487 | $61.3M |
| Hughes Financial Services, LLC | 11.96% | Add +6.9% | 1,301,631 | $61.1M |
| D.B. Root & Company, LLC | 18.70% | Add +4.4% | 1,231,002 | $57.9M |
| Captrust Financial Advisors | 0.14% | Add +8.2% | 1,164,274 | $54.8M |
| Sentinel Pension Advisors, LLC | 9.69% | Add +8.7% | 1,118,942 | $52.6M |
| Capital Analysts, LLC | 1.93% | Add +77.8% | 1,100,599 | $51.8M |
| Cetera Investment Advisers | 0.10% | Add +65.7% | 1,054,381 | $49.6M |
| Allen Capital Group, LLC | 5.50% | New | 1,019,115 | $47.9M |
| SouthState Bank Corp | 2.07% | New | 960,209 | $45.2M |
| Wiser Wealth Management, Inc | 12.53% | Add +6.5% | 949,295 | $44.7M |
| Harbor Group, Inc. | 8.70% | Add +3.4% | 925,625 | $43.5M |
| Tradition Wealth Management, LLC | 3.45% | Add +6.4% | 833,877 | $39.2M |
| AllGen Financial Advisors, Inc. | 11.60% | Add +1.8% | 832,782 | $39.2M |
| Berger Financial Group, Inc | 2.65% | Add +189.9% | 809,673 | $38.1M |
| Corrigan Financial, Inc. | 7.66% | Add +8.8% | 790,495 | $37.2M |
| Joseph Group Capital Management | 13.78% | Add +1.7% | 766,495 | $36.1M |
| Savant Capital, LLC | 0.29% | Add +142.4% | 734,724 | $34.6M |
| Focus Partners Wealth | 0.08% | Add +5.0% | 679,512 | $32.0M |
| Voisard Asset Management Group, Inc. | 8.92% | Reduce -7.9% | 648,991 | $30.5M |
| Hartford Financial Management Inc. | 6.02% | Add +0.9% | 620,029 | $29.2M |
| Royal Harbor Partners, LLC | 11.00% | Reduce -3.7% | 603,989 | $28.4M |
| McCarthy & Cox | 11.96% | Add +2.9% | 583,791 | $27.5M |
| Avidian Wealth Enterprises, LLC | 1.21% | New | 576,437 | $27.1M |
| Kestra Advisory Services, LLC | 0.13% | Reduce -0.1% | 575,111 | $27.1M |
| Forum Private Client Group LLC | 11.58% | Add +5.2% | 567,356 | $26.7M |
| Destiny Wealth Partners, LLC | 4.22% | Reduce -1.3% | 565,755 | $26.6M |
| SPC Financial, Inc. | 2.32% | Add +5.2% | 560,615 | $26.4M |
| Aspen Wealth Management LLC | 7.33% | Add +18.0% | 550,507 | $25.9M |
| Avantax Planning Partners, Inc. | 0.91% | Add +33.8% | 548,534 | $25.8M |
| Truist Financial Corp. | 0.04% | Reduce -0.2% | 532,739 | $25.1M |
| Steele Capital Management, Inc. | 1.30% | Add +1.4% | 530,603 | $25.0M |
| Kelly Financial Group LLC | 7.67% | Add +8.2% | 521,507 | $24.5M |
| Arlington Financial Advisors, LLC | 4.22% | New | 510,678 | $24.0M |
| Continuum Advisory, LLC | 2.99% | Add +7.2% | 493,146 | $23.2M |
| Stephens Inc. | 0.33% | Reduce -46.9% | 477,607 | $22.5M |
| IMA Advisory Services, Inc. | 2.66% | Add +82.4% | 476,496 | $22.4M |
| Triad Wealth Partners, LLC | 6.95% | Add +16.3% | 475,193 | $22.4M |
| Spire Wealth Management | 0.72% | Add +742156.3% | 475,044 | $22.3M |
| Guardian Wealth Advisors, LLC / NC | 1.77% | Add +4.8% | 470,189 | $22.1M |
| Aptus Capital Advisors, LLC | 0.25% | Add +4.8% | 470,189 | $22.1M |
| Royal Bank of Canada | 0.00% | Add +41.7% | 434,826 | $20.5M |
| Verus Capital Partners, LLC | 2.02% | Add +132.2% | 430,196 | $20.2M |
| Cerity Partners LLC | 0.04% | Add +10.1% | 425,896 | $20.0M |
| Kickstand Ventures, Llc. | 5.05% | Add +8.3% | 417,142 | $19.6M |
| Daymark Wealth Partners, LLC | 0.84% | Add +59.6% | 416,364 | $19.6M |
| John W. Brooker & Co., CPAs | 8.05% | Add +37.4% | 413,778 | $19.5M |
| Stifel Financial Corp. | 0.02% | Add +15.8% | 409,838 | $19.3M |
| Tarbox Family Office, Inc. | 3.20% | Add +95.3% | 409,302 | $19.3M |
| Blue Oak Capital, LLC | 10.61% | Add +7.3% | 408,827 | $19.2M |
| McAdam, LLC | 1.15% | Add +36.2% | 395,896 | $18.6M |
| American Money Management, LLC | 3.53% | Add +7.0% | 395,722 | $18.6M |
| Stadion Money Management, LLC | 1.85% | Reduce -5.1% | 394,027 | $18.5M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -3.4% | 390,685 | $18.4M |
| Walkner Condon Financial Advisors LLC | 3.71% | Add +34.3% | 390,037 | $18.3M |
| Peterson Wealth Advisors, LLC | 3.28% | Add +7.7% | 364,232 | $17.0M |
| Johnson Financial Group, Inc. | 0.81% | Add +29.4% | 353,180 | $16.6M |
| PNC Financial Services Group, Inc. | 0.01% | Add +56.6% | 351,775 | $16.5M |
| Mach-1 Financial Group, LLC | 4.93% | New | 349,377 | $16.4M |
| Mascoma Wealth Management LLC | 4.08% | Add +6.2% | 348,331 | $16.4M |
| N.E.W. Advisory Services LLC | 1.23% | Add +121.6% | 342,893 | $16.1M |
| Bond & Devick Financial Network, Inc. | 5.78% | Add +104.5% | 338,625 | $15.9M |
| Trinity Legacy Partners, LLC | 3.95% | Add +23.9% | 338,306 | $15.6M |
| Magnus Financial Group LLC | 1.51% | Add +13.9% | 329,315 | $15.5M |
| HUB Investment Partners, LLC | 0.62% | Add +1.7% | 324,298 | $15.3M |
| Riverchase Wealth Management, LLC | 10.60% | Add +1.9% | 321,814 | $15.1M |
| TD Capital Management LLC | 1.49% | Add +16.8% | 312,726 | $14.7M |
| Mutual Advisors, LLC | 0.40% | Add +3.7% | 301,161 | $14.1M |
| Founders Financial Securities LLC | 1.18% | Add +6.2% | 295,903 | $13.9M |
| FMA Wealth Management, LLC | 10.45% | Add +0.6% | 287,965 | $13.6M |
| Janney Capital Management LLC | 0.92% | Reduce -1.8% | 285,381 | $13.4M |
| Econ Financial Services Corp | 7.13% | Add +1.3% | 284,618 | $13.4M |
| FAS Wealth Partners, Inc. | 1.06% | Add +4.3% | 276,194 | $13.0M |
| Horizon Investments, LLC | 0.38% | Reduce -0.6% | 274,858 | $12.8M |
| Corient Private Wealth LP | 0.02% | Add +55.5% | 260,378 | $12.2M |
| Cooper/Haims Advisors, LLC | 6.49% | Add +0.0% | 254,615 | $12.0M |
| Alpha Advisors, LLC | 10.13% | Add +675.4% | 247,287 | $11.6M |
| BankPlus Wealth Management LLC | 8.47% | Add +10.3% | 245,173 | $11.5M |
| Cedar Point Capital Partners, LLC | 7.60% | Add +1.1% | 240,786 | $11.3M |
"% 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.