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 |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +2495.9% | 236,640 | $11.1M |
| Arbor Trust Wealth Advisors, LLC | 5.12% | Add +4.6% | 232,197 | $10.9M |
| Financial Connections Group, Inc. | 4.87% | Reduce -50.1% | 230,390 | $10.8M |
| Milestone Investment Advisors LLC | 3.01% | Add +1.1% | 230,364 | $10.8M |
| Acima Private Wealth, LLC | 3.88% | Reduce -18.5% | 229,720 | $10.8M |
| Baird Financial Group, Inc. | 0.02% | Add +16.3% | 224,420 | $10.6M |
| Jones Financial Companies LLLP | 0.01% | Add +18.1% | 217,280 | $10.2M |
| Tableaux LLC | 7.25% | Add +9.4% | 213,719 | $10.1M |
| BCGM Wealth Management, LLC | 3.07% | Reduce -8.8% | 212,293 | $10.0M |
| ERn Financial, LLC | 1.56% | Add +16.4% | 209,933 | $9.9M |
| D.A. Davidson & Co. | 0.08% | Add +53.9% | 203,793 | $9.6M |
| Visionary Wealth Advisors | 0.55% | Reduce -32.2% | 193,192 | $9.1M |
| Modern Wealth Management, LLC | 0.29% | New | 192,483 | $9.1M |
| Boulder Wealth Advisors, LLC | 5.24% | Add +3.7% | 191,512 | $9.0M |
| Steward Partners Investment Advisory, LLC | 0.08% | Add +40.7% | 190,890 | $9.0M |
| Sierra Ocean, LLC | 7.08% | Add +9.5% | 190,781 | $9.0M |
| Waterloo Capital, L.P. | 0.82% | Add +79.2% | 186,804 | $8.8M |
| Floyd Financial Group LLC | 7.75% | Add +3.6% | 182,212 | $8.6M |
| Perigon Wealth Management, LLC | 0.22% | Reduce -33.3% | 180,081 | $8.5M |
| Avantax Advisory Services, Inc. | 0.05% | Add +16.1% | 176,469 | $8.3M |
| Philip James Wealth Mangement, LLC | 1.01% | Add +11.5% | 169,656 | $8.0M |
| Landmark Wealth Management, LLC | 3.40% | Reduce -1.9% | 164,002 | $7.7M |
| Cannon Wealth Management Services, LLC | 6.87% | Add +2.9% | 165,377 | $7.7M |
| Fagan Associates, Inc. | 1.25% | Add +44.7% | 159,341 | $7.5M |
| Trivium Point Advisory, LLC | 0.92% | Add +21.2% | 157,387 | $7.4M |
| Clarity Wealth Advisors, LLC | 2.04% | Add +5.4% | 156,121 | $7.3M |
| Innealta Capital, LLC | 3.91% | Reduce -43.2% | 152,150 | $7.2M |
| Ignite Planners, LLC | 1.40% | Add +19.2% | 153,039 | $7.1M |
| Greenbush Financial Group, LLC | 3.55% | Add +4.9% | 151,591 | $7.1M |
| Nations Financial Group Inc, /Ia/ | 0.53% | Add +27.9% | 148,562 | $7.0M |
| Per Stirling Capital Management, LLC. | 0.99% | Reduce -1.9% | 145,742 | $6.9M |
| Lodestar Private Asset Management LLC | 0.86% | Add +0.4% | 145,525 | $6.8M |
| Atria Wealth Solutions, Inc. | 0.08% | Add +12.1% | 141,746 | $6.7M |
| Kestra Private Wealth Services, LLC | 0.11% | Add +272.3% | 140,690 | $6.6M |
| Mather Group, Llc. | 0.08% | Add +3.9% | 138,256 | $6.5M |
| Exchange Traded Concepts, LLC | 0.12% | Reduce -21.3% | 137,825 | $6.5M |
| Jane Street Group, LLC | 0.01% | Reduce -10.9% | 137,588 | $6.5M |
| MML Investors Services, LLC | 0.02% | Reduce -63.3% | 132,399 | $6.2M |
| Oppenheimer & Co. Inc. | 0.09% | Add +12.2% | 128,915 | $6.1M |
| LPL Financial LLC | 0.00% | Reduce -7.3% | 125,598 | $5.9M |
| Capital Planning LLC | 1.60% | Add +36.2% | 121,446 | $5.7M |
| Lionsbridge Wealth Management LLC | 5.01% | Reduce -11.0% | 119,886 | $5.6M |
| MN Wealth Advisors, LLC | 3.16% | Reduce -16.6% | 114,234 | $5.4M |
| Concurrent Investment Advisors, LLC | 0.12% | Add +24.1% | 107,712 | $5.1M |
| AssuredPartners Investment Advisors, LLC | 0.91% | Add +4.8% | 100,294 | $4.7M |
| Townsquare Capital LLC | 0.05% | Add +4.0% | 99,241 | $4.7M |
| TruWealth Advisors, LLC | 0.27% | Add +7.7% | 95,526 | $4.5M |
| United Advisor Group, LLC | 0.92% | Add +10.9% | 95,453 | $4.5M |
| 5T Wealth, LLC | 2.38% | Add +7.4% | 89,068 | $4.2M |
| KMG Fiduciary Partners, LLC | 0.33% | New | 84,022 | $4.0M |
| Balance Wealth Partners LLC | 2.51% | — | 82,267 | $3.9M |
| Sprinkle Financial Consultants LLC | 2.38% | Add +9.8% | 79,753 | $3.8M |
| West Michigan Advisors, LLC | 1.24% | Add +4.2% | 79,731 | $3.8M |
| Arete Wealth Advisors, LLC | 0.28% | Add +11.2% | 78,901 | $3.7M |
| Sanctuary Advisors, LLC | 0.03% | Add +2.0% | 78,370 | $3.7M |
| Courier Capital LLC | 0.24% | Add +34.2% | 77,927 | $3.7M |
| Goldstone Financial Group, LLC | 0.55% | Add +1.3% | 77,522 | $3.6M |
| CreativeOne Wealth, LLC | 0.11% | Add +7.5% | 75,554 | $3.6M |
| Houlihan Financial Resource Group, Ltd. | 1.56% | Add +2.3% | 73,785 | $3.5M |
| Grey Ledge Advisors, LLC | 0.91% | Reduce -4.5% | 73,509 | $3.5M |
| MassMutual Private Wealth & Trust, FSB | 0.10% | Add +9.9% | 70,015 | $3.3M |
| Snowden Capital Advisors LLC | 0.10% | Add +2.0% | 68,004 | $3.2M |
| Gotham Asset Management | 0.03% | No change | 67,695 | $3.2M |
| Pine Valley Investments Ltd Liability Co | 0.20% | Add +3.7% | 67,685 | $3.2M |
| Trademark Financial Management, LLC | 2.25% | Add +12.1% | 62,815 | $3.0M |
| Allworth Financial LP | 0.02% | Reduce -3.5% | 62,584 | $2.9M |
| Garden State Investment Advisory Services LLC | 0.93% | Reduce -54.4% | 61,904 | $2.9M |
| MidAtlantic Capital Management, Inc. | 2.28% | Reduce -0.3% | 61,739 | $2.9M |
| Betterment LLC | 0.01% | Add +110.3% | 61,433 | $2.9M |
| Axxcess Wealth Management, LLC | 0.08% | Add +406.9% | 61,331 | $2.9M |
| Summit Wealth Partners, LLC | 0.58% | Add +8.0% | 61,025 | $2.9M |
| Base Wealth Management LLC | 2.16% | — | 60,304 | $2.8M |
| CW Advisors, LLC | 0.03% | New | 60,234 | $2.8M |
| Harbour Investments, Inc. | 0.08% | Reduce -28.0% | 59,437 | $2.8M |
| Money Concepts Capital Corp. | 0.21% | Reduce -2.4% | 59,073 | $2.8M |
| James J. Burns & Company, LLC | 0.50% | Add +12.3% | 58,794 | $2.8M |
| Medallion Wealth Advisors, LLC | 1.15% | Reduce -4.7% | 54,116 | $2.5M |
| Trustmark Bank Trust Department | 0.19% | Add +21.2% | 53,832 | $2.5M |
| Acorn Wealth Advisors, LLC | 1.04% | Add +1.5% | 53,193 | $2.5M |
| Cwm, LLC | 0.01% | Add +11.2% | 52,986 | $2.5M |
| Creative Planning | 0.00% | Add +15.3% | 52,644 | $2.5M |
| Capital Advisors Wealth Management, LLC | 0.43% | Add +43.5% | 51,469 | $2.4M |
| Citadel Advisors | 0.00% | Add +616.5% | 50,983 | $2.4M |
| LexAurum Advisors, LLC | 0.46% | Add +0.8% | 50,800 | $2.4M |
| Benjamin Edwards Inc. | 0.03% | Add +0.7% | 50,598 | $2.4M |
| Coordinated Financial Services, Inc. | 1.79% | — | 48,925 | $2.3M |
| Aveo Capital Partners, LLC | 0.38% | Reduce -19.0% | 48,921 | $2.3M |
| BridgePort Financial Solutions, LLC | 1.03% | Add +62.5% | 48,320 | $2.3M |
| BankPlus Trust Department | 0.74% | Add +20.3% | 47,274 | $2.2M |
| Etesian Wealth Advisors, Inc. | 0.92% | Add +41.4% | 45,444 | $2.1M |
| Oarsman Capital, Inc. | 0.38% | Reduce -33.1% | 45,049 | $2.1M |
| Quad-Cities Investment Group, LLC | 1.02% | Add +4.5% | 43,956 | $2.1M |
| NewEdge Advisors, LLC | 0.01% | Reduce -12.4% | 43,805 | $2.1M |
| Patten Group, Inc. | 0.47% | Add +12.4% | 43,294 | $2.0M |
| Saxony Capital Management, LLC | 1.77% | Reduce -3.4% | 42,891 | $2.0M |
| Wolf Group Capital Advisors | 0.68% | New | 42,806 | $2.0M |
| Heritage Wealth Management, Inc. | 0.64% | Add +16.4% | 40,098 | $1.9M |
| Boyum Wealth Architects LLC | 1.77% | — | 38,725 | $1.8M |
| Strategic Planning Group, LLC | 0.35% | Add +16.6% | 38,231 | $1.8M |
| Belpointe Asset Management LLC | 0.09% | Reduce -5.2% | 37,355 | $1.8M |
| Diversify Advisory Services, LLC | 0.11% | Add +2.8% | 36,508 | $1.7M |
| Retirement Planning Group, LLC | 0.08% | Reduce -7.9% | 36,043 | $1.7M |
| Obsidian Cio, LLC | 0.27% | Reduce -1.9% | 35,531 | $1.7M |
| Thoroughbred Financial Services, LLC | 0.10% | Reduce -1.4% | 33,352 | $1.6M |
| Menard Financial Group LLC | 1.00% | Add +0.1% | 32,655 | $1.5M |
| Farther Finance Advisors, LLC | 0.04% | Add +37.9% | 31,849 | $1.5M |
| World Investment Advisors | 0.04% | New | 31,637 | $1.5M |
| Norden Group LLC | 0.16% | Add +9.4% | 30,265 | $1.4M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -16.0% | 30,107 | $1.4M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -16.0% | 30,107 | $1.4M |
| Retirement Guys Formula LLC | 0.70% | Reduce -3.4% | 29,978 | $1.4M |
| Apollon Wealth Management, LLC | 0.03% | New | 29,617 | $1.4M |
| Savvy Advisors, Inc. | 0.14% | New | 29,606 | $1.4M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -14.1% | 29,200 | $1.4M |
| BlackRock, Inc. | 0.00% | New | 29,091 | $1.4M |
| Bank of New York Mellon Corp | 0.00% | Add +343.4% | 28,823 | $1.4M |
| Ameritas Advisory Services, LLC | 0.05% | Reduce -75.9% | 28,975 | $1.4M |
| Embree Financial Group | 0.22% | New | 28,517 | $1.3M |
| Delta Financial Group, Inc. | 0.31% | Add +203.9% | 28,589 | $1.3M |
| Florida Financial Advisors, LLC | 0.49% | Reduce -16.5% | 26,256 | $1.2M |
| Wayfinding Financial, LLC | 0.54% | Add +32.6% | 26,142 | $1.2M |
| JFS Wealth Advisors, LLC | 0.08% | Add +18.5% | 26,104 | $1.2M |
| Rosenberg Matthew Hamilton | 0.30% | Add +3.5% | 25,699 | $1.2M |
| Blueprint Financial Advisors LLC | 0.64% | — | 25,161 | $1.2M |
| Blueprint Investment Partners LLC | 0.22% | Reduce -14.0% | 25,161 | $1.2M |
| First Citizens Financial Corp | 0.66% | Add +0.3% | 24,871 | $1.2M |
| Sterling Investment Advisors, Ltd. | 0.27% | Add +13.7% | 24,120 | $1.1M |
| Gentry Private Wealth, LLC | 0.91% | Reduce -11.7% | 23,546 | $1.1M |
| Wealthspire Advisors, LLC | 0.01% | Add +6.9% | 23,545 | $1.1M |
| FWG Holdings, LLC | 0.54% | Add +3.0% | 23,457 | $1.1M |
| GeoWealth Management, LLC | 0.04% | Add +11.9% | 23,242 | $1.1M |
| Whitegate Investment Counselors, Inc. | 0.39% | New | 23,098 | $1.1M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +94.5% | 21,194 | $997K |
| IMS Capital Management | 0.49% | Add +5.6% | 20,770 | $977K |
| IFP Advisors, Inc | 0.03% | Add +89.5% | 20,160 | $948K |
| CRA Financial Services, LLC | 0.16% | Add +10.3% | 19,848 | $934K |
| Journey Strategic Wealth LLC | 0.03% | Reduce -37.3% | 19,675 | $926K |
| DAVENPORT & Co LLC | 0.01% | Reduce -0.8% | 19,443 | $915K |
| Roof Eidam Maycock Peralta, LLC | 0.24% | Reduce -23.9% | 19,220 | $904K |
| Comprehensive Financial Planning, Inc. | 0.82% | New | 18,006 | $847K |
| Kuhn & Co Investment Counsel | 0.70% | Add +0.1% | 17,770 | $836K |
| Palo Alto Wealth Advisors, LLC | 0.30% | Reduce -2.6% | 16,421 | $758K |
| Mayfair Advisory Group, LLC | 0.43% | Add +201.2% | 16,017 | $753K |
| Lido Advisors, LLC | 0.00% | Reduce -4.3% | 15,699 | $738K |
| TrueMark Investments, LLC | 0.19% | New | 15,437 | $726K |
| Brown Advisory Inc. | 0.00% | New | 15,298 | $720K |
| Sigma Planning Corp | 0.02% | Reduce -0.4% | 15,280 | $719K |
| RFG Advisory, LLC | 0.02% | New | 15,216 | $716K |
| Fifth Third Securities, Inc. | 0.06% | New | 15,096 | $710K |
| Independent Wealth Network Inc. | 0.28% | Add +3.6% | 15,077 | $709K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -35.5% | 14,370 | $676K |
| OneDigital Investment Advisors LLC | 0.01% | Add +0.5% | 14,185 | $667K |
| Maia Wealth LLC | 0.15% | New | 14,414 | $666K |
| JT Stratford LLC | 0.12% | New | 13,971 | $657K |
| Cary Street Partners Investment Advisory LLC | 0.38% | Add +3.5% | 13,873 | $653K |
| Smallwood Wealth Investment Management, LLC | 0.41% | Add +49.8% | 13,853 | $652K |
| Prospera Financial Services Inc | 0.01% | Add +13.2% | 13,849 | $652K |
| Signet Financial Management, LLC | 0.09% | Reduce -15.6% | 13,618 | $641K |
| USAdvisors Wealth Management, LLC | 0.22% | Add +15.7% | 12,379 | $631K |
| Chapin Davis, Inc. | 0.21% | New | 13,400 | $630K |
| Old Mission Capital LLC | 0.01% | New | 12,979 | $611K |
| Advisory Services Network, LLC | 0.01% | Add +12.4% | 12,951 | $609K |
| Axis Wealth Partners, LLC | 0.45% | Add +8.5% | 12,834 | $604K |
| Elm3 Financial Group, LLC | 0.53% | Reduce -46.5% | 12,708 | $598K |
| Mosaic Financial Group, LLC | 0.46% | Add +0.9% | 12,125 | $570K |
| Lake Street Private Wealth, LLC | 0.09% | Add +10.6% | 12,062 | $567K |
| GWN Securities Inc. | 0.03% | New | 12,028 | $566K |
| Ascent Group, LLC | 0.02% | Add +9.7% | 11,430 | $538K |
| FRG Family Wealth Advisors LLC | 0.10% | Reduce -61.5% | 11,200 | $527K |
| Anchor Investment Management, LLC | 0.05% | No change | 10,703 | $503K |
| Brio Consultants, LLC | 0.08% | Add +5.5% | 10,563 | $497K |
| D'Orazio & Associates, Inc. | 0.07% | Add +22.4% | 10,408 | $490K |
| Private Advisor Group, LLC | 0.00% | Reduce -3.4% | 9,838 | $463K |
| Twin Peaks Wealth Advisors, LLC | 0.21% | Add +29.0% | 9,975 | $461K |
| Geneos Wealth Management Inc. | 0.02% | Add +36.3% | 9,765 | $459K |
| Autumn Glory Partners, LLC | 0.23% | Reduce -0.3% | 9,757 | $459K |
| Investment Counsel Co. of Nevada | 1.00% | New | 9,351 | $440K |
| Silver Oak Securities, Incorporated | 0.04% | Add +17.0% | 9,250 | $434K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +1.6% | 9,157 | $431K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -3.0% | 9,069 | $427K |
| Brady Martz Wealth Solutions, LLC | 0.09% | Reduce -4.7% | 8,819 | $415K |
| Diversify Wealth Management, LLC | 0.03% | Add +0.0% | 8,644 | $406K |
| Neuberger Berman Group LLC | 0.00% | New | 8,499 | $400K |
| Masso Torrence Wealth Management Inc. | 0.21% | Add +0.0% | 8,184 | $385K |
| Linscomb Wealth, Inc. | 0.02% | Add +46.7% | 8,184 | $385K |
| Sutton Place Investors LLC | 0.25% | Reduce -7.7% | 7,987 | $376K |
| XTX Topco Ltd | 0.02% | New | 7,958 | $374K |
| Ellis Investment Partners, LLC | 0.07% | Add +35.5% | 7,656 | $360K |
| Coldstream Capital Management Inc. | 0.01% | New | 7,566 | $356K |
| Fortis Group Advisors, LLC | 0.07% | Add +40.0% | 7,166 | $337K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -7.1% | 7,153 | $336K |
| WealthTrak Capital Management LLC | 0.29% | Reduce -2.8% | 7,152 | $336K |
| AdvisorNet Financial, Inc | 0.02% | No change | 7,107 | $334K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +3.1% | 6,859 | $323K |
| Summit Trail Advisors, LLC | 0.01% | New | 6,493 | $305K |
| Choreo, LLC | 0.00% | No change | 6,352 | $299K |
| Private Wealth Partners, LLC | 0.02% | New | 6,325 | $298K |
| Flow Traders U.S. LLC | 0.01% | Reduce -88.5% | 6,282 | $296K |
| Clear Creek Financial Management, LLC | 0.03% | Reduce -71.6% | 6,280 | $295K |
| Firethorn Wealth Partners, LLC | 0.14% | Add +29.9% | 6,236 | $293K |
| SOL Capital Management CO | 0.03% | Reduce -0.9% | 6,180 | $291K |
| Silverlake Wealth Management LLC | 0.11% | Add +5.3% | 6,178 | $291K |
| Stonehearth Capital Management, LLC | 0.12% | Reduce -6.1% | 5,986 | $282K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -36.1% | 5,895 | $277K |
| Wilmington Savings Fund Society, FSB | 0.01% | Add +3.7% | 5,754 | $271K |
| Semus Wealth Partners LLC | 0.19% | Add +10.8% | 5,674 | $267K |
| Vantage Point Financial LLC | 0.13% | New | 5,583 | $263K |
| Client 1ST Advisory Group, LLC | 0.10% | No change | 5,531 | $260K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 5,347 | $252K |
| Strategic Financial Concepts, LLC | 0.04% | Add +3.9% | 5,039 | $237K |
| M.E. Allison & Co., Inc. | 0.23% | No change | 5,025 | $236K |
| Towne Trust Company, N.A | 0.08% | Add +399.1% | 5,021 | $236K |
| Mathes Company, Inc. | 0.10% | New | 5,000 | $235K |
| WESPAC Advisors, LLC | 0.19% | New | 4,973 | $234K |
| RDA Financial Network | 0.07% | Reduce -13.9% | 4,910 | $231K |
| Comerica Bank | 0.00% | Add +9.4% | 4,791 | $225K |
| Financial Partners Group, Inc | 0.03% | Add +1.1% | 4,678 | $220K |
| EP Wealth Advisors, LLC | 0.00% | New | 4,610 | $217K |
| Next Level Wealth Planning, LLC | 0.16% | New | 4,500 | $212K |
| Beacon Financial Advisory LLC | 0.06% | New | 4,310 | $203K |
| First Community Trust NA | 0.12% | No change | 2,958 | $139K |
| Legacy Wealth Managment, LLC | 0.09% | Reduce -96.0% | 2,745 | $129K |
| Larson Financial Group LLC | 0.01% | Reduce -2.0% | 2,376 | $112K |
| CX Institutional | 0.00% | New | 2,313 | $109K |
| Pinnacle Bancorp, Inc. | 0.03% | Add +80.3% | 2,173 | $102K |
| LGT Financial Advisors LLC | 0.26% | Reduce -11.6% | 1,811 | $85K |
| Parallel Advisors, LLC | 0.00% | Reduce -30.4% | 1,035 | $49K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +6.0% | 1,021 | $48K |
| CoreCap Advisors, LLC | 0.00% | No change | 964 | $45K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 920 | $43K |
| Creative Financial Designs Inc. | 0.00% | Add +1.3% | 682 | $32K |
| Parkside Financial Bank & Trust | 0.00% | No change | 642 | $30K |
| NBT Bank, N.A. | 0.00% | Reduce -31.0% | 630 | $30K |
| Mb, Levis & Associates, LLC | 0.01% | Add +1.2% | 597 | $28K |
| US Bancorp \de | 0.00% | Reduce -92.8% | 596 | $28K |
| Ancora Advisors LLC | 0.00% | New | 550 | $26K |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 516 | $24K |
| AE Wealth Management LLC | 0.00% | Add +1.2% | 514 | $24K |
| Contravisory Investment Management, Inc. | 0.00% | Reduce -8.6% | 489 | $23K |
| NorthRock Partners, LLC | 0.00% | New | 391 | $18K |
| Tompkins Financial Corp. | 0.00% | New | 355 | $17K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | Add +1.2% | 260 | $12K |
| UBS Group AG | 0.00% | Reduce -18.7% | 178 | $8K |
| Rossby Financial, LCC | 0.00% | New | 162 | $8K |
| Salomon & Ludwin, LLC | 0.00% | No change | 159 | $7K |
| Sound Income Strategies, LLC | 0.00% | No change | 93 | $4K |
| Arax Advisory Partners | 0.00% | New | 56 | $3K |
| Park Place Capital Corp | 0.00% | No change | 46 | $2K |
"% 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.