JPMorgan Core Plus Bond ETFJCPBETF
13F holders, Q2 2025 (June 30)370holders +22
42new positions
17sold out
3famous investors
$46.99avg. 13F price*
At the end of Q2 2025, 370 institutions reported holding JPMorgan Core Plus Bond ETF (JCPB) in their 13F filings, up 22 from Q1 2025. 42 opened new positions and 17 sold out. The largest holders were Bank of America Corp. ($379.3M), HB Wealth Management, LLC ($365.5M) and JPMorgan Chase & Co. ($183.4M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- JPMorgan Core Plus Bond ETF
- CUSIP
- 46641Q670
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $150.3M |
| Exits | 17 | $25.1M |
All 13F filers, Q1 2025 → Q2 2025: 20,709,988 shares bought and 4,034,104 shares sold, net +16,675,884 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 370 holders
| Bank of America Corp. | 0.03% | Reduce -0.0% | 8,059,000 | $379.3M |
| HB Wealth Management, LLC | 2.92% | Add +105.6% | 7,766,678 | $365.5M |
| JPMorgan Chase & Co. | 0.01% | Add +12.1% | 3,896,176 | $183.4M |
| Raymond James Financial Inc. | 0.06% | Reduce -1.9% | 3,771,842 | $177.5M |
| Legacy Wealth Management, LLC | 9.70% | Add +2.5% | 3,314,934 | $156.0M |
| Vestmark Advisory Solutions, Inc. | 2.22% | Add +121.3% | 3,264,660 | $153.6M |
| Factory Mutual Insurance Co. | 1.65% | Add +49.5% | 3,216,300 | $151.4M |
| Morgan Stanley | 0.01% | Add +22.1% | 3,115,372 | $146.6M |
| HighTower Advisors, LLC | 0.17% | Add +2.6% | 2,876,245 | $135.4M |
| Mariner, LLC | 0.18% | Add +8.9% | 2,634,980 | $124.0M |
| Janney Montgomery Scott LLC | 0.30% | Add +8.2% | 2,432,881 | $114.5M |
| Summit Financial Strategies, Inc. | 9.36% | Add +11.5% | 2,148,587 | $101.1M |
| Valeo Financial Advisors, LLC | 2.40% | Add +10.3% | 2,243,663 | $97.5M |
| Moss Adams Wealth Advisors LLC | 8.69% | Add +0.8% | 2,032,669 | $95.7M |
| Savant Capital, LLC | 0.63% | Add +154.9% | 1,872,590 | $88.1M |
| Osaic Holdings, Inc. | 0.14% | Reduce -2.8% | 1,715,858 | $80.8M |
| First Pacific Financial | 11.69% | Add +2.8% | 1,684,907 | $79.3M |
| Wells Fargo & Company | 0.02% | Reduce -2.5% | 1,683,730 | $79.2M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +10.7% | 1,660,914 | $78.2M |
| Grant Street Asset Management, Inc. | 17.25% | Add +1.6% | 1,621,593 | $76.3M |
| CGN Advisors LLC | 6.49% | Add +8.1% | 1,543,846 | $72.7M |
| Envestnet Asset Management Inc. | 0.02% | Add +15.4% | 1,504,582 | $70.8M |
| Bogart Wealth, LLC | 2.85% | Add +2.5% | 1,416,196 | $66.6M |
| D.B. Root & Company, LLC | 17.58% | Add +2.8% | 1,265,467 | $59.6M |
| Hughes Financial Services, LLC | 10.20% | Reduce -3.0% | 1,262,321 | $59.4M |
| Capital Analysts, LLC | 1.96% | Add +13.6% | 1,250,002 | $58.8M |
| Captrust Financial Advisors | 0.13% | Add +7.0% | 1,245,442 | $58.6M |
| Sentinel Pension Advisors, LLC | 9.36% | Add +5.6% | 1,181,873 | $55.6M |
| Cetera Investment Advisers | 0.09% | Add +5.3% | 1,109,862 | $52.2M |
| Allen Capital Group, LLC | 5.37% | Add +7.4% | 1,094,615 | $51.5M |
| McAdam, LLC | 2.76% | Add +170.2% | 1,069,548 | $50.3M |
| Commonwealth Equity Services, LLC | 0.06% | Reduce -34.9% | 1,020,206 | $48.0M |
| Wiser Wealth Management, Inc | 11.61% | Add +3.8% | 985,192 | $46.4M |
| Harbor Group, Inc. | 7.95% | Add +2.9% | 952,639 | $44.8M |
| Avantax Planning Partners, Inc. | 1.35% | Add +64.5% | 902,479 | $42.5M |
| Tradition Wealth Management, LLC | 3.24% | Add +3.3% | 861,685 | $40.6M |
| Alpine Bank Wealth Management | 6.07% | New | 854,215 | $40.2M |
| Berger Financial Group, Inc | 2.56% | Add +3.7% | 839,614 | $39.5M |
| Modern Wealth Management, LLC | 0.94% | Add +322.1% | 812,430 | $38.2M |
| SouthState Bank Corp | 1.65% | Reduce -16.3% | 803,656 | $37.8M |
| Joseph Group Capital Management | 12.34% | Add +1.9% | 781,218 | $36.8M |
| Bouchey Financial Group, Ltd. | 2.86% | New | 731,461 | $34.4M |
| Cerity Partners LLC | 0.06% | Add +66.5% | 709,047 | $33.4M |
| Focus Partners Wealth | 0.07% | Add +3.5% | 703,523 | $33.1M |
| Arlington Financial Advisors, LLC | 5.35% | Add +36.0% | 694,467 | $32.7M |
| Hartford Financial Management Inc. | 8.80% | Add +10.2% | 683,541 | $32.2M |
| Avidian Wealth Enterprises, LLC | 1.17% | Add +6.3% | 612,874 | $28.8M |
| Royal Harbor Partners, LLC | 10.48% | Add +0.9% | 609,435 | $28.7M |
| McCarthy & Cox | 7.50% | Add +4.2% | 608,221 | $28.6M |
| Voisard Asset Management Group, Inc. | 7.35% | Reduce -6.6% | 605,997 | $28.5M |
| Forum Private Client Group LLC | 10.80% | Add +5.0% | 595,658 | $28.0M |
| Destiny Wealth Partners, LLC | 3.66% | Add +2.2% | 578,252 | $27.2M |
| SPC Financial, Inc. | 2.23% | Add +1.0% | 566,008 | $26.6M |
| Truist Financial Corp. | 0.04% | Add +6.0% | 564,486 | $26.6M |
| Aspen Wealth Management LLC | 6.51% | Add +1.2% | 557,342 | $26.2M |
| Continuum Advisory, LLC | 3.15% | Add +12.9% | 556,879 | $26.2M |
| Steele Capital Management, Inc. | 1.25% | Add +4.5% | 554,683 | $26.1M |
| Kelly Financial Group LLC | 7.51% | Add +5.7% | 551,196 | $25.9M |
| Kestra Advisory Services, LLC | 0.13% | Reduce -4.4% | 550,029 | $25.9M |
| Tarbox Family Office, Inc. | 3.88% | Add +33.9% | 547,919 | $25.8M |
| Triad Wealth Partners, LLC | 5.11% | Add +13.1% | 537,237 | $25.3M |
| Bluespring Wealth Management, LLC | 2.32% | New | 518,013 | $24.4M |
| Guardian Wealth Advisors, LLC / NC | 1.69% | Add +8.4% | 509,890 | $24.0M |
| Aptus Capital Advisors, LLC | 0.24% | Add +8.4% | 509,890 | $24.0M |
| Jane Street Group, LLC | 0.04% | Add +267.1% | 505,139 | $23.8M |
| IMA Advisory Services, Inc. | 2.51% | Add +4.5% | 497,940 | $23.4M |
| Stifel Financial Corp. | 0.02% | Add +15.0% | 471,361 | $22.2M |
| Blue Oak Capital, LLC | 11.41% | Add +12.9% | 461,416 | $21.7M |
| Mascoma Wealth Management LLC | 5.02% | Add +31.8% | 459,044 | $21.6M |
| Verus Capital Partners, LLC | 1.93% | Add +6.7% | 458,854 | $21.6M |
| Stephens Inc. | 0.29% | Reduce -5.5% | 451,295 | $21.2M |
| Kickstand Ventures, Llc. | 4.96% | Add +8.1% | 450,827 | $21.2M |
| PNC Financial Services Group, Inc. | 0.01% | Add +24.6% | 438,284 | $20.6M |
| Johnson Financial Group, Inc. | 0.90% | Add +20.1% | 424,068 | $20.0M |
| Spire Wealth Management | 0.70% | Reduce -11.7% | 419,693 | $19.6M |
| American Money Management, LLC | 3.41% | Add +3.5% | 409,638 | $19.3M |
| Walkner Condon Financial Advisors LLC | 3.44% | Add +1.8% | 396,917 | $18.7M |
| Stadion Money Management, LLC | 1.46% | Reduce -3.5% | 380,277 | $17.8M |
| Mach-1 Financial Group, LLC | 5.16% | Add +7.4% | 375,313 | $17.7M |
| Daymark Wealth Partners, LLC | 0.65% | Reduce -12.2% | 365,515 | $17.2M |
| Peterson Wealth Advisors, LLC | 2.84% | Add +0.3% | 365,188 | $17.2M |
| Royal Bank of Canada | 0.00% | Reduce -16.6% | 362,714 | $17.1M |
| Bond & Devick Financial Network, Inc. | 5.63% | Add +6.3% | 359,939 | $16.9M |
| Citadel Advisors | 0.01% | Add +600.5% | 357,135 | $16.8M |
| Waterloo Capital, L.P. | 1.35% | Add +90.5% | 355,822 | $16.7M |
| Jones Financial Companies LLLP | 0.01% | Add +64.1% | 356,570 | $16.7M |
| Magnus Financial Group LLC | 1.45% | Add +6.3% | 350,182 | $16.5M |
| TD Capital Management LLC | 1.52% | Add +9.3% | 341,903 | $16.1M |
| Trinity Legacy Partners, LLC | 3.90% | Add +2.2% | 345,840 | $16.1M |
| HUB Investment Partners, LLC | 0.56% | Add +4.7% | 339,497 | $16.0M |
| Riverchase Wealth Management, LLC | 9.83% | Add +2.3% | 329,290 | $15.5M |
| Corient Private Wealth LP | 0.02% | Add +22.1% | 318,057 | $15.0M |
| Econ Financial Services Corp | 7.63% | Add +10.6% | 314,859 | $14.8M |
| Invst, LLC | 1.79% | New | 304,697 | $14.3M |
| Cooper/Haims Advisors, LLC | 6.99% | Add +18.5% | 301,687 | $14.2M |
| FMA Wealth Management, LLC | 10.42% | Add +3.9% | 299,205 | $14.1M |
| Mutual Advisors, LLC | 0.35% | Reduce -0.5% | 299,748 | $14.0M |
| Founders Financial Securities LLC | 1.06% | Reduce -0.2% | 295,250 | $13.9M |
| Horizon Investments, LLC | 0.22% | Add +7.7% | 295,890 | $13.8M |
| FAS Wealth Partners, Inc. | 1.00% | Add +4.0% | 287,290 | $13.5M |
"% 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.