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 |
| Janney Capital Management LLC | 0.85% | Reduce -1.9% | 280,032 | $13.2M |
| BridgePort Financial Solutions, LLC | 4.24% | Add +461.2% | 271,166 | $12.8M |
| BankPlus Wealth Management LLC | 8.33% | Add +8.8% | 266,810 | $12.6M |
| Alpha Advisors, LLC | 10.39% | Add +4.2% | 257,691 | $12.1M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -35.0% | 254,000 | $12.0M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +8.0% | 255,602 | $11.9M |
| Exchange Traded Concepts, LLC | 0.15% | Add +83.3% | 252,579 | $11.9M |
| Financial Connections Group, Inc. | 4.69% | Add +4.9% | 241,729 | $11.4M |
| Avantax Advisory Services, Inc. | 0.06% | Add +36.1% | 240,128 | $11.3M |
| D.A. Davidson & Co. | 0.08% | Add +13.0% | 230,309 | $10.8M |
| MML Investors Services, LLC | 0.03% | Add +73.0% | 229,056 | $10.8M |
| AllGen Financial Advisors, Inc. | 2.84% | Reduce -73.0% | 225,039 | $10.6M |
| Milestone Investment Advisors LLC | 2.76% | Reduce -2.5% | 224,499 | $10.6M |
| Baird Financial Group, Inc. | 0.02% | Reduce -2.0% | 220,014 | $10.4M |
| Arbor Trust Wealth Advisors, LLC | 5.04% | Reduce -5.8% | 218,789 | $10.3M |
| Acima Private Wealth, LLC | 3.34% | Reduce -9.4% | 208,007 | $9.8M |
| Steward Partners Investment Advisory, LLC | 0.07% | Add +2.2% | 195,174 | $9.2M |
| Sierra Ocean, LLC | 6.62% | Add +2.3% | 195,117 | $9.2M |
| Cedar Point Capital Partners, LLC | 6.44% | Reduce -19.4% | 194,100 | $9.1M |
| Floyd Financial Group LLC | 8.11% | Add +3.2% | 188,040 | $8.8M |
| Perigon Wealth Management, LLC | 0.20% | Reduce -0.7% | 178,819 | $8.4M |
| Fagan Associates, Inc. | 1.30% | Add +12.0% | 178,474 | $8.4M |
| Philip James Wealth Mangement, LLC | 1.08% | Add +2.1% | 173,171 | $8.1M |
| Thrivent Financial for Lutherans | 0.02% | New | 172,109 | $8.1M |
| Cannon Wealth Management Services, LLC | 6.59% | Add +3.5% | 171,235 | $8.1M |
| LPL Financial LLC | 0.00% | Add +35.3% | 169,874 | $8.0M |
| Nations Financial Group Inc, /Ia/ | 0.55% | Add +13.5% | 168,603 | $7.9M |
| Ignite Planners, LLC | 1.35% | Add +8.4% | 165,975 | $7.7M |
| Cwm, LLC | 0.03% | Add +208.9% | 163,659 | $7.7M |
| Clarity Wealth Advisors, LLC | 1.90% | Add +4.7% | 163,421 | $7.7M |
| Greenbush Financial Group, LLC | 3.34% | Add +7.5% | 162,969 | $7.7M |
| Landmark Wealth Management, LLC | 3.23% | Reduce -1.7% | 161,222 | $7.6M |
| Trivium Point Advisory, LLC | 0.82% | Add +2.3% | 160,980 | $7.6M |
| Trademark Financial Management, LLC | 4.54% | Add +151.0% | 157,681 | $7.4M |
| CW Advisors, LLC | 0.07% | Add +155.2% | 153,696 | $7.2M |
| Lodestar Private Asset Management LLC | 0.78% | Reduce -1.2% | 143,724 | $6.8M |
| Per Stirling Capital Management, LLC. | 0.88% | Reduce -1.7% | 143,278 | $6.7M |
| Mather Group, Llc. | 0.07% | Add +0.7% | 139,195 | $6.6M |
| Oppenheimer & Co. Inc. | 0.08% | Add +4.9% | 135,248 | $6.4M |
| Kestra Private Wealth Services, LLC | 0.09% | Reduce -5.0% | 133,724 | $6.3M |
| 5T Wealth, LLC | 2.99% | Add +40.3% | 124,930 | $5.9M |
| WBH Advisory Inc. | 0.50% | New | 124,244 | $5.8M |
| Lionsbridge Wealth Management LLC | 5.81% | Add +3.5% | 124,111 | $5.8M |
| Tableaux LLC | 3.23% | Reduce -44.1% | 119,437 | $5.6M |
| BCGM Wealth Management, LLC | 1.49% | Reduce -47.1% | 112,309 | $5.3M |
| Visionary Wealth Advisors | 0.26% | Reduce -44.9% | 106,546 | $5.0M |
| Investment Counsel Co. of Nevada | 9.74% | Add +980.6% | 101,051 | $4.8M |
| MN Wealth Advisors, LLC | 2.76% | Reduce -11.8% | 100,768 | $4.7M |
| Concurrent Investment Advisors, LLC | 0.09% | Reduce -8.1% | 98,963 | $4.7M |
| TruWealth Advisors, LLC | 0.25% | Add +1.2% | 96,712 | $4.6M |
| Sanctuary Advisors, LLC | 0.03% | Add +20.3% | 94,279 | $4.4M |
| KMG Fiduciary Partners, LLC | 0.32% | Add +10.9% | 93,189 | $4.4M |
| United Advisor Group, LLC | 0.74% | Reduce -5.2% | 90,485 | $4.3M |
| Old Mission Capital LLC | 0.11% | Add +590.0% | 89,561 | $4.2M |
| Capital Planning LLC | 1.29% | Reduce -28.1% | 87,369 | $4.1M |
| Leo Wealth, LLC | 0.32% | New | 87,289 | $4.1M |
| Courier Capital LLC | 0.25% | Add +11.9% | 87,226 | $4.1M |
| Betterment LLC | 0.01% | Add +37.6% | 84,519 | $4.0M |
| Sprinkle Financial Consultants LLC | 2.39% | Add +4.3% | 83,143 | $3.9M |
| Atria Wealth Solutions, Inc. | 0.09% | Reduce -42.9% | 80,983 | $3.8M |
| West Michigan Advisors, LLC | 1.06% | Add +0.2% | 79,912 | $3.8M |
| Arete Wealth Advisors, LLC | 0.26% | Add +0.4% | 79,184 | $3.7M |
| Houlihan Financial Resource Group, Ltd. | 1.54% | Add +7.0% | 78,985 | $3.7M |
| Summit Wealth Partners, LLC | 0.69% | Add +26.1% | 76,978 | $3.6M |
| Pine Valley Investments Ltd Liability Co | 0.21% | Add +11.4% | 75,389 | $3.5M |
| John W. Brooker & Co., CPAs | 8.29% | Reduce -81.7% | 75,781 | $3.5M |
| Grey Ledge Advisors, LLC | 0.86% | Add +2.1% | 75,040 | $3.5M |
| CreativeOne Wealth, LLC | 0.09% | Reduce -1.3% | 74,574 | $3.5M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +146.3% | 74,167 | $3.5M |
| James J. Burns & Company, LLC | 0.55% | Add +21.9% | 71,642 | $3.4M |
| MassMutual Private Wealth & Trust, FSB | 0.09% | Add +2.1% | 71,523 | $3.4M |
| Snowden Capital Advisors LLC | 0.10% | Add +4.8% | 71,247 | $3.4M |
| Fifth Third Securities, Inc. | 0.25% | Add +369.8% | 70,926 | $3.3M |
| Gotham Asset Management | 0.02% | Add +4.6% | 70,800 | $3.3M |
| Medallion Wealth Advisors, LLC | 1.25% | Add +27.1% | 68,762 | $3.2M |
| Base Wealth Management LLC | 1.99% | Add +9.5% | 66,022 | $3.1M |
| MidAtlantic Capital Management, Inc. | 2.12% | Add +2.6% | 63,347 | $3.0M |
| Money Concepts Capital Corp. | 0.20% | Add +6.1% | 62,671 | $2.9M |
| Allworth Financial LP | 0.01% | Reduce -6.5% | 58,497 | $2.8M |
| Harbour Investments, Inc. | 0.07% | Reduce -1.8% | 58,383 | $2.7M |
| Acorn Wealth Advisors, LLC | 0.99% | Add +6.9% | 56,841 | $2.7M |
| Bank of New York Mellon Corp | 0.00% | Add +95.4% | 56,323 | $2.7M |
| Trustmark Bank Trust Department | 0.18% | Add +2.2% | 55,032 | $2.6M |
| Creative Planning | 0.00% | Add +3.0% | 54,206 | $2.6M |
| Coordinated Financial Services, Inc. | 1.79% | — | 54,203 | $2.6M |
| Mainsail Financial Group, LLC | 1.17% | New | 54,162 | $2.5M |
| LexAurum Advisors, LLC | 0.40% | Add +4.8% | 53,249 | $2.5M |
| Capital Advisors Wealth Management, LLC | 0.38% | Reduce -0.1% | 51,430 | $2.4M |
| BankPlus Trust Department | 0.71% | Add +7.8% | 50,972 | $2.4M |
| Patten Group, Inc. | 0.50% | Add +15.3% | 49,922 | $2.3M |
| Heritage Wealth Management, Inc. | 0.75% | Add +22.7% | 49,188 | $2.3M |
| Apollon Wealth Management, LLC | 0.05% | Add +65.5% | 49,017 | $2.3M |
| Florida Financial Advisors, LLC | 0.54% | Add +80.1% | 47,281 | $2.2M |
| Legacy Investment Solutions, LLC | 1.17% | — | 46,989 | $2.2M |
| Legacy Wealth Managment, LLC | 1.17% | Add +1611.8% | 46,989 | $2.2M |
| WealthPlan Investment Management, LLC | 0.16% | New | 46,840 | $2.2M |
| Benjamin Edwards Inc. | 0.03% | Reduce -8.5% | 46,275 | $2.2M |
| Oarsman Capital, Inc. | 0.34% | Add +2.4% | 46,123 | $2.2M |
| Etesian Wealth Advisors, Inc. | 0.80% | Add +0.2% | 45,520 | $2.1M |
| Quad-Cities Investment Group, LLC | 0.97% | Add +2.8% | 45,205 | $2.1M |
| Saxony Capital Management, LLC | 1.58% | Add +2.1% | 43,788 | $2.1M |
| Boyum Wealth Architects LLC | 1.50% | Add +11.5% | 43,178 | $2.0M |
| EP Wealth Advisors, LLC | 0.01% | Add +836.1% | 43,156 | $2.0M |
| Mayfair Advisory Group, LLC | 0.93% | Add +161.3% | 41,859 | $2.0M |
| Strategic Planning Group, LLC | 0.32% | Add +8.2% | 41,380 | $1.9M |
| NewEdge Advisors, LLC | 0.01% | Reduce -6.1% | 41,136 | $1.9M |
| Belpointe Asset Management LLC | 0.08% | Add +3.5% | 38,670 | $1.8M |
| Global Retirement Partners, LLC | 0.04% | — | 37,565 | $1.8M |
| Obsidian Cio, LLC | 0.25% | Add +3.6% | 36,806 | $1.7M |
| Embree Financial Group | 0.25% | Add +24.4% | 35,470 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | New | 35,304 | $1.7M |
| IFP Advisors, Inc | 0.05% | Add +73.4% | 34,963 | $1.6M |
| JFS Wealth Advisors, LLC | 0.10% | Add +31.4% | 34,315 | $1.6M |
| Balance Wealth Partners LLC | 0.94% | Reduce -58.5% | 34,185 | $1.6M |
| Retirement Planning Group, LLC | 0.07% | Reduce -6.3% | 33,776 | $1.6M |
| N.E.W. Advisory Services LLC | 0.15% | Reduce -90.2% | 33,726 | $1.6M |
| Fiduciary Alliance LLC | 0.12% | New | 33,363 | $1.6M |
| Diversify Advisory Services, LLC | 0.06% | Reduce -8.5% | 33,421 | $1.6M |
| Farther Finance Advisors, LLC | 0.03% | Add +3.2% | 32,882 | $1.5M |
| Garden State Investment Advisory Services LLC | 0.41% | Reduce -48.0% | 32,198 | $1.5M |
| World Investment Advisors | 0.03% | Add +0.7% | 31,872 | $1.5M |
| Menard Financial Group LLC | 0.89% | Reduce -3.0% | 31,682 | $1.5M |
| Maia Wealth LLC | 0.28% | Add +119.1% | 31,585 | $1.5M |
| Goldstone Financial Group, LLC | 0.19% | Reduce -59.4% | 31,489 | $1.5M |
| Thoroughbred Financial Services, LLC | 0.10% | Reduce -8.1% | 30,656 | $1.4M |
| Wealthcare Advisory Partners LLC | 0.03% | New | 30,576 | $1.4M |
| BlackRock, Inc. | 0.00% | Add +3.6% | 30,126 | $1.4M |
| Retirement Guys Formula LLC | 0.54% | Add +0.4% | 30,097 | $1.4M |
| Norden Group LLC | 0.15% | Reduce -1.6% | 29,778 | $1.4M |
| Whitegate Investment Counselors, Inc. | 0.47% | Add +27.4% | 29,436 | $1.4M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -1.8% | 28,685 | $1.3M |
| Wayfinding Financial, LLC | 0.59% | Add +7.0% | 27,964 | $1.3M |
| AssuredPartners Investment Advisors, LLC | 0.32% | Reduce -72.6% | 27,496 | $1.3M |
| Renaissance Technologies | 0.00% | New | 26,800 | $1.3M |
| Roof Eidam Maycock Peralta, LLC | 0.29% | Add +31.8% | 25,335 | $1.2M |
| First Citizens Financial Corp | 0.66% | Add +1.8% | 25,308 | $1.2M |
| Rosenberg Matthew Hamilton | 0.27% | Reduce -2.7% | 25,002 | $1.2M |
| Sterling Investment Advisors, Ltd. | 0.25% | No change | 24,120 | $1.1M |
| GeoWealth Management, LLC | 0.04% | Add +1.8% | 23,667 | $1.1M |
| FWG Holdings, LLC | 0.52% | Reduce -0.3% | 23,393 | $1.1M |
| Savvy Advisors, Inc. | 0.07% | Reduce -25.4% | 22,079 | $1.0M |
| IMS Capital Management | 0.47% | Add +3.5% | 21,490 | $1.0M |
| Apella Capital, LLC | 0.03% | New | 21,235 | $989K |
| Lido Advisors, LLC | 0.01% | Add +33.6% | 20,967 | $987K |
| CRA Financial Services, LLC | 0.15% | Add +3.8% | 20,606 | $970K |
| DAVENPORT & Co LLC | 0.01% | Add +5.8% | 20,579 | $968K |
| Smallwood Wealth Investment Management, LLC | 0.54% | Add +46.4% | 20,278 | $954K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -14.8% | 20,073 | $945K |
| Gentry Private Wealth, LLC | 0.70% | Reduce -17.8% | 19,357 | $911K |
| Blueprint Financial Advisors LLC | 0.29% | Reduce -23.6% | 19,236 | $905K |
| Journey Strategic Wealth LLC | 0.03% | Reduce -6.8% | 18,337 | $863K |
| Comprehensive Financial Planning, Inc. | 0.68% | Add +1.3% | 18,234 | $858K |
| RFG Advisory, LLC | 0.02% | Add +18.8% | 18,073 | $851K |
| Kuhn & Co Investment Counsel | 0.63% | No change | 17,770 | $836K |
| Prospera Financial Services Inc | 0.01% | Add +17.1% | 16,223 | $764K |
| Sigma Planning Corp | 0.02% | Add +5.8% | 16,170 | $761K |
| USAdvisors Wealth Management, LLC | 0.27% | Add +26.1% | 15,608 | $734K |
| Cary Street Partners Investment Advisory LLC | 0.35% | Add +11.7% | 15,489 | $729K |
| Independent Wealth Network Inc. | 0.26% | Add +2.1% | 15,395 | $724K |
| Palo Alto Wealth Advisors, LLC | 0.27% | Reduce -7.7% | 15,163 | $714K |
| Ameritas Advisory Services, LLC | 0.04% | Reduce -47.8% | 15,136 | $712K |
| Principal Securities, Inc. | 0.01% | New | 14,794 | $696K |
| AdvisorNet Financial, Inc | 0.04% | Add +108.0% | 14,781 | $696K |
| Kingsview Wealth Management, LLC | 0.01% | Add +1.3% | 14,555 | $685K |
| Brio Consultants, LLC | 0.10% | Add +36.2% | 14,388 | $677K |
| ORG Partners LLC | 0.15% | New | 14,269 | $668K |
| Ellis Investment Partners, LLC | 0.13% | Add +84.1% | 14,093 | $663K |
| Axis Wealth Partners, LLC | 0.42% | Add +5.1% | 13,492 | $635K |
| Signet Financial Management, LLC | 0.08% | Reduce -1.6% | 13,407 | $631K |
| Chapin Davis, Inc. | 0.17% | No change | 13,400 | $631K |
| Ascent Group, LLC | 0.02% | Add +16.3% | 13,289 | $625K |
| Lake Street Private Wealth, LLC | 0.09% | Add +8.2% | 13,051 | $614K |
| Advisory Services Network, LLC | 0.01% | Add +1.1% | 13,094 | $613K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -9.5% | 12,835 | $604K |
| D'Orazio & Associates, Inc. | 0.08% | Add +22.8% | 12,782 | $602K |
| Mosaic Financial Group, LLC | 0.44% | Add +0.9% | 12,235 | $576K |
| Twin Peaks Wealth Advisors, LLC | 0.17% | Add +10.2% | 10,990 | $516K |
| Anchor Investment Management, LLC | 0.04% | No change | 10,703 | $504K |
| Fortis Group Advisors, LLC | 0.09% | Add +48.4% | 10,633 | $498K |
| Geneos Wealth Management Inc. | 0.01% | Add +7.7% | 10,519 | $495K |
| &partners | 0.00% | New | 10,203 | $480K |
| Towne Trust Company, N.A | 0.17% | Add +100.9% | 10,086 | $475K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -53.6% | 9,843 | $463K |
| Wesbanco Bank Inc. | 0.01% | New | 9,595 | $452K |
| Autumn Glory Partners, LLC | 0.21% | Reduce -2.0% | 9,557 | $450K |
| Silver Oak Securities, Incorporated | 0.04% | Add +2.4% | 9,471 | $446K |
| ZEGA Investments, LLC | 0.11% | New | 9,433 | $444K |
| Coldstream Capital Management Inc. | 0.01% | Add +24.7% | 9,433 | $444K |
| Private Advisor Group, LLC | 0.00% | Reduce -5.9% | 9,254 | $435K |
| FRG Family Wealth Advisors LLC | 0.07% | Reduce -18.8% | 9,100 | $428K |
| Diversify Wealth Management, LLC | 0.03% | No change | 8,644 | $406K |
| Essex Financial Services, Inc. | 0.03% | New | 8,412 | $396K |
| XY Planning Network, Inc. | 0.13% | New | 8,411 | $396K |
| Elm3 Financial Group, LLC | 0.33% | Reduce -34.1% | 8,370 | $394K |
| Masso Torrence Wealth Management Inc. | 0.18% | Add +0.0% | 8,186 | $385K |
| GWN Securities Inc. | 0.07% | Reduce -32.8% | 8,085 | $381K |
| Summit Wealth Group LLC / Co. | 0.10% | — | 8,087 | $381K |
| Firethorn Wealth Partners, LLC | 0.16% | Add +29.6% | 8,084 | $380K |
| PFG Advisors | 0.02% | New | 7,785 | $366K |
| Linscomb Wealth, Inc. | 0.02% | Reduce -5.8% | 7,709 | $363K |
| Vantage Point Financial LLC | 0.16% | Add +38.1% | 7,708 | $363K |
| Stonehearth Capital Management, LLC | 0.15% | Add +25.9% | 7,537 | $355K |
| WealthTrak Capital Management LLC | 0.29% | Add +4.5% | 7,476 | $352K |
| Sutton Place Investors LLC | 0.21% | Reduce -6.6% | 7,460 | $351K |
| New Wave Wealth Advisors LLC | 0.15% | New | 7,444 | $350K |
| Kestra Investment Management, LLC | 0.01% | New | 7,206 | $339K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -0.0% | 7,152 | $337K |
| RDA Financial Network | 0.09% | Add +45.1% | 7,123 | $335K |
| Wills Financial Group LLC | 0.14% | New | 6,982 | $329K |
| Merit Financial Group, LLC | 0.00% | New | 6,580 | $310K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -27.9% | 6,535 | $308K |
| Summit Trail Advisors, LLC | 0.01% | No change | 6,493 | $306K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -6.3% | 6,424 | $302K |
| SOL Capital Management CO | 0.03% | Add +2.9% | 6,360 | $299K |
| Choreo, LLC | 0.00% | No change | 6,352 | $299K |
| Qube Research & Technologies Ltd | 0.00% | New | 6,322 | $298K |
| Clear Creek Financial Management, LLC | 0.03% | No change | 6,280 | $296K |
| Silverlake Wealth Management LLC | 0.09% | Reduce -0.0% | 6,176 | $291K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +13.0% | 6,042 | $284K |
| Financial Partners Group, Inc | 0.04% | Add +26.0% | 5,896 | $277K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -0.9% | 5,704 | $268K |
| Semus Wealth Partners LLC | 0.17% | Reduce -0.4% | 5,650 | $266K |
| Townsquare Capital LLC | 0.03% | Reduce -94.3% | 5,648 | $266K |
| Two Sigma Securities, LLC | 0.03% | New | 5,506 | $259K |
| Strategic Financial Concepts, LLC | 0.04% | Add +7.0% | 5,394 | $254K |
| Comprehensive Wealth Management, LLC | 0.20% | New | 5,338 | $251K |
| First Heartland Consultants, Inc. | 0.02% | New | 5,307 | $250K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -43.5% | 5,174 | $243K |
| Sowell Financial Services LLC | 0.01% | New | 5,138 | $242K |
| M.E. Allison & Co., Inc. | 0.19% | No change | 5,025 | $236K |
| Mathes Company, Inc. | 0.09% | No change | 5,000 | $235K |
| WESPAC Advisors, LLC | 0.16% | No change | 4,973 | $234K |
| JT Stratford LLC | 0.03% | Reduce -65.2% | 4,869 | $229K |
| Comerica Bank | 0.00% | Reduce -0.8% | 4,754 | $224K |
| US Bancorp \de | 0.00% | Add +693.1% | 4,727 | $222K |
| Next Level Wealth Planning, LLC | 0.14% | No change | 4,500 | $212K |
| Northern Trust Corp. | 0.00% | New | 4,363 | $205K |
| Waverly Advisors, LLC | 0.00% | New | 4,303 | $203K |
| Barnes Dennig Private Wealth Management LLC | 0.15% | New | 2,613 | $123K |
| LGT Financial Advisors LLC | 0.29% | Add +34.2% | 2,430 | $114K |
| Larson Financial Group LLC | 0.00% | Add +1.9% | 2,420 | $114K |
| CX Institutional | 0.00% | No change | 2,313 | $109K |
| Pinnacle Bancorp, Inc. | 0.03% | No change | 2,173 | $102K |
| Glass Jacobson Investment Advisors llc | 0.04% | New | 2,165 | $102K |
| First Community Trust NA | 0.06% | Reduce -50.0% | 1,479 | $70K |
| Ancora Advisors LLC | 0.00% | Add +156.4% | 1,410 | $66K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +32.4% | 1,352 | $64K |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 1,221 | $57K |
| Parallel Advisors, LLC | 0.00% | Add +0.6% | 1,041 | $49K |
| CoreCap Advisors, LLC | 0.00% | Reduce -0.1% | 963 | $45K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 920 | $43K |
| Total Investment Management Inc. | 0.01% | New | 781 | $37K |
| Creative Financial Designs Inc. | 0.00% | Add +1.2% | 690 | $32K |
| Parkside Financial Bank & Trust | 0.00% | No change | 642 | $30K |
| NBT Bank, N.A. | 0.00% | No change | 630 | $30K |
| Parkworth Wealth Management, Inc. | 0.02% | New | 615 | $29K |
| Mb, Levis & Associates, LLC | 0.01% | Add +1.3% | 605 | $28K |
| AE Wealth Management LLC | 0.00% | Add +15.4% | 593 | $28K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +1.0% | 521 | $25K |
| Contravisory Investment Management, Inc. | 0.00% | No change | 489 | $23K |
| Tompkins Financial Corp. | 0.00% | No change | 355 | $17K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | Add +1.1% | 263 | $12K |
| Asset Dedication, LLC | 0.00% | New | 200 | $9K |
| Hazlett, Burt & Watson, Inc. | 0.00% | New | 175 | $8K |
| Rossby Financial, LCC | 0.00% | No change | 162 | $8K |
| Sound Income Strategies, LLC | 0.00% | No change | 93 | $4K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -49.7% | 80 | $4K |
| Arax Advisory Partners | 0.00% | No change | 56 | $3K |
| Assetmark, Inc. | 0.00% | New | 6 | $282 |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 1 | $47 |
"% 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.