JPMorgan Core Plus Bond ETFJCPBETF
13F holders, Q3 2025 (September 30)388holders +18
45new positions
24sold out
3famous investors
$47.48avg. 13F price*
At the end of Q3 2025, 388 institutions reported holding JPMorgan Core Plus Bond ETF (JCPB) in their 13F filings, up 18 from Q2 2025. 45 opened new positions and 24 sold out. The largest holders were HB Wealth Management, LLC ($495.7M), Bank of America Corp. ($400.1M) and Factory Mutual Insurance Co. ($278.0M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management'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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 45 | $104.0M |
| Exits | 24 | $74.2M |
All 13F filers, Q2 2025 → Q3 2025: 20,807,352 shares bought and 4,542,613 shares sold, net +16,264,739 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 388 holders
| HB Wealth Management, LLC | 3.37% | Add +34.2% | 10,425,820 | $495.7M |
| Bank of America Corp. | 0.03% | Add +4.4% | 8,414,956 | $400.1M |
| Factory Mutual Insurance Co. | 2.71% | Add +81.8% | 5,846,314 | $278.0M |
| Morgan Stanley | 0.01% | Add +36.3% | 4,245,919 | $201.9M |
| JPMorgan Chase & Co. | 0.01% | Add +2.3% | 3,987,312 | $189.6M |
| Raymond James Financial Inc. | 0.06% | Add +3.7% | 3,911,288 | $186.0M |
| Legacy Wealth Management, LLC | 9.93% | Add +7.0% | 3,546,974 | $168.7M |
| HighTower Advisors, LLC | 0.17% | Add +6.6% | 3,064,940 | $145.7M |
| Mariner, LLC | 0.18% | Add +11.5% | 2,938,811 | $139.7M |
| Janney Montgomery Scott LLC | 0.30% | Add +9.2% | 2,656,839 | $126.3M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +50.2% | 2,494,049 | $118.6M |
| Moss Adams Wealth Advisors LLC | 8.89% | Add +17.9% | 2,397,225 | $114.0M |
| Valeo Financial Advisors, LLC | 2.51% | Add +11.1% | 2,493,718 | $109.8M |
| Summit Financial Strategies, Inc. | 9.29% | Add +6.1% | 2,279,496 | $108.4M |
| Savant Capital, LLC | 0.60% | Add +11.7% | 2,091,516 | $99.5M |
| Osaic Holdings, Inc. | 0.13% | Add +13.1% | 1,940,320 | $91.9M |
| Vestmark Advisory Solutions, Inc. | 1.69% | Reduce -43.0% | 1,862,304 | $88.6M |
| Envestnet Asset Management Inc. | 0.03% | Add +22.9% | 1,849,637 | $88.0M |
| First Pacific Financial | 11.54% | Add +3.7% | 1,746,854 | $83.1M |
| Grant Street Asset Management, Inc. | 16.82% | Add +3.3% | 1,674,250 | $79.6M |
| Wells Fargo & Company | 0.02% | Reduce -3.0% | 1,633,839 | $77.7M |
| CGN Advisors LLC | 6.38% | Add +5.6% | 1,630,316 | $77.5M |
| Avantax Planning Partners, Inc. | 2.16% | Add +75.4% | 1,582,620 | $75.3M |
| Alpine Bank Wealth Management | 10.54% | Add +84.3% | 1,574,742 | $74.9M |
| Bogart Wealth, LLC | 2.81% | Add +2.9% | 1,457,522 | $69.3M |
| Cetera Investment Advisers | 0.08% | Add +28.2% | 1,422,676 | $67.6M |
| D.B. Root & Company, LLC | 16.78% | Add +9.9% | 1,390,339 | $66.1M |
| Capital Analysts, LLC | 1.93% | Add +11.0% | 1,387,594 | $66.0M |
| Modern Wealth Management, LLC | 1.28% | Add +67.0% | 1,356,707 | $64.5M |
| Captrust Financial Advisors | 0.13% | Add +5.4% | 1,312,993 | $62.4M |
| Hughes Financial Services, LLC | 9.87% | Add +3.6% | 1,307,674 | $62.1M |
| Sentinel Pension Advisors, LLC | 9.62% | Add +7.0% | 1,265,232 | $60.2M |
| McAdam, LLC | 2.71% | Add +8.1% | 1,156,105 | $55.0M |
| Allen Capital Group, LLC | 5.24% | Add +5.5% | 1,155,111 | $54.9M |
| Commonwealth Equity Services, LLC | 0.07% | Add +11.1% | 1,133,377 | $53.9M |
| Wiser Wealth Management, Inc | 12.18% | Add +13.7% | 1,120,590 | $53.3M |
| Harbor Group, Inc. | 7.48% | Add +3.8% | 988,844 | $47.0M |
| Berger Financial Group, Inc | 2.41% | Add +0.7% | 845,445 | $40.2M |
| First Washington CORP | 10.45% | New | 819,415 | $39.0M |
| Joseph Group Capital Management | 10.81% | Add +3.2% | 805,960 | $38.3M |
| Bouchey Financial Group, Ltd. | 2.82% | Add +5.0% | 768,113 | $36.5M |
| Cerity Partners LLC | 0.06% | Add +5.8% | 750,127 | $35.7M |
| Tradition Wealth Management, LLC | 2.62% | Reduce -13.5% | 745,141 | $35.4M |
| Focus Partners Wealth | 0.05% | Add +1.3% | 712,690 | $33.9M |
| Arlington Financial Advisors, LLC | 4.92% | Add +1.3% | 703,594 | $33.5M |
| Hartford Financial Management Inc. | 8.81% | Add +2.4% | 699,982 | $33.3M |
| Kestra Advisory Services, LLC | 0.15% | Add +21.6% | 668,660 | $31.8M |
| Bluespring Wealth Management, LLC | 2.73% | Add +27.3% | 659,276 | $31.3M |
| Avidian Wealth Enterprises, LLC | 1.17% | Add +6.8% | 654,249 | $31.1M |
| Stifel Financial Corp. | 0.03% | Add +37.6% | 648,389 | $30.8M |
| McCarthy & Cox | 6.85% | Add +3.9% | 631,833 | $30.0M |
| Aspen Wealth Management LLC | 6.60% | Add +12.2% | 625,355 | $29.7M |
| Voisard Asset Management Group, Inc. | 6.81% | Add +2.1% | 618,637 | $29.4M |
| Forum Private Client Group LLC | 10.34% | Add +2.4% | 610,110 | $29.0M |
| Kelly Financial Group LLC | 7.66% | Add +10.1% | 607,094 | $28.9M |
| Continuum Advisory, LLC | 3.03% | Add +8.4% | 603,539 | $28.7M |
| Royal Harbor Partners, LLC | 9.63% | Reduce -2.0% | 597,287 | $28.4M |
| Destiny Wealth Partners, LLC | 3.45% | Add +2.3% | 591,581 | $28.1M |
| Truist Financial Corp. | 0.04% | Add +3.6% | 585,007 | $27.8M |
| SPC Financial, Inc. | 2.16% | Add +2.9% | 582,182 | $27.7M |
| Tarbox Family Office, Inc. | 4.06% | Add +6.2% | 582,071 | $27.7M |
| PNC Financial Services Group, Inc. | 0.02% | Add +32.1% | 579,155 | $27.5M |
| Guardian Wealth Advisors, LLC / NC | 1.76% | Add +11.4% | 568,093 | $27.0M |
| Aptus Capital Advisors, LLC | 0.25% | Add +11.4% | 568,093 | $27.0M |
| Steele Capital Management, Inc. | 1.09% | Reduce -6.4% | 519,157 | $24.7M |
| Verus Capital Partners, LLC | 1.84% | Add +8.3% | 497,189 | $23.6M |
| IMA Advisory Services, Inc. | 2.37% | Reduce -0.5% | 495,239 | $23.5M |
| Jones Financial Companies LLLP | 0.02% | Add +35.6% | 483,680 | $22.9M |
| Citadel Advisors | 0.02% | Add +34.6% | 480,836 | $22.9M |
| Kickstand Ventures, Llc. | 5.02% | Add +6.4% | 479,725 | $22.8M |
| Johnson Financial Group, Inc. | 0.85% | Add +12.7% | 477,932 | $22.7M |
| Royal Bank of Canada | 0.00% | Add +31.6% | 477,430 | $22.7M |
| Stephens Inc. | 0.28% | Add +2.7% | 463,677 | $22.0M |
| Mascoma Wealth Management LLC | 4.85% | Add +0.7% | 462,461 | $22.0M |
| Waterloo Capital, L.P. | 1.58% | Add +25.2% | 445,422 | $21.2M |
| Walkner Condon Financial Advisors LLC | 3.31% | Add +10.5% | 438,668 | $20.9M |
| American Money Management, LLC | 3.37% | Add +3.7% | 424,946 | $20.2M |
| Spire Wealth Management | 0.67% | Reduce -1.0% | 415,375 | $19.8M |
| Daymark Wealth Partners, LLC | 0.67% | Add +13.6% | 415,078 | $19.7M |
| SouthState Bank Corp | 0.89% | Reduce -49.2% | 408,151 | $19.4M |
| Bond & Devick Financial Network, Inc. | 5.80% | Add +12.6% | 405,343 | $19.3M |
| Founders Financial Securities LLC | 1.31% | Add +36.8% | 403,792 | $19.2M |
| Horizon Investments, LLC | 0.25% | Add +36.8% | 404,673 | $19.1M |
| Peterson Wealth Advisors, LLC | 2.76% | Add +6.7% | 389,503 | $18.5M |
| Magnus Financial Group LLC | 1.43% | Add +8.4% | 379,622 | $18.1M |
| Corient Private Wealth LP | 0.03% | Add +18.2% | 376,065 | $17.9M |
| TD Capital Management LLC | 1.60% | Add +9.5% | 374,238 | $17.8M |
| Stadion Money Management, LLC | 1.38% | Reduce -4.3% | 363,981 | $17.2M |
| HUB Investment Partners, LLC | 0.62% | Add +4.8% | 355,898 | $16.9M |
| Trinity Legacy Partners, LLC | 3.83% | Add +0.9% | 349,001 | $16.6M |
| Riverchase Wealth Management, LLC | 9.40% | Add +6.0% | 348,966 | $16.6M |
| Mutual Advisors, LLC | 0.36% | Add +14.8% | 344,002 | $16.5M |
| Fagan Associates, Inc. | 2.24% | Add +91.4% | 341,571 | $16.2M |
| D.A. Davidson & Co. | 0.10% | Add +45.2% | 334,345 | $15.9M |
| Econ Financial Services Corp | 7.73% | Add +3.6% | 326,184 | $15.5M |
| Invst, LLC | 1.76% | Add +6.8% | 325,286 | $15.5M |
| FMA Wealth Management, LLC | 10.07% | Add +3.1% | 308,522 | $14.7M |
| BridgePort Financial Solutions, LLC | 3.90% | Add +12.7% | 305,548 | $14.5M |
| FAS Wealth Partners, Inc. | 0.98% | Add +6.0% | 304,496 | $14.5M |
| Cooper/Haims Advisors, LLC | 6.76% | Add +0.8% | 304,184 | $14.5M |
"% 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.