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 |
| Cwm, LLC | 0.04% | Add +84.3% | 301,698 | $14.3M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +16.4% | 297,484 | $14.1M |
| BankPlus Wealth Management LLC | 8.03% | Add +7.4% | 286,540 | $13.6M |
| Janney Capital Management LLC | 0.83% | Reduce -0.2% | 279,500 | $13.3M |
| Exchange Traded Concepts, LLC | 0.12% | Add +9.0% | 275,213 | $13.1M |
| Alpha Advisors, LLC | 9.31% | Add +1.1% | 260,583 | $12.4M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -0.0% | 253,969 | $12.1M |
| Financial Connections Group, Inc. | 4.61% | Add +2.8% | 248,599 | $11.8M |
| Acima Private Wealth, LLC | 3.64% | Add +17.7% | 244,803 | $11.6M |
| LPL Financial LLC | 0.00% | Add +44.0% | 244,600 | $11.6M |
| MML Investors Services, LLC | 0.03% | Add +3.9% | 237,976 | $11.3M |
| Apella Capital, LLC | 0.25% | Add +996.2% | 232,771 | $11.1M |
| Milestone Investment Advisors LLC | 2.75% | Add +3.5% | 232,417 | $11.1M |
| Arbor Trust Wealth Advisors, LLC | 4.97% | Add +6.0% | 232,033 | $11.0M |
| Sierra Ocean, LLC | 9.27% | Add +18.9% | 232,005 | $11.0M |
| Triad Wealth Partners, LLC | 1.36% | Reduce -58.7% | 221,935 | $10.6M |
| Baird Financial Group, Inc. | 0.02% | Reduce -0.8% | 218,150 | $10.4M |
| Smithbridge Asset Management Inc. | 1.48% | New | 214,554 | $10.2M |
| Floyd Financial Group LLC | 7.46% | Add +12.3% | 211,251 | $10.1M |
| Steward Partners Investment Advisory, LLC | 0.06% | Add +3.8% | 202,610 | $9.6M |
| Philip James Wealth Mangement, LLC | 1.15% | Add +15.1% | 199,323 | $9.5M |
| Cedar Point Capital Partners, LLC | 6.14% | Add +1.5% | 197,000 | $9.4M |
| Perigon Wealth Management, LLC | 0.19% | Add +9.4% | 195,636 | $9.3M |
| Clarity Wealth Advisors, LLC | 2.00% | Add +17.0% | 191,243 | $9.1M |
| Trademark Financial Management, LLC | 5.22% | Add +19.6% | 188,501 | $9.0M |
| Cannon Wealth Management Services, LLC | 6.74% | Add +9.4% | 187,284 | $8.9M |
| Nations Financial Group Inc, /Ia/ | 0.54% | Add +8.5% | 182,872 | $8.7M |
| Greenbush Financial Group, LLC | 3.32% | Add +11.6% | 181,910 | $8.6M |
| Tableaux LLC | 3.40% | Add +49.5% | 178,588 | $8.5M |
| Composition Wealth, LLC | 0.12% | New | 175,329 | $8.3M |
| Trivium Point Advisory, LLC | 0.83% | Add +6.3% | 171,056 | $8.1M |
| Landmark Wealth Management, LLC | 3.19% | Add +4.8% | 168,936 | $8.0M |
| WBH Advisory Inc. | 0.59% | Add +31.6% | 163,469 | $7.8M |
| Ignite Planners, LLC | 1.25% | Reduce -3.5% | 160,090 | $7.6M |
| WealthPlan Investment Management, LLC | 0.50% | Add +239.2% | 158,892 | $7.6M |
| 5T Wealth, LLC | 3.28% | Add +26.8% | 158,439 | $7.5M |
| Oppenheimer & Co. Inc. | 0.09% | Add +15.3% | 155,971 | $7.4M |
| Apollon Wealth Management, LLC | 0.13% | Add +203.4% | 148,719 | $7.1M |
| Visionary Wealth Advisors | 0.33% | Add +37.5% | 146,538 | $7.0M |
| Lodestar Private Asset Management LLC | 0.72% | Add +1.0% | 145,180 | $6.9M |
| Mather Group, Llc. | 0.07% | Add +3.4% | 143,965 | $6.8M |
| Goldman Sachs Group Inc. | 0.00% | New | 139,606 | $6.6M |
| JFS Wealth Advisors, LLC | 0.38% | Add +293.2% | 134,934 | $6.4M |
| Sanctuary Advisors, LLC | 0.03% | Add +31.7% | 124,184 | $5.9M |
| Old Mission Capital LLC | 0.21% | Add +35.7% | 121,526 | $5.8M |
| Flow Traders U.S. LLC | 0.23% | New | 120,375 | $5.7M |
| Principal Securities, Inc. | 0.09% | Add +656.1% | 111,851 | $5.3M |
| Concurrent Investment Advisors, LLC | 0.09% | Add +9.0% | 107,864 | $5.1M |
| MN Wealth Advisors, LLC | 2.62% | Add +2.3% | 103,046 | $4.9M |
| Sprinkle Financial Consultants LLC | 2.72% | Add +23.3% | 102,496 | $4.9M |
| Investment Counsel Co. of Nevada | 9.90% | Add +1.3% | 102,314 | $4.9M |
| TruWealth Advisors, LLC | 0.24% | Add +3.0% | 99,637 | $4.7M |
| Bank of New York Mellon Corp | 0.00% | Add +73.0% | 97,444 | $4.6M |
| Betterment LLC | 0.01% | Add +15.3% | 97,435 | $4.6M |
| KMG Fiduciary Partners, LLC | 0.31% | Add +2.8% | 95,810 | $4.6M |
| Courier Capital LLC | 0.25% | Add +6.7% | 93,081 | $4.4M |
| Capital Planning LLC | 1.28% | Add +5.7% | 92,337 | $4.4M |
| Embree Financial Group | 0.58% | Add +156.6% | 91,001 | $4.3M |
| United Advisor Group, LLC | 0.57% | Reduce -1.8% | 88,869 | $4.2M |
| World Investment Advisors | 0.08% | Add +172.3% | 86,782 | $4.1M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.48% | New | 85,941 | $4.1M |
| Medallion Wealth Advisors, LLC | 1.40% | Add +20.7% | 82,970 | $3.9M |
| James J. Burns & Company, LLC | 0.57% | Add +13.0% | 80,939 | $3.8M |
| Summit Wealth Partners, LLC | 0.69% | Add +4.7% | 80,556 | $3.8M |
| Pine Valley Investments Ltd Liability Co | 0.20% | Add +6.4% | 80,225 | $3.8M |
| Grey Ledge Advisors, LLC | 0.84% | Add +3.9% | 77,952 | $3.7M |
| Snowden Capital Advisors LLC | 0.10% | Add +8.9% | 77,559 | $3.7M |
| Fifth Third Securities, Inc. | 0.25% | Add +8.1% | 76,695 | $3.6M |
| Lionsbridge Wealth Management LLC | 3.59% | Reduce -38.2% | 76,663 | $3.6M |
| Heritage Wealth Management, Inc. | 1.06% | Add +54.4% | 75,959 | $3.6M |
| John W. Brooker & Co., CPAs | 7.24% | Reduce -1.1% | 74,987 | $3.6M |
| Gotham Asset Management | 0.02% | Add +4.4% | 73,886 | $3.5M |
| MassMutual Private Wealth & Trust, FSB | 0.09% | Reduce -0.1% | 71,440 | $3.4M |
| Independent Advisor Alliance | 0.09% | New | 70,608 | $3.4M |
| Money Concepts Capital Corp. | 0.21% | Add +11.8% | 70,070 | $3.3M |
| Base Wealth Management LLC | 1.89% | Add +5.6% | 69,735 | $3.3M |
| Kestra Private Wealth Services, LLC | 0.04% | Reduce -49.9% | 67,014 | $3.2M |
| CreativeOne Wealth, LLC | 0.08% | Reduce -10.6% | 66,666 | $3.2M |
| MidAtlantic Capital Management, Inc. | 2.03% | Reduce -1.4% | 62,428 | $3.0M |
| Trustmark Bank Trust Department | 0.19% | Add +13.2% | 62,270 | $3.0M |
| BCGM Wealth Management, LLC | 0.75% | Reduce -45.8% | 60,900 | $2.9M |
| Summit Financial, LLC | 0.04% | New | 60,647 | $2.9M |
| Harbour Investments, Inc. | 0.06% | Add +1.3% | 59,164 | $2.8M |
| Arete Wealth Advisors, LLC | 0.17% | Reduce -27.9% | 57,130 | $2.7M |
| West Michigan Advisors, LLC | 0.65% | Reduce -28.9% | 56,781 | $2.7M |
| Ascent Group, LLC | 0.09% | Add +320.2% | 55,842 | $2.7M |
| Coordinated Financial Services, Inc. | 1.72% | Add +2.6% | 55,628 | $2.6M |
| Patten Group, Inc. | 0.51% | Add +10.7% | 55,252 | $2.6M |
| LexAurum Advisors, LLC | 0.37% | Add +2.5% | 54,555 | $2.6M |
| Mainsail Financial Group, LLC | 1.11% | Add +0.2% | 54,267 | $2.6M |
| BankPlus Trust Department | 0.66% | Add +2.0% | 52,003 | $2.5M |
| Creative Planning | 0.00% | Reduce -4.9% | 51,565 | $2.5M |
| Autumn Glory Partners, LLC | 1.00% | Add +436.6% | 51,283 | $2.4M |
| Blume Capital Management, Inc. | 0.47% | New | 51,050 | $2.4M |
| Capital Advisors Wealth Management, LLC | 0.34% | Reduce -1.4% | 50,687 | $2.4M |
| First Commonwealth Financial Corp | 0.39% | New | 48,514 | $2.3M |
| Saxony Capital Management, LLC | 1.49% | Add +8.6% | 47,567 | $2.3M |
| Benjamin Edwards Inc. | 0.03% | Add +2.6% | 47,500 | $2.3M |
| Dorsey & Whitney Trust CO LLC | 0.12% | New | 46,589 | $2.2M |
| Allworth Financial LP | 0.01% | Reduce -21.6% | 45,890 | $2.2M |
| Etesian Wealth Advisors, Inc. | 0.70% | Reduce -2.5% | 44,393 | $2.1M |
| N.E.W. Advisory Services LLC | 0.19% | Add +31.1% | 44,226 | $2.1M |
| Boyum Wealth Architects LLC | 1.28% | Add +1.6% | 43,854 | $2.1M |
| Quad-Cities Investment Group, LLC | 0.88% | Reduce -4.1% | 43,351 | $2.1M |
| Legacy Wealth Managment, LLC | 0.92% | Reduce -8.6% | 42,929 | $2.0M |
| Mayfair Advisory Group, LLC | 0.86% | Add +0.4% | 42,018 | $2.0M |
| IFP Advisors, Inc | 0.05% | Add +16.3% | 40,658 | $1.9M |
| Whitegate Investment Counselors, Inc. | 0.64% | Add +37.8% | 40,574 | $1.9M |
| Belpointe Asset Management LLC | 0.07% | Add +0.7% | 38,943 | $1.9M |
| Per Stirling Capital Management, LLC. | 0.22% | Reduce -73.3% | 38,229 | $1.8M |
| NewEdge Advisors, LLC | 0.01% | Reduce -7.2% | 38,176 | $1.8M |
| PDS Planning, Inc | 0.12% | New | 37,742 | $1.8M |
| Independent Financial Group, LLC | 0.04% | New | 37,521 | $1.8M |
| Houlihan Financial Resource Group, Ltd. | 1.55% | Reduce -52.9% | 37,225 | $1.8M |
| United Community Bank | 0.55% | New | 37,185 | $1.8M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +20.5% | 36,850 | $1.8M |
| Fiduciary Alliance LLC | 0.11% | Add +7.4% | 35,818 | $1.7M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +24.8% | 35,807 | $1.7M |
| Global Retirement Partners, LLC | 0.04% | Reduce -4.8% | 35,779 | $1.7M |
| Obsidian Cio, LLC | 0.22% | Reduce -4.1% | 35,290 | $1.7M |
| Smallwood Wealth Investment Management, LLC | 0.85% | Add +72.3% | 34,941 | $1.7M |
| Rosenberg Matthew Hamilton | 0.36% | Add +39.3% | 34,824 | $1.7M |
| Maia Wealth LLC | 0.28% | Add +10.1% | 34,774 | $1.7M |
| Diversify Advisory Services, LLC | 0.05% | Add +2.7% | 34,309 | $1.6M |
| Retirement Planning Group, LLC | 0.06% | Reduce -1.2% | 33,384 | $1.6M |
| Balance Wealth Partners LLC | 0.39% | Reduce -2.6% | 33,282 | $1.6M |
| Retirement Guys Formula LLC | 0.53% | Add +5.6% | 31,786 | $1.5M |
| Farther Finance Advisors, LLC | 0.02% | Reduce -4.0% | 31,567 | $1.5M |
| Menard Financial Group LLC | 1.01% | Reduce -0.6% | 31,498 | $1.5M |
| Essex Financial Services, Inc. | 0.09% | Add +270.9% | 31,204 | $1.5M |
| Garden State Investment Advisory Services LLC | 0.37% | Reduce -3.3% | 31,129 | $1.5M |
| Goldstone Financial Group, LLC | 0.17% | Reduce -2.4% | 30,734 | $1.5M |
| Norden Group LLC | 0.15% | Add +1.1% | 30,096 | $1.4M |
| Wayfinding Financial, LLC | 0.61% | Add +6.3% | 29,724 | $1.4M |
| von Borstel & Associates, Inc. | 0.22% | New | 29,791 | $1.4M |
| BlackRock, Inc. | 0.00% | Reduce -1.6% | 29,648 | $1.4M |
| Thoroughbred Financial Services, LLC | 0.09% | Reduce -3.5% | 29,594 | $1.4M |
| Boulder Wealth Advisors, LLC | 0.65% | — | 29,435 | $1.4M |
| AssuredPartners Investment Advisors, LLC | 0.30% | Add +3.8% | 28,545 | $1.4M |
| First Citizens Financial Corp | 0.66% | Add +11.3% | 28,154 | $1.3M |
| Roof Eidam Maycock Peralta, LLC | 0.31% | Add +6.3% | 26,935 | $1.3M |
| Towne Trust Company, N.A | 0.41% | Add +166.5% | 26,876 | $1.3M |
| Natixis Advisors, LLC | 0.00% | New | 26,455 | $1.3M |
| Kingsview Wealth Management, LLC | 0.02% | Add +75.8% | 25,595 | $1.2M |
| Sterling Investment Advisors, Ltd. | 0.23% | Add +3.7% | 25,020 | $1.2M |
| ORG Partners LLC | 0.22% | Add +72.5% | 24,613 | $1.2M |
| Blueprint Financial Advisors LLC | 0.25% | Add +27.7% | 24,558 | $1.2M |
| Blueprint Investment Partners LLC | 0.16% | New | 24,558 | $1.2M |
| Savvy Advisors, Inc. | 0.05% | Add +11.1% | 24,529 | $1.2M |
| Peck Wealth Management, LLC | 1.08% | — | 23,784 | $1.1M |
| FWG Holdings, LLC | 0.48% | Add +0.6% | 23,527 | $1.1M |
| Comprehensive Financial Planning, Inc. | 0.77% | Add +29.6% | 23,624 | $1.1M |
| Rockefeller Capital Management L.P. | 0.00% | New | 23,304 | $1.1M |
| &partners | 0.01% | Add +131.7% | 23,637 | $1.1M |
| Acorn Wealth Advisors, LLC | 0.34% | Reduce -59.8% | 22,864 | $1.1M |
| Ellis Investment Partners, LLC | 0.20% | Add +62.2% | 22,860 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -69.7% | 22,489 | $1.1M |
| RMR Wealth Builders | 0.09% | New | 22,391 | $1.1M |
| CRA Financial Services, LLC | 0.14% | Add +7.9% | 22,226 | $1.1M |
| IMS Capital Management | 0.47% | No change | 21,490 | $1.0M |
| Lido Advisors, LLC | 0.00% | Add +0.9% | 21,151 | $1.0M |
| GeoWealth Management, LLC | 0.04% | Reduce -13.4% | 20,497 | $975K |
| Independent Wealth Network Inc. | 0.30% | Add +26.8% | 19,527 | $928K |
| Kuhn & Co Investment Counsel | 0.73% | Add +8.8% | 19,330 | $919K |
| Cary Street Partners Investment Advisory LLC | 0.37% | Add +21.3% | 18,787 | $893K |
| USAdvisors Wealth Management, LLC | 0.30% | Add +17.5% | 18,337 | $871K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -9.0% | 18,271 | $869K |
| Prospera Financial Services Inc | 0.01% | Add +8.0% | 17,524 | $834K |
| Financial Partners Group, Inc | 0.10% | Add +180.6% | 16,546 | $787K |
| AdvisorNet Financial, Inc | 0.04% | Add +4.9% | 15,510 | $738K |
| DAVENPORT & Co LLC | 0.00% | Reduce -26.9% | 15,054 | $716K |
| D'Orazio & Associates, Inc. | 0.09% | Add +17.4% | 15,005 | $713K |
| Coldstream Capital Management Inc. | 0.01% | Add +56.5% | 14,763 | $702K |
| Sigma Planning Corp | 0.02% | Reduce -9.2% | 14,683 | $698K |
| Sowell Financial Services LLC | 0.03% | Add +177.9% | 14,281 | $679K |
| Axis Wealth Partners, LLC | 0.39% | Add +4.5% | 14,093 | $670K |
| Geneos Wealth Management Inc. | 0.02% | Add +29.7% | 13,640 | $649K |
| Signet Financial Management, LLC | 0.07% | Add +1.1% | 13,554 | $645K |
| Lake Street Private Wealth, LLC | 0.08% | Add +3.6% | 13,528 | $643K |
| Brio Consultants, LLC | 0.09% | Reduce -6.0% | 13,524 | $643K |
| Krilogy Financial LLC | 0.02% | New | 13,586 | $643K |
| Chapin Davis, Inc. | 0.16% | No change | 13,400 | $637K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +156.1% | 13,248 | $630K |
| Gentry Private Wealth, LLC | 0.44% | Reduce -31.7% | 13,229 | $629K |
| Advisory Services Network, LLC | 0.01% | Add +0.7% | 13,183 | $627K |
| OneDigital Investment Advisors LLC | 0.01% | Add +0.1% | 12,846 | $611K |
| Mosaic Financial Group, LLC | 0.42% | Add +0.9% | 12,345 | $587K |
| Twin Peaks Wealth Advisors, LLC | 0.20% | Add +12.2% | 12,329 | $586K |
| Anchor Investment Management, LLC | 0.04% | No change | 10,703 | $509K |
| AE Wealth Management LLC | 0.00% | Add +1615.7% | 10,174 | $484K |
| BAM Wealth Management, LLC | 0.37% | — | 10,005 | $476K |
| Private Advisor Group, LLC | 0.00% | Add +6.0% | 9,813 | $467K |
| Silver Oak Securities, Incorporated | 0.03% | Add +2.6% | 9,715 | $462K |
| Ameritas Advisory Services, LLC | 0.03% | Reduce -37.2% | 9,505 | $452K |
| Sequent Planning LLC | 0.12% | New | 9,229 | $439K |
| Diversify Wealth Management, LLC | 0.02% | No change | 8,644 | $410K |
| Sutton Place Investors LLC | 0.23% | Add +14.0% | 8,504 | $404K |
| Comerica Bank | 0.00% | Add +77.8% | 8,450 | $402K |
| Firethorn Wealth Partners, LLC | 0.16% | Add +4.0% | 8,407 | $400K |
| XY Planning Network, Inc. | 0.13% | No change | 8,411 | $396K |
| Masso Torrence Wealth Management Inc. | 0.16% | Add +0.0% | 8,188 | $389K |
| Wesbanco Bank Inc. | 0.01% | Reduce -16.4% | 8,022 | $381K |
| Kestra Investment Management, LLC | 0.01% | Add +11.2% | 8,010 | $381K |
| Palo Alto Wealth Advisors, LLC | 0.11% | Reduce -48.1% | 7,867 | $374K |
| PFG Advisors | 0.02% | Add +0.9% | 7,857 | $374K |
| SeaCrest Wealth Management, LLC | 0.04% | New | 7,844 | $372K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +18.1% | 7,717 | $367K |
| WealthTrak Capital Management LLC | 0.30% | Add +2.8% | 7,684 | $365K |
| Elm3 Financial Group, LLC | 0.30% | Reduce -8.2% | 7,680 | $365K |
| RDA Financial Network | 0.09% | Add +7.0% | 7,621 | $362K |
| Stonehearth Capital Management, LLC | 0.14% | Add +1.0% | 7,611 | $362K |
| New Wave Wealth Advisors LLC | 0.14% | Add +1.3% | 7,537 | $358K |
| Magnolia Capital Advisors LLC | 0.09% | New | 7,082 | $337K |
| Wills Financial Group LLC | 0.14% | Add +0.3% | 7,002 | $333K |
| Sagespring Wealth Partners, LLC | 0.01% | New | 6,947 | $330K |
| First Heartland Consultants, Inc. | 0.03% | Add +29.1% | 6,850 | $326K |
| TBH Global Asset Management, LLC | 0.06% | New | 6,790 | $323K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +11.7% | 6,749 | $321K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -6.3% | 6,701 | $319K |
| Summit Trail Advisors, LLC | 0.00% | No change | 6,493 | $309K |
| Ausdal Financial Partners, Inc. | 0.01% | Add +1.0% | 6,488 | $308K |
| Edge Financial Advisors LLC | 0.14% | New | 6,454 | $307K |
| Integrated Wealth Concepts LLC | 0.00% | New | 6,451 | $307K |
| Mgo One Seven LLC | 0.01% | New | 6,380 | $303K |
| Choreo, LLC | 0.00% | No change | 6,352 | $302K |
| Merit Financial Group, LLC | 0.00% | Reduce -3.6% | 6,343 | $302K |
| Clear Creek Financial Management, LLC | 0.03% | No change | 6,280 | $299K |
| SOL Capital Management CO | 0.03% | Reduce -1.6% | 6,260 | $298K |
| Silverlake Wealth Management LLC | 0.07% | Add +0.1% | 6,181 | $294K |
| Linscomb Wealth, Inc. | 0.01% | Reduce -21.1% | 6,085 | $289K |
| Hazlett, Burt & Watson, Inc. | 0.10% | Add +3333.7% | 6,009 | $287K |
| SageView Advisory Group, LLC | 0.01% | New | 5,957 | $283K |
| Friday Financial | 0.12% | New | 5,952 | $283K |
| ZEGA Investments, LLC | 0.06% | Reduce -37.0% | 5,943 | $283K |
| Renaissance Technologies | 0.00% | Reduce -78.0% | 5,900 | $281K |
| Semus Wealth Partners LLC | 0.16% | Add +4.0% | 5,876 | $279K |
| Florida Financial Advisors, LLC | 0.08% | Reduce -87.9% | 5,721 | $272K |
| Fortis Group Advisors, LLC | 0.05% | Reduce -47.4% | 5,598 | $267K |
| MAI Capital Management | 0.00% | New | 5,500 | $262K |
| Manufacturers Life Insurance Company, The | 0.00% | New | 5,262 | $250K |
| Strategic Financial Concepts, LLC | 0.03% | Reduce -6.5% | 5,041 | $240K |
| M.E. Allison & Co., Inc. | 0.17% | No change | 5,025 | $239K |
| Mathes Company, Inc. | 0.09% | No change | 5,000 | $238K |
| WESPAC Advisors, LLC | 0.14% | No change | 4,973 | $236K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -22.6% | 4,896 | $233K |
| JT Stratford LLC | 0.03% | Add +0.1% | 4,873 | $232K |
| Assetmark, Inc. | 0.00% | Add +80933.3% | 4,862 | $231K |
| Vantage Point Financial LLC | 0.09% | Reduce -37.6% | 4,808 | $229K |
| Plan Group Financial, LLC | 0.06% | New | 4,740 | $225K |
| GWN Securities Inc. | 0.05% | Reduce -41.5% | 4,730 | $225K |
| Martin Investment Management, LLC | 0.06% | New | 4,704 | $224K |
| Cahill Financial Advisors Inc. | 0.03% | New | 4,628 | $220K |
| Comprehensive Wealth Management, LLC | 0.16% | Reduce -13.7% | 4,605 | $219K |
| Next Level Wealth Planning, LLC | 0.12% | No change | 4,500 | $214K |
| Waverly Advisors, LLC | 0.00% | Reduce -0.8% | 4,268 | $203K |
| US Bancorp \de | 0.00% | Reduce -17.7% | 3,889 | $185K |
| LGT Financial Advisors LLC | 0.31% | Add +23.3% | 2,997 | $143K |
| Barnes Dennig Private Wealth Management LLC | 0.15% | Add +9.2% | 2,854 | $136K |
| Signaturefd, LLC | 0.00% | New | 2,760 | $131K |
| Salomon & Ludwin, LLC | 0.01% | Add +3176.3% | 2,621 | $124K |
| CX Institutional | 0.00% | No change | 2,313 | $110K |
| Glass Jacobson Investment Advisors llc | 0.04% | Add +0.7% | 2,179 | $104K |
| Pinnacle Bancorp, Inc. | 0.03% | No change | 2,173 | $103K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 2,082 | $99K |
| Larson Financial Group LLC | 0.00% | Reduce -17.9% | 1,986 | $94K |
| First Community Trust NA | 0.05% | No change | 1,479 | $70K |
| Ancora Advisors LLC | 0.00% | No change | 1,410 | $67K |
| GGM Financial LLC | 0.03% | New | 1,223 | $58K |
| Parallel Advisors, LLC | 0.00% | Add +4.4% | 1,087 | $52K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -25.2% | 1,011 | $48K |
| CoreCap Advisors, LLC | 0.00% | Reduce -0.1% | 962 | $46K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 920 | $44K |
| Creative Financial Designs Inc. | 0.00% | Add +1.3% | 699 | $33K |
| GoalVest Advisory LLC | 0.01% | New | 696 | $33K |
| Imprint Wealth LLC | 0.10% | — | 634 | $30K |
| NBT Bank, N.A. | 0.00% | No change | 630 | $30K |
| Mb, Levis & Associates, LLC | 0.01% | Add +1.2% | 612 | $29K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +1.1% | 527 | $25K |
| Tompkins Financial Corp. | 0.00% | No change | 355 | $17K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | Add +8.8% | 286 | $14K |
| Valley National Advisers Inc. | 0.00% | New | 170 | $8K |
| Rossby Financial, LCC | 0.00% | No change | 162 | $8K |
| Root Financial Partners, LLC | 0.00% | New | 124 | $6K |
| Princeton Global Asset Management LLC | 0.00% | New | 122 | $6K |
| HM Payson & Co. | 0.00% | New | 110 | $5K |
| Sound Income Strategies, LLC | 0.00% | No change | 93 | $4K |
| Cary Street Partners Financial LLC | 0.00% | New | 57 | $3K |
| FMR LLC | 0.00% | New | 3 | $143 |
"% 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.