JPMorgan Core Plus Bond ETFJCPBETF
13F holders, Q4 2025 (December 31)443holders +55
39new positions
20sold out
1famous investor
$47.32avg. 13F price*
At the end of Q4 2025, 443 institutions reported holding JPMorgan Core Plus Bond ETF (JCPB) in their 13F filings, up 55 from Q3 2025. 39 opened new positions and 20 sold out. The largest holders were HB Wealth Management, LLC ($586.2M), Morgan Stanley ($304.1M) and Bank of America Corp. ($279.9M). One famous investor held it Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- JPMorgan Core Plus Bond ETF
- CUSIP
- 46641Q670
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 39 | $381.8M |
| Exits | 20 | $35.5M |
All 13F filers, Q3 2025 → Q4 2025: 28,871,676 shares bought and 5,733,995 shares sold, net +23,137,681 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 443 holders
| HB Wealth Management, LLC | 3.80% | Add +18.7% | 12,380,010 | $586.2M |
| Morgan Stanley | 0.02% | Add +51.3% | 6,423,061 | $304.1M |
| Bank of America Corp. | 0.02% | Reduce -29.7% | 5,912,091 | $279.9M |
| Factory Mutual Insurance Co. | 2.81% | No change | 5,846,314 | $276.8M |
| Raymond James Financial Inc. | 0.07% | Add +21.9% | 4,767,284 | $225.7M |
| JPMorgan Chase & Co. | 0.01% | Add +12.4% | 4,480,965 | $212.2M |
| OpenArc Corporate Advisory, LLC | 3.32% | — | 4,243,489 | $200.9M |
| Legacy Wealth Management, LLC | 10.18% | Add +5.2% | 3,729,750 | $176.6M |
| Dynasty Wealth Management, LLC | 1.73% | New | 3,724,827 | $176.4M |
| Mariner, LLC | 0.20% | Add +23.6% | 3,632,956 | $172.0M |
| HighTower Advisors, LLC | 0.15% | Reduce -3.3% | 2,964,524 | $140.4M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +13.7% | 2,835,771 | $134.3M |
| Janney Montgomery Scott LLC | 0.30% | Add +5.4% | 2,799,557 | $132.6M |
| Alpine Bank Wealth Management | 17.70% | Add +67.8% | 2,642,548 | $125.1M |
| Moss Adams Wealth Advisors LLC | 8.83% | Add +7.0% | 2,566,057 | $121.8M |
| Valeo Financial Advisors, LLC | 2.59% | Add +5.4% | 2,628,308 | $116.3M |
| Summit Financial Strategies, Inc. | 9.54% | Add +7.5% | 2,450,460 | $116.0M |
| Wells Fargo & Company | 0.02% | Add +49.9% | 2,449,602 | $116.0M |
| Osaic Holdings, Inc. | 0.16% | Add +16.0% | 2,251,056 | $106.6M |
| Envestnet Asset Management Inc. | 0.03% | Add +20.6% | 2,231,270 | $105.7M |
| Wealth Enhancement Advisory Services, LLC | 0.14% | Add +618.7% | 2,137,936 | $101.4M |
| Vestmark Advisory Solutions, Inc. | 1.32% | Add +10.8% | 2,063,242 | $97.7M |
| First Pacific Financial | 11.90% | Add +10.2% | 1,925,157 | $91.2M |
| Cetera Investment Advisers | 0.10% | Add +32.6% | 1,886,115 | $89.3M |
| Modern Wealth Management, LLC | 1.58% | Add +34.9% | 1,830,324 | $86.7M |
| Grant Street Asset Management, Inc. | 16.29% | Add +2.0% | 1,707,858 | $80.9M |
| CGN Advisors LLC | 6.40% | Add +4.7% | 1,707,036 | $80.8M |
| Avantax Planning Partners, Inc. | 2.15% | Add +2.8% | 1,626,978 | $77.0M |
| Savant Capital, LLC | 0.43% | Reduce -24.0% | 1,589,416 | $75.3M |
| Bogart Wealth, LLC | 2.87% | Add +3.7% | 1,510,882 | $71.5M |
| D.B. Root & Company, LLC | 17.44% | Add +8.6% | 1,510,092 | $71.5M |
| Capital Analysts, LLC | 1.89% | Add +4.2% | 1,446,055 | $68.5M |
| Confluence Wealth Services, Inc. | 2.82% | New | 1,439,759 | $68.2M |
| Hughes Financial Services, LLC | 10.66% | Add +9.7% | 1,434,023 | $67.9M |
| Captrust Financial Advisors | 0.12% | Add +1.8% | 1,336,996 | $63.3M |
| McAdam, LLC | 2.72% | Add +8.4% | 1,253,478 | $59.4M |
| Allen Capital Group, LLC | 5.30% | Add +5.4% | 1,217,603 | $57.7M |
| Sentinel Pension Advisors, LLC | 8.78% | Reduce -4.5% | 1,207,732 | $57.2M |
| Wiser Wealth Management, Inc | 12.52% | Add +6.2% | 1,189,548 | $56.3M |
| Commonwealth Equity Services, LLC | 0.07% | Add +4.2% | 1,181,018 | $55.9M |
| Harbor Group, Inc. | 7.21% | Add +2.8% | 1,016,099 | $48.1M |
| MLG Wealth Management DBA Pine Grove Financial Group | 5.12% | — | 896,338 | $42.4M |
| Berger Financial Group, Inc | 2.43% | Add +4.5% | 883,223 | $41.8M |
| Bouchey Financial Group, Ltd. | 3.12% | Add +14.4% | 878,614 | $41.7M |
| Cerity Partners LLC | 0.06% | Add +15.7% | 868,015 | $41.1M |
| Destiny Wealth Partners, LLC | 4.67% | Add +44.5% | 854,904 | $40.7M |
| First Washington CORP | 10.05% | No change | 819,415 | $38.8M |
| PNC Financial Services Group, Inc. | 0.02% | Add +37.0% | 793,326 | $37.6M |
| Joseph Group Capital Management | 9.86% | Reduce -1.6% | 792,858 | $37.5M |
| Kestra Advisory Services, LLC | 0.15% | Add +16.4% | 778,685 | $36.9M |
| Stifel Financial Corp. | 0.03% | Add +18.4% | 767,451 | $36.3M |
| Tradition Wealth Management, LLC | 2.59% | Add +2.5% | 763,526 | $36.2M |
| Focus Partners Wealth | 0.04% | Add +3.2% | 735,496 | $35.0M |
| Hartford Financial Management Inc. | 8.93% | Add +3.7% | 725,735 | $34.4M |
| Bluespring Wealth Management, LLC | 2.92% | Add +8.1% | 712,631 | $33.9M |
| Corient Private Wealth LP | 0.05% | Add +90.0% | 714,692 | $33.8M |
| Aspen Wealth Management LLC | 7.03% | Add +13.0% | 706,710 | $33.5M |
| Jones Financial Companies LLLP | 0.02% | Add +45.0% | 701,193 | $33.2M |
| Avidian Wealth Enterprises, LLC | 1.21% | Add +7.2% | 701,185 | $33.2M |
| Continuum Advisory, LLC | 3.14% | Add +9.6% | 661,446 | $31.3M |
| Voisard Asset Management Group, Inc. | 6.68% | Add +5.7% | 653,833 | $31.0M |
| Forum Private Client Group LLC | 10.35% | Add +5.1% | 641,397 | $30.4M |
| Kelly Financial Group LLC | 7.66% | Add +4.4% | 633,585 | $30.1M |
| Royal Bank of Canada | 0.01% | Add +33.1% | 635,632 | $30.1M |
| Kintra Wealth, LLC | 4.14% | New | 626,181 | $29.6M |
| Crusonia Wealth Advisors LLC | 6.45% | — | 618,792 | $29.3M |
| Truist Financial Corp. | 0.04% | Add +4.2% | 609,777 | $28.9M |
| Tarbox Family Office, Inc. | 4.63% | Add +4.4% | 607,842 | $28.8M |
| 46 Peaks LLC | 20.85% | — | 597,915 | $28.4M |
| Royal Harbor Partners, LLC | 9.39% | Add +0.5% | 600,032 | $28.4M |
| Guardian Wealth Advisors, LLC / NC | 1.73% | Add +2.4% | 581,795 | $27.6M |
| AlphaCore Capital LLC | 0.61% | New | 574,494 | $27.3M |
| Daymark Wealth Partners, LLC | 0.87% | Add +38.9% | 576,707 | $27.3M |
| Aptus Capital Advisors, LLC | 0.23% | Add +1.3% | 575,252 | $27.2M |
| IMA Advisory Services, Inc. | 2.59% | Add +14.6% | 567,642 | $27.0M |
| Mach-1 Financial Group, LLC | 5.35% | New | 549,833 | $26.0M |
| Verus Capital Partners, LLC | 1.70% | Add +7.9% | 536,367 | $25.4M |
| Johnson Financial Group, Inc. | 0.95% | Add +11.4% | 532,617 | $25.3M |
| Walkner Condon Financial Advisors LLC | 3.44% | Add +19.2% | 522,904 | $24.8M |
| MML Investors Services, LLC | 0.06% | Add +119.0% | 521,244 | $24.7M |
| Steele Capital Management, Inc. | 1.02% | Reduce -3.4% | 501,394 | $23.8M |
| Kickstand Ventures, Llc. | 4.94% | Add +3.3% | 495,483 | $23.5M |
| Mascoma Wealth Management LLC | 4.96% | Add +5.7% | 488,955 | $23.2M |
| Stephens Inc. | 0.28% | Add +3.0% | 477,714 | $22.6M |
| Smithbridge Asset Management Inc. | 1.89% | Add +117.3% | 466,152 | $22.1M |
| Waterloo Capital, L.P. | 1.55% | Add +1.5% | 452,260 | $21.4M |
| Founders Financial Securities LLC | 1.26% | Add +11.6% | 450,455 | $21.3M |
| Horizon Investments, LLC | 0.27% | Add +11.1% | 449,407 | $21.3M |
| American Money Management, LLC | 3.31% | Add +4.8% | 445,324 | $21.1M |
| Bond & Devick Financial Network, Inc. | 5.93% | Add +9.7% | 444,722 | $21.1M |
| Peterson Wealth Advisors, LLC | 2.80% | Add +13.9% | 443,524 | $21.0M |
| Fagan Associates, Inc. | 2.75% | Add +27.3% | 434,858 | $20.6M |
| Cwm, LLC | 0.06% | Add +43.3% | 432,212 | $20.5M |
| D.A. Davidson & Co. | 0.12% | Add +28.6% | 429,881 | $20.4M |
| Blue Water Asset Management | 7.27% | — | 426,891 | $20.2M |
| Magnus Financial Group LLC | 1.53% | Add +10.7% | 420,285 | $19.9M |
| Spire Wealth Management | 0.66% | Add +0.4% | 417,088 | $19.7M |
| SouthState Bank Corp | 0.85% | Reduce -1.4% | 402,337 | $19.1M |
| TD Capital Management LLC | 1.66% | Add +5.8% | 395,905 | $18.7M |
| Selby Wealth Management, LLC | 7.40% | — | 387,675 | $18.4M |
"% 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.