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 |
| Trinity Legacy Partners, LLC | 3.97% | Add +4.7% | 365,333 | $17.3M |
| Riverchase Wealth Management, LLC | 9.37% | Add +4.4% | 364,224 | $17.2M |
| HUB Investment Partners, LLC | 0.47% | Add +1.5% | 361,338 | $17.1M |
| Mutual Advisors, LLC | 0.36% | Add +4.0% | 357,640 | $16.9M |
| Invst, LLC | 1.81% | Add +8.1% | 351,569 | $16.6M |
| FAS Wealth Partners, Inc. | 1.04% | Add +11.5% | 339,576 | $16.1M |
| Choice Wealth Advisors LLC | 6.34% | New | 338,606 | $16.0M |
| Financial Connections Group, Inc. | 5.43% | Add +34.1% | 333,450 | $15.8M |
| Core Wealth Advisors, LLC | 12.11% | — | 324,557 | $15.4M |
| Cooper/Haims Advisors, LLC | 6.97% | Add +6.5% | 324,028 | $15.3M |
| BridgePort Financial Solutions, LLC | 3.95% | Add +1.7% | 310,795 | $14.7M |
| Financial Partners Group, Inc | 1.70% | Add +1765.2% | 308,611 | $14.7M |
| FMA Wealth Management, LLC | 9.48% | Add +0.1% | 308,915 | $14.6M |
| BankPlus Wealth Management LLC | 8.05% | Add +7.4% | 307,853 | $14.6M |
| LPL Financial LLC | 0.00% | Add +25.3% | 306,361 | $14.5M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +17.1% | 297,408 | $14.1M |
| Stadion Money Management, LLC | 1.13% | Reduce -19.3% | 293,575 | $13.9M |
| Exchange Traded Concepts, LLC | 0.11% | Add +3.1% | 283,649 | $13.4M |
| Janney Capital Management LLC | 0.83% | Reduce -0.5% | 278,201 | $13.2M |
| Contango Wealth Management LLC | 14.68% | — | 277,415 | $13.1M |
| Acima Private Wealth, LLC | 4.05% | Add +12.6% | 275,547 | $13.0M |
| Apella Capital, LLC | 0.25% | Add +12.7% | 262,335 | $12.4M |
| Alpha Advisors, LLC | 9.53% | Add +0.1% | 260,908 | $12.4M |
| N.E.W. Advisory Services LLC | 0.91% | Add +487.6% | 259,871 | $12.3M |
| Per Stirling Capital Management, LLC. | 1.32% | Add +551.6% | 249,098 | $11.8M |
| Triad Wealth Partners, LLC | 1.12% | Add +11.7% | 247,937 | $11.7M |
| Sierra Ocean, LLC | 9.41% | Add +3.5% | 240,127 | $11.4M |
| Arbor Trust Wealth Advisors, LLC | 4.97% | Add +3.0% | 239,028 | $11.4M |
| Atria Investments, Inc | 0.13% | New | 238,578 | $11.3M |
| Milestone Investment Advisors LLC | 2.73% | Add +2.5% | 238,293 | $11.3M |
| Nations Financial Group Inc, /Ia/ | 0.58% | Add +28.3% | 234,549 | $11.1M |
| Clarity Wealth Advisors, LLC | 2.16% | Add +17.1% | 223,993 | $10.6M |
| JFS Wealth Advisors, LLC | 0.59% | Add +64.0% | 221,351 | $10.5M |
| Blume Capital Management, Inc. | 1.90% | Add +328.2% | 218,576 | $10.3M |
| Floyd Financial Group LLC | 6.99% | Add +2.2% | 215,805 | $10.3M |
| Baird Financial Group, Inc. | 0.02% | Reduce -1.1% | 215,649 | $10.2M |
| Steward Partners Investment Advisory, LLC | 0.05% | Add +4.1% | 210,884 | $10.0M |
| Cedar Point Capital Partners, LLC | 6.21% | Add +4.2% | 205,357 | $9.7M |
| Cannon Wealth Management Services, LLC | 6.86% | Add +9.6% | 205,249 | $9.7M |
| Perigon Wealth Management, LLC | 0.17% | Add +4.5% | 204,407 | $9.7M |
| Greenbush Financial Group, LLC | 3.28% | Add +11.9% | 203,507 | $9.6M |
| Thrivent Financial for Lutherans | 0.02% | New | 199,752 | $9.5M |
| Financially in Tune, LLC | 8.83% | — | 199,702 | $9.5M |
| Philip James Wealth Mangement, LLC | 1.11% | Reduce -1.4% | 196,473 | $9.3M |
| Trademark Financial Management, LLC | 4.97% | Add +1.1% | 190,661 | $9.0M |
| Econ Financial Services Corp | 4.41% | Reduce -43.0% | 185,901 | $8.8M |
| Visionary Wealth Advisors | 0.39% | Add +25.1% | 183,261 | $8.7M |
| WealthPlan Investment Management, LLC | 0.55% | Add +14.0% | 181,089 | $8.6M |
| WBH Advisory Inc. | 0.63% | Add +10.6% | 180,812 | $8.6M |
| Landmark Wealth Management, LLC | 3.23% | Add +5.5% | 178,296 | $8.4M |
| Trivium Point Advisory, LLC | 0.84% | Add +3.0% | 176,248 | $8.3M |
| Composition Wealth, LLC | 0.12% | Reduce -1.3% | 173,051 | $8.2M |
| Arlington Financial Advisors, LLC | 1.15% | Reduce -75.9% | 169,772 | $8.0M |
| 5T Wealth, LLC | 3.21% | Add +7.0% | 169,495 | $8.0M |
| Ignite Planners, LLC | 1.19% | Add +2.5% | 164,008 | $7.8M |
| Oppenheimer & Co. Inc. | 0.11% | Add +4.6% | 163,199 | $7.7M |
| Sprinkle Financial Consultants LLC | 3.78% | Add +53.3% | 157,076 | $7.4M |
| Beto Financial Group, LLC | 5.00% | — | 156,647 | $7.4M |
| Lodestar Private Asset Management LLC | 0.71% | Add +3.4% | 150,110 | $7.1M |
| Apollon Wealth Management, LLC | 0.12% | Add +0.4% | 149,334 | $7.1M |
| Whitegate Investment Counselors, Inc. | 2.20% | Add +265.7% | 148,394 | $7.0M |
| Sanctuary Advisors, LLC | 0.04% | Add +14.9% | 142,632 | $6.8M |
| Mather Group, Llc. | 0.07% | Reduce -1.1% | 142,412 | $6.7M |
| MN Wealth Advisors, LLC | 3.24% | Add +31.5% | 135,486 | $6.4M |
| Bank of New York Mellon Corp | 0.00% | Add +31.3% | 127,902 | $6.1M |
| Embree Financial Group | 0.73% | Add +38.1% | 125,694 | $6.0M |
| Concurrent Investment Advisors, LLC | 0.07% | Add +14.0% | 122,951 | $5.8M |
| Principal Securities, Inc. | 0.09% | Add +9.4% | 122,320 | $5.8M |
| Boulder Wealth Advisors, LLC | 2.43% | Add +313.3% | 121,650 | $5.8M |
| Base Wealth Management LLC | 3.02% | Add +70.0% | 118,541 | $5.6M |
| Houlihan Financial Resource Group, Ltd. | 2.12% | Add +209.1% | 115,070 | $5.5M |
| Heritage Wealth Management, Inc. | 1.51% | Add +50.9% | 114,608 | $5.4M |
| Betterment LLC | 0.01% | Add +10.5% | 107,641 | $5.1M |
| Leo Wealth, LLC | 0.36% | New | 106,030 | $5.0M |
| Investment Counsel Co. of Nevada | 10.53% | Add +1.2% | 103,570 | $4.9M |
| Tableaux LLC | 3.39% | Reduce -46.6% | 95,306 | $4.8M |
| TruWealth Advisors, LLC | 0.23% | Add +0.9% | 100,519 | $4.8M |
| Courier Capital LLC | 0.26% | Add +6.9% | 99,466 | $4.7M |
| Farther Finance Advisors, LLC | 0.05% | Add +212.8% | 98,756 | $4.7M |
| KMG Fiduciary Partners, LLC | 0.33% | Add +1.2% | 96,965 | $4.6M |
| Capital Planning LLC | 1.24% | Add +1.0% | 93,233 | $4.4M |
| United Advisor Group, LLC | 0.57% | Add +5.0% | 93,317 | $4.4M |
| AssuredPartners Investment Advisors, LLC | 0.66% | Add +225.9% | 93,030 | $4.4M |
| Bluedoor Private Wealth, LLC | 1.99% | — | 91,070 | $4.3M |
| James J. Burns & Company, LLC | 0.59% | Add +12.0% | 90,639 | $4.3M |
| Summit Wealth Partners, LLC | 0.79% | Add +12.3% | 90,475 | $4.3M |
| Medallion Wealth Advisors, LLC | 1.42% | Add +7.5% | 89,221 | $4.2M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.50% | Add +3.4% | 88,900 | $4.2M |
| Snowden Capital Advisors LLC | 0.11% | Add +14.1% | 88,486 | $4.2M |
| Indivisible Partners | 0.45% | — | 88,362 | $4.2M |
| Grey Ledge Advisors, LLC | 0.89% | Add +6.4% | 82,968 | $3.9M |
| Patten Group, Inc. | 0.71% | Add +46.9% | 81,177 | $3.8M |
| Pine Valley Investments Ltd Liability Co | 0.19% | Add +0.7% | 80,815 | $3.8M |
| Wesbanco Bank Inc. | 0.10% | Add +899.6% | 80,186 | $3.8M |
| CreativeOne Wealth, LLC | 0.09% | Add +19.7% | 79,792 | $3.8M |
| Essex Financial Services, Inc. | 0.21% | Add +155.6% | 79,749 | $3.8M |
| Flow Traders U.S. LLC | 0.12% | Reduce -34.5% | 78,793 | $3.7M |
| Lionsbridge Wealth Management LLC | 3.76% | Add +2.5% | 78,565 | $3.7M |
| World Investment Advisors | 0.06% | Reduce -11.2% | 77,038 | $3.6M |
| Independent Advisor Alliance | 0.09% | Add +7.6% | 75,965 | $3.6M |
| Money Concepts Capital Corp. | 0.20% | Add +6.4% | 74,541 | $3.5M |
| Gotham Asset Management | 0.01% | No change | 73,886 | $3.5M |
| KOM Wealth Management Group, LLC | 2.42% | New | 72,344 | $3.4M |
| John W. Brooker & Co., CPAs | 6.07% | Reduce -4.5% | 71,632 | $3.4M |
| Acorn Wealth Advisors, LLC | 0.99% | Add +207.6% | 70,325 | $3.3M |
| MassMutual Private Wealth & Trust, FSB | 0.08% | Reduce -2.6% | 69,606 | $3.3M |
| Harbour Investments, Inc. | 0.07% | Add +17.2% | 69,358 | $3.3M |
| BCGM Wealth Management, LLC | 0.83% | Add +13.3% | 69,027 | $3.3M |
| Saxony Capital Management, LLC | 1.95% | Add +41.5% | 67,302 | $3.2M |
| Hopwood Nicholas Hunter | 1.03% | — | 66,964 | $3.2M |
| Kestra Private Wealth Services, LLC | 0.04% | Reduce -0.6% | 66,611 | $3.2M |
| Mayfair Advisory Group, LLC | 1.22% | Add +57.8% | 66,316 | $3.1M |
| Prosperity Bancshares Inc | 2.82% | — | 66,022 | $3.1M |
| Summit Financial, LLC | 0.05% | Add +7.9% | 65,444 | $3.1M |
| MidAtlantic Capital Management, Inc. | 1.96% | Add +3.5% | 64,584 | $3.1M |
| Oak Barrel Wealth Advisory LLC | 1.75% | — | 61,989 | $2.9M |
| Coordinated Financial Services, Inc. | 1.71% | Add +11.4% | 61,954 | $2.9M |
| Stewardship Concepts Financial Services LLC | 2.47% | — | 61,852 | $2.9M |
| Trustmark Bank Trust Department | 0.18% | Reduce -2.3% | 60,870 | $2.9M |
| Fifth Third Securities, Inc. | 0.19% | Reduce -20.9% | 60,625 | $2.9M |
| Arete Wealth Advisors, LLC | 0.19% | Add +3.0% | 58,852 | $2.8M |
| Lido Advisors, LLC | 0.01% | Add +177.0% | 58,581 | $2.8M |
| Ascent Group, LLC | 0.09% | Add +4.5% | 58,343 | $2.8M |
| West Michigan Advisors, LLC | 0.63% | Add +1.9% | 57,863 | $2.8M |
| NewEdge Advisors, LLC | 0.01% | Add +48.1% | 56,550 | $2.7M |
| BankPlus Trust Department | 0.70% | Add +8.6% | 56,449 | $2.7M |
| Capital Advisors Wealth Management, LLC | 0.36% | Add +9.6% | 55,528 | $2.6M |
| Mainsail Financial Group, LLC | 1.05% | Reduce -2.1% | 53,118 | $2.5M |
| Boyum Wealth Architects LLC | 1.16% | Add +19.3% | 52,324 | $2.5M |
| Autumn Glory Partners, LLC | 0.86% | Add +0.9% | 51,755 | $2.5M |
| J. R. Prunier Capital Management LLC | 1.00% | — | 50,582 | $2.4M |
| Benjamin Edwards Inc. | 0.03% | Add +3.1% | 48,997 | $2.3M |
| First Commonwealth Financial Corp | 0.38% | No change | 48,514 | $2.3M |
| Creative Planning | 0.00% | Reduce -6.6% | 48,157 | $2.3M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +29.8% | 47,845 | $2.3M |
| Dorsey & Whitney Trust CO LLC | 0.12% | No change | 46,589 | $2.2M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +25.8% | 45,056 | $2.1M |
| TBH Global Asset Management, LLC | 0.36% | Add +562.0% | 44,948 | $2.1M |
| Greenline Wealth Management LLC | 2.20% | — | 44,889 | $2.1M |
| Etesian Wealth Advisors, Inc. | 0.67% | Add +1.0% | 44,830 | $2.1M |
| IFP Advisors, Inc | 0.05% | Add +9.8% | 44,639 | $2.1M |
| Quad-Cities Investment Group, LLC | 0.87% | Add +2.6% | 44,470 | $2.1M |
| Independent Financial Group, LLC | 0.05% | Add +17.6% | 44,119 | $2.1M |
| Towne Trust Company, N.A | 0.62% | Add +55.5% | 41,788 | $2.0M |
| Legacy Wealth Managment, LLC | 0.92% | Reduce -5.8% | 40,416 | $1.9M |
| Rosenberg Matthew Hamilton | 0.38% | Add +12.4% | 39,148 | $1.9M |
| Smallwood Wealth Investment Management, LLC | 0.96% | Add +11.3% | 38,882 | $1.8M |
| Merited Wealth, LLC | 1.65% | — | 37,510 | $1.8M |
| Kingswood Wealth Advisors, LLC | 0.09% | New | 37,404 | $1.8M |
| Global Retirement Partners, LLC | 0.03% | Add +2.5% | 36,670 | $1.7M |
| Fiduciary Alliance LLC | 0.11% | Add +0.1% | 35,873 | $1.7M |
| Thoroughbred Financial Services, LLC | 0.10% | Add +21.1% | 35,846 | $1.7M |
| PDS Planning, Inc | 0.11% | Reduce -5.7% | 35,604 | $1.7M |
| Peck Wealth Management, LLC | 1.52% | Add +43.0% | 34,024 | $1.6M |
| Rockefeller Capital Management L.P. | 0.00% | Add +45.9% | 34,002 | $1.6M |
| Balance Wealth Partners LLC | 0.50% | Reduce -0.4% | 33,153 | $1.6M |
| RMR Wealth Builders | 0.12% | Add +47.1% | 32,949 | $1.6M |
| Belpointe Asset Management LLC | 0.05% | Reduce -17.9% | 31,974 | $1.5M |
| TopTier Wealth Management, LLC | 1.01% | — | 31,504 | $1.5M |
| Retirement Planning Group, LLC | 0.05% | Reduce -5.9% | 31,423 | $1.5M |
| BlackRock, Inc. | 0.00% | Add +4.2% | 30,885 | $1.5M |
| Norden Group LLC | 0.14% | Add +1.2% | 30,465 | $1.4M |
| Menard Financial Group LLC | 0.99% | Reduce -3.3% | 30,453 | $1.4M |
| Wayfinding Financial, LLC | 0.61% | Add +1.6% | 30,192 | $1.4M |
| Diversify Advisory Services, LLC | 0.05% | Reduce -12.6% | 29,978 | $1.4M |
| DeLarme Wealth Management, Inc. | 0.99% | — | 29,501 | $1.4M |
| Retirement Guys Formula LLC | 0.64% | Reduce -7.3% | 29,471 | $1.4M |
| Sowell Financial Services LLC | 0.05% | Add +105.3% | 29,312 | $1.4M |
| Goldstone Financial Group, LLC | 0.15% | Reduce -5.3% | 29,115 | $1.4M |
| Natixis Advisors, LLC | 0.00% | Add +8.3% | 28,665 | $1.4M |
| Ellis Investment Partners, LLC | 0.23% | Add +23.6% | 28,252 | $1.3M |
| ORG Partners LLC | 0.23% | Add +12.2% | 27,606 | $1.3M |
| Centurion Wealth Management LLC | 0.28% | New | 27,106 | $1.3M |
| Sterling Investment Advisors, Ltd. | 0.24% | Add +8.0% | 27,020 | $1.3M |
| JM2 Capital Inc. | 1.02% | — | 26,774 | $1.3M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +18.9% | 26,744 | $1.3M |
| Roof Eidam Maycock Peralta, LLC | 0.28% | Reduce -1.5% | 26,535 | $1.3M |
| Daybright Advisory Services, Inc. | 0.33% | — | 26,091 | $1.2M |
| Kingsview Wealth Management, LLC | 0.02% | Add +1.4% | 25,945 | $1.2M |
| Garden State Investment Advisory Services LLC | 0.29% | Reduce -17.9% | 25,561 | $1.2M |
| Elevation Wealth Management LLC | 1.14% | — | 24,945 | $1.2M |
| Blueprint Financial Advisors LLC | 0.18% | No change | 24,558 | $1.2M |
| Blueprint Investment Partners LLC | 0.12% | No change | 24,558 | $1.2M |
| Comprehensive Financial Planning, Inc. | 0.76% | Add +3.0% | 24,332 | $1.2M |
| Gentry Private Wealth, LLC | 0.72% | Add +83.5% | 24,275 | $1.1M |
| Cary Street Partners Investment Advisory LLC | 0.31% | Add +28.3% | 24,095 | $1.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -82.9% | 23,845 | $1.1M |
| Nolet Wealth Management, LLC | 0.63% | — | 23,742 | $1.1M |
| FWG Holdings, LLC | 0.42% | Reduce -0.0% | 23,523 | $1.1M |
| &partners | 0.01% | Reduce -2.0% | 23,156 | $1.1M |
| CRA Financial Services, LLC | 0.14% | Add +3.9% | 23,094 | $1.1M |
| Sequent Planning LLC | 0.28% | Add +147.9% | 22,883 | $1.1M |
| Independent Wealth Network Inc. | 0.32% | Add +11.5% | 21,779 | $1.0M |
| First Citizens Financial Corp | 0.50% | Reduce -24.2% | 21,336 | $1.0M |
| AE Wealth Management LLC | 0.01% | Add +104.1% | 20,764 | $983K |
| Allworth Financial LP | 0.00% | Reduce -56.2% | 20,103 | $952K |
| Twin Peaks Wealth Advisors, LLC | 0.27% | Add +59.1% | 19,616 | $932K |
| Kuhn & Co Investment Counsel | 0.61% | Add +0.4% | 19,416 | $919K |
| AdvisorNet Financial, Inc | 0.05% | Add +24.4% | 19,302 | $914K |
| SeaCrest Wealth Management, LLC | 0.09% | Add +143.3% | 19,085 | $906K |
| USAdvisors Wealth Management, LLC | 0.30% | Add +3.5% | 18,979 | $898K |
| DAVENPORT & Co LLC | 0.00% | Add +25.4% | 18,870 | $894K |
| GeoWealth Management, LLC | 0.03% | Reduce -8.4% | 18,776 | $889K |
| Coldstream Capital Management Inc. | 0.01% | Add +27.2% | 18,774 | $889K |
| Krilogy Financial LLC | 0.03% | Add +35.5% | 18,415 | $876K |
| Maia Wealth LLC | 0.15% | Reduce -48.0% | 18,096 | $865K |
| Capstone Wealth Management, Inc. | 0.74% | — | 17,820 | $844K |
| Savvy Advisors, Inc. | 0.03% | Reduce -30.3% | 17,109 | $810K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -7.0% | 17,001 | $805K |
| Lake Street Private Wealth, LLC | 0.09% | Add +19.5% | 16,164 | $765K |
| Ankerstar Wealth, LLC | 0.72% | — | 15,279 | $726K |
| Prospera Financial Services Inc | 0.01% | Reduce -13.1% | 15,223 | $721K |
| Sigma Planning Corp | 0.02% | Add +1.0% | 14,836 | $702K |
| Geneos Wealth Management Inc. | 0.02% | Add +8.6% | 14,818 | $702K |
| Opus Financial Solutions LLC | 0.66% | — | 14,719 | $697K |
| Axis Wealth Partners, LLC | 0.38% | Add +4.4% | 14,717 | $697K |
| D'Orazio & Associates, Inc. | 0.09% | Reduce -2.5% | 14,633 | $693K |
| Ballast Financial Advisors LLC | 0.71% | — | 14,594 | $691K |
| Signet Financial Management, LLC | 0.08% | Add +7.0% | 14,497 | $686K |
| WealthPLAN Partners, LLC | 0.10% | New | 14,492 | $686K |
| OneDigital Investment Advisors LLC | 0.01% | Add +10.6% | 14,207 | $673K |
| Silver Oak Securities, Incorporated | 0.04% | Add +41.4% | 13,733 | $654K |
| McCarthy & Cox | 7.89% | Reduce -97.8% | 13,752 | $651K |
| Chapin Davis, Inc. | 0.15% | Add +1.7% | 13,623 | $645K |
| 1015 Capital Partners, LLC | 0.63% | — | 13,488 | $639K |
| Opal Wealth Advisors, LLC | 0.17% | New | 13,445 | $637K |
| Hazlett, Burt & Watson, Inc. | 0.20% | Add +112.8% | 12,786 | $611K |
| Brio Consultants, LLC | 0.08% | Reduce -5.0% | 12,850 | $608K |
| Northern Trust Corp. | 0.00% | New | 12,740 | $603K |
| Advisory Services Network, LLC | 0.01% | Reduce -4.2% | 12,636 | $598K |
| Uptick Partners, LLC | 0.13% | New | 12,567 | $595K |
| Comerica Bank | 0.00% | Add +43.2% | 12,104 | $573K |
| Mosaic Financial Group, LLC | 0.38% | Reduce -4.1% | 11,834 | $560K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +81.0% | 11,742 | $556K |
| XY Planning Network, Inc. | 0.10% | Add +38.4% | 11,641 | $551K |
| Cedarwood Wealth LLC | 0.60% | — | 11,300 | $537K |
| Private Advisor Group, LLC | 0.00% | Add +11.2% | 10,913 | $517K |
| Anchor Investment Management, LLC | 0.04% | No change | 10,703 | $507K |
| Cahill Financial Advisors Inc. | 0.05% | Add +111.3% | 9,781 | $463K |
| Magnolia Capital Advisors LLC | 0.10% | Add +38.1% | 9,780 | $463K |
| BAM Wealth Management, LLC | 0.32% | Reduce -6.4% | 9,367 | $444K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -1.6% | 9,353 | $443K |
| Qube Research & Technologies Ltd | 0.00% | Add +90.2% | 9,314 | $441K |
| Edge Financial Advisors LLC | 0.17% | Add +35.0% | 8,715 | $413K |
| Elm3 Financial Group, LLC | 0.34% | Add +13.4% | 8,706 | $412K |
| Sutton Place Investors LLC | 0.23% | Add +2.2% | 8,692 | $412K |
| Diversify Wealth Management, LLC | 0.02% | No change | 8,644 | $411K |
| MAI Capital Management | 0.00% | Add +57.3% | 8,650 | $410K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +28.1% | 8,644 | $409K |
| Firethorn Wealth Partners, LLC | 0.15% | Add +2.2% | 8,593 | $407K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +10.0% | 8,491 | $402K |
| Aegis Wealth Management, Inc. | 0.31% | — | 8,258 | $391K |
| Summit Wealth Group LLC / Co. | 0.05% | New | 8,087 | $383K |
| Kestra Investment Management, LLC | 0.01% | Add +0.8% | 8,077 | $382K |
| Foundations Investment Advisors, LLC | 0.00% | New | 7,897 | $374K |
| Trust Co | 0.03% | New | 7,826 | $371K |
| RDA Financial Network | 0.09% | Add +2.6% | 7,818 | $370K |
| WealthTrak Capital Management LLC | 0.26% | Add +0.7% | 7,739 | $366K |
| Regal Investment Advisors LLC | 0.02% | New | 7,719 | $365K |
| Wealth Alliance Advisory Group, LLC | 0.06% | New | 7,709 | $365K |
| First Heartland Consultants, Inc. | 0.03% | Add +10.9% | 7,597 | $360K |
| Brand Asset Management Group, Inc. | 0.10% | New | 7,397 | $350K |
| Stonehearth Capital Management, LLC | 0.13% | Reduce -4.8% | 7,245 | $343K |
| Plan Group Financial, LLC | 0.09% | Add +51.1% | 7,161 | $339K |
| Wills Financial Group LLC | 0.13% | Add +0.3% | 7,023 | $333K |
| Bci Securities, Inc. | 2.85% | — | 6,971 | $330K |
| EP Wealth Advisors, LLC | 0.00% | — | 6,523 | $309K |
| Summit Trail Advisors, LLC | 0.01% | No change | 6,493 | $309K |
| Comprehensive Wealth Management, LLC | 0.18% | Add +41.4% | 6,512 | $308K |
| Choreo, LLC | 0.00% | No change | 6,352 | $303K |
| Merit Financial Group, LLC | 0.00% | Reduce -0.5% | 6,311 | $299K |
| Clear Creek Financial Management, LLC | 0.02% | No change | 6,280 | $297K |
| SOL Capital Management CO | 0.03% | No change | 6,260 | $296K |
| Silverlake Wealth Management LLC | 0.07% | Add +0.2% | 6,194 | $293K |
| SageView Advisory Group, LLC | 0.01% | Add +2.6% | 6,110 | $289K |
| Semus Wealth Partners LLC | 0.15% | Add +0.3% | 5,893 | $279K |
| Level Four Advisory Services, LLC | 0.01% | New | 5,882 | $279K |
| Linscomb Wealth, Inc. | 0.01% | Reduce -3.9% | 5,847 | $277K |
| Mgo One Seven LLC | 0.01% | Reduce -12.8% | 5,561 | $263K |
| New Wave Wealth Advisors LLC | 0.10% | Reduce -26.7% | 5,525 | $263K |
| Bravera Wealth | 0.13% | — | 5,290 | $250K |
| Manufacturers Life Insurance Company, The | 0.00% | No change | 5,262 | $249K |
| Assetmark, Inc. | 0.00% | Add +4.2% | 5,068 | $240K |
| M.E. Allison & Co., Inc. | 0.16% | No change | 5,025 | $238K |
| Mathes Company, Inc. | 0.09% | No change | 5,000 | $237K |
| WESPAC Advisors, LLC | 0.13% | No change | 4,973 | $235K |
| Florida Financial Advisors, LLC | 0.06% | Reduce -14.3% | 4,905 | $232K |
| Mercer Global Advisors Inc. | 0.00% | New | 4,862 | $230K |
| Martin Investment Management, LLC | 0.06% | No change | 4,704 | $223K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -27.1% | 4,701 | $223K |
| Cogent Private Wealth, Inc. | 0.17% | — | 4,582 | $217K |
| Emergent Wealth Advisors, LLC | 0.12% | New | 4,580 | $217K |
| Next Level Wealth Planning, LLC | 0.11% | No change | 4,500 | $213K |
| Two Sigma Securities, LLC | 0.03% | New | 4,498 | $213K |
| Waverly Advisors, LLC | 0.00% | Add +3.0% | 4,397 | $208K |
| JT Stratford LLC | 0.03% | Reduce -12.3% | 4,275 | $202K |
| Capital Investment Counsel, Inc | 0.02% | New | 3,400 | $161K |
| LGT Financial Advisors LLC | 0.89% | Add +2.2% | 3,063 | $145K |
| Barnes Dennig Private Wealth Management LLC | 0.14% | Add +0.3% | 2,863 | $136K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +162.1% | 2,650 | $126K |
| Salomon & Ludwin, LLC | 0.01% | No change | 2,621 | $124K |
| CX Institutional | 0.00% | Add +1.2% | 2,341 | $111K |
| Larson Financial Group LLC | 0.00% | Add +16.6% | 2,315 | $110K |
| Glass Jacobson Investment Advisors llc | 0.04% | Add +0.6% | 2,192 | $104K |
| Pinnacle Bancorp, Inc. | 0.03% | No change | 2,173 | $103K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +1.3% | 2,108 | $100K |
| Portfolio Resources Advisor Group, Inc. | 0.08% | — | 1,675 | $80K |
| US Bancorp \de | 0.00% | Reduce -60.9% | 1,520 | $72K |
| First Community Trust NA | 0.05% | No change | 1,479 | $70K |
| Ancora Advisors LLC | 0.00% | No change | 1,410 | $67K |
| Obsidian Cio, LLC | 0.10% | Reduce -96.0% | 1,397 | $66K |
| Cary Street Partners Financial LLC | 0.00% | Add +2233.3% | 1,330 | $63K |
| GGM Financial LLC | 0.03% | No change | 1,223 | $58K |
| Parallel Advisors, LLC | 0.00% | Add +0.6% | 1,094 | $52K |
| Creative Financial Designs Inc. | 0.00% | Add +47.9% | 1,034 | $49K |
| CoreCap Advisors, LLC | 0.00% | Add +0.1% | 963 | $46K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 920 | $44K |
| Cordgrass Capital Advisors, LLC | 0.01% | New | 763 | $36K |
| Fairway Wealth LLC | 0.01% | New | 733 | $35K |
| Root Financial Partners, LLC | 0.00% | Add +486.3% | 727 | $34K |
| SHP Wealth Management | 0.00% | — | 645 | $31K |
| NBT Bank, N.A. | 0.00% | No change | 630 | $30K |
| Mb, Levis & Associates, LLC | 0.01% | Add +1.3% | 620 | $29K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +0.9% | 532 | $25K |
| Islay Capital Management, LLC | 0.01% | New | 440 | $21K |
| IFC & Insurance Marketing, Inc. | 0.02% | — | 425 | $20K |
| International Assets Investment Management, LLC | 0.00% | New | 375 | $18K |
| Tompkins Financial Corp. | 0.00% | No change | 355 | $17K |
| Raleigh Capital Management Inc. | 0.01% | New | 338 | $16K |
| Imprint Wealth LLC | 0.07% | Reduce -50.0% | 317 | $15K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | Add +1.4% | 290 | $14K |
| Fifth Third Bancorp | 0.00% | New | 228 | $11K |
| RHL Group, LLC | 0.01% | — | 188 | $9K |
| Rossby Financial, LCC | 0.00% | No change | 162 | $8K |
| Smartleaf Asset Management LLC | 0.00% | New | 137 | $7K |
| Princeton Global Asset Management LLC | 0.00% | No change | 122 | $6K |
| Sound Income Strategies, LLC | 0.00% | No change | 93 | $4K |
| Garton & Associates Financial Advisors LLC | 0.00% | — | 57 | $3K |
| Arax Advisory Partners | 0.00% | New | 56 | $3K |
| Costello Asset Management, INC | 0.00% | New | 50 | $2K |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 42 | $2K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 11 | $521 |
| Crewe Advisors LLC | 0.00% | New | 8 | $379 |
"% 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.