JPMorgan Core Plus Bond ETFJCPBETF
13F holders, Q1 2026 (March 31)483holders +40
64new positions
23sold out
3famous investors
$47.16avg. 13F price*
At the end of Q1 2026, 483 institutions reported holding JPMorgan Core Plus Bond ETF (JCPB) in their 13F filings, up 40 from Q4 2025. 64 opened new positions and 23 sold out. The largest holders were HB Wealth Management, LLC ($676.2M), Morgan Stanley ($393.7M) and Raymond James Financial Inc. ($315.7M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 64 | $136.8M |
| Exits | 23 | $45.3M |
All 13F filers, Q4 2025 → Q1 2026: 33,603,333 shares bought and 5,829,230 shares sold, net +27,774,103 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 483 holders
| HB Wealth Management, LLC | 4.39% | Add +16.5% | 14,422,179 | $676.2M |
| Morgan Stanley | 0.02% | Add +30.2% | 8,362,414 | $393.7M |
| Raymond James Financial Inc. | 0.10% | Add +40.6% | 6,705,129 | $315.7M |
| Betterment LLC | 0.56% | Add +5692.1% | 6,234,652 | $293.5M |
| Factory Mutual Insurance Co. | 3.10% | No change | 5,846,314 | $275.2M |
| JPMorgan Chase & Co. | 0.02% | Add +23.7% | 5,543,281 | $260.1M |
| Bank of America Corp. | 0.02% | Reduce -9.1% | 5,376,654 | $253.1M |
| OpenArc Corporate Advisory, LLC | 3.24% | Add +13.4% | 4,810,272 | $226.5M |
| Mariner, LLC | 0.26% | Add +30.1% | 4,727,615 | $222.6M |
| Dynasty Wealth Management, LLC | 1.82% | Add +19.2% | 4,440,748 | $209.1M |
| Legacy Wealth Management, LLC | 10.62% | Add +3.7% | 3,867,634 | $182.1M |
| Janney Montgomery Scott LLC | 0.42% | Add +27.5% | 3,568,823 | $168.0M |
| HighTower Advisors, LLC | 0.16% | Add +8.7% | 3,223,744 | $151.8M |
| Northwestern Mutual Wealth Management Co. | 0.09% | Add +8.3% | 3,072,664 | $144.7M |
| Valeo Financial Advisors, LLC | 3.06% | Add +10.6% | 2,906,052 | $128.1M |
| Summit Financial Strategies, Inc. | 9.79% | Add +7.7% | 2,639,364 | $124.3M |
| Moss Adams Wealth Advisors LLC | 9.04% | Add +2.3% | 2,625,401 | $123.6M |
| Envestnet Asset Management Inc. | 0.03% | Add +17.2% | 2,614,826 | $123.1M |
| Wells Fargo & Company | 0.02% | Reduce -1.8% | 2,405,004 | $113.2M |
| Vestmark Advisory Solutions, Inc. | 1.22% | Add +13.4% | 2,339,155 | $110.1M |
| Osaic Holdings, Inc. | 0.15% | Reduce -1.4% | 2,219,007 | $104.5M |
| Modern Wealth Management, LLC | 1.76% | Add +19.4% | 2,186,266 | $102.5M |
| Cetera Investment Advisers | 0.10% | Add +11.2% | 2,096,483 | $98.7M |
| Savant Capital, LLC | 0.48% | Add +31.7% | 2,093,938 | $98.6M |
| First Pacific Financial | 12.16% | Add +4.2% | 2,005,687 | $94.4M |
| Alpine Bank Wealth Management | 13.17% | Reduce -27.2% | 1,923,666 | $90.6M |
| Confluence Wealth Services, Inc. | 3.34% | Add +27.1% | 1,830,246 | $86.2M |
| CGN Advisors LLC | 6.70% | Add +5.5% | 1,801,494 | $84.8M |
| Grant Street Asset Management, Inc. | 15.96% | Add +3.0% | 1,759,697 | $82.8M |
| Avantax Planning Partners, Inc. | 2.16% | Add +2.9% | 1,674,613 | $78.8M |
| LPL Financial LLC | 0.02% | Add +446.3% | 1,673,654 | $78.8M |
| Bogart Wealth, LLC | 2.85% | Add +4.0% | 1,570,632 | $73.9M |
| Capital Analysts, LLC | 1.92% | Add +7.4% | 1,552,515 | $73.1M |
| First Washington CORP | 20.58% | Add +88.6% | 1,545,169 | $72.7M |
| D.B. Root & Company, LLC | 17.33% | Add +2.0% | 1,540,528 | $72.5M |
| Hughes Financial Services, LLC | 10.90% | Add +5.0% | 1,506,498 | $70.9M |
| Captrust Financial Advisors | 0.12% | Add +11.5% | 1,490,284 | $70.2M |
| Allen Capital Group, LLC | 6.24% | Add +20.8% | 1,470,695 | $69.2M |
| Commonwealth Equity Services, LLC | 0.09% | Add +15.8% | 1,367,913 | $64.4M |
| McAdam, LLC | 2.78% | Add +4.7% | 1,311,932 | $61.8M |
| Wiser Wealth Management, Inc | 13.05% | Add +8.1% | 1,285,354 | $60.5M |
| Sentinel Pension Advisors, LLC | 8.79% | Add +4.6% | 1,263,562 | $59.5M |
| Wealth Enhancement Advisory Services, LLC | 0.12% | Reduce -44.5% | 1,186,981 | $55.8M |
| Harbor Group, Inc. | 7.29% | Add +5.5% | 1,071,438 | $50.4M |
| MLG Wealth Management DBA Pine Grove Financial Group | 5.71% | Add +16.2% | 1,041,186 | $49.1M |
| Corient Private Wealth LP | 0.07% | Add +44.4% | 1,032,176 | $48.6M |
| Horizon Investments, LLC | 0.52% | Add +119.9% | 988,340 | $46.2M |
| PNC Financial Services Group, Inc. | 0.03% | Add +21.8% | 966,425 | $45.5M |
| Jones Financial Companies LLLP | 0.02% | Add +34.0% | 939,980 | $43.9M |
| Bouchey Financial Group, Ltd. | 3.16% | Add +3.9% | 912,812 | $43.0M |
| Berger Financial Group, Inc | 2.31% | Reduce -0.9% | 875,258 | $41.2M |
| Destiny Wealth Partners, LLC | 4.47% | Add +1.6% | 868,586 | $40.9M |
| Bluespring Wealth Management, LLC | 3.37% | Add +16.6% | 830,813 | $39.1M |
| Joseph Group Capital Management | 9.70% | Add +4.1% | 825,177 | $38.8M |
| MML Investors Services, LLC | 0.10% | Add +53.1% | 798,274 | $37.6M |
| Tradition Wealth Management, LLC | 2.67% | Add +4.3% | 796,523 | $37.5M |
| Voisard Asset Management Group, Inc. | 7.88% | Add +19.9% | 784,246 | $36.9M |
| Stifel Financial Corp. | 0.03% | Add +2.0% | 782,995 | $36.9M |
| Avidian Wealth Enterprises, LLC | 1.15% | Add +10.1% | 771,998 | $36.3M |
| Aspen Wealth Management LLC | 7.21% | Add +8.7% | 767,937 | $36.2M |
| Daymark Wealth Partners, LLC | 1.11% | Add +29.9% | 749,446 | $35.3M |
| Royal Bank of Canada | 0.01% | Add +15.4% | 733,242 | $34.5M |
| Focus Partners Wealth | 0.04% | Reduce -86.3% | 100,487 | $34.2M |
| Continuum Advisory, LLC | 3.22% | Add +7.9% | 713,740 | $33.6M |
| Hartford Financial Management Inc. | 8.47% | Reduce -2.7% | 706,122 | $33.2M |
| Forum Private Client Group LLC | 10.65% | Add +5.8% | 678,514 | $32.0M |
| Kintra Wealth, LLC | 2.21% | Add +5.9% | 663,236 | $31.2M |
| Kelly Financial Group LLC | 7.74% | Add +3.1% | 653,344 | $30.8M |
| Crusonia Wealth Advisors LLC | 6.34% | Add +5.3% | 651,759 | $30.7M |
| Apella Capital, LLC | 0.45% | Add +146.5% | 646,732 | $30.6M |
| Cerity Partners LLC | 0.04% | Reduce -26.5% | 637,695 | $30.0M |
| Mach-1 Financial Group, LLC | 10.25% | Add +12.4% | 618,151 | $29.1M |
| Aptus Capital Advisors, LLC | 0.24% | Add +6.8% | 614,474 | $28.9M |
| Guardian Wealth Advisors, LLC / NC | 1.84% | Add +5.6% | 614,474 | $28.9M |
| 46 Peaks LLC | 20.94% | Add +2.2% | 610,925 | $28.8M |
| Truist Financial Corp. | 0.04% | Reduce -0.2% | 608,329 | $28.6M |
| Tarbox Family Office, Inc. | 4.57% | Reduce -1.6% | 597,818 | $28.1M |
| Verus Capital Partners, LLC | 1.92% | Add +10.5% | 592,576 | $27.9M |
| Walkner Condon Financial Advisors LLC | 3.65% | Add +12.3% | 587,402 | $27.7M |
| Cwm, LLC | 0.07% | Add +34.7% | 582,362 | $27.4M |
| IMA Advisory Services, Inc. | 2.66% | Add +2.0% | 579,129 | $27.3M |
| Bank of New York Mellon Corp | 0.01% | Add +351.7% | 577,757 | $27.2M |
| Johnson Financial Group, Inc. | 0.98% | Add +8.3% | 576,938 | $27.2M |
| AlphaCore Capital LLC | 0.63% | Reduce -2.2% | 562,109 | $26.5M |
| Mascoma Wealth Management LLC | 5.46% | Add +14.8% | 561,371 | $26.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | New | 543,683 | $25.6M |
| D.A. Davidson & Co. | 0.15% | Add +25.7% | 540,435 | $25.4M |
| Kestra Advisory Services, LLC | 0.10% | Reduce -31.6% | 532,813 | $25.1M |
| Spire Wealth Management | 0.85% | Add +27.3% | 531,041 | $25.0M |
| Kickstand Ventures, Llc. | 5.06% | Add +3.0% | 510,234 | $24.0M |
| Founders Financial Securities LLC | 1.34% | Add +12.2% | 505,209 | $23.8M |
| Magnus Financial Group LLC | 1.90% | Add +17.5% | 493,777 | $23.2M |
| Steele Capital Management, Inc. | 0.94% | Reduce -3.6% | 483,143 | $22.7M |
| Baird Financial Group, Inc. | 0.03% | Add +116.7% | 467,250 | $22.0M |
| Stephens Inc. | 0.27% | Reduce -2.8% | 464,349 | $21.9M |
| Bond & Devick Financial Network, Inc. | 6.01% | Add +2.8% | 457,321 | $21.5M |
| Blue Water Asset Management | 7.37% | Add +6.1% | 453,035 | $21.3M |
| LeClair Wealth Partners LLC | 7.37% | New | 453,035 | $21.3M |
| American Money Management, LLC | 3.36% | Add +1.4% | 451,616 | $21.3M |
| Peterson Wealth Advisors, LLC | 2.82% | Add +1.6% | 450,648 | $21.2M |
"% 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.