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 |
| Waterloo Capital, L.P. | 1.49% | Reduce -0.5% | 449,902 | $21.2M |
| Fagan Associates, Inc. | 2.92% | Add +2.4% | 445,325 | $21.0M |
| Mutual Advisors, LLC | 0.45% | Add +24.4% | 444,740 | $20.9M |
| Royal Harbor Partners, LLC | 6.82% | Reduce -28.6% | 428,161 | $20.2M |
| TD Capital Management LLC | 1.74% | Add +4.0% | 411,891 | $19.4M |
| FAS Wealth Partners, Inc. | 1.20% | Add +20.9% | 410,508 | $19.3M |
| WealthPlan Investment Management, LLC | 1.07% | Add +124.7% | 406,896 | $19.2M |
| Trinity Legacy Partners, LLC | 4.03% | Add +7.6% | 393,021 | $18.6M |
| Selby Wealth Management, LLC | 7.30% | Add +1.6% | 393,903 | $18.5M |
| Riverchase Wealth Management, LLC | 9.60% | Add +7.5% | 391,521 | $18.4M |
| HUB Investment Partners, LLC | 0.45% | Add +7.3% | 387,577 | $18.2M |
| SouthState Bank Corp | 0.85% | Reduce -3.8% | 386,936 | $18.2M |
| Alps Advisors Inc. | 0.08% | New | 374,330 | $17.6M |
| Invst, LLC | 1.97% | Add +5.0% | 369,306 | $17.4M |
| Atria Investments, Inc | 0.19% | Add +54.4% | 368,352 | $17.3M |
| BankPlus Wealth Management LLC | 8.65% | Add +15.5% | 355,561 | $16.7M |
| Financial Connections Group, Inc. | 5.66% | Add +3.8% | 345,985 | $16.3M |
| BridgePort Financial Solutions, LLC | 4.60% | Add +11.0% | 344,879 | $16.2M |
| Core Wealth Advisors, LLC | 12.37% | Add +5.3% | 341,844 | $16.1M |
| Financial Partners Group, Inc | 1.83% | Add +5.2% | 324,642 | $15.3M |
| Cooper/Haims Advisors, LLC | 7.17% | Reduce -0.1% | 323,589 | $15.2M |
| FMA Wealth Management, LLC | 9.76% | Add +0.9% | 311,725 | $14.7M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +4.1% | 309,573 | $14.6M |
| Stadion Money Management, LLC | 1.41% | Add +1.3% | 297,345 | $14.0M |
| Blume Capital Management, Inc. | 2.29% | Add +30.4% | 285,121 | $13.4M |
| Exchange Traded Concepts, LLC | 0.10% | Reduce -0.3% | 282,826 | $13.3M |
| Acima Private Wealth, LLC | 4.13% | Add +1.5% | 279,732 | $13.2M |
| Nations Financial Group Inc, /Ia/ | 0.66% | Add +16.9% | 274,077 | $12.9M |
| JFS Wealth Advisors, LLC | 0.72% | Add +22.8% | 271,776 | $12.8M |
| Susquehanna International Group, LLP | 0.02% | New | 270,996 | $12.8M |
| Triad Wealth Partners, LLC | 0.98% | Add +5.5% | 261,526 | $12.3M |
| Sierra Ocean, LLC | 9.59% | Add +3.4% | 248,277 | $11.7M |
| Smithbridge Asset Management Inc. | 1.72% | Reduce -47.1% | 246,469 | $11.6M |
| Per Stirling Capital Management, LLC. | 1.28% | Reduce -1.5% | 245,262 | $11.5M |
| Clarity Wealth Advisors, LLC | 2.37% | Add +9.3% | 244,810 | $11.5M |
| Econ Financial Services Corp | 5.28% | Add +30.0% | 241,594 | $11.4M |
| Milestone Investment Advisors LLC | 2.71% | Add +0.1% | 238,478 | $11.2M |
| Greenbush Financial Group, LLC | 3.68% | Add +15.9% | 235,787 | $11.1M |
| Financially in Tune, LLC | 9.42% | Add +16.6% | 232,779 | $11.0M |
| Sagespring Wealth Partners, LLC | 0.20% | New | 229,940 | $10.8M |
| Arbor Trust Wealth Advisors, LLC | 4.74% | Reduce -4.0% | 229,340 | $10.8M |
| Trademark Financial Management, LLC | 5.29% | Add +20.2% | 229,244 | $10.8M |
| MBL Wealth, LLC | 0.82% | New | 228,988 | $10.8M |
| Landmark Wealth Management, LLC | 2.84% | Add +26.4% | 225,397 | $10.6M |
| Sprinkle Financial Consultants LLC | 4.86% | Add +42.0% | 223,024 | $10.5M |
| Floyd Financial Group LLC | 6.99% | Add +2.9% | 221,976 | $10.5M |
| Contango Wealth Management LLC | 12.20% | Reduce -20.1% | 221,710 | $10.4M |
| Cannon Wealth Management Services, LLC | 7.02% | Add +7.4% | 220,358 | $10.4M |
| Perigon Wealth Management, LLC | 0.18% | Add +4.8% | 214,297 | $10.1M |
| Cedar Point Capital Partners, LLC | 6.45% | Add +2.7% | 210,879 | $9.9M |
| WBH Advisory Inc. | 0.68% | Add +6.9% | 193,227 | $9.1M |
| 5T Wealth, LLC | 3.53% | Add +11.9% | 189,715 | $8.9M |
| Embree Financial Group | 1.04% | Add +49.5% | 187,979 | $8.9M |
| N.E.W. Advisory Services LLC | 0.66% | Reduce -27.8% | 187,582 | $8.8M |
| Oppenheimer & Co. Inc. | 0.10% | Add +8.2% | 176,563 | $8.3M |
| Sanctuary Advisors, LLC | 0.04% | Add +22.6% | 174,829 | $8.2M |
| Composition Wealth, LLC | 0.11% | Reduce -0.1% | 172,951 | $8.1M |
| Ignite Planners, LLC | 1.24% | Add +4.1% | 170,744 | $8.1M |
| Alpha Advisors, LLC | 6.19% | Reduce -36.1% | 166,658 | $7.8M |
| Whitegate Investment Counselors, Inc. | 2.38% | Add +7.2% | 159,003 | $7.5M |
| Wesbanco Bank Inc. | 0.21% | Add +98.0% | 158,809 | $7.5M |
| Visionary Wealth Advisors | 0.33% | Reduce -13.8% | 157,874 | $7.4M |
| MN Wealth Advisors, LLC | 3.57% | Add +14.9% | 155,678 | $7.3M |
| Apollon Wealth Management, LLC | 0.12% | Add +3.5% | 154,480 | $7.3M |
| Lodestar Private Asset Management LLC | 0.71% | Add +2.2% | 153,367 | $7.2M |
| Kellett Wealth Advisors, LLC | 3.90% | New | 152,848 | $7.2M |
| Base Wealth Management LLC | 4.01% | Add +28.5% | 152,342 | $7.2M |
| Concurrent Investment Advisors, LLC | 0.08% | Add +23.8% | 152,185 | $7.2M |
| Money Concepts Capital Corp. | 0.40% | Add +104.1% | 152,155 | $7.2M |
| Tableaux LLC | 3.41% | Add +56.8% | 149,480 | $7.0M |
| Mather Group, Llc. | 0.07% | Add +1.2% | 144,101 | $6.8M |
| Essex Financial Services, Inc. | 0.37% | Add +74.1% | 138,856 | $6.5M |
| Philip James Wealth Mangement, LLC | 0.75% | Reduce -33.2% | 131,253 | $6.2M |
| Heritage Wealth Management, Inc. | 2.97% | Add +11.1% | 127,338 | $6.0M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.73% | Add +42.5% | 126,668 | $6.0M |
| Principal Securities, Inc. | 0.09% | Add +2.8% | 125,695 | $5.9M |
| Houlihan Financial Resource Group, Ltd. | 2.21% | Add +4.7% | 120,514 | $5.7M |
| Kestra Private Wealth Services, LLC | 0.07% | Add +79.4% | 119,481 | $5.6M |
| Courier Capital LLC | 0.29% | Add +11.7% | 111,053 | $5.2M |
| Leo Wealth, LLC | 0.37% | Add +2.2% | 108,334 | $5.1M |
| Merited Wealth, LLC | 4.18% | Add +185.3% | 107,008 | $5.0M |
| Investment Counsel Co. of Nevada | 11.10% | Add +1.2% | 104,826 | $4.9M |
| Snowden Capital Advisors LLC | 0.13% | Add +17.4% | 103,896 | $4.9M |
| TruWealth Advisors, LLC | 0.23% | Add +2.7% | 103,274 | $4.9M |
| KMG Fiduciary Partners, LLC | 0.35% | Add +3.6% | 100,506 | $4.7M |
| Summit Wealth Partners, LLC | 0.75% | Add +10.9% | 100,322 | $4.7M |
| Farther Finance Advisors, LLC | 0.04% | Reduce -0.7% | 98,102 | $4.6M |
| KOM Wealth Management Group, LLC | 3.12% | Add +34.3% | 97,183 | $4.6M |
| James J. Burns & Company, LLC | 0.62% | Add +6.8% | 96,820 | $4.6M |
| United Advisor Group, LLC | 0.56% | Add +3.0% | 96,129 | $4.5M |
| Beto Financial Group, LLC | 2.58% | Reduce -39.9% | 94,153 | $4.4M |
| Medallion Wealth Advisors, LLC | 1.43% | Add +4.5% | 93,271 | $4.4M |
| Capital Planning LLC | 1.42% | Reduce -0.3% | 92,923 | $4.4M |
| TBH Global Asset Management, LLC | 0.88% | Add +105.7% | 92,435 | $4.4M |
| AssuredPartners Investment Advisors, LLC | 0.47% | Reduce -1.7% | 91,453 | $4.3M |
| Prosperity Bancshares Inc | 3.41% | Add +36.6% | 90,220 | $4.2M |
| CreativeOne Wealth, LLC | 0.10% | Add +11.2% | 88,730 | $4.2M |
| Grey Ledge Advisors, LLC | 0.94% | Add +6.9% | 88,713 | $4.2M |
| Equitable Holdings, Inc. | 0.03% | New | 88,093 | $4.2M |
| Bluedoor Private Wealth, LLC | 1.90% | Reduce -4.3% | 87,135 | $4.1M |
| Patten Group, Inc. | 0.71% | Add +7.2% | 87,025 | $4.1M |
| Harbour Investments, Inc. | 0.06% | Add +24.9% | 86,658 | $4.1M |
| Acorn Wealth Advisors, LLC | 1.19% | Add +23.1% | 86,605 | $4.1M |
| Indivisible Partners | 0.36% | Reduce -2.2% | 86,442 | $4.1M |
| Trivium Point Advisory, LLC | 0.72% | Reduce -52.1% | 84,345 | $4.0M |
| Mayfair Advisory Group, LLC | 1.33% | Add +22.3% | 81,134 | $3.8M |
| Pine Valley Investments Ltd Liability Co | 0.18% | Reduce -0.2% | 80,644 | $3.8M |
| Independent Advisor Alliance | 0.04% | Add +5.8% | 80,394 | $3.8M |
| Summit Financial, LLC | 0.05% | Add +21.0% | 79,180 | $3.7M |
| Lionsbridge Wealth Management LLC | 3.67% | Reduce -1.2% | 77,617 | $3.7M |
| Gotham Asset Management | 0.01% | Add +4.4% | 77,111 | $3.6M |
| World Investment Advisors | 0.06% | Reduce -1.6% | 75,780 | $3.6M |
| MassMutual Private Wealth & Trust, FSB | 0.10% | Add +8.7% | 75,684 | $3.6M |
| Stewardship Concepts Financial Services LLC | 2.76% | Add +20.9% | 74,805 | $3.5M |
| Saxony Capital Management, LLC | 1.93% | Add +4.7% | 70,488 | $3.3M |
| Hopwood Nicholas Hunter | 1.03% | Add +3.1% | 69,024 | $3.2M |
| Ascent Group, LLC | 0.11% | Add +17.9% | 68,757 | $3.2M |
| BCGM Wealth Management, LLC | 0.80% | Reduce -2.1% | 67,560 | $3.2M |
| AE Wealth Management LLC | 0.02% | Add +223.8% | 67,243 | $3.2M |
| Owl Creek Wealth Partners LLC | 1.12% | — | 66,655 | $3.1M |
| Coordinated Financial Services, Inc. | 1.75% | Add +2.5% | 63,506 | $3.0M |
| MidAtlantic Capital Management, Inc. | 2.04% | Reduce -2.7% | 62,834 | $3.0M |
| Arete Wealth Advisors, LLC | 0.22% | Add +6.3% | 62,544 | $2.9M |
| Lido Advisors, LLC | 0.01% | Add +4.5% | 61,219 | $2.9M |
| LexAurum Advisors, LLC | 0.37% | — | 59,914 | $2.8M |
| United Community Bank | 0.93% | New | 59,338 | $2.8M |
| Trustmark Bank Trust Department | 0.18% | Reduce -3.0% | 59,037 | $2.8M |
| John W. Brooker & Co., CPAs | 4.32% | Reduce -18.8% | 58,194 | $2.7M |
| Capital Advisors Wealth Management, LLC | 0.36% | Add +3.8% | 57,626 | $2.7M |
| Fifth Third Securities, Inc. | 0.17% | Reduce -5.3% | 57,443 | $2.7M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +26.4% | 56,972 | $2.7M |
| BankPlus Trust Department | 0.72% | Add +0.7% | 56,856 | $2.7M |
| Natixis Advisors, LLC | 0.00% | Add +96.0% | 56,194 | $2.6M |
| Independent Financial Group, LLC | 0.06% | Add +27.2% | 56,135 | $2.6M |
| Creative Planning | 0.00% | Add +15.1% | 55,443 | $2.6M |
| Valmark Advisers, Inc. | 0.03% | New | 54,839 | $2.6M |
| Autumn Glory Partners, LLC | 0.93% | Add +3.7% | 53,651 | $2.5M |
| Keystone Wealth Services, LLC | 0.54% | New | 53,160 | $2.5M |
| IFP Advisors, Inc | 0.05% | Add +16.4% | 51,962 | $2.4M |
| NewEdge Advisors, LLC | 0.01% | Reduce -8.5% | 51,768 | $2.4M |
| Mainsail Financial Group, LLC | 1.01% | Reduce -2.6% | 51,746 | $2.4M |
| Wealthcare Advisory Partners LLC | 0.05% | Add +7.5% | 51,452 | $2.4M |
| Legacy Edge Advisors, LLC | 0.25% | New | 50,698 | $2.4M |
| WealthPLAN Partners, LLC | 0.46% | Add +249.0% | 50,583 | $2.4M |
| Boyum Wealth Architects LLC | 0.99% | Reduce -3.1% | 50,724 | $2.4M |
| Towne Trust Company, N.A | 0.76% | Add +19.9% | 50,103 | $2.4M |
| Benjamin Edwards Inc. | 0.02% | Add +0.8% | 49,364 | $2.3M |
| West Michigan Advisors, LLC | 0.51% | Reduce -15.3% | 49,009 | $2.3M |
| First Commonwealth Financial Corp | 0.36% | No change | 48,514 | $2.3M |
| Rockefeller Capital Management L.P. | 0.00% | Add +40.2% | 47,660 | $2.2M |
| Dorsey & Whitney Trust CO LLC | 0.12% | No change | 46,589 | $2.2M |
| Greenline Wealth Management LLC | 2.51% | Add +3.0% | 46,257 | $2.2M |
| Quad-Cities Investment Group, LLC | 0.87% | Add +3.8% | 46,139 | $2.2M |
| Etesian Wealth Advisors, Inc. | 0.69% | Add +1.9% | 45,704 | $2.2M |
| Ellis Investment Partners, LLC | 0.37% | Add +61.7% | 45,681 | $2.2M |
| Coldstream Capital Management Inc. | 0.03% | Add +140.7% | 45,179 | $2.1M |
| Legacy Wealth Managment, LLC | 1.00% | Add +5.5% | 42,652 | $2.0M |
| PDS Planning, Inc | 0.13% | Add +18.9% | 42,350 | $2.0M |
| Arkadios Wealth Advisors | 0.03% | New | 42,191 | $2.0M |
| Smallwood Wealth Investment Management, LLC | 1.05% | Add +8.4% | 42,166 | $2.0M |
| Integrated Wealth Concepts LLC | 0.02% | Add +787.3% | 41,711 | $2.0M |
| Islay Capital Management, LLC | 0.98% | Add +9184.1% | 40,850 | $1.9M |
| Wayfinding Financial, LLC | 0.81% | Add +30.6% | 39,436 | $1.9M |
| Fiduciary Alliance LLC | 0.11% | Add +8.1% | 38,772 | $1.8M |
| Thoroughbred Financial Services, LLC | 0.11% | Add +5.1% | 37,675 | $1.8M |
| Gentry Private Wealth, LLC | 1.06% | Add +53.3% | 37,212 | $1.8M |
| BlackRock, Inc. | 0.00% | Add +20.3% | 37,143 | $1.7M |
| Rosenberg Matthew Hamilton | 0.36% | Reduce -5.3% | 37,067 | $1.7M |
| Diversify Wealth Management, LLC | 0.03% | Add +324.7% | 36,710 | $1.7M |
| Kingsview Wealth Management, LLC | 0.02% | Add +39.7% | 36,253 | $1.7M |
| TopTier Wealth Management, LLC | 1.05% | Add +14.9% | 36,204 | $1.7M |
| Silver Oak Securities, Incorporated | 0.12% | Add +154.8% | 34,991 | $1.6M |
| Peck Wealth Management, LLC | 1.64% | Add +1.9% | 34,674 | $1.6M |
| RMR Wealth Builders | 0.13% | Add +4.9% | 34,557 | $1.6M |
| Sowell Financial Services LLC | 0.06% | Add +16.2% | 34,050 | $1.6M |
| Garden State Investment Advisory Services LLC | 0.36% | Add +24.4% | 31,791 | $1.5M |
| Belpointe Asset Management LLC | 0.05% | Reduce -2.0% | 31,333 | $1.5M |
| J. R. Prunier Capital Management LLC | 0.62% | Reduce -38.3% | 31,215 | $1.5M |
| CRA Financial Services, LLC | 0.19% | Add +35.1% | 31,203 | $1.5M |
| DeLarme Wealth Management, Inc. | 0.94% | Add +4.9% | 30,950 | $1.5M |
| Menard Financial Group LLC | 1.02% | Add +1.3% | 30,861 | $1.5M |
| Shore Point Advisors, LLC | 0.57% | New | 30,704 | $1.4M |
| Sequent Planning LLC | 0.35% | Add +33.8% | 30,612 | $1.4M |
| Retirement Planning Group, LLC | 0.04% | Reduce -2.9% | 30,520 | $1.4M |
| AdvisorNet Financial, Inc | 0.07% | Add +55.3% | 29,974 | $1.4M |
| JM2 Capital Inc. | 1.16% | Add +11.0% | 29,708 | $1.4M |
| Cary Street Partners Investment Advisory LLC | 0.35% | Add +22.5% | 29,516 | $1.4M |
| Rothschild Capital Partners, LLC | 0.34% | New | 29,194 | $1.4M |
| Ascentis Independent Advisors | 0.10% | New | 28,901 | $1.4M |
| Centurion Wealth Management LLC | 0.31% | Add +6.3% | 28,824 | $1.4M |
| Level Four Advisory Services, LLC | 0.04% | Add +378.3% | 28,131 | $1.3M |
| Newman Dignan & Sheerar, Inc. | 0.28% | New | 28,060 | $1.3M |
| Nolet Wealth Management, LLC | 0.75% | Add +17.7% | 27,943 | $1.3M |
| Retirement Guys Formula LLC | 0.60% | Reduce -5.3% | 27,896 | $1.3M |
| Sterling Investment Advisors, Ltd. | 0.24% | Add +2.5% | 27,695 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -86.9% | 27,538 | $1.3M |
| Goldstone Financial Group, LLC | 0.14% | Reduce -7.5% | 26,930 | $1.3M |
| Roof Eidam Maycock Peralta, LLC | 0.29% | No change | 26,535 | $1.2M |
| Comprehensive Financial Planning, Inc. | 0.84% | Add +6.4% | 25,885 | $1.2M |
| Daybright Advisory Services, Inc. | 0.34% | Reduce -0.9% | 25,865 | $1.2M |
| Elevation Wealth Management LLC | 1.11% | Add +2.6% | 25,607 | $1.2M |
| Foundations Investment Advisors, LLC | 0.01% | Add +223.5% | 25,545 | $1.2M |
| Hazlett, Burt & Watson, Inc. | 0.36% | Add +88.8% | 24,145 | $1.1M |
| XY Planning Network, Inc. | 0.18% | Add +105.3% | 23,900 | $1.1M |
| &partners | 0.01% | Add +0.3% | 23,236 | $1.1M |
| Independent Wealth Network Inc. | 0.32% | Add +3.2% | 22,478 | $1.1M |
| GeoWealth Management, LLC | 0.04% | Add +17.9% | 22,144 | $1.0M |
| Prospera Financial Services Inc | 0.02% | Add +43.5% | 21,844 | $1.0M |
| First Citizens Financial Corp | 0.47% | Reduce -1.8% | 20,961 | $987K |
| Kuhn & Co Investment Counsel | 0.63% | Add +6.2% | 20,616 | $971K |
| Balboa Wealth Partners | 0.16% | New | 20,080 | $945K |
| SeaCrest Wealth Management, LLC | 0.10% | Add +4.3% | 19,900 | $937K |
| Opus Financial Solutions LLC | 0.86% | Add +32.3% | 19,477 | $917K |
| Twin Peaks Wealth Advisors, LLC | 0.23% | Reduce -1.2% | 19,381 | $912K |
| USAdvisors Wealth Management, LLC | 0.30% | Add +0.3% | 19,043 | $893K |
| Mark Sheptoff Financial Planning, LLC | 0.47% | New | 19,000 | $889K |
| Sigma Planning Corp | 0.02% | Add +25.9% | 18,677 | $879K |
| Layline Advisors, LLC | 0.98% | — | 18,623 | $877K |
| Capstone Wealth Management, Inc. | 0.73% | Add +3.2% | 18,398 | $864K |
| Brio Consultants, LLC | 0.10% | Add +40.2% | 18,012 | $843K |
| Lake Street Private Wealth, LLC | 0.11% | Add +9.0% | 17,618 | $829K |
| Geneos Wealth Management Inc. | 0.02% | Add +16.8% | 17,312 | $815K |
| DAVENPORT & Co LLC | 0.00% | Reduce -8.4% | 17,285 | $814K |
| Axis Wealth Partners, LLC | 0.43% | Add +16.8% | 17,188 | $809K |
| Krilogy Financial LLC | 0.03% | Reduce -6.9% | 17,151 | $809K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -1.1% | 16,805 | $791K |
| FWG Holdings, LLC | 0.30% | Reduce -28.6% | 16,801 | $788K |
| D'Orazio & Associates, Inc. | 0.10% | Add +9.2% | 15,982 | $752K |
| Ballast Financial Advisors LLC | 0.76% | Add +8.0% | 15,766 | $742K |
| Allworth Financial LP | 0.00% | Reduce -21.6% | 15,761 | $742K |
| EP Wealth Advisors, LLC | 0.00% | Add +135.5% | 15,361 | $723K |
| Emergent Wealth Advisors, LLC | 0.41% | Add +222.1% | 14,750 | $694K |
| Elevated Financial Group LLC | 0.23% | New | 14,668 | $691K |
| Fifth Third Bancorp | 0.00% | Add +6315.4% | 14,627 | $689K |
| Signet Financial Management, LLC | 0.08% | Reduce -0.4% | 14,445 | $680K |
| Cedarwood Wealth LLC | 0.68% | Add +27.4% | 14,391 | $678K |
| 1015 Capital Partners, LLC | 0.64% | Add +3.7% | 13,988 | $659K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -2.3% | 13,874 | $653K |
| Chapin Davis, Inc. | 0.14% | No change | 13,623 | $641K |
| Balance Wealth Partners LLC | 0.20% | Reduce -59.2% | 13,537 | $637K |
| Trask Adam Roland | 0.58% | — | 13,100 | $617K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -51.9% | 12,853 | $605K |
| Advisory Services Network, LLC | 0.01% | Add +1.6% | 12,841 | $605K |
| Trust Co | 0.06% | Add +59.6% | 12,490 | $588K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +46.9% | 12,471 | $587K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +4.7% | 12,290 | $579K |
| Ankerstar Wealth, LLC | 0.61% | Reduce -20.0% | 12,223 | $575K |
| Bci Securities, Inc. | 5.61% | Add +73.5% | 12,094 | $569K |
| Mosaic Financial Group, LLC | 0.40% | Add +0.9% | 11,943 | $562K |
| Northern Trust Corp. | 0.00% | Reduce -6.8% | 11,867 | $559K |
| Detalus Advisors, LLC | 0.13% | New | 11,690 | $550K |
| First Heartland Consultants, Inc. | 0.04% | Add +50.5% | 11,430 | $538K |
| First American Bank | 0.03% | New | 11,148 | $525K |
| Private Advisor Group, LLC | 0.00% | Add +0.7% | 10,992 | $518K |
| Anchor Investment Management, LLC | 0.04% | No change | 10,703 | $504K |
| Magnolia Capital Advisors LLC | 0.10% | Add +8.2% | 10,579 | $498K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +21.2% | 10,478 | $493K |
| Aegis Wealth Management, Inc. | 0.38% | Add +25.1% | 10,332 | $486K |
| Maia Wealth LLC | 0.08% | Reduce -44.0% | 10,142 | $477K |
| Brand Asset Management Group, Inc. | 0.12% | Add +34.1% | 9,919 | $467K |
| BAM Wealth Management, LLC | 0.34% | Add +4.4% | 9,780 | $460K |
| MAI Capital Management | 0.00% | Add +8.7% | 9,402 | $443K |
| Ameritas Advisory Services, LLC | 0.02% | Add +0.5% | 9,397 | $442K |
| RDA Financial Network | 0.11% | Add +20.1% | 9,392 | $442K |
| Nicolet Bankshares Inc. | 0.02% | New | 9,200 | $433K |
| Firethorn Wealth Partners, LLC | 0.16% | Add +6.3% | 9,131 | $430K |
| Regal Investment Advisors LLC | 0.02% | Add +15.5% | 8,918 | $420K |
| Elm3 Financial Group, LLC | 0.35% | Add +1.2% | 8,808 | $415K |
| Sutton Place Investors LLC | 0.22% | Reduce -2.7% | 8,458 | $398K |
| Summit Trail Advisors, LLC | 0.01% | Add +30.2% | 8,451 | $398K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -64.8% | 8,402 | $396K |
| Uptick Partners, LLC | 0.08% | Reduce -35.0% | 8,163 | $384K |
| Summit Wealth Group LLC / Co. | 0.04% | No change | 8,087 | $381K |
| Plan Group Financial, LLC | 0.09% | Add +10.9% | 7,940 | $374K |
| WealthTrak Capital Management LLC | 0.26% | No change | 7,739 | $364K |
| Stonehearth Capital Management, LLC | 0.14% | Add +4.6% | 7,576 | $357K |
| Unique Wealth, LLC | 0.05% | New | 7,413 | $349K |
| Mayflower Financial Advisors, LLC | 0.04% | New | 7,085 | $334K |
| Wills Financial Group LLC | 0.13% | Add +1.0% | 7,094 | $332K |
| Florida Financial Advisors, LLC | 0.08% | Add +42.6% | 6,994 | $329K |
| Diversify Advisory Services, LLC | 0.05% | Reduce -76.6% | 7,009 | $329K |
| Silverlake Wealth Management LLC | 0.07% | Add +11.6% | 6,910 | $325K |
| Bravera Wealth | 0.14% | Add +27.2% | 6,729 | $317K |
| Savvy Advisors, Inc. | 0.01% | Reduce -61.1% | 6,662 | $314K |
| Semus Wealth Partners LLC | 0.17% | Add +10.9% | 6,535 | $308K |
| Opal Wealth Advisors, LLC | 0.07% | Reduce -51.9% | 6,472 | $305K |
| Retireful, LLC | 0.43% | New | 6,433 | $303K |
| Choreo, LLC | 0.00% | No change | 6,352 | $299K |
| Clear Creek Financial Management, LLC | 0.02% | No change | 6,280 | $296K |
| Impact Capital Partners LLC | 0.09% | New | 6,274 | $295K |
| Merit Financial Group, LLC | 0.00% | Reduce -1.2% | 6,233 | $293K |
| SageView Advisory Group, LLC | 0.01% | Add +1.1% | 6,178 | $291K |
| Martin Investment Management, LLC | 0.09% | Add +30.0% | 6,114 | $288K |
| Fortune Financial Advisors, LLC | 0.14% | New | 5,741 | $270K |
| Exit Wealth Advisors, LLC. | 0.14% | New | 5,717 | $269K |
| Cahill Financial Advisors Inc. | 0.03% | Reduce -42.7% | 5,602 | $264K |
| New Wave Wealth Advisors LLC | 0.09% | Add +1.2% | 5,592 | $263K |
| Mercer Global Advisors Inc. | 0.00% | Add +14.9% | 5,587 | $263K |
| Linscomb Wealth, Inc. | 0.01% | Reduce -5.8% | 5,511 | $259K |
| Cary Street Partners Financial LLC | 0.01% | Add +309.9% | 5,451 | $257K |
| Strategic Financial Concepts, LLC | 0.06% | New | 5,411 | $255K |
| Bright Futures Wealth Management, LLC. | 0.17% | New | 5,390 | $254K |
| Mgo One Seven LLC | 0.00% | Reduce -6.3% | 5,211 | $245K |
| Renaissance Technologies | 0.00% | New | 5,172 | $243K |
| Waverly Advisors, LLC | 0.00% | Add +17.1% | 5,151 | $242K |
| XTX Topco Ltd | 0.00% | New | 5,090 | $240K |
| M.E. Allison & Co., Inc. | 0.16% | No change | 5,025 | $237K |
| Mathes Company, Inc. | 0.09% | No change | 5,000 | $235K |
| WESPAC Advisors, LLC | 0.13% | No change | 4,973 | $234K |
| Boulder Wealth Advisors, LLC | 0.09% | Reduce -96.0% | 4,817 | $227K |
| AQR Capital Management | 0.00% | New | 4,668 | $220K |
| WealthCare Investment Partners, LLC | 0.06% | New | 4,599 | $216K |
| Next Level Wealth Planning, LLC | 0.11% | No change | 4,500 | $212K |
| Beacon Financial Advisory LLC | 0.05% | New | 4,440 | $209K |
| Aprio Wealth Management, LLC | 0.01% | New | 4,372 | $206K |
| Fragasso Financial Advisors Inc | 0.01% | New | 4,263 | $200K |
| Forum Finance Group S.A. | 0.11% | — | 5,260 | $197K |
| Barnes Dennig Private Wealth Management LLC | 0.17% | Add +27.6% | 3,652 | $172K |
| Cordgrass Capital Advisors, LLC | 0.04% | Add +366.6% | 3,560 | $168K |
| Capital Investment Counsel, Inc | 0.02% | No change | 3,400 | $160K |
| LGT Financial Advisors LLC | 0.82% | Add +10.9% | 3,397 | $160K |
| MCF Advisors LLC | 0.01% | New | 3,110 | $146K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +4.4% | 2,767 | $130K |
| Assetmark, Inc. | 0.00% | Reduce -46.9% | 2,689 | $127K |
| Salomon & Ludwin, LLC | 0.01% | Reduce -4.2% | 2,512 | $118K |
| CX Institutional | 0.00% | Add +1.2% | 2,370 | $112K |
| Obsidian Cio, LLC | 0.10% | Add +68.0% | 2,347 | $111K |
| CENTRAL TRUST Co | 0.00% | New | 2,326 | $110K |
| Glass Jacobson Investment Advisors llc | 0.04% | Add +0.6% | 2,205 | $104K |
| Centaurus Financial, Inc. | 0.00% | New | 2,189 | $103K |
| Pinnacle Bancorp, Inc. | 0.03% | No change | 2,173 | $102K |
| UBS Group AG | 0.00% | New | 2,164 | $102K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +1.2% | 2,133 | $100K |
| Arax Advisory Partners | 0.00% | Add +3414.3% | 1,968 | $92K |
| Basepoint Wealth LLC | 0.05% | New | 1,926 | $91K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 1,921 | $90K |
| Larson Financial Group LLC | 0.00% | Reduce -21.7% | 1,812 | $85K |
| Portfolio Resources Advisor Group, Inc. | 0.08% | No change | 1,675 | $79K |
| US Bancorp \de | 0.00% | No change | 1,520 | $72K |
| First Community Trust NA | 0.05% | No change | 1,479 | $70K |
| Ancora Advisors LLC | 0.00% | No change | 1,410 | $66K |
| GGM Financial LLC | 0.03% | No change | 1,223 | $58K |
| CoreCap Advisors, LLC | 0.00% | Add +26.5% | 1,218 | $57K |
| Parallel Advisors, LLC | 0.00% | Add +5.2% | 1,151 | $54K |
| Creative Financial Designs Inc. | 0.00% | Add +1.2% | 1,046 | $49K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 1,034 | $49K |
| Burk Holdings LLC | 0.02% | New | 991 | $47K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 920 | $43K |
| Protective Life Corp. | 0.12% | New | 794 | $37K |
| Torren Management, LLC | 0.02% | New | 778 | $37K |
| SHP Wealth Management | 0.00% | Reduce -1.2% | 637 | $30K |
| NBT Bank, N.A. | 0.00% | No change | 630 | $30K |
| Mb, Levis & Associates, LLC | 0.01% | Add +1.1% | 627 | $30K |
| FMR LLC | 0.00% | New | 562 | $26K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +0.9% | 537 | $25K |
| RHL Group, LLC | 0.02% | Add +156.4% | 482 | $23K |
| International Assets Investment Management, LLC | 0.00% | No change | 375 | $18K |
| HFM Investment Advisors, LLC | 0.01% | New | 362 | $17K |
| Tompkins Financial Corp. | 0.00% | No change | 355 | $17K |
| National Bank of Canada | 0.00% | New | 352 | $17K |
| Imprint Wealth LLC | 0.07% | No change | 317 | $15K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | Add +1.0% | 293 | $14K |
| Harbor Investment Advisory, LLC | 0.00% | New | 244 | $11K |
| North Ridge Wealth Advisors, Inc. | 0.01% | New | 213 | $10K |
| Quest 10 Wealth Builders, Inc. | 0.01% | New | 170 | $8K |
| Rossby Financial, LCC | 0.00% | No change | 162 | $8K |
| Smartleaf Asset Management LLC | 0.00% | No change | 137 | $6K |
| Arlington Trust Co LLC | 0.00% | New | 129 | $6K |
| Princeton Global Asset Management LLC | 0.00% | No change | 122 | $6K |
| Innovative Asset Advisors Group, LLC | 0.00% | — | 121 | $6K |
| Blueline Advisors LLC | 0.00% | New | 101 | $5K |
| Simplex Trading, LLC | 0.00% | New | 100 | $5K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 97 | $5K |
| Sound Income Strategies, LLC | 0.00% | No change | 93 | $4K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 61 | $3K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 56 | $3K |
| Vanguard Advisers Inc. | 0.00% | — | 33 | $2K |
| Root Financial Partners, LLC | 0.00% | Reduce -96.7% | 24 | $1K |
| BNP Paribas Financial Markets | 0.00% | New | 14 | $659 |
| Crewe Advisors LLC | 0.00% | No change | 8 | $382 |
| Signaturefd, LLC | 0.00% | New | 2 | $72 |
| Bessemer Group Inc. | 0.00% | New | 2 | $0 |
| Hanson & Doremus Investment Management | 0.00% | New | 1 | $0 |
"% 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.