JPMORGAN CORE PLUS BOND ETF JCPB
$46.74
+0.1% 52w: $44.35 – $47.39
Latest 13F among current holders filed 20 days ago (Jun 15, 2026)
Price — last 12 months
research preview data44.3545.8747.39
Jun 20, 2025 Jul 2, 2026
Institutional holders
478
+38 QoQ
13F value
$9.37B
+15.1% QoQ
Smart-money holders
6
signal tier ≥ 2
New smart buyers
1
Q1 2026
Institutional value by quarter
Number of holders
Who owns JCPB?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| HB Wealth Management, LLC | Wealth advisor | 14.4M | $676.2M | 4.4% | +16.5% |
| MORGAN STANLEY | Bank broker | 8.4M | $393.7M | 0.0% | +30.2% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 6.7M | $315.7M | 0.1% | +40.6% |
| Betterment LLC | Wealth advisor | 6.2M | $293.5M | 0.6% | +5692.1% |
| FACTORY MUTUAL INSURANCE CO ★2 | Fundamental diversified | 5.8M | $275.2M | 3.1% | Held |
| JPMORGAN CHASE & CO | Bank broker | 5.5M | $260.1M | 0.0% | +23.7% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 5.4M | $253.1M | 0.0% | -9.1% |
| OpenArc Corporate Advisory, LLC | Wealth advisor | 4.8M | $226.5M | 3.2% | +13.4% |
| Mariner, LLC | Diversified mechanical | 4.7M | $222.6M | 0.3% | +30.1% |
| Dynasty Wealth Management, LLC | Wealth advisor | 4.4M | $209.1M | 1.8% | +19.2% |
| Legacy Wealth Management, LLC | Wealth advisor | 3.9M | $182.1M | 10.6% | +3.7% |
| Janney Montgomery Scott LLC | Diversified mechanical | 3.6M | $168.0M | 0.4% | +27.5% |
| HighTower Advisors, LLC | Diversified mechanical | 3.2M | $151.8M | 0.2% | +8.7% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 3.1M | $144.7M | 0.1% | +8.4% |
| Valeo Financial Advisors, LLC | Wealth advisor | 2.9M | $128.1M | 3.1% | +10.6% |
| Summit Financial Strategies, Inc. | Wealth advisor | 2.6M | $124.3M | 9.8% | +7.7% |
| Moss Adams Wealth Advisors LLC | Wealth advisor | 2.6M | $123.6M | 9.0% | +2.3% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 2.6M | $123.1M | 0.0% | +17.2% |
| WELLS FARGO & COMPANY/MN | Bank broker | 2.4M | $113.2M | 0.0% | -1.8% |
| Vestmark Advisory Solutions, Inc. | Wealth advisor | 2.3M | $110.1M | 1.2% | +13.4% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 2.2M | $104.5M | 0.2% | -1.4% |
| Modern Wealth Management, LLC | Wealth advisor | 2.2M | $102.5M | 1.8% | +19.4% |
| Cetera Investment Advisers | Wealth advisor | 2.1M | $98.7M | 0.1% | +11.2% |
| Savant Capital, LLC | Wealth advisor | 2.1M | $98.6M | 0.5% | +31.7% |
| First Pacific Financial | Wealth advisor | 2.0M | $94.4M | 12.2% | +4.2% |
| Alpine Bank Wealth Management | Wealth advisor | 1.9M | $90.6M | 13.2% | -27.2% |
| Confluence Wealth Services, Inc. | Wealth advisor | 1.8M | $86.2M | 3.3% | +27.1% |
| CGN Advisors LLC | Wealth advisor | 1.8M | $84.8M | 6.7% | +5.5% |
| Grant Street Asset Management, Inc. | Wealth advisor | 1.8M | $82.8M | 16.0% | +3.0% |
| Avantax Planning Partners, Inc. | Wealth advisor | 1.7M | $78.8M | 2.2% | +2.9% |
| LPL Financial LLC | Bank broker | 1.7M | $78.8M | 0.0% | +446.3% |
| Bogart Wealth, LLC | Wealth advisor | 1.6M | $73.9M | 2.9% | +4.0% |
| Capital Analysts, LLC | Wealth advisor | 1.6M | $73.1M | 1.9% | +7.4% |
| First Washington CORP | Other | 1.5M | $72.7M | 20.6% | +88.6% |
| D.B. Root & Company, LLC | Wealth advisor | 1.5M | $72.5M | 17.3% | +2.0% |
| Hughes Financial Services, LLC | Wealth advisor | 1.5M | $70.9M | 10.9% | +5.1% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 1.5M | $70.2M | 0.1% | +11.5% |
| Allen Capital Group, LLC | Wealth advisor | 1.5M | $69.2M | 6.2% | +20.8% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 1.4M | $64.4M | 0.1% | +15.8% |
| McAdam, LLC | Wealth advisor | 1.3M | $61.8M | 2.8% | +4.7% |
| Wiser Wealth Management, Inc | Wealth advisor | 1.3M | $60.5M | 13.0% | +8.1% |
| SENTINEL PENSION ADVISORS, LLC | Wealth advisor | 1.3M | $59.5M | 8.8% | +4.6% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 1.2M | $55.8M | 0.1% | -44.5% |
| Harbor Group, Inc. | Wealth advisor | 1.1M | $50.4M | 7.3% | +5.4% |
| Corient Private Wealth LLC | Diversified mechanical | 1.0M | $48.6M | 0.1% | -27.5% |
| Horizon Investments, LLC | Diversified mechanical | 988.3K | $46.2M | 0.5% | +119.9% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 966.4K | $45.5M | 0.0% | +21.8% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 940.0K | $43.9M | 0.0% | +34.1% |
| Bouchey Financial Group Ltd | Wealth advisor | 912.8K | $43.0M | 3.2% | +3.9% |
| Berger Financial Group, Inc | Wealth advisor | 875.3K | $41.2M | 2.3% | -0.9% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.