Who Owns JPMorgan Core Plus Bond ETF (JCPB)?Hedge Fund & Institutional Holders

$47.05-0.07 (-0.14%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.8746091586193508e+262T

% of Float Held

—

QoQ Change in Holders

+14 / -3

Price History

$45.56$46.30$47.05$47.79$48.53Sep 24Jun 25Mar 26

JCPB — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
TD Capital Management LLCIncreased+22K+$951.1M
HB Wealth Management, LLCNew Position+12.4M+$586.2M
OpenArc Corporate Advisory, LLCNew Position+4.2M+$200.0M
Dynasty Wealth Management, LLCNew Position+3.7M+$176.0M
Janney Montgomery Scott LLCNew Position+2.8M+$132.0M
Alpine Bank Wealth ManagementNew Position+2.6M+$125.1M
Moss Adams Wealth Advisors LLCNew Position+2.6M+$121.8M
Valeo Financial Advisors, LLCNew Position+2.6M+$116.3M
Summit Financial Strategies, Inc.New Position+2.5M+$116.0M
ENVESTNET ASSET MANAGEMENT INCNew Position+2.2M+$105.0M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+2.1M+$101.4M
First Pacific FinancialNew Position+1.9M+$91.2M
Avantax Planning Partners, Inc.New Position+1.6M+$77.0M
Savant Capital, LLCNew Position+1.6M+$75.0M
Bogart Wealth, LLCNew Position+1.5M+$71.5M

JCPB — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
BANK OF AMERICA CORP /DE/Decreased-2.5M-$399.9B
HighTower Advisors, LLCDecreased-100K-$145.6B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-2.5M-$118.6B
Alpha Advisors, LLC/VADecreased-537K-$37.6B
Arlington Financial Advisors, LLCDecreased-534K-$33.4B
McCarthy & CoxClosed Position-632K-$30.0B
CITADEL ADVISORS LLCClosed Position-481K-$22.9B
Stadion Money Management, LLCDecreased-70K-$17.2B
Baird Financial Group, Inc.Decreased-3K-$10.4B
GOLDMAN SACHS GROUP INCDecreased-116K-$6.6B
OLD MISSION CAPITAL LLCClosed Position-122K-$5.8B
World Investment AdvisorsDecreased-10K-$4.1B
FIFTH THIRD SECURITIES, INC.Decreased-16K-$3.6B
KESTRA PRIVATE WEALTH SERVICES, LLCDecreased-403-$3.2B
TRUSTMARK BANK TRUST DEPARTMENTDecreased-1K-$3.0B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1TD Capital Management LLC395,905$18.7B1.66%Share
2HB Wealth Management, LLC12,380,010$586.2M3.79%Share
3Anchor Investment Management, LLC10,703$506.8M0.04%Share
4MORGAN STANLEY6,423,040$304.0M0.02%Share
5FACTORY MUTUAL INSURANCE CO5,846,314$276.8M2.81%Share
6JPMORGAN CHASE & CO4,282,357$202.0M0.01%Share
7OpenArc Corporate Advisory, LLC4,243,489$200.0M3.31%Share
8BANK OF AMERICA CORP /DE/3,957,899$187.0M0.01%Share
9Legacy Wealth Management, Inc3,729,750$176.6M10.18%Share
10Dynasty Wealth Management, LLC3,724,827$176.0M1.73%Share
11Mariner, LLC3,271,321$154.0M0.18%Share
12RAYMOND JAMES FINANCIAL INC3,246,522$153.0M0.05%Share
13HighTower Advisors, LLC2,964,524$140.0M0.15%Share
14Janney Montgomery Scott LLC2,799,557$132.0M0.30%Share
15Moss Adams Wealth Advisors LLC2,566,057$121.8M8.83%Share
16Alpine Bank Wealth Management2,548,410$120.7M17.07%Share
17Valeo Financial Advisors, LLC2,628,308$116.3M2.58%Share
18Summit Financial Strategies, Inc.2,450,460$116.0M9.54%Share
19ENVESTNET ASSET MANAGEMENT INC2,231,270$105.0M0.03%Share
20WEALTH ENHANCEMENT ADVISORY SERVICES, LLC2,137,936$101.4M0.14%Share
21Vestmark Advisory Solutions, Inc.2,063,242$97.7M1.32%Share
22First Pacific Financial1,925,157$91.2M11.90%Share
23BANK OF AMERICA CORP /DE/1,913,969$90.0M0.01%Share
24WELLS FARGO & COMPANY/MN1,884,910$89.0M0.02%Share
25Cetera Investment Advisers1,886,115$89.0M0.10%Share
26Modern Wealth Management, LLC1,827,449$86.5M1.58%Share
27Grant Street Asset Management, Inc.1,707,858$80.9M16.29%Share
28CGN Advisors LLC1,707,036$80.8M6.40%Share
29Avantax Planning Partners, Inc.1,626,978$77.0M2.15%Share
30Savant Capital, LLC1,589,416$75.0M0.43%Share
31Bogart Wealth, LLC1,510,882$71.5M2.87%Share
32D.B. Root & Company, LLC1,510,092$71.5M17.44%Share
33RAYMOND JAMES FINANCIAL INC1,467,953$69.0M0.02%Share
34OSAIC HOLDINGS, INC.1,472,729$69.0M0.10%Share
35Confluence Wealth Services, Inc.1,439,759$68.2M2.82%Share
36Hughes Financial Services, LLC1,434,023$67.9M10.66%Share
37CAPTRUST FINANCIAL ADVISORS1,336,996$63.0M0.12%Share
38McAdam, LLC1,253,478$59.0M2.70%Share
39Capital Analysts, LLC1,237,159$58.6M1.78%Share
40SENTINEL PENSION ADVISORS, LLC1,207,732$57.2M8.78%Share
41Allen Capital Group, LLC1,217,603$57.0M5.22%Share
42Wiser Wealth Management, Inc1,189,548$56.3M12.52%Share
43COMMONWEALTH EQUITY SERVICES, LLC1,181,018$55.0M0.07%Share
44Harbor Group, Inc.1,016,099$48.1M7.20%Share
45Berger Financial Group, Inc883,223$41.8M2.42%Share
46Bouchey Financial Group Ltd878,614$41.7M3.12%Share
47Cerity Partners LLC868,015$41.0M0.06%Share
48Destiny Wealth Partners, LLC854,904$40.7M4.67%Share
49First Washington CORP819,415$38.8M10.05%Share
50Joseph Group Capital Management792,858$37.5M9.86%Share

JCPB Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025422$27.1B+216
Q3 2025206$3.8T-124
Q2 2025330$5.1T-10
Q1 2025340$4.9T+79
Q4 2024261$459.2T+71
Q3 2024190$1224.7T+17
Q2 2024173$983.8T+21
Q1 2024152$954.2T—

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As of Q4 2025, 50 institutional investors hold JCPB (JPMorgan Core Plus Bond ETF). The largest holder is TD Capital Management LLC with $18.7B in shares. This quarter, 14 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own JCPB?

As of Q4 2025, 50 institutional investors report holding JCPB (JPMorgan Core Plus Bond ETF) in their 13F filings.

Who is the largest institutional holder of JCPB?

The largest institutional holder of JCPB is TD Capital Management LLC with $18.7B in shares.

Is institutional ownership of JCPB increasing or decreasing?

This quarter, 14 institutions opened new positions in JCPB and 3 closed their positions.