Who Owns JCPB?
JPMorgan Core Plus Bond ETF — Institutional Ownership & 13F Holdings
$47.12
-0.04 (-0.07%)
Market Cap
$10.5B
Shares Outstanding
230,098,368
Institutional Holders
339
Total Inst. Value
$4.6B
% of Float Held
—
QoQ Holder Change
+188
Institutional data as of Q1 2025
New Positions
111
Closed Positions
32
Increased
153
Decreased
64
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $379.2M | 8,060,341 |
| 2 | RAYMOND JAMES FINANCIAL INC | $180.8M | 3,844,548 |
| 3 | HB Wealth Management, LLCNew | $177.7M | 3,777,846 |
| 4 | JPMORGAN CHASE & CO | $163.5M | 3,476,403 |
| 5 | Legacy Wealth Management, Inc | $152.1M | 3,233,844 |
| 6 | HighTower Advisors, LLC | $131.9M | 2,804,192 |
| 7 | MORGAN STANLEY | $120.0M | 2,551,459 |
| 8 | Janney Montgomery Scott LLCNew | $105.7M | 2,247,634 |
| 9 | FACTORY MUTUAL INSURANCE CONew | $101.2M | 2,151,300 |
| 10 | Moss Adams Wealth Advisors LLC | $94.9M | 2,016,597 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| RAYMOND JAMES FINANCIAL INC | +740K | $180.8M |
| HB Wealth Management, LLCNew | +3.8M | $177.7M |
| JPMORGAN CHASE & CO | +376K | $163.5M |
| Legacy Wealth Management, Inc | +52K | $152.1M |
| HighTower Advisors, LLC | +1.4M | $131.9M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Grant Street Asset Management, Inc. | -436K | $75.1M |
| STEPHENS INC /AR/ | -421K | $22K |
| BANK OF AMERICA CORP /DE/ | -286K | $379.2M |
| MML INVESTORS SERVICES, LLC | -228K | $6.2M |
| Strategic Financial Concepts, LLC | -220K | $237K |
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Frequently Asked Questions
How many institutional investors hold JCPB?
As of Q1 2025, 339 institutional investors report holding JCPB (JPMorgan Core Plus Bond ETF) in their 13F filings.
Which hedge fund owns the most JCPB?
The largest institutional holder of JCPB is BANK OF AMERICA CORP /DE/ with $379.2M in shares.
Are institutions buying or selling JCPB?
This quarter, 111 institutions opened new positions in JCPB and 32 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.