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

$InfinityT

% of Float Held

—

QoQ Change in Holders

+13 / -4

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
Alpine Bank Wealth ManagementNew Position+2.6M+$125.1B
Moss Adams Wealth Advisors LLCNew Position+2.6M+$121.8B
First Pacific FinancialNew Position+1.9M+$91.2B
Avantax Planning Partners, Inc.New Position+1.6M+$77.0B
D.B. Root & Company, LLCNew Position+1.5M+$71.5B
Confluence Wealth Services, Inc.New Position+1.4M+$68.2B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+1.2M+$55.0B
RAYMOND JAMES FINANCIAL INCIncreased+856K+$38.0B
Joseph Group Capital ManagementNew Position+793K+$37.5B
WELLS FARGO & COMPANY/MNIncreased+816K+$37.3B
Hartford Financial Management Inc.New Position+726K+$34.4B
JONES FINANCIAL COMPANIES LLLPNew Position+701K+$33.0B
Forum Private Client Group LLCNew Position+641K+$30.4B
KELLY FINANCIAL GROUP LLCNew Position+634K+$30.1B
KINTRA WEALTH, LLCNew Position+626K+$29.6B

JCPB — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
HighTower Advisors, LLCDecreased-100K-$145.6B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-2.5M-$118.6B
McCarthy & CoxClosed Position-632K-$30.0B
Alpha Advisors, LLC/VADecreased-537K-$25.3B
CITADEL ADVISORS LLCClosed Position-481K-$22.9B
OLD MISSION CAPITAL LLCClosed Position-122K-$5.8B
GOLDMAN SACHS GROUP INCDecreased-116K-$5.6B
World Investment AdvisorsDecreased-10K-$4.1B
FIFTH THIRD SECURITIES, INC.Decreased-16K-$3.6B
Stadion Money Management, LLCDecreased-70K-$3.3B
Creative PlanningDecreased-3K-$2.5B
Allworth Financial LPDecreased-26K-$2.2B
&PARTNERSDecreased-481-$1.1B
IMS Capital ManagementClosed Position-21K-$1.0B
GeoWealth Management, LLCDecreased-2K-$974.6M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1FACTORY MUTUAL INSURANCE CO5,846,314$276.8B2.81%Share
2JPMORGAN CHASE & CO4,282,357$202.0B0.01%Share
3BANK OF AMERICA CORP /DE/3,957,899$187.0B0.01%Share
4Legacy Wealth Management, Inc3,729,750$176.6B10.18%Share
5RAYMOND JAMES FINANCIAL INC3,246,522$153.0B0.05%Share
6Moss Adams Wealth Advisors LLC2,566,057$121.8B8.83%Share
7Alpine Bank Wealth Management2,548,410$120.7B17.07%Share
8First Pacific Financial1,925,157$91.2B11.90%Share
9BANK OF AMERICA CORP /DE/1,913,969$90.0B0.01%Share
10WELLS FARGO & COMPANY/MN1,884,910$89.0B0.02%Share
11Modern Wealth Management, LLC1,827,449$86.5B1.58%Share
12Grant Street Asset Management, Inc.1,707,858$80.9B16.29%Share
13CGN Advisors LLC1,707,036$80.8B6.40%Share
14Avantax Planning Partners, Inc.1,626,978$77.0B2.15%Share
15D.B. Root & Company, LLC1,510,092$71.5B17.44%Share
16OSAIC HOLDINGS, INC.1,472,729$69.0B0.10%Share
17RAYMOND JAMES FINANCIAL INC1,467,953$69.0B0.02%Share
18Confluence Wealth Services, Inc.1,439,759$68.2B2.82%Share
19Hughes Financial Services, LLC1,434,023$67.9B10.66%Share
20Wiser Wealth Management, Inc1,189,548$56.3B12.52%Share
21COMMONWEALTH EQUITY SERVICES, LLC1,181,018$55.0B0.07%Share
22Harbor Group, Inc.1,016,099$48.1B7.20%Share
23Berger Financial Group, Inc883,223$41.8B2.42%Share
24Bouchey Financial Group Ltd878,614$41.7B3.12%Share
25Destiny Wealth Partners, LLC854,904$40.7B4.67%Share
26First Washington CORP819,415$38.8B10.05%Share
27Joseph Group Capital Management792,858$37.5B9.86%Share
28PNC FINANCIAL SERVICES GROUP, INC.793,326$37.0B0.02%Share
29Tradition Wealth Management, LLC763,526$36.2B2.59%Share
30Hartford Financial Management Inc.725,735$34.4B8.93%Share
31Focus Partners Wealth735,496$34.0B0.04%Share
32SNS Financial Group, LLC712,631$33.9B2.92%Share
33Aspen Wealth Management LLC706,710$33.5B7.03%Share
34JONES FINANCIAL COMPANIES LLLP701,193$33.0B0.02%Share
35VOISARD ASSET MANAGEMENT GROUP, INC.653,833$31.0B6.68%Share
36Forum Private Client Group LLC641,397$30.4B10.35%Share
37KELLY FINANCIAL GROUP LLC633,585$30.1B7.66%Share
38KINTRA WEALTH, LLC626,181$29.6B4.14%Share
39OSAIC HOLDINGS, INC.612,944$29.0B0.04%Share
40ROYAL BANK OF CANADA631,237$29.0B0.00%Share
41Royal Harbor Partners, LLC600,032$28.4B9.39%Share
42GUARDIAN WEALTH ADVISORS, LLC / NC581,795$27.6B1.71%Share
43Aptus Capital Advisors, LLC575,252$27.0B0.19%Share
44Mach-1 Financial Group, LLC549,833$26.0B5.35%Share
45WELLS FARGO & COMPANY/MN564,692$26.0B0.00%Share
46VERUS CAPITAL PARTNERS, LLC536,367$25.0B1.56%Share
47Walkner Condon Financial Advisors LLC522,904$24.8B3.44%Share
48KICKSTAND VENTURES, LLC.495,483$23.5B4.94%Share
49Johnson Financial Group, Inc.492,358$23.4B0.88%Share
50STIFEL FINANCIAL CORP504,282$23.0B0.02%Share

JCPB Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025422$4.1T+216
Q3 2025206$2.9T-124
Q2 2025330$4.3T-10
Q1 2025340$4.1T+79
Q4 2024261$124.6T+71
Q3 2024190$179.8T+17
Q2 2024173$134.9T+21
Q1 2024152$441.7T—

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As of Q4 2025, 50 institutional investors hold JCPB (JPMorgan Core Plus Bond ETF). The largest holder is FACTORY MUTUAL INSURANCE CO with $276.8B in shares. This quarter, 13 institutions opened new positions and 4 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 FACTORY MUTUAL INSURANCE CO with $276.8B in shares.

Is institutional ownership of JCPB increasing or decreasing?

This quarter, 13 institutions opened new positions in JCPB and 4 closed their positions.