Who owns JPMorgan Core Plus Bond ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of JCPB from SEC Form 13F filings across 508 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 508 institutions disclosed 254.9M shares of JPMorgan Core Plus Bond ETF worth $11.95B — about 86.3% of shares outstanding; the largest disclosed holder is Betterment LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
508
13F holders
$11.95B
value, 2026 filers
86.3%
of shares outstanding (254.9M sh)
75
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of JCPB's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Betterment LLC | 28.4M | $1.33B | 2.3% | 9.6% | +355.8% |
| 2 | HB Wealth Management, LLC | 15.6M | $730.9M | 4.1% | 5.3% | +8.4% |
| 3 | MORGAN STANLEY | 12.5M | $588.0M | 0.0% | 4.2% | +49.8% |
| 4 | RAYMOND JAMES FINANCIAL INC | 8.8M | $414.7M | 0.1% | 3% | +31.7% |
| 5 | FACTORY MUTUAL INSURANCE CO | 8.0M | $374.7M | 3.5% | 2.7% | +36.6% |
| 6 | JPMORGAN CHASE & CO | 7.6M | $356.9M | 0.0% | 2.6% | +36.7% |
| 7 | OpenArc Corporate Advisory, LLC | 5.4M | $254.2M | 3.0% | 1.8% | +12.6% |
| 8 | Mariner, LLC | 5.4M | $253.5M | 0.3% | 1.8% | +14.2% |
| 9 | BANK OF AMERICA CORP /DE/ | 5.3M | $248.4M | 0.0% | 1.8% | -1.6% |
| 10 | Dynasty Wealth Management, LLC | 5.0M | $235.6M | 1.8% | 1.7% | +13.0% |
| 11 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4.7M | $222.0M | 0.1% | 1.6% | +53.9% |
| 12 | Modern Wealth Management, LLC | 4.3M | $201.9M | 2.4% | 1.5% | +96.7% |
| 13 | Legacy Wealth Management, LLC | 4.1M | $190.5M | 10.0% | 1.4% | +4.9% |
| 14 | Janney Montgomery Scott LLC | 3.8M | $176.8M | 0.3% | 1.3% | +5.5% |
| 15 | Cetera Investment Advisers | 3.5M | $164.2M | 0.1% | 1.2% | +66.8% |
| 16 | HighTower Advisors, LLC | 3.4M | $159.5M | 0.2% | 1.2% | +5.4% |
| 17 | LPL Financial LLC | 3.3M | $156.5M | 0.0% | 1.1% | +99.3% |
| 18 | Valeo Financial Advisors, LLC | 3.1M | $138.1M | 2.9% | 1.1% | +7.6% |
| 19 | Moss Adams Wealth Advisors LLC | 2.9M | $136.3M | 8.5% | 1% | +10.6% |
| 20 | ENVESTNET ASSET MANAGEMENT INC | 2.9M | $135.1M | 0.0% | 1% | +10.0% |
| 21 | Summit Financial Strategies, Inc. | 2.8M | $131.5M | 9.2% | 0.9% | +6.1% |
| 22 | OSAIC HOLDINGS, INC. | 2.6M | $122.7M | 0.1% | 0.9% | +17.8% |
| 23 | Vestmark Advisory Solutions, Inc. | 2.5M | $115.2M | 1.1% | 0.8% | +4.9% |
| 24 | Confluence Wealth Services, Inc. | 2.4M | $111.1M | 3.2% | 0.8% | +29.3% |
| 25 | WELLS FARGO & COMPANY/MN | 2.3M | $109.9M | 0.0% | 0.8% | -2.7% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.