Who owns JPMorgan Core Plus Bond ETF?
Institutional ownership of JCPB from SEC Form 13F filings across 258 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.
258
13F holders
$6.51B
value, 2026 filers
58.8%
of shares outstanding (173.7M sh)
35
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 | $1.3M | 2.3% | 9.6% | +355.8% |
| 2 | MORGAN STANLEY | 12.5M | $588.0M | 0.0% | 4.2% | +49.8% |
| 3 | RAYMOND JAMES FINANCIAL INC | 8.8M | $414.7M | 0.1% | 3% | +31.7% |
| 4 | JPMORGAN CHASE & CO | 7.6M | $356.9M | 0.0% | 2.6% | +36.7% |
| 5 | OpenArc Corporate Advisory, LLC | 5.4M | $254.2M | 3.0% | 1.8% | +12.6% |
| 6 | Mariner, LLC | 5.4M | $253.5M | 0.3% | 1.8% | +14.2% |
| 7 | BANK OF AMERICA CORP /DE/ | 5.3M | $248.4M | 0.0% | 1.8% | -1.6% |
| 8 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4.7M | $222.0M | 0.1% | 1.6% | +53.9% |
| 9 | Modern Wealth Management, LLC | 4.3M | $201.9M | 2.4% | 1.5% | +96.7% |
| 10 | Janney Montgomery Scott LLC | 3.8M | $176,799 | 0.3% | 1.3% | +5.5% |
| 11 | Cetera Investment Advisers | 3.5M | $164.2M | 0.1% | 1.2% | +66.8% |
| 12 | HighTower Advisors, LLC | 3.4M | $159.5M | 0.2% | 1.2% | +5.4% |
| 13 | LPL Financial LLC | 3.3M | $156.5M | 0.0% | 1.1% | +99.3% |
| 14 | Valeo Financial Advisors, LLC | 3.1M | $138.1M | 2.9% | 1.1% | +7.6% |
| 15 | ENVESTNET ASSET MANAGEMENT INC | 2.9M | $135.1M | 0.0% | 1% | +10.0% |
| 16 | OSAIC HOLDINGS, INC. | 2.6M | $122.7M | 0.1% | 0.9% | +17.8% |
| 17 | Vestmark Advisory Solutions, Inc. | 2.5M | $115.2M | 1.1% | 0.8% | +4.9% |
| 18 | Confluence Wealth Services, Inc. | 2.4M | $111.1M | 3.2% | 0.8% | +29.3% |
| 19 | WELLS FARGO & COMPANY/MN | 2.3M | $109.9M | 0.0% | 0.8% | -2.7% |
| 20 | First Pacific Financial | 2.1M | $97.3M | 11.6% | 0.7% | +3.3% |
| 21 | McAdam, LLC | 2.0M | $92.7M | 3.6% | 0.7% | +50.5% |
| 22 | Savant Capital, LLC | 1.9M | $90.4M | 0.3% | 0.7% | -8.0% |
| 23 | Avantax Planning Partners, Inc. | 1.7M | $81.0M | 2.0% | 0.6% | +3.0% |
| 24 | Bogart Wealth, LLC | 1.7M | $80.5M | 2.8% | 0.6% | +9.3% |
| 25 | Capital Analysts, LLC | 1.7M | $78,010 | 1.8% | 0.6% | +7.0% |
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.