JCPB Institutional Ownership & Shareholders
JPMORGAN CORE PLUS BOND ETF (JCPB) is currently held by 509 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $11.72B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Betterment Llc is currently the largest disclosed institutional shareholder of JCPB tracked by InsiderSet, reporting ownership valued at approximately $1.33B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.30B, representing an estimated loss of -2.85% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 41% of the total disclosed JCPB value among the investors covered in this analysis. Major shareholders include Betterment Llc, Hb Wealth Management, Llc, Morgan Stanley, and several other long-term asset managers with concentrated positions in JPMORGAN CORE PLUS BOND ETF (JCPB).
This page ranks the largest institutional JCPB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
509
Total Reported Value
$11.72B
Largest Holder
Betterment Llc
Largest Position
$1.33B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
35
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Betterment Llc | 2.26% | 28,416,622 | $1,333,876,000 | $1,295,797,963 | -$38,078,037 | -2.85% | |
| Hb Wealth Management, Llc | 3.70% | 16,136,512 | $719,981,185 | $735,824,947 | +$15,843,762 | +2.20% | |
| Morgan Stanley | 0.03% | 12,525,713 | $587,957,024 | $571,172,513 | -$16,784,511 | -2.85% | |
| Raymond James Financial Inc | 0.11% | 8,833,732 | $414,655,343 | $402,818,179 | -$11,837,164 | -2.85% | |
| Factory Mutual Insurance Co | 3.19% | 7,983,314 | $357,492,801 | $364,039,118 | +$6,546,317 | +1.83% | |
| Jpmorgan Chase & Co | 0.02% | 7,576,615 | $356,934,371 | $345,493,644 | -$11,440,727 | -3.21% | |
| Mariner, Llc | 0.27% | 5,400,464 | $253,497,796 | $246,261,158 | -$7,236,638 | -2.85% | |
| Bank Of America Corp | 0.02% | 5,291,099 | $248,364,192 | $241,274,114 | -$7,090,078 | -2.85% | |
| Openarc Corporate Advisory, Llc | 2.80% | 5,545,142 | $248,311,478 | $252,858,475 | +$4,546,997 | +1.83% | |
| Dynasty Wealth Management, Llc | 1.75% | 5,018,565 | $235,571,441 | $228,846,564 | -$6,724,877 | -2.85% | |
| Annex Advisory Services, Llc | 3.67% | 5,008,101 | $224,262,763 | $228,369,406 | +$4,106,643 | +1.83% | |
| Modern Wealth Management, Llc | 2.41% | 4,300,875 | $201,883,050 | $196,119,900 | -$5,763,150 | -2.85% | |
| Janney Montgomery Scott Llc | 0.34% | 3,766,491 | $176,799,000 | $171,751,990 | -$5,047,010 | -2.85% | |
| Legacy Wealth Management, Llc | 9.24% | 3,918,429 | $175,467,239 | $178,680,362 | +$3,213,123 | +1.83% | |
| Cetera Investment Advisers | 0.15% | 3,497,566 | $164,175,796 | $159,489,010 | -$4,686,786 | -2.85% | |
| Lpl Financial Llc | 0.04% | 3,334,790 | $156,535,034 | $152,066,424 | -$4,468,610 | -2.85% | |
| Valeo Financial Advisors, Llc | 2.95% | 3,303,877 | $140,086,050 | $150,656,791 | +$10,570,741 | +7.55% | |
| Summit Financial Strategies, Inc. | 9.41% | 3,032,031 | $135,774,361 | $138,260,614 | +$2,486,253 | +1.83% | |
| Moss Adams Wealth Advisors Llc | 8.84% | 3,030,531 | $135,707,166 | $138,192,214 | +$2,485,048 | +1.83% | |
| Envestnet Asset Management Inc | 0.03% | 2,877,606 | $135,074,830 | $131,218,834 | -$3,855,996 | -2.85% | |
| Osaic Holdings, Inc. | 0.14% | 2,614,575 | $122,735,580 | $119,224,620 | -$3,510,960 | -2.86% | |
| Vestmark Advisory Solutions, Inc. | 1.08% | 2,453,732 | $115,178,158 | $111,890,179 | -$3,287,979 | -2.85% | |
| Confluence Wealth Services, Inc. | 3.18% | 2,367,229 | $111,117,724 | $107,945,642 | -$3,172,082 | -2.85% | |
| Wells Fargo & Company/Mn | 0.02% | 2,340,725 | $109,873,616 | $106,737,060 | -$3,136,556 | -2.85% | |
| First Pacific Financial | 9.70% | 2,117,595 | $94,825,908 | $96,562,332 | +$1,736,424 | +1.83% | |
| Savant Capital, Llc | 0.27% | 1,925,537 | $90,384,687 | $87,804,487 | -$2,580,200 | -2.85% | |
| Cgn Advisors Llc | 6.55% | 1,889,648 | $84,618,428 | $86,167,949 | +$1,549,521 | +1.83% | |
| Mcadam, Llc | 3.12% | 1,853,615 | $83,004,882 | $84,524,844 | +$1,519,962 | +1.83% | |
| First Washington Corp | 19.87% | 1,737,492 | $81,557,874 | $79,229,635 | -$2,328,239 | -2.85% | |
| Avantax Planning Partners, Inc. | 2.02% | 1,725,261 | $80,983,770 | $78,671,902 | -$2,311,868 | -2.85% | |
| Bogart Wealth, Llc | 2.76% | 1,716,003 | $80,549,195 | $78,249,737 | -$2,299,458 | -2.85% | |
| Hughes Financial Services, Llc | 10.06% | 1,740,336 | $79,133,078 | $79,359,322 | +$226,244 | +0.29% | |
| Capital Analysts, Llc | 1.80% | 1,661,909 | $78,010,000 | $75,783,050 | -$2,226,950 | -2.85% | |
| D.B. Root & Company, Llc | 16.33% | 1,637,457 | $76,862,222 | $74,668,039 | -$2,194,183 | -2.85% | |
| Captrust Financial Advisors | 0.11% | 1,568,916 | $73,644,921 | $71,542,570 | -$2,102,351 | -2.85% | |
| Allen Capital Group, Llc | 5.76% | 1,593,324 | $71,349,064 | $72,655,574 | +$1,306,510 | +1.83% | |
| Commonwealth Equity Services, Llc | 0.09% | 1,483,464 | $69,633,792 | $67,645,958 | -$1,987,834 | -2.85% | |
| Daymark Wealth Partners, Llc | 1.68% | 1,470,403 | $69,020,694 | $67,050,377 | -$1,970,317 | -2.85% | |
| Wiser Wealth Management, Inc | 12.36% | 1,519,365 | $68,037,143 | $69,283,044 | +$1,245,901 | +1.83% | |
| Grant Street Asset Management, Inc. | 11.07% | 1,516,537 | $67,910,531 | $69,154,087 | +$1,243,556 | +1.83% | |
| Mml Investors Services, Llc | 0.13% | 1,377,499 | $64,659,820 | $62,813,954 | -$1,845,866 | -2.85% | |
| Kintra Wealth, Llc | 3.35% | 1,384,507 | $64,130,345 | $63,133,519 | -$996,826 | -1.55% | |
| Corient Private Wealth Llc | 0.09% | 1,344,031 | $63,088,828 | $61,287,814 | -$1,801,014 | -2.85% | |
| Sentinel Pension Advisors, Llc | 8.15% | 1,333,579 | $62,118,105 | $60,811,202 | -$1,306,903 | -2.10% | |
| Sns Financial Group, Llc | 1.18% | 1,307,709 | $61,383,856 | $59,631,530 | -$1,752,326 | -2.85% | |
| Bouchey Financial Group Ltd | 3.82% | 1,261,080 | $59,195,091 | $57,505,248 | -$1,689,843 | -2.85% | |
| Jones Financial Companies Lllp | 0.02% | 1,200,263 | $56,526,403 | $54,731,993 | -$1,794,410 | -3.17% | |
| Pnc Financial Services Group, Inc. | 0.03% | 1,177,891 | $55,290,206 | $53,711,830 | -$1,578,376 | -2.85% | |
| Wealth Enhancement Advisory Services, Llc | 0.08% | 1,168,211 | $52,300,791 | $53,270,422 | +$969,631 | +1.85% | |
| Harbor Group, Inc. | 5.98% | 1,133,372 | $50,752,416 | $51,681,763 | +$929,347 | +1.83% |
Frequently asked questions about JCPB
Who are the largest institutional holders of JCPB?
The largest institutional holders of JCPB reported in the latest SEC Form 13F filings include Betterment Llc, Hb Wealth Management, Llc, Morgan Stanley, Raymond James Financial Inc, and Factory Mutual Insurance Co. InsiderSet ranks institutional holders by their latest reported JCPB position.
What is JCPB institutional ownership?
This page tracks JCPB positions reported by institutional investment managers through SEC Form 13F. JPMORGAN CORE PLUS BOND ETF (JCPB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own JCPB?
InsiderSet currently tracks 509 institutional managers reporting JCPB holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of JCPB shareholders.
How much JCPB stock do institutions own?
Institutional investment managers disclosed approximately $11.72B in JCPB holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was JCPB institutional ownership last updated?
The latest JCPB institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional JCPB holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its JCPB position after the reporting date.
Are institutions buying or selling JCPB?
Institutional buying and selling can be analyzed by comparing JCPB positions across consecutive 13F reporting periods. InsiderSet's JCPB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View JCPB ownership changes.
How has JCPB institutional ownership changed over time?
InsiderSet tracks JCPB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.