JPMORGAN CORE PLUS BOND ETF (JCPB) Institutional Ownership Changes & 13F Activity

JPMORGAN CORE PLUS BOND ETF (JCPB). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Betterment Llc, Raymond James Financial Inc, Modern Wealth Management, Llc, Kintra Wealth, Llc, and Osaic Holdings, Inc..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+262,780+10.0%2,877,606$135.07MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Buy+9,284—9,284$435.79KQ2 2026Sep 23, 2026
Security National Bank Of So DakBuy+7,513—7,513$352.66KQ2 2026Sep 18, 2026
Security National Bank Of Sioux City IowaBuy+5,428—5,428$254.79KQ2 2026Sep 18, 2026
Integrated Wealth Concepts LlcBuy+13,562+32.5%55,273$2.59MQ2 2026Sep 09, 2026
Manufacturers Life Insurance Company, TheBuy+5,391—5,391$253.05KQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustBuy+2,299—2,299$107.55KQ2 2026Sep 04, 2026
Corient Private Wealth LlcBuy+311,855+30.2%1,344,031$63.09MQ2 2026Aug 27, 2026
West Michigan Advisors, LlcSell-323-0.7%48,686$2.29MQ2 2026Aug 21, 2026
Kingsview Wealth Management, LlcBuy+2,941+8.1%39,194$1.84MQ2 2026Aug 19, 2026
Mercer Global Advisors IncSell-531-9.5%5,056$237.35KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+247,335+434.1%304,307$14.28MQ2 2026Aug 18, 2026
Equitable Holdings, Inc.Sell-32,241-36.6%55,852$2.62MQ2 2026Aug 17, 2026
Strive Financial Group ,LlcBuy+12,652—12,652$593.88KQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Buy+279+12.7%2,468$116.00KQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcBuy+51+91.1%107$5.03KQ2 2026Aug 17, 2026
Betterment LlcBuy+22,181,970+355.8%28,416,622$1.33BQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+2,128,603+31.7%8,833,732$414.66MQ2 2026Aug 14, 2026
Modern Wealth Management, LlcBuy+2,114,609+96.7%4,300,875$201.88MQ2 2026Aug 14, 2026
Kintra Wealth, LlcBuy+721,271+108.8%1,384,507$64.13MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+395,568+17.8%2,614,575$122.74MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-273,862-37.3%459,380$21.56MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+260,283+27.7%1,200,263$56.53MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-249,547-92.1%21,449$1.01MQ2 2026Aug 14, 2026
Thrivent Financial For LutheransBuy+192,851—192,851$9.05MQ2 2026Aug 14, 2026
Vestmark Advisory Solutions, Inc.Buy+114,577+4.9%2,453,732$115.18MQ2 2026Aug 14, 2026
Waverly Advisors, LlcBuy+103,147+2002.5%108,298$5.08MQ2 2026Aug 14, 2026
Merited Wealth, LlcBuy+85,586+80.0%192,594$9.04MQ2 2026Aug 14, 2026
Bank Of America CorpSell-85,555-1.6%5,291,099$248.36MQ2 2026Aug 14, 2026
Flow Traders U.S. LlcBuy+70,509—70,509$3.31MQ2 2026Aug 14, 2026
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Frequently asked questions about JCPB activity

  • Which institutional owners are buying JCPB?

    Institutional owners buying JCPB include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in JCPB activity?

    "Buy" means an investor increased their reported position in JCPB compared to the prior reporting period. This reflects growing exposure to JPMORGAN CORE PLUS BOND ETF (JCPB) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in JCPB increasing?

    Institutional interest in JCPB can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.