JPMORGAN CORE PLUS BOND ETF (JCPB) Institutional Shareholders
JPMORGAN CORE PLUS BOND ETF (JCPB) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $9.99B in JCPB holdings during the latest filing period.
Hb Wealth Management, Llc is currently the largest disclosed institutional shareholder of JCPB tracked by InsiderSet, reporting ownership valued at approximately $730.91M 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 $722.32M, representing an estimated loss of -1.17% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 37% of the total disclosed JCPB value among the investors covered in this analysis. Major shareholders include Hb Wealth Management, Llc, Morgan Stanley, Raymond James Financial Inc, 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
497
Total Reported Value
$9.99B
Largest Holder
Hb Wealth Management, Llc
Largest Position
$730.91M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
49
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Hb Wealth Management, Llc | 4.10% | 15,629,633 | $730,906,487 | $722,323,489 | -$8,582,998 | -1.17% | |
| Morgan Stanley | 0.03% | 12,525,713 | $587,957,024 | $578,875,826 | -$9,081,198 | -1.54% | |
| Raymond James Financial Inc | 0.11% | 8,833,732 | $414,655,343 | $408,250,924 | -$6,404,419 | -1.54% | |
| Factory Mutual Insurance Co | 3.52% | 7,983,314 | $374,736,759 | $368,948,857 | -$5,787,902 | -1.54% | |
| Jpmorgan Chase & Co | 0.02% | 7,576,615 | $356,934,371 | $350,153,262 | -$6,781,109 | -1.90% | |
| Openarc Corporate Advisory, Llc | 3.02% | 5,415,913 | $254,222,956 | $250,296,419 | -$3,926,537 | -1.54% | |
| Mariner, Llc | 0.27% | 5,400,464 | $253,497,796 | $249,582,444 | -$3,915,352 | -1.54% | |
| Bank Of America Corp | 0.02% | 5,291,099 | $248,364,192 | $244,528,140 | -$3,836,052 | -1.54% | |
| Dynasty Wealth Management, Llc | 1.75% | 5,018,565 | $235,571,441 | $231,932,981 | -$3,638,460 | -1.54% | |
| Modern Wealth Management, Llc | 2.41% | 4,300,875 | $201,883,050 | $198,764,938 | -$3,118,112 | -1.54% | |
| Legacy Wealth Management, Llc | 9.97% | 4,057,660 | $190,466,545 | $187,524,757 | -$2,941,788 | -1.54% | |
| Cetera Investment Advisers | 0.15% | 3,497,566 | $164,175,796 | $161,640,013 | -$2,535,783 | -1.54% | |
| Hightower Advisors, Llc | 0.15% | 3,398,048 | $159,504,366 | $157,040,788 | -$2,463,578 | -1.54% | |
| Lpl Financial Llc | 0.04% | 3,334,790 | $156,535,034 | $154,117,320 | -$2,417,714 | -1.54% | |
| Valeo Financial Advisors, Llc | 2.92% | 3,126,531 | $138,112,910 | $144,492,630 | +$6,379,720 | +4.62% | |
| Moss Adams Wealth Advisors Llc | 8.51% | 2,903,040 | $136,268,720 | $134,163,994 | -$2,104,726 | -1.54% | |
| Envestnet Asset Management Inc | 0.03% | 2,877,606 | $135,074,830 | $132,988,561 | -$2,086,269 | -1.54% | |
| Summit Financial Strategies, Inc. | 9.23% | 2,800,552 | $131,457,888 | $129,427,511 | -$2,030,377 | -1.54% | |
| Osaic Holdings, Inc. | 0.14% | 2,614,575 | $122,735,580 | $120,832,584 | -$1,902,996 | -1.55% | |
| Vestmark Advisory Solutions, Inc. | 1.08% | 2,453,732 | $115,178,158 | $113,399,224 | -$1,778,934 | -1.54% | |
| Confluence Wealth Services, Inc. | 3.18% | 2,367,229 | $111,117,724 | $109,401,488 | -$1,716,236 | -1.54% | |
| Wells Fargo & Company/Mn | 0.02% | 2,340,725 | $109,873,616 | $108,176,606 | -$1,697,010 | -1.54% | |
| First Pacific Financial | 11.59% | 2,072,548 | $97,285,411 | $95,782,806 | -$1,502,605 | -1.54% | |
| Mcadam, Llc | 3.58% | 1,973,980 | $92,658,607 | $91,227,486 | -$1,431,121 | -1.54% | |
| Cgn Advisors Llc | 6.64% | 1,936,795 | $90,913,150 | $89,508,981 | -$1,404,169 | -1.54% | |
| Savant Capital, Llc | 0.27% | 1,925,537 | $90,384,687 | $88,988,692 | -$1,395,995 | -1.54% | |
| Grant Street Asset Management, Inc. | 13.98% | 1,817,615 | $85,318,856 | $84,001,077 | -$1,317,779 | -1.54% | |
| First Washington Corp | 19.53% | 1,737,492 | $81,557,874 | $80,298,193 | -$1,259,681 | -1.54% | |
| Avantax Planning Partners, Inc. | 2.02% | 1,725,261 | $80,983,770 | $79,732,937 | -$1,250,833 | -1.54% | |
| Bogart Wealth, Llc | 2.76% | 1,716,003 | $80,549,195 | $79,305,079 | -$1,244,116 | -1.54% | |
| D.B. Root & Company, Llc | 16.33% | 1,637,457 | $76,862,222 | $75,675,075 | -$1,187,147 | -1.54% | |
| Hughes Financial Services, Llc | 10.08% | 1,620,206 | $76,052,470 | $74,877,820 | -$1,174,650 | -1.54% | |
| Captrust Financial Advisors | 0.11% | 1,568,916 | $73,644,921 | $72,507,453 | -$1,137,468 | -1.54% | |
| Allen Capital Group, Llc | 5.90% | 1,534,156 | $72,013,296 | $70,901,020 | -$1,112,276 | -1.54% | |
| Commonwealth Equity Services, Llc | 0.09% | 1,483,464 | $69,633,792 | $68,558,289 | -$1,075,503 | -1.54% | |
| Daymark Wealth Partners, Llc | 1.68% | 1,470,403 | $69,020,694 | $67,954,675 | -$1,066,019 | -1.54% | |
| Mml Investors Services, Llc | 0.13% | 1,377,499 | $64,659,820 | $63,661,116 | -$998,704 | -1.54% | |
| Kintra Wealth, Llc | 3.35% | 1,384,507 | $64,130,345 | $63,984,991 | -$145,354 | -0.23% | |
| Sentinel Pension Advisors, Llc | 8.15% | 1,333,579 | $62,118,105 | $61,631,353 | -$486,752 | -0.78% | |
| Wealth Enhancement Advisory Services, Llc | 0.10% | 1,328,664 | $61,809,427 | $61,404,207 | -$405,220 | -0.66% | |
| Wiser Wealth Management, Inc | 11.81% | 1,314,982 | $61,725,264 | $60,771,893 | -$953,371 | -1.54% | |
| Sns Financial Group, Llc | 1.18% | 1,307,709 | $61,383,856 | $60,435,771 | -$948,085 | -1.54% | |
| Bouchey Financial Group Ltd | 3.82% | 1,261,080 | $59,195,091 | $58,280,812 | -$914,279 | -1.54% | |
| Jones Financial Companies Lllp | 0.02% | 1,200,263 | $56,526,403 | $55,470,155 | -$1,056,248 | -1.87% | |
| Pnc Financial Services Group, Inc. | 0.03% | 1,177,891 | $55,290,206 | $54,436,233 | -$853,973 | -1.54% | |
| Harbor Group, Inc. | 6.03% | 1,094,360 | $51,369,277 | $50,575,847 | -$793,430 | -1.54% | |
| Prudent Investors Network, Inc. | 9.82% | 1,079,613 | $50,677,034 | $49,894,315 | -$782,719 | -1.54% | |
| Truist Financial Corp | 0.05% | 977,779 | $45,896,933 | $45,188,056 | -$708,877 | -1.54% | |
| Berger Financial Group, Inc | 2.24% | 934,157 | $43,849,333 | $43,172,066 | -$677,267 | -1.54% | |
| Stifel Financial Corp | 0.03% | 885,704 | $41,574,734 | $40,932,810 | -$641,924 | -1.54% |
Frequently asked questions about JCPB
Who owns the most JCPB stock?
The largest holders of JCPB are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for JPMORGAN CORE PLUS BOND ETF (JCPB).
Is JCPB widely held by superinvestors?
Many widely followed stocks like JCPB appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly JCPB is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.