JPMorgan Core Plus Bond ETF (JCPB) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling JCPB?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for JPMorgan Core Plus Bond ETF, showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on JCPB?

The Smart Money Verdict combines four independent signals (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for JPMorgan Core Plus Bond ETF.

Is institutional money flowing into JCPB?

69 institutional investors hold JPMorgan Core Plus Bond ETF (JCPB). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about JCPB?

Track institutional sentiment and conviction scores for JPMorgan Core Plus Bond ETF (JCPB) including Smart Money Verdict and position changes on HoldingsIntel.

JPMorgan Core Plus Bond ETF

JCPB·46641Q670·US·etf·Unknown - Unknown

CORE PLUS BD ETF

JCPB (JPMorgan Core Plus Bond ETF) is held by 69 institutional investors as of Q4 2025. Largest holders: HB Wealth Management, LLC ($586.2M), MORGAN STANLEY ($304.1M), BANK OF AMERICA CORP /DE/ ($279.9M). Net institutional sentiment: Bullish.

Holders

Avg rating(11 Elite)

$3.7B

Total Value

75% (72)

Fund Consensus

52 buying - 17 selling

Smart Money VerdictView all

68Positive Momentum (Unconfirmed)Single Source

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See how JCPB's score breaks down across 4 SEC sources

Held by 69 funds

11 elite

No recent insider, activist, or congressional trades found for this stock

13F: Dec 31, 2025Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
HB Wealth Management, LLC	Increased	12.4M(+18.7%)	$586.2M	3.8%	+4.21%	68
MORGAN STANLEY	Increased	6.4M(+51.3%)	$304.1M	0.0%	+4.46%	43
BANK OF AMERICA CORP /DE/	Decreased	5.9M(-29.7%)	$279.9M	0.0%	+8.87%	0
FACTORY MUTUAL INSURANCE CO	Unchanged	5.8M	$276.8M	2.8%	+4.31%	0
RAYMOND JAMES FINANCIAL INC	Increased	4.8M(+21.9%)	$225.7M	0.1%	+6.98%	37
JPMORGAN CHASE & CO	Increased	4.5M(+12.4%)	$212.2M	0.0%	+7.44%	34
Dynasty Wealth Management, LLC	New	3.7M	$176.4M	1.7%	+0.95%	70
Mariner, LLC	Increased	3.6M(+23.6%)	$172M	0.2%	+6.54%	44
HighTower Advisors, LLC	Decreased	3M(-3.3%)	$140.4M	0.2%	+10.17%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	2.8M(+13.7%)	$134.3M	0.1%	+5.15%	34
WELLS FARGO & COMPANY/MN	Increased	2.4M(+49.9%)	$116M	0.0%	+6.30%	42
OSAIC HOLDINGS, INC.	Increased	2.3M(+16.0%)	$106.6M	0.2%	+7.05%	41
ENVESTNET ASSET MANAGEMENT INC	Increased	2.2M(+20.6%)	$105.7M	0.0%	+7.40%	36
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	2.1M(+618.7%)	$101.4M	0.1%	+1.59%	58
Cetera Investment Advisers	Increased	1.9M(+32.6%)	$89.3M	0.1%	+6.00%	38
Savant Capital, LLC	Decreased	1.6M(-24.3%)	$75.3M	0.4%	+5.62%	0
CAPTRUST FINANCIAL ADVISORS	Increased	1.3M(+1.8%)	$63.3M	0.1%	+15.06%	36
COMMONWEALTH EQUITY SERVICES, LLC	Increased	1.2M(+4.2%)	$55.9M	0.1%	+8.87%	31
Cerity Partners LLC	Increased	868,015(+15.7%)	$41.1M	0.1%	+6.19%	34
PNC FINANCIAL SERVICES GROUP, INC.	Increased	793,326(+37.0%)	$37.6M	0.0%	+4.75%	38
Kestra Advisory Services, LLC	Increased	778,685(+16.4%)	$36.9M	0.2%	+5.86%	40
STIFEL FINANCIAL CORP	Increased	767,451(+18.4%)	$36.3M	0.0%	+6.03%	34
Focus Partners Wealth	Increased	735,496(+3.2%)	$35M	0.0%	+6.13%	30
Corient Private Wealth LLC	Increased	709,602(+88.7%)	$33.3M	0.0%	+4.27%	45
JONES FINANCIAL COMPANIES LLLP	Increased	701,193(+45.0%)	$33.2M	0.0%	+4.43%	39
ROYAL BANK OF CANADA	Increased	635,632(+33.1%)	$30.1M	0.0%	+5.31%	37
TRUIST FINANCIAL CORP	Increased	609,777(+4.2%)	$28.9M	0.0%	+13.53%	30
Aptus Capital Advisors, LLC	Increased	575,252(+1.3%)	$27.2M	0.2%	+13.62%	35
MML INVESTORS SERVICES, LLC	Increased	521,244(+119.0%)	$24.7M	0.1%	+3.62%	46
D.A. DAVIDSON & CO.	Increased	429,881(+28.6%)	$20.4M	0.1%	+5.69%	43
LPL Financial LLC	Increased	306,361(+25.3%)	$14.5M	0.0%	+4.83%	34
EXCHANGE TRADED CONCEPTS, LLC	Increased	283,649(+3.1%)	$13.4M	0.1%	+6.67%	35
Baird Financial Group, Inc.	Decreased	215,649(-1.1%)	$10.2M	0.0%	+15.81%	0
Steward Partners Investment Advisory, LLC	Increased	210,884(+4.1%)	$10M	0.1%	+7.76%	29
Sanctuary Advisors, LLC	Increased	142,632(+14.9%)	$6.8M	0.0%	+5.89%	31
MATHER GROUP, LLC.	Decreased	142,412(-1.1%)	$6.7M	0.1%	+16.95%	0
Bank of New York Mellon Corp	Increased	127,902(+31.3%)	$6.1M	0.0%	+3.61%	34
Farther Finance Advisors, LLC	Increased	98,756(+212.8%)	$4.7M	0.1%	+3.68%	43
Gotham Asset Management, LLC	Unchanged	73,886	$3.5M	0.0%	+11.41%	0
Lido Advisors, LLC	Increased	58,581(+177.0%)	$2.8M	0.0%	+5.20%	42
NewEdge Advisors, LLC	Increased	56,550(+48.1%)	$2.7M	0.0%	+6.32%	36
BENJAMIN EDWARDS INC	Increased	48,997(+3.1%)	$2.3M	0.0%	+6.03%	27
Creative Planning	Decreased	48,157(-6.6%)	$2.3M	0.0%	+11.42%	0
Beacon Pointe Advisors, LLC	Increased	45,056(+25.8%)	$2.1M	0.0%	+7.54%	32
Rockefeller Capital Management L.P.	Increased	34,002(+45.9%)	$1.6M	0.0%	+1.93%	35
BlackRock, Inc.	Increased	30,885(+4.2%)	$1.5M	0.0%	+6.11%	18
Orion Porfolio Solutions, LLC	Increased	26,744(+18.9%)	$1.3M	0.0%	+4.90%	30
GOLDMAN SACHS GROUP INC	Decreased	23,845(-82.9%)	$1.1M	0.0%	+2.38%	0
&PARTNERS	Decreased	23,156(-2.0%)	$1.1M	0.0%	+3.53%	0
AE Wealth Management LLC	Increased	20,764(+104.1%)	$983,196	0.0%	+1.81%	40
Allworth Financial LP	Decreased	20,103(-56.2%)	$951,878	0.0%	+12.47%	0
DAVENPORT & Co LLC	Increased	18,870(+25.4%)	$893,501	0.0%	+5.48%	31
Wealthspire Advisors, LLC	Decreased	17,001(-7.0%)	$804,993	0.0%	+5.96%	0
OneDigital Investment Advisors LLC	Increased	14,207(+10.6%)	$672,703	0.0%	+10.59%	27
NORTHERN TRUST CORP	New	12,740	$603,239	0.0%	+0.95%	34
COMERICA BANK	Increased	12,104(+43.2%)	$573,124	0.0%	+7.78%	33
Private Advisor Group, LLC	Increased	10,913(+11.2%)	$516,730	0.0%	+11.56%	27
Qube Research & Technologies Ltd	Increased	9,314(+90.2%)	$441,018	0.0%	+3.08%	38
MAI Capital Management	Increased	8,650(+57.3%)	$409,578	0.0%	+1.86%	34
EP Wealth Advisors, LLC	Decreased	6,523(-84.9%)	$308,864	0.0%	+5.22%	0
Merit Financial Group, LLC	Decreased	6,311(-0.5%)	$298,834	0.0%	+5.09%	0
MANUFACTURERS LIFE INSURANCE COMPANY, THE	Unchanged	5,262	$249,156	0.0%	+2.38%	0
ASSETMARK, INC	Increased	5,068(+4.2%)	$239,970	0.0%	+2.33%	24
MERCER GLOBAL ADVISORS INC /ADV	New	4,862	$230,216	0.0%	+0.95%	32
Integrated Wealth Concepts LLC	Decreased	4,701(-27.1%)	$222,592	0.0%	+2.38%	0
Waverly Advisors, LLC	Increased	4,397(+3.0%)	$208,199	0.0%	+4.96%	24
CULLEN/FROST BANKERS, INC.	Increased	2,108(+1.3%)	$99,792	0.0%	+2.36%	22
US BANCORP \DE\	Decreased	1,520(-60.9%)	$71,972	0.0%	+5.93%	0
FIFTH THIRD BANCORP	New	228	$10,796	0.0%	+0.95%	26
FMR LLC	Exited	0(-100.0%)	$143	0.0%	+1.42%	0
CITADEL ADVISORS LLC	Exited	0(-100.0%)	$22.9M	0.0%	+3.60%	0
RENAISSANCE TECHNOLOGIES LLC	Exited	0(-100.0%)	$280,545	0.0%	+4.10%	0

JPMorgan Core Plus Bond ETF

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