ETF Holders

Who owns JCPB?

Bond

JPMorgan Core Plus Bond ETF · JPMorgan

506 institutions reported holding JCPB, worth $12.0B, in Form 13F filings for June 30, 2026.

13F holders
506
Institutional value
$12.0B
Change from prior quarter
+29.0%
+$2.7B, with price moves
New and sold-out firms
72 / 32
303 added, 97 trimmed

Top 10 institutional holders of JCPB

FirmLocationValueSharesChange
Betterment LLCNew York, NY$1.3B28,416,622+22,181,970 shares
HB Wealth Management, LLCAtlanta, GA$730.9M15,629,633+1,207,454 shares
Morgan StanleyNew York, NY$588.0M12,525,713+4,163,299 shares
Raymond James Financial Inc.St. Petersburg, FL$414.7M8,833,732+2,128,603 shares
Factory Mutual Insurance CoWaltham, MA$374.7M7,983,314+2,137,000 shares
JPMorgan Chase & CoNew York, NY$356.9M7,576,615+2,033,334 shares
OpenArc Corporate Advisory, LLCAtlanta, GA$254.2M5,415,913+605,641 shares
Mariner, LLCOverland Park, KS$253.5M5,400,464+672,849 shares
Bank of America Corp.Charlotte, NC$248.4M5,291,099−85,555 shares
Dynasty Wealth Management, LLCSt. Petersburg, FL$235.6M5,018,565+577,817 shares
496 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns JCPB?

506 institutional managers reported holding JCPB in Form 13F filings for June 30, 2026, worth $12.0B in total. The largest reported position was held by Betterment LLC, at $1.3B.

Did institutions buy or sell JCPB last quarter?

Reported 13F value rose 29.0% from March 31, 2026, which includes price moves as well as buying and selling. 72 firms reported a new position and 32 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is JCPB ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.