JCPB
ETF

JPMorgan Core Plus Bond ETF

CORE PLUS BD ETF As of Jun 30, 2026 CUSIP 46641Q670
Institutional Holders
518
Total Held Value
$12.17B
Total Exact Shares
263.41M
Largest Holder
Betterment
28.42M shares • $1.33B
Reported Holders518
Filings dated Jun 30, 2026 unless marked
# Trend (4Q)
1 Betterment $1.33B 2.3% +355.8% 28.42M Jun 30, 2026
2 HB Wealth Management
Filing dated Sep 30, 2026
 $720.0M 3.7% +3.2% 16.14M Sep 30, 2026
3 Morgan Stanley $588.0M <0.1% +49.8% 12.53M Jun 30, 2026
4 Raymond James Financial $414.7M 0.1% +31.7% 8.83M Jun 30, 2026
5 Factory Mutual Insurance $374.7M 3.5% +36.6% 7.98M Jun 30, 2026
6 JPMorgan Chase $356.9M <0.1% +36.7% 7.58M Jun 30, 2026
7 Mariner $253.5M 0.3% +14.2% 5.40M Jun 30, 2026
8 Bank of America $248.4M <0.1% -1.6% 5.29M Jun 30, 2026
9 OpenArc Corporate Advisory
Filing dated Sep 30, 2026
 $248.3M 2.8% +2.4% 5.55M Sep 30, 2026
10 Dynasty Wealth Management $235.6M 1.8% +13.0% 5.02M Jun 30, 2026
11 Annex Advisory Services
Filing dated Sep 30, 2026
 $224.3M 3.7% NEW 5.01M Sep 30, 2026
12 Northwestern Mutual Wealth Management $222.0M 0.1% +53.9% 4.73M Jun 30, 2026
13 Modern Wealth Management $201.9M 2.4% +96.7% 4.30M Jun 30, 2026
14 Janney Montgomery Scott $176.8M 0.3% +5.5% 3.77M Jun 30, 2026
15 Legacy Wealth Management
Filing dated Sep 30, 2026
 $175.5M 9.2% -3.4% 3.92M Sep 30, 2026
16 Cetera Investment Advisers $164.2M 0.1% +66.8% 3.50M Jun 30, 2026
17 HighTower Advisors $159.5M 0.2% +5.4% 3.40M Jun 30, 2026
18 LPL Financial $156.5M <0.1% +99.3% 3.33M Jun 30, 2026
19 Valeo Financial Advisors
Filing dated Sep 30, 2026
 $140.1M 3.0% +5.7% 3.30M Sep 30, 2026
20 Summit Financial Strategies
Filing dated Sep 30, 2026
 $135.8M 9.4% +8.3% 3.03M Sep 30, 2026
Exited in Latest Filing35
# Fund Prior Value Prior % of Fund Change Prior Shares Trend (4Q) Exit Report
Each exit is an immediately prior-filing position absent from that manager's latest published filing. Prior values are shown for context and are not included in current totals.