Who Owns J P MORGAN CORE PLUS BD ETF (JCPB)? -- Institutional Holders (2026-06-30)

540 institutions reported holding $11.95B of J P MORGAN CORE PLUS BD ETF (JCPB) in SEC 13F filings for 2026-06-30. Largest institutional holders: Betterment LLC ($1.33B), HB Wealth Management, LLC ($730.9M), MORGAN STANLEY ($588.0M), RAYMOND JAMES FINANCIAL INC ($414.7M), FACTORY MUTUAL INSURANCE CO ($374.7M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Betterment LLC$1.33B28.4MAdded
2HB Wealth Management, LLC$730.9M15.6MAdded
3MORGAN STANLEY$588.0M12.5MAdded
4RAYMOND JAMES FINANCIAL INC$414.7M8.8MAdded
5FACTORY MUTUAL INSURANCE CO$374.7M8.0MAdded
6JPMORGAN CHASE & CO$356.9M7.6MAdded
7OpenArc Corporate Advisory, LLC$254.2M5.4MAdded
8Mariner, LLC$253.5M5.4MAdded
9BANK OF AMERICA CORP /DE/$248.4M5.3MTrimmed
10Dynasty Wealth Management, LLC$235.6M5.0MAdded
11NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$222.0M4.7MAdded
12Modern Wealth Management, LLC$201.9M4.3MAdded
13Legacy Wealth Management, Inc$190.5M4.1MAdded
14Janney Montgomery Scott LLC$176.8M3.8MAdded
15Cetera Investment Advisers$164.2M3.5MAdded
16HighTower Advisors, LLC$159.5M3.4MAdded
17LPL Financial LLC$156.5M3.3MAdded
18Valeo Financial Advisors, LLC$138.1M3.1MAdded
19Moss Adams Wealth Advisors LLC$136.3M2.9MAdded
20ENVESTNET ASSET MANAGEMENT INC$135.1M2.9MAdded
21Summit Financial Strategies, Inc.$131.5M2.8MAdded
22OSAIC HOLDINGS, INC.$122.7M2.6MAdded
23Vestmark Advisory Solutions, Inc.$115.2M2.5MAdded
24Confluence Wealth Services, Inc.$111.1M2.4MAdded
25WELLS FARGO & COMPANY/MN$109.9M2.3MTrimmed

Source: SEC Form 13F filings · as of 2026-06-30