Security record
JCPB
JPMorgan Core Plus Bond ETF · Financial Services · Asset Management
45Tracked holders
-1Δ holders
77.71MShares held
$3.65BReported value
+3New positions
−4Exits
Momentum inputs (comparable managers):
holder breadth -2.2% ·
share flow +27.7% ·
net new positions -2.2%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 45 | -1 | 77.71M | $3.65B | +3 | −4 |
| Q1 2026 | 47 | +7 | 61.44M | $2.92B | +9 | −2 |
| Q4 2025 | 40 | -3 | 52.94M | $2.51B | — | −3 |
| Q3 2025 | 8 | +1 | 12.95M | $615.79M | +1 | — |
| Q2 2025 | 4 | +1 | 484.86K | $22.82M | +1 | — |
| Q1 2025 | 2 | 0 | 118.68K | $5.58M | — | — |
| Q4 2024 | 2 | 0 | 74.81K | $3.45M | — | — |
| Q3 2024 | 2 | 0 | 97.59K | $4.71M | — | — |
| Q2 2024 | 2 | — | 162.17K | $7.51M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 12.53M | +49.8% | $587.96M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 12.53M | +49.8% | $587.96M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Raymond James Financial Inc | 8.83M | +31.8% | $414.66M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 8.83M | +31.8% | $414.66M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 8.83M | +31.8% | $414.66M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 7.58M | +36.7% | $356.93M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 7.58M | +36.7% | $356.93M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 7.58M | +36.7% | $356.93M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 7.58M | +36.7% | $356.93M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 7.58M | +36.7% | $356.93M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 7.58M | +36.7% | $356.93M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 7.58M | +36.7% | $356.93M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | Mariner, LLC | 5.40M | +14.2% | $253.50M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 14 | Mariner, LLC | 5.40M | +14.2% | $253.50M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 5.29M | -1.6% | $248.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 5.29M | -1.6% | $248.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 5.29M | -1.6% | $248.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Northwestern Mutual Wealth… | 4.73M | +53.9% | $221.99M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 19 | Cetera Investment Advisers | 3.50M | +66.8% | $164.18M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 20 | HighTower Advisors, LLC | 3.40M | +5.4% | $159.50M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 21 | LPL Financial LLC | 3.33M | +99.2% | $156.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Envestnet Asset Management Inc | 2.88M | +10.1% | $135.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 2.61M | +17.8% | $122.74M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 2.61M | +17.8% | $122.74M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 2.61M | +17.8% | $122.74M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 2.61M | +17.8% | $122.74M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 27 | Wells Fargo & Company/Mn | 2.34M | -2.7% | $109.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Wells Fargo & Company/Mn | 2.34M | -2.7% | $109.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Captrust Financial Advisors | 1.57M | +5.3% | $73.64M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 30 | Commonwealth Equity Services, Llc | 1.48M | +8.4% | $69.63M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 31 | Mml Investors Services, Llc | 1.38M | +72.6% | $64.66M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 32 | Corient Private Wealth LP | 1.37M | +33.2% | $64.52M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 33 | Wealth Enhancement Advisory… | 1.33M | +11.9% | $61.81M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 34 | Jones Financial Companies Lllp | 1.20M | +27.7% | $56.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 1.18M | +21.9% | $55.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 1.18M | +21.9% | $55.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Pnc Financial Services Group, Inc. | 1.18M | +21.9% | $55.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Truist Financial Corp | 977.78K | +60.7% | $45.90M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 39 | Truist Financial Corp | 977.78K | +60.7% | $45.90M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 40 | Stifel Financial Corp | 885.70K | +13.1% | $41.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Stifel Financial Corp | 885.70K | +13.1% | $41.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Focus Partners Wealth | 743.00K | +639.4% | $34.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Bank of New York Mellon Corp | 675.32K | +16.9% | $31.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Bank of New York Mellon Corp | 675.32K | +16.9% | $31.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Bank of New York Mellon Corp | 675.32K | +16.9% | $31.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Cerity Partners LLC | 620.74K | -2.7% | $29.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Cerity Partners LLC | 620.74K | -2.7% | $29.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | UBS AM, a distinct business unit of… | 543.68K | 0.0% | $25.52M | 0.0% | Held | 2 | SEC ↗ |
| 49 | Baird Financial Group, Inc. | 471.42K | +0.9% | $22.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Royal Bank Of Canada | 459.38K | -37.4% | $21.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Royal Bank Of Canada | 459.38K | -37.4% | $21.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Royal Bank Of Canada | 459.38K | -37.4% | $21.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Royal Bank Of Canada | 459.38K | -37.4% | $21.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Gotham Asset Management ✦ | 104.74K | +35.8% | $4.92M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 55 | Creative Planning | 52.62K | -5.1% | $2.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | Rockefeller Capital Management L.P. | 41.27K | -13.4% | $1.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Rockefeller Capital Management L.P. | 41.27K | -13.4% | $1.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Lido Advisors, LLC | 39.15K | -36.0% | $1.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Lido Advisors, LLC | 39.15K | -36.0% | $1.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | BlackRock ✦ (passive) | 37.28K | +0.4% | $1.75M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 61 | Fifth Third Bancorp | 24.51K | +67.5% | $1.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Qube Research & Technologies Ltd | 21.57K | New | $1.01M | 0.0% | New | 1 | SEC ↗ |
| 63 | Susquehanna International Group, Llp | 21.45K | -92.1% | $1.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Northern Trust Corp | 12.03K | +1.4% | $564,735 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | Fidelity (FMR) ✦ | 10.65K | +1794.7% | $499,797 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | UBS Group AG | 9.41K | +334.8% | $441,658 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | AQR Capital Management ✦ | 5.69K | +21.9% | $266,995 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Manufacturers Life Insurance… | 5.39K | New | $253,054 | 0.0% | New | 1 | SEC ↗ |
| 69 | Mercer Global Advisors Inc /Adv | 5.06K | -9.5% | $237,351 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 70 | Us Bancorp \De\ | 4.72K | +210.5% | $221,557 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 71 | Us Bancorp \De\ | 4.72K | +210.5% | $221,557 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 72 | Assetmark, Inc | 2.33K | -13.5% | $109,136 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 73 | National Bank Of Canada /Fi/ | 1.04K | +195.2% | $48,656 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Russell Investments Group, Ltd. | 3 | New | $141 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Qube Research & Technologies… | $1.01M | 0.0% |
| Manufacturers Life Insurance… | $253,054 | 0.0% |
| Russell Investments Group… | $141 | 0.0% |
Exited
| Goldman Sachs Group | $395,566 | was 0.0% |
| Renaissance Technologies | $243,498 | was 0.0% |
| Simplex Trading, Llc | $4,708 | was 0.0% |
| Bnp Paribas Financial Markets | $659 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 476 holders, 192.47M shares, $8.49B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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