Security record · archived quarter
JCPB
JPMorgan Core Plus Bond ETF · Financial Services · Asset Management
1Tracked holders
0Δ holders
1.17MShares held
$52.30MReported value
+0New positions
−0Exits
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 1.17M | $52.30M | n/a | n/a |
| 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 | n/a | −3 |
| Q3 2025 | 8 | +1 | 12.95M | $615.79M | +1 | n/a |
| Q2 2025 | 4 | +1 | 484.86K | $22.82M | +1 | n/a |
| Q1 2025 | 2 | 0 | 118.68K | $5.58M | n/a | n/a |
| Q4 2024 | 2 | 0 | 74.81K | $3.45M | n/a | n/a |
| Q3 2024 | 2 | 0 | 97.59K | $4.71M | n/a | n/a |
| Q2 2024 | 2 | n/a | 162.17K | $7.51M | n/a | n/a |
Who holds it · Q3 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory… | 1.17M | -12.1% | $52.30M | 0.1% | ▼ Trim | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
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: Q3 2026 ·
Methodology ·
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