JCPB Institutional Ownership
JPMorgan Core Plus Bond ETF
1W: -0.7%
1M: -2.9%
3M: -4.6%
YTD: -5.0%
1Y: -5.3%
3Y: +11.8%
5Y: -2.9%
$44.58
-0.06 (-0.13%)
Weekly Expected Move ±0.6%
$44
$44
$45
$45
$45
Overview
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Holdings
Changes
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Analysis
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Institutional Ownership — JCPB
539
Institutional Holders
+33 vs prior quarter
0.0%
Ownership
+0.00pp
10B
Total Invested
67
New Positions
307
Increased
131
Reduced
32
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (567 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Betterment LLC | 28,416,622 | 1.3B | +22,181,970 | +355.8% | 10Q | SEC ↗ |
| 2 | HB Wealth Management, LLC | 15,629,633 | $697M | +1,207,454 | +8.4% | 6Q | SEC ↗ |
| 3 | MORGAN STANLEY | 12,525,713 | $558M | +4,163,299 | +49.8% | 18Q | SEC ↗ |
| 4 | RAYMOND JAMES FINANCIAL INC | 8,833,732 | $394M | +2,128,603 | +31.7% | 7Q | SEC ↗ |
| 5 | FACTORY MUTUAL INSURANCE CO | 7,983,314 | $356M | +2,137,000 | +36.6% | 6Q | SEC ↗ |
| 6 | JPMORGAN CHASE & CO | 7,576,615 | $338M | +2,033,334 | +36.7% | 30Q | SEC ↗ |
| 7 | OpenArc Corporate Advisory, LLC | 5,415,913 | $241M | +605,641 | +12.6% | 3Q | SEC ↗ |
| 8 | Mariner, LLC | 5,400,464 | $241M | +672,849 | +14.2% | 14Q | SEC ↗ |
| 9 | BANK OF AMERICA CORP /DE | 5,291,099 | $236M | -85,555 | -1.6% | 15Q | SEC ↗ |
| 10 | Dynasty Wealth Management, LLC | 5,018,565 | $224M | +577,817 | +13.0% | 3Q | SEC ↗ |
| 11 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 4,729,235 | $211M | +1,656,571 | +53.9% | 12Q | SEC ↗ |
| 12 | Modern Wealth Management, LLC | 4,300,875 | $192M | +2,114,609 | +96.7% | 7Q | SEC ↗ |
| 13 | Legacy Wealth Management, LLC | 4,057,660 | $181M | +190,026 | +4.9% | 17Q | SEC ↗ |
| 14 | Janney Montgomery Scott LLC | 3,766,491 | $168M | +197,668 | +5.5% | 17Q | SEC ↗ |
| 15 | Cetera Investment Advisers | 3,497,566 | $156M | +1,401,083 | +66.8% | 15Q | SEC ↗ |
| 16 | HighTower Advisors, LLC | 3,398,048 | $151M | +174,304 | +5.4% | 24Q | SEC ↗ |
| 17 | LPL Financial LLC | 3,334,790 | $149M | +1,661,136 | +99.3% | 11Q | SEC ↗ |
| 18 | Valeo Financial Advisors, LLC | 3,126,531 | $139M | +220,479 | +7.6% | 8Q | SEC ↗ |
| 19 | Moss Adams Wealth Advisors LLC | 2,903,040 | $129M | +277,639 | +10.6% | 8Q | SEC ↗ |
| 20 | ENVESTNET ASSET MANAGEMENT INC | 2,877,606 | $128M | +262,780 | +10.0% | 25Q | SEC ↗ |
| 21 | Summit Financial Strategies, Inc. | 2,800,552 | $125M | +161,188 | +6.1% | 7Q | SEC ↗ |
| 22 | OSAIC HOLDINGS, INC. | 2,614,575 | $117M | +395,568 | +17.8% | 26Q | SEC ↗ |
| 23 | Vestmark Advisory Solutions, Inc. | 2,453,732 | $109M | +114,577 | +4.9% | 20Q | SEC ↗ |
| 24 | Confluence Wealth Services, Inc. | 2,367,229 | $106M | +536,983 | +29.3% | 3Q | SEC ↗ |
| 25 | WELLS FARGO & COMPANY/MN | 2,340,725 | $104M | -64,279 | -2.7% | 16Q | SEC ↗ |
| 26 | First Pacific Financial | 2,072,548 | $92M | +66,861 | +3.3% | 6Q | SEC ↗ |
| 27 | McAdam, LLC | 1,973,980 | $88M | +662,048 | +50.5% | 8Q | SEC ↗ |
| 28 | CGN Advisors LLC | 1,936,795 | $86M | +135,301 | +7.5% | 13Q | SEC ↗ |
| 29 | Savant Capital, LLC | 1,925,537 | $86M | -168,401 | -8.0% | 7Q | SEC ↗ |
| 30 | Grant Street Asset Management, Inc. | 1,817,615 | $81M | +57,918 | +3.3% | 12Q | SEC ↗ |
| 31 | First Washington CORP | 1,737,492 | $77M | +192,323 | +12.4% | 4Q | SEC ↗ |
| 32 | Avantax Planning Partners, Inc. | 1,725,261 | $77M | +50,648 | +3.0% | 9Q | SEC ↗ |
| 33 | Bogart Wealth, LLC | 1,716,003 | $76M | +145,371 | +9.3% | 10Q | SEC ↗ |
| 34 | Capital Analysts, LLC | 1,661,909 | $74M | +109,394 | +7.0% | 26Q | SEC ↗ |
| 35 | D.B. Root & Company, LLC | 1,637,457 | $73M | +96,929 | +6.3% | 19Q | SEC ↗ |
| 36 | Hughes Financial Services, LLC | 1,620,206 | $72M | +113,708 | +7.5% | 7Q | SEC ↗ |
| 37 | CAPTRUST FINANCIAL ADVISORS | 1,568,916 | $70M | +78,632 | +5.3% | 13Q | SEC ↗ |
| 38 | Allen Capital Group, LLC | 1,534,156 | $68M | +63,461 | +4.3% | 6Q | SEC ↗ |
| 39 | COMMONWEALTH EQUITY SERVICES, LLC | 1,483,464 | $66M | +115,551 | +8.4% | 19Q | SEC ↗ |
| 40 | DAYMARK WEALTH PARTNERS, LLC | 1,470,403 | $66M | +720,957 | +96.2% | 15Q | SEC ↗ |
| 41 | KINTRA WEALTH, LLC | 1,384,507 | $62M | +721,271 | +108.8% | 3Q | SEC ↗ |
| 42 | MML INVESTORS SERVICES, LLC | 1,377,499 | $61M | +579,225 | +72.6% | 14Q | SEC ↗ |
| 43 | Corient Private Wealth LP | 1,344,031 | $60M | +311,855 | +30.2% | 12Q | SEC ↗ |
| 44 | SENTINEL PENSION ADVISORS, LLC | 1,333,579 | $59M | +70,017 | +5.5% | 9Q | SEC ↗ |
| 45 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 1,328,664 | $59M | +141,683 | +11.9% | 8Q | SEC ↗ |
| 46 | Wiser Wealth Management, Inc | 1,314,982 | $59M | +29,628 | +2.3% | 10Q | SEC ↗ |
| 47 | Bluespring Wealth Management, LLC | 1,307,709 | $58M | +476,896 | +57.4% | 5Q | SEC ↗ |
| 48 | Bouchey Financial Group, Ltd. | 1,261,080 | $56M | +348,268 | +38.2% | 5Q | SEC ↗ |
| 49 | JONES FINANCIAL COMPANIES LLLP | 1,200,263 | $54M | +260,283 | +27.7% | 10Q | SEC ↗ |
| 50 | PNC Financial Services Group, Inc. | 1,177,891 | $53M | +211,466 | +21.9% | 10Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| PRUDENT INVESTORS NETWORK, INC. | 1,079,613 | $48M |
| Ocean Park Asset Management, LLC | 622,400 | $28M |
| LAWOOD & CO | 292,677 | $13M |
| Thrivent Financial for Lutherans | 192,851 | $9M |
| ELEVATION POINT WEALTH PARTNERS, LL | 126,799 | $6M |
| FLOW TRADERS U.S. LLC | 70,509 | $3M |
| HighPoint Advisor Group LLC | 60,588 | $3M |
| FIDUCIARY FINANCIAL ADVISORS | 51,877 | $2M |
| Oak Barrel Wealth Advisory LLC | 50,149 | $2M |
| Emerald Advisors, LLC | 38,783 | $2M |
| Global Retirement Partners, LLC | 33,353 | $1M |
| Copper Harbor Investment Advisors, | 29,098 | $1M |
| Helium Advisors LLC | 26,445 | $1M |
| Accelerate Investment Advisors LLC | 23,592 | $1M |
| LWM Advisory Services, LLC | 21,989 | $980K |
| Qube Research & Technologies Ltd | 21,568 | $962K |
| Comprehensive Wealth Management, LL | 21,231 | $946K |
| CLIFTONLARSONALLEN WEALTH ADVISORS, | 18,399 | $820K |
| Richmond Investment Services, LLC | 15,367 | $685K |
| Carmel Capital Partners, LLC | 15,197 | $677K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| LeClair Wealth Partners LLC | 453,035 | $20M |
| Choice Wealth Advisors, LLC | 338,606 | $15M |
| Arlington Financial Advisors, LLC | 169,772 | $8M |
| Bay Colony Advisory Group, Inc d/b/ | 126,668 | $6M |
| KMG FIDUCIARY PARTNERS, LLC | 100,506 | $4M |
| SEGALL BRYANT & HAMILL, LLC | 40,813 | $2M |
| KINGSWOOD WEALTH ADVISORS, LLC | 37,404 | $2M |
| NORDEN GROUP LLC | 30,465 | $1M |
| Ascentis Independent Advisors | 28,901 | $1M |
| Daybright Advisory Services, Inc. | 25,865 | $1M |
| Blueprint Investment Partners LLC | 24,558 | $1M |
| Blueprint Financial Advisors LLC | 24,558 | $1M |
| Elevated Financial Group LLC | 14,668 | $654K |
| Detalus Advisors, LLC | 11,690 | $521K |
| GOLDMAN SACHS GROUP INC | 8,402 | $375K |
| Kestra Investment Management, LLC | 8,077 | $360K |
| Wealth Alliance Advisory Group, LLC | 7,709 | $344K |
| Retireful, LLC | 6,433 | $287K |
| SOL Capital Management CO | 6,260 | $279K |
| Merit Financial Group, LLC | 6,233 | $278K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Betterment LLC | +22,181,970 | +355.8% | 28,416,622 |
| MORGAN STANLEY | +4,163,299 | +49.8% | 12,525,713 |
| FACTORY MUTUAL INSURANCE CO | +2,137,000 | +36.6% | 7,983,314 |
| RAYMOND JAMES FINANCIAL INC | +2,128,603 | +31.7% | 8,833,732 |
| Modern Wealth Management, LLC | +2,114,609 | +96.7% | 4,300,875 |
| JPMORGAN CHASE & CO | +2,033,334 | +36.7% | 7,576,615 |
| LPL Financial LLC | +1,661,136 | +99.3% | 3,334,790 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +1,656,571 | +53.9% | 4,729,235 |
| Cetera Investment Advisers | +1,401,083 | +66.8% | 3,497,566 |
| HB Wealth Management, LLC | +1,207,454 | +8.4% | 15,629,633 |
| KINTRA WEALTH, LLC | +721,271 | +108.8% | 1,384,507 |
| DAYMARK WEALTH PARTNERS, LLC | +720,957 | +96.2% | 1,470,403 |
| Mariner, LLC | +672,849 | +14.2% | 5,400,464 |
| McAdam, LLC | +662,048 | +50.5% | 1,973,980 |
| Focus Partners Wealth | +642,509 | +639.4% | 742,996 |
| OpenArc Corporate Advisory, LLC | +605,641 | +12.6% | 5,415,913 |
| MML INVESTORS SERVICES, LLC | +579,225 | +72.6% | 1,377,499 |
| Dynasty Wealth Management, LLC | +577,817 | +13.0% | 5,018,565 |
| Confluence Wealth Services, Inc. | +536,983 | +29.3% | 2,367,229 |
| ALPS ADVISORS INC | +501,980 | +134.1% | 876,310 |