JCPB · JPMorgan Core Plus Bond ETF ETF
$45.94
+0.00 (+0.00%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 3
Total Value: $116,715,417
Total Shares: 2,486,481
Institutional Ownership Trend
16 quarters
Holder Concentration
Across 3 13F filers · Δ vs Mar 31, 2026Top Holder
54.1%
−44.2 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
5,024
Highly concentrated−4,630
Quarterly Activity
vs Mar 31, 2026
New
2
Increased
1
Decreased
0
Sold Out
1
Unchanged
0
Holder count:
+1
Institutional value:
+133.9%
Shares held:
+134.6%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Small MLG Wealth Management DBA Pine Grove Financial Group | +98,965 | 1,140,151 |
Top Sellers
vs Mar 31, 2026No qualifying movers this quarter.
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | 1,344,031 | $63,088,815 | |
| Mid Parkside Financial Bank & Trust | 2,299 | $107,915 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Micro Layline Advisors, LLC | 18,623 | $876,770 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC JCPB | $63,088,815 | 54.05% | 1,344,031 | Shares | 2026-08-27 | |
| Small MLG Wealth Management DBA Pine Grove Financial Group JCPB | $53,518,687 | 45.85% | 1,140,151 | Shares | 2026-09-02 | |
| Mid Parkside Financial Bank & Trust Bank JCPB | $107,915 | 0.09% | 2,299 | Shares | 2026-09-04 |