JPMorgan Core Plus Bond

JCPB • BATS

JPMorgan Core Plus Bond is an exchange-traded fund on BATS. As of Q3 2025, 381 institutional investors hold shares in this ETF, with total holdings valued at $6.6B. HB Wealth Management, LLC is the largest holder with a position valued at $495.7M.

Overview

Overview of institutional ownership in JCPB as of Q3 2025

All Institutions

Institutions: 381
Value Held: $6.6B
Shares Held: 140.0M
Avg Position: $17.4M
Median Position: $2.3M

Hedge Funds

Hedge Funds: 3
Value Held: $26.7M
Shares Held: 560.6K
Avg Position: $8.9M
Median Position: $3.5M

Biggest Investors

Institutions with the largest positions in JCPB as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
H HB Wealth Management, LLC Institution	-	$495.7M 3.37% of portfolio	10.4M shares	Q1 2025 Held for 8 months	$14.7B
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$400.1M 0.03% of portfolio	8.4M shares	Q4 2022 Held for 2y 11m	$1.33T
F FACTORY MUTUAL INSURANCE CO Institution	-	$278.0M 2.71% of portfolio	5.8M shares	Q1 2025 Held for 8 months	$10.3B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$201.9M 0.01% of portfolio	4.2M shares	Q1 2022 Held for 3y 8m	$1.65T
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	$189.6M 0.01% of portfolio	4.0M shares	Q1 2019 Held for 6y 8m	$1.56T
RAYMOND JAMES FINANCIAL INC RIA/Wealth	Steven Robert Marcus CEO	$186.0M 0.06% of portfolio	3.9M shares	Q4 2024 Held for 11 months	$310.43B
Legacy Wealth Management, Inc RIA/Wealth	Duncan L Miller CEO	$168.7M 9.93% of portfolio	3.5M shares	Q2 2022 Held for 3y 5m	$1.7B
HighTower Advisors, LLC RIA/Wealth	Robert David Oros CEO	$145.7M 0.17% of portfolio	3.1M shares	Q3 2020 Held for 5y 2m	$87.7B
Mariner Wealth Advisors, LLC RIA/Wealth	Martin Christopher Bicknell CEO	$139.7M 0.18% of portfolio	2.9M shares	Q1 2023 Held for 2y 8m	$77.3B
Janney Montgomery Scott LLC RIA/Wealth	Anthony Matthew Miller CEO	$126.3M 0.32% of portfolio	2.7M shares	Q2 2022 Held for 3y 5m	$40.0B

Net Capital Flow

Institutional buying and selling activity for JCPB in Q3 2025

Traded: +$745.8M
Buyers: 286
Sellers: 99
Total Bought: +$989.9M
Total Sold: −$244.1M
Avg Position: $16.4M

Biggest Buyers

Institution	Net Bought	Current Position
H HB Wealth Management, LLC Institution	+$126.4M +2.7M shares	$495.7M 10.4M shares
F FACTORY MUTUAL INSURANCE CO Institution	+$125.1M +2.6M shares	$278.0M 5.8M shares
MORGAN STANLEY RIA/Wealth	+$53.8M +1.1M shares	$201.9M 4.2M shares
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution	+$39.6M +833.1K shares	$118.6M 2.5M shares
F First Washington CORP RIA/Wealth	+$39.0M +819.4K shares	$39.0M 819.4K shares
A Alpine Bank Wealth Management Institution	+$34.3M +720.5K shares	$74.9M 1.6M shares
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV RIA/Wealth	+$32.3M +680.1K shares	$75.3M 1.6M shares
Modern Wealth Management, LLC RIA/Wealth	+$25.9M +544.3K shares	$64.5M 1.4M shares
Moss Adams Wealth Advisors LLC RIA/Wealth	+$17.3M +364.6K shares	$114.0M 2.4M shares
BANK OF AMERICA CORP /DE/ Institution	+$16.9M +356.0K shares	$400.1M 8.4M shares

Biggest Sellers

Institution	Net Sold	Current Position
Vestmark Advisory Solutions, Inc. Fund of Funds	−$66.7M −1.4M shares	$88.6M 1.9M shares
J JANE STREET GROUP, LLC Institution	−$23.8M −505.1K shares	Sold Off 0 shares
Duncan Williams Asset Management, LLC RIA/Wealth	−$21.2M −450.8K shares	Sold Off 0 shares
FIRST FINANCIAL HOLDINGS, INC. Institution	−$18.8M −395.5K shares	$19.4M 408.2K shares
Mach-1 Financial Group, Inc. RIA/Wealth	−$17.7M −375.3K shares	Sold Off 0 shares
T Triad Wealth Partners, LLC RIA/Wealth	−$15.0M −315.3K shares	$10.6M 221.9K shares
AllGen Financial Advisors, Inc. RIA/Wealth	−$10.6M −225.0K shares	Sold Off 0 shares
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager	−$8.1M −172.1K shares	Sold Off 0 shares
B Boulder Wealth Advisors, LLC RIA/Wealth	−$7.7M −162.1K shares	$1.4M 29.4K shares
Tradition Wealth Management, LLC RIA/Wealth	−$5.5M −116.5K shares	$35.4M 745.1K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited JCPB in Q3 2025

New Positions: 38
New Value: $83.3M
Exited Positions: 25
Exited Value: $96.5M

New Positions

Institution	Position Value
F First Washington CORP RIA/Wealth	$39.0M 819.4K shares
SMITHBRIDGE ASSET MANAGEMENT INC/DE RIA/Wealth	$10.2M 214.6K shares
Miracle Mile Advisors, LLC RIA/Wealth	$8.3M 175.3K shares
Independent Advisor Alliance RIA/Wealth	$3.4M 70.6K shares
Summit Financial, LLC RIA/Wealth	$2.9M 60.6K shares
B Blume Capital Management, Inc. RIA/Wealth	$2.4M 51.1K shares
FIRST COMMONWEALTH FINANCIAL CORP /PA/ Institution	$2.3M 48.5K shares
Dorsey & Whitney Trust CO LLC RIA/Wealth	$2.2M 46.6K shares
P PDS Planning, Inc RIA/Wealth	$1.8M 37.7K shares
U United Community Bank Institution	$1.8M 37.2K shares

Exited Positions

Institution	Previous Position
J JANE STREET GROUP, LLC Institution	$23.8M 505.1K shares
Duncan Williams Asset Management, LLC RIA/Wealth	$21.2M 450.8K shares
Mach-1 Financial Group, Inc. RIA/Wealth	$17.7M 375.3K shares
AllGen Financial Advisors, Inc. RIA/Wealth	$10.6M 225.0K shares
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager	$8.1M 172.1K shares
L Leo Wealth, LLC Institution	$4.1M 87.3K shares
OARSMAN CAPITAL, INC. RIA/Wealth	$2.2M 46.1K shares
S STRATEGIC PLANNING GROUP, LLC RIA/Wealth	$1.9M 41.4K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$1.7M 35.3K shares
Kingstone Capital Partners Texas, LLC RIA/Wealth	$1.4M 29.4K shares

Options Activity

Institutions with the largest Call and Put options positions in JCPB as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with JCPB as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
D.B. Root & Company, LLC RIA/Wealth	David Bond Root CEO	16.83% $66.1M	1.4M shares	Q4 2021 Held for 3y 11m	$392.8M
Grant Street Asset Management, Inc. RIA/Wealth	Kristen Evans Jackson CEO	16.82% $79.6M	1.7M shares	Q3 2023 Held for 2y 2m	$473.4M
McCarthy & Cox RIA/Wealth	James B Cox CEO	12.29% $30.0M	631.8K shares	Q1 2024 Held for 1y 8m	$244.5M
Wiser Wealth Management, Inc RIA/Wealth	Casey Tyler Smith President	12.18% $53.3M	1.1M shares	Q1 2024 Held for 1y 8m	$437.4M
F First Pacific Financial RIA/Wealth	Todd Robert Engblom-Stryker CEO	11.54% $83.1M	1.7M shares	Q1 2025 Held for 8 months	$719.8M
Joseph Group Capital Management RIA/Wealth	Anton James Bayer CEO	10.81% $38.3M	806.0K shares	Q3 2024 Held for 1y 2m	$354.5M
A Alpine Bank Wealth Management Institution	-	10.58% $74.9M	1.6M shares	Q2 2025 Held for 5 months	$707.6M
F First Washington CORP RIA/Wealth	David Dixon Lewis CCO	10.45% $39.0M	819.4K shares	Q3 2025 Held for 2 months	$373.0M
Forum Private Client Group LLC RIA/Wealth	Shaun Marie Irwin President	10.34% $29.0M	610.1K shares	Q1 2023 Held for 2y 8m	$280.7M
F FMA Wealth Management, LLC RIA/Wealth	James Marc Morris Managing Partner	10.08% $14.7M	308.5K shares	Q4 2023 Held for 1y 11m	$145.5M

Hedge Fund Spotlight

Discover hedge funds investing in JCPB

CITADEL ADVISORS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerKenneth Cordele Griffin

Portfolio Value: $122.08B
Positions: 5,531
Last Reported: Q3 2025

Sector Allocation

Position in JPMorgan Core Plus Bond

Market Value: $22.9M
Shares Held: 480.8K
Portfolio Weight: 0.02%
Owned Since: 2023-Q3

Top Holding	Sector	Market Value	Weight
1 Microsoft MSFT	Software - Infrastructure Technology	$2.1B	1.68%
2 Nvidia NVDA	Semiconductors Technology	$1.8B	1.50%
3 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$1.4B	1.18%