Who Owns JPMorgan Core Plus Bond ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in JPMorgan Core Plus Bond ETF.
Who crossed 5% of JCPB →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Valeo Financial Advisors, LLCETF3.3M shadded | $140.1M |
| Avidian Wealth Enterprises, LLCCORE PLUS BD ETF827.2K shadded | $37M |
| Apella Capital, LLCCORE PLUS BD ETF775.7K shadded | $34.6M |
| Farther Finance Advisors, LLCETF729.3K shadded | $32.7M |
| Peterson Wealth Advisors, LLCCORE PLUS BD ETF495.1K shadded | $22.2M |
| Sprinkle Financial Consultants LLCCORE PLUS BD ETF341K shadded | $15.3M |
| LAWOOD & COExchange Traded Fund306K shadded | $13.7M |
| ACIMA PRIVATE WEALTH, LLCETF298.3K shadded | $13.4M |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLCCORE PLUS BD ETF98.9K shadded | $4.4M |
| Capital Planning LLCExchange Traded Fund81.9K shadded | $3.7M |
| Capital Advisors Wealth Management, LLCCORE PLUS BD ETF72.7K shadded | $3.3M |
| MassMutual Private Wealth & Trust, FSBExchange Traded Fund64.3K shtrimmed | $2.9M |
| BOYUM WEALTH ARCHITECTS LLCCORE PLUS BD ETF51.8K shtrimmed | $2.3M |
| Rosenberg Matthew HamiltonETF36.9K shtrimmed | $1.7M |
| BAKER TILLY WEALTH MANAGEMENT, LLCCORE PLUS BD ETF27.1K shadded | $1.2M |
| Trust CoETF26.6K shadded | $1.2M |
| Venture Visionary Partners LLCCORE PLUS BD ETF20.4K sh— | $912.6K |
| Friday FinancialCORE PLUS BD ETF15.9K sh— | $711K |
| Emergent Wealth Advisors, LLCCORE PLUS BD ETF15.1K shadded | $675.9K |
| First Heartland Consultants, Inc.CORE PLUS BD ETF14.9K shadded | $669K |
| CHAPIN DAVIS, INC.CORE PLUS BD ETF13.3K shtrimmed | $596.6K |
| Elm3 Financial Group, LLCCORE PLUS BD ETF9.8K shadded | $437.6K |
| Adelphi Trust CoFixed Income ETF4.8K sh— | $217K |
| M.E. ALLISON & CO., INC.CORE PLUS BD ETF4.6K shtrimmed | $206K |
| GK Wealth Management LLCCORE PLUS BD ETF2.5K sh— | $112K |
| TOMPKINS FINANCIAL CORPCORE PLUS BD ETF355 shheld | $15.9K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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