Funds holding Jpmorgan Core Plus Bond Etf
ISIN US46641Q6706 · United States · LEI 5493001E1K1DVWDV2464
- Fund holders
- 7
- Of which ETFs
- 6 1 other fund
- Value held
- 82.7M $
This issuer has other securities: J.P. MORGAN EXCHANGE-TRADED FUND TRUST (US46654Q7401), JPMorgan Active Growth ETF (US46654Q6098), J.P. MORGAN EXCHANGE-TRADED FUND TRUST (US46641Q1673), J.P. MORGAN EXCHANGE-TRADED FUND TRUST (US46641Q3992), JPMorgan International Research Enhanced Equity ETF (US46641Q1343), J.P. MORGAN EXCHANGE-TRADED FUND TRUST (US46654Q6171), J.P. MORGAN EXCHANGE-TRADED FUND TRUST (US46641Q3323), J.P. MORGAN EXCHANGE-TRADED FUND TRUST (US46654Q5751), J.P. MORGAN EXCHANGE-TRADED FUND TRUST (US46654Q7161), JPMorgan Small & Mid Cap Enhanced Equity ETF (US46641Q1186)
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Ocean Park Tactical Core Income Fund Northern Lights Fund Trust | 622,400 | 29.2M $ | 2.77 % | as of Jun 30, 2026 ↗ |
| Morningstar Balanced ETF Asset Allocation Portfolio ALPS VARIABLE INVESTMENT TRUST | 345,285 | 16.2M $ | 8.87 % | as of Jun 30, 2026 ↗ |
| Morningstar Growth ETF Asset Allocation Portfolio ALPS VARIABLE INVESTMENT TRUST | 332,100 | 15.6M $ | 4.83 % | as of Jun 30, 2026 ↗ |
| Frontier Asset Core Bond ETF ADVISORS' INNER CIRCLE FUND II | 159,889 | 7.4M $ | 18.37 % | as of Jul 31, 2026 ↗ |
| Morningstar Income and Growth ETF Asset Allocation Portfolio ALPS VARIABLE INVESTMENT TRUST | 113,360 | 5.3M $ | 9.96 % | as of Jun 30, 2026 ↗ |
| Frontier Asset Opportunistic Credit ETF ADVISORS' INNER CIRCLE FUND II | 107,833 | 5M $ | 15.13 % | as of Jul 31, 2026 ↗ |
| Morningstar Conservative ETF Asset Allocation Portfolio ALPS VARIABLE INVESTMENT TRUST | 85,565 | 4M $ | 13.10 % | as of Jun 30, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Frontier Asset Core Bond ETF ADVISORS' INNER CIRCLE FUND II | 18.37 % | as of Jul 31, 2026 ↗ |
| Frontier Asset Opportunistic Credit ETF ADVISORS' INNER CIRCLE FUND II | 15.13 % | as of Jul 31, 2026 ↗ |
| Morningstar Conservative ETF Asset Allocation Portfolio ALPS VARIABLE INVESTMENT TRUST | 13.10 % | as of Jun 30, 2026 ↗ |
| Morningstar Income and Growth ETF Asset Allocation Portfolio ALPS VARIABLE INVESTMENT TRUST | 9.96 % | as of Jun 30, 2026 ↗ |
| Morningstar Balanced ETF Asset Allocation Portfolio ALPS VARIABLE INVESTMENT TRUST | 8.87 % | as of Jun 30, 2026 ↗ |
| Morningstar Growth ETF Asset Allocation Portfolio ALPS VARIABLE INVESTMENT TRUST | 4.83 % | as of Jun 30, 2026 ↗ |
| Ocean Park Tactical Core Income Fund Northern Lights Fund Trust | 2.77 % | as of Jun 30, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 7 | 0 | 1,766,432 | +173.6 % |
| 2026Q2 | 7 | +5 | 645,529 | +125.8 % |
| 2026Q1 | 2 | 0 | 285,823 | +1.2 % |
| 2025Q4 | 2 | 0 | 282,557 | +11.9 % |
| 2025Q3 | 2 | -1 | 252,579 | -24.6 % |
| 2025Q2 | 3 | 0 | 334,810 | -22.8 % |
| 2025Q1 | 3 | +1 | 433,539 | +3.6 % |
| 2024Q4 | 2 | +1 | 418,415 | +14.9 % |
| 2024Q3 | 1 | 0 | 364,094 | +444.4 % |
| 2024Q2 | 1 | 66,881 |
Institutional managers
474 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| HB Wealth Management, LLC | 14,422,179 | 676.2M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 8,362,414 | 393.7M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 6,705,129 | 315.7M $ | as of Mar 31, 2026 |
| Betterment LLC | 6,234,652 | 293.5K $ | as of Mar 31, 2026 |
| FACTORY MUTUAL INSURANCE CO | 5,846,314 | 275.2M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 5,543,281 | 260.1M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 5,376,654 | 253.1M $ | as of Mar 31, 2026 |
| OpenArc Corporate Advisory, LLC | 4,810,272 | 226.5M $ | as of Mar 31, 2026 |
| Mariner, LLC | 4,727,615 | 222.6M $ | as of Mar 31, 2026 |
| Dynasty Wealth Management, LLC | 4,440,748 | 209.1M $ | as of Mar 31, 2026 |
| Legacy Wealth Management, LLC | 3,867,634 | 182.1M $ | as of Mar 31, 2026 |
| Janney Montgomery Scott LLC | 3,568,823 | 168K $ | as of Mar 31, 2026 |
| HighTower Advisors, LLC | 3,223,744 | 151.8M $ | as of Mar 31, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3,072,664 | 144.7M $ | as of Mar 31, 2026 |
| Valeo Financial Advisors, LLC | 2,906,052 | 128.1M $ | as of Mar 31, 2026 |
| Summit Financial Strategies, Inc. | 2,639,364 | 124.3M $ | as of Mar 31, 2026 |
| Moss Adams Wealth Advisors LLC | 2,625,401 | 123.6M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 2,614,826 | 123.1M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 2,405,004 | 113.2M $ | as of Mar 31, 2026 |
| Vestmark Advisory Solutions, Inc. | 2,339,155 | 110.1M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 2,219,007 | 104.5M $ | as of Mar 31, 2026 |
| Modern Wealth Management, LLC | 2,186,266 | 102.5M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 2,096,483 | 98.7M $ | as of Mar 31, 2026 |
| Savant Capital, LLC | 2,093,938 | 98.6M $ | as of Mar 31, 2026 |
| First Pacific Financial | 2,005,687 | 94.4M $ | as of Mar 31, 2026 |
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