Public ownership evidence

JPMorgan Core Plus Bond ETF (JCPB) Ownership Disclosures

Read JCPB insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

JPMorgan Core Plus Bond ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Corient Private Wealth LP
Report period
2026-06-30
Available
2026-08-28
Reported shares
1,344,031
Value (USD)
$63,088,828
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001948780-26-000011
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read JCPB fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read JCPB fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Scroll sideways to compare all columns. Select a heading to sort.

Corient Private Wealth LP2026-06-302026-08-281,344,031$63,088,828None
Advus Financial Partners, LLC2022-12-312026-08-267,980$366,521None
MLG Wealth Management DBA Pine Grove Financial Group2025-12-312026-08-26896,338$42,441,604None
WEST MICHIGAN ADVISORS, LLC2026-06-302026-08-2248,686$2,285,306None
Layline Advisors, LLC2026-06-302026-08-218,488$398,419None
Kingsview Wealth Management, LLC2026-06-302026-08-2039,194$1,839,766None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-205,056$237,351None
Beacon Pointe Advisors, LLC2026-06-302026-08-19304,307$14,284,158None
Strive Financial Group ,LLC2026-06-302026-08-1812,652$593,885None
Corient Private Wealth LP2026-06-302026-08-181,374,467$64,517,446None
Transamerica Financial Advisors, LLC2026-06-302026-08-18107$5,027None
Equitable Holdings, Inc.2026-06-302026-08-1855,852$2,621,705None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-182,468$116,000None
Forum Finance Group S.A.2026-06-302026-08-155,260$200,000None
Hopwood Nicholas Hunter2026-06-302026-08-1580,853$3,795,248None
Hopwood Nicholas Hunter2026-03-312026-08-1569,024$3,249,664None
Hopwood Nicholas Hunter2025-12-312026-08-1566,964$3,170,734None
Sequent Planning LLC2026-06-302026-08-1530,292$1,421,906None
Wills Financial Group LLC2026-06-302026-08-157,094$332,999None
Modern Wealth Management, LLC2026-06-302026-08-154,297,138$201,707,636None
Modern Wealth Management, LLC2026-06-302026-08-15226$10,608None
Modern Wealth Management, LLC2026-06-302026-08-153,511$164,806None
Mutual Advisors, LLC2026-06-302026-08-15434,672$20,403,481None
Milestone Investment Advisors LLC2026-06-302026-08-15206,848$9,709,446None
COFG Advisors, LLC2026-06-302026-08-1512,413$582,666None
KINTRA WEALTH, LLC2026-06-302026-08-151,384,507$64,130,345None
Ameritas Advisory Services, LLC2026-06-302026-08-1518,745$879,881None
Invst, LLC2026-06-302026-08-15402,050$18,872,239None
FWG Holdings, LLC2026-06-302026-08-1516,990$785,278None
Prestige Wealth Management Group LLC2026-06-302026-08-15920$43,185None
Western Wealth Management, LLC2026-06-302026-08-155,358$251,522None
MAGNOLIA CAPITAL ADVISORS LLC2026-06-302026-08-1517,976$843,793None
Foundations Investment Advisors, LLC2026-06-302026-08-1544,157$2,072,718None
Qube Research & Technologies Ltd2026-06-302026-08-1521,568$1,012,402None
IFG Advisory, LLC2026-06-302026-08-15442$20,747None
Per Stirling Capital Management, LLC.2026-06-302026-08-15266,337$12,501,882None
JT Stratford LLC2026-06-302026-08-1511,427$536,383None
OSAIC HOLDINGS, INC.2026-06-302026-08-15648$30,417None
OSAIC HOLDINGS, INC.2026-06-302026-08-15692,892$32,524,370None
OSAIC HOLDINGS, INC.2026-06-302026-08-15200,720$9,421,798None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,720,315$80,758,995None
COOPER/HAIMS ADVISORS, LLC2026-06-302026-08-15322,008$15,115,045None
Betterment LLC2026-06-302026-08-1528,416,622$1,333,876,000None
Orion Porfolio Solutions, LLC2026-06-302026-08-155,689$267,034None
Rothschild Capital Partners, LLC2026-06-302026-08-1557,439$2,696,187None
Regal Investment Advisors LLC2026-06-302026-08-1511,829$555,254None
FLOW TRADERS U.S. LLC2026-06-302026-08-1570,509$3,310,000None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1521,449$1,006,816None
Ancora Advisors LLC2026-06-302026-08-151,410$66,185None
Medallion Wealth Advisors, LLC2026-06-302026-08-15406$19,058None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗Advus Financial Partners, LLC ↗MLG Wealth Management DBA Pine Grove Financial Group ↗WEST MICHIGAN ADVISORS, LLC ↗Layline Advisors, LLC ↗Kingsview Wealth Management, LLC ↗MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗Strive Financial Group ,LLC ↗Corient Private Wealth LP ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

Aurora · AI research assistant

Try this in Aurora

Edit the request, then open it in Aurora. You choose when to send it.