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Disclosery

JBND J P MORGAN EXCHANGE TRADED F

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COM (fund)

116 managers (117 13F filers) reported a position in JBND shares at 2024-12-31, 18,437,736 shares in all. 44 filers opened a position and 7 filers sold out during the quarter.

Managers
116
13F filers
117
New
44
Added
52
Reduced
9
Sold out
7
Shares held by filers
18,437,736

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC2,243,401$117M0.05%+766,22513F-HRTimeline
Diversified Portfolios, Inc.1,351,629$70.6M7.7%+76,75613F-HRTimeline
Berger Financial Group, Inc1,137,984$59.5M4.11%+17,61713F-HRTimeline
LVZ, Inc.846,946$44.3M5.68%new13F-HRTimeline
Pallas Capital Advisors LLC797,106$41.6M1.78%+7,37213F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA755,387$39.5M2.74%new13F-HRTimeline
MML INVESTORS SERVICES, LLC737,683$38.5M0.13%+713,14013F-HRTimeline
Intrua Financial, LLC654,494$34.2M5.56%+450,13113F-HRTimeline
Independent Advisor Alliance612,443$32M0.42%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding543,638$28.4M+524,297Timeline
Janney Montgomery Scott LLC437,071$22.8M0.06%+381,86513F-HRTimeline
INNEALTA CAPITAL, LLC368,766$19.3M9.37%+22,09113F-HRTimeline
MEANS INVESTMENT CO., INC.347,346$18.1M1.89%+22,41913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA340,866$17.8M<0.01%+70,11513F-HRTimelineGroup
Capital Investment Advisory Services, L…303,528$15.9M1.53%+65513F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC300,850$15.7M7.74%-34,05313F-HRTimeline
American Trust300,079$15.7M1.19%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…296,992$15.5M0.03%+270,07313F-HR/ATimeline
IAG Wealth Partners, LLC296,296$15.5M2.73%+295,76713F-HRTimeline
Pine Valley Investments Ltd Liability Co280,579$14.7M0.96%+83,25013F-HRTimeline
CGN Advisors LLC264,989$13.8M1.35%+78,73213F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.263,542$13.8M0.76%new13F-HR/ATimelineGroup
Goldstone Financial Group, LLC247,399$12.9M2.03%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC241,212$12.6M0.02%+163,62513F-HRTimeline
Focus Financial Network, Inc.229,335$12M0.48%new13F-HRTimeline
Ruggaard & Associates LLC226,738$11.8M5.2%+2,40113F-HRTimeline
Centurion Wealth Management LLC195,852$10.2M3.2%+82,26313F-HRTimeline
Cobblestone Asset Management LLC195,622$10.2M6.67%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC166,487$8.7M0.01%new13F-HRTimelineGroup
Royal Harbor Partners, LLC159,078$8.31M3.14%-257,82813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO148,288$7.75M<0.01%+148,28713F-HRTimelineGroup
Peterson Wealth Advisors, LLC146,586$7.65M1.38%+133,36313F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC145,766$7.62M0.13%new13F-HRTimelineGroup
Cetera Investment Advisers139,625$7.3M0.02%+57,65713F-HRTimeline
AGH Wealth Advisors, LLC137,337$7.18M6.65%13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…125,346$6.55M0.15%+5,23713F-HRTimelineGroup
Larson Financial Group LLC124,972$6.53M0.34%+65,48113F-HRTimeline
Aveo Capital Partners, LLC121,544$6.35M0.7%-4,53613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.114,668$5.99M0.01%+12,78913F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.113,271$5.92M0.42%+77,39213F-HRTimelineGroup
Cooper Financial Group112,686$5.89M0.71%+31,46313F-HRTimeline
YARGER WEALTH STRATEGIES, LLC103,401$5.4M3.12%-48,63513F-HRTimeline
Parallel Advisors, LLC102,907$5.38M0.12%+96,74413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP97,279$5.08M<0.01%+69,81913F-HRTimelineGroup
CWM, LLCin group CWM, LLC93,379$4.88M0.02%+34,45113F-HRTimelineGroup
Tyler-Stone Wealth Management93,177$4.87M0.87%+3,28513F-HRTimeline
Gallacher Capital Management LLC92,305$4.82M2.39%+8,73313F-HRTimeline
Insight Wealth Partners, LLC88,568$4.63M2.93%-24,38013F-HRTimeline
HighTower Advisors, LLC77,563$4.05M0.01%+2,22613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…73,484$3.84M0.01%+68,79513F-HRTimelineGroup
OLD MISSION CAPITAL LLC66,553$3.48M0.08%new13F-HRTimeline
Martin Worley Group66,105$3.45M2.16%13F-HRTimeline
Vawter Financial, Ltd.64,958$3.39M2.04%+28,56513F-HRTimeline
Compass Financial Group, Inc.61,813$3.23M1.54%-2,44713F-HRTimeline
NewEdge Advisors, LLC53,293$2.78M0.02%new13F-HRTimeline
ROSENBLUM SILVERMAN SUTTON S F INC /CA53,195$2.78M0.7%+36,70013F-HRTimeline
Cedar Mountain Advisors, LLC51,182$2.67M0.59%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.50,077$2.62M0.01%-10,98013F-HR/ATimelineGroup
Ashton Thomas Private Wealth, LLC44,080$2.31M0.09%+14,03513F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC41,605$2.17M0.05%new13F-HRTimeline
Vienna Asset Management LLC38,146$1.99M1.35%+13,41213F-HRTimeline
Northwest Financial Advisors30,140$1.57M1.3%+10,21313F-HRTimeline
Cambridge Investment Research Advisors,…29,582$1.55M0.01%+25,79713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP28,786$1.5M<0.01%new13F-HRTimelineGroup
SILVERLAKE WEALTH MANAGEMENT LLC26,284$1.37M0.53%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC25,503$1.33M<0.01%+6,63113F-HRTimelineGroup
USAdvisors Wealth Management, LLC24,215$1.26M0.41%+1,29113F-HRTimeline
Private Advisor Group, LLC22,556$1.18M0.01%+7,73413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC19,453$1.02M<0.01%new13F-HRTimelineGroup
Newman Dignan & Sheerar, Inc.17,050$891K0.23%new13F-HRTimeline
MN Wealth Advisors, LLC15,085$788K0.44%new13F-HRTimeline
Sterling Investment Advisors, Ltd.14,910$779K0.19%+4,57013F-HRTimeline
Beaumont Financial Advisors, LLC12,483$652K0.05%-68213F-HRTimeline
BEAM WEALTH ADVISORS, INC.11,740$613K0.19%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.11,527$602K0.01%+7,24813F-HRTimelineGroup
WBH ADVISORY INC11,073$579K0.05%new13F-HRTimeline
Western Wealth Management, LLC10,302$538K0.04%+4,10413F-HR/ATimeline
Total Clarity Wealth Management, Inc.9,889$517K0.17%-1,98813F-HRTimeline
Perennial Investment Advisors, LLC9,506$497K0.06%new13F-HRTimeline
KWB Wealth8,870$485K0.06%new13F-HRTimeline
Regal Investment Advisors LLC8,888$464K0.03%new13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC8,527$446K0.03%new13F-HRTimelineGroup
SUTTON PLACE INVESTORS LLC8,223$430K0.25%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth7,403$387K<0.01%+7213F-HR/ATimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC7,215$377K0.16%new13F-HRTimeline
Triad Wealth Partners, LLC6,880$359K0.13%new13F-HRTimeline
CARY STREET PARTNERS INVESTMENT ADVISOR…in group CARY STREET PARTNERS ASSET MA…4,932$258K0.17%new13F-HRTimelineGroup
Lifeworks Advisors, LLC4,717$246K0.04%new13F-HRTimeline
Financial Advocates Investment Manageme…4,600$240K0.01%013F-HRTimeline
TWO SIGMA SECURITIES, LLC4,479$234K0.04%new13F-HRTimeline
Forge Financial Services LLC4,227$223K0.19%13F-HRTimeline
Beckerman Institutional, LLC4,228$221K0.18%+313F-HRTimeline
Quadrant Private Wealth Management, LLC4,000$210K0.05%013F-HRTimeline
PRIVATE TRUST CO NA3,963$207K0.02%+13413F-HRTimeline
Resolute Wealth Strategies, LLC3,856$201K0.1%013F-HRTimeline
IFP Advisors, Inc3,378$176K0.01%+51213F-HRTimeline
Blue Trust, Inc.3,000$157K<0.01%new13F-HR/ATimeline
JFS WEALTH ADVISORS, LLC2,889$151K0.01%new13F-HRTimeline
MidAtlantic Capital Management, Inc.2,844$149K0.11%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.2,743$143K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,670$140K<0.01%new13F-HRTimelineGroup
Coppell Advisory Solutions LLC2,350$123K0.02%+1,33013F-HRTimeline
Geneos Wealth Management Inc.2,159$113K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.1,091$57.4K0.03%13F-HRTimeline
Golden State Wealth Management, LLC740$38.7K0.01%13F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC560$29.3K0.02%+37513F-HRTimeline
Householder Group Estate & Retirement S…532$27K0.02%013F-HRTimeline
LGT Financial Advisors LLC390$20.4K0.05%new13F-HRTimeline
Farther Finance Advisors, LLC300$15.7K<0.01%new13F-HRTimeline
Bernard Wealth Management Corp.225$11.8K0.01%13F-HR/ATimeline
Clark Wealth Partners146$7.63K0.01%13F-HRTimeline
Steward Partners Investment Advisory, L…81$4.23K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management32$1.67K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC9$470<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC8$430<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.