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Disclosery

JBND J P MORGAN EXCHANGE TRADED F

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COM (fund)

139 managers (141 13F filers) reported a position in JBND shares at 2025-03-31, 27,403,205 shares in all. 35 filers opened a position and 11 filers sold out during the quarter.

Managers
139
13F filers
141
New
35
Added
64
Reduced
28
Sold out
11
Shares held by filers
27,403,205

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 LLC4,523,594$242M0.09%+2,280,19313F-HRTimeline
Diversified Portfolios, Inc.1,490,448$79.8M8.39%+138,81913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,427,634$76.4M+883,996Timeline
BALDWIN WEALTH PARTNERS LLC/MA1,352,137$72.4M5.08%+596,75013F-HRTimeline
Berger Financial Group, Inc1,250,930$66.9M4.65%+112,94613F-HRTimeline
IAG Wealth Partners, LLC1,080,249$57.8M8.99%+783,95313F-HRTimeline
Cetera Investment Advisers1,038,526$55.6M0.11%+898,90113F-HRTimeline
LVZ, Inc.912,841$48.9M6.41%+65,89513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC797,987$42.7M0.06%+556,77513F-HRTimeline
MML INVESTORS SERVICES, LLC775,996$41.5M0.14%+38,31313F-HRTimeline
Intrua Financial, LLC666,996$35.7M5.59%+12,50213F-HRTimeline
Pallas Capital Advisors LLC628,163$33.6M1.4%-168,94313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO522,675$28M<0.01%+374,38713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA520,962$27.9M0.01%+180,09613F-HR/ATimelineGroup
Janney Montgomery Scott LLC507,750$27.2M0.08%+70,67913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC458,588$24.5M0.01%new13F-HRTimelineGroup
INNEALTA CAPITAL, LLC366,917$19.6M10.64%-1,84913F-HRTimeline
MEANS INVESTMENT CO., INC.358,030$19.2M2.03%+10,68413F-HRTimeline
Fermata Advisors, LLC333,318$17.8M3.23%new13F-HRTimeline
Capital Investment Advisory Services, L…312,574$16.7M1.5%+9,04613F-HRTimeline
CGN Advisors LLC306,491$16.4M1.61%+41,50213F-HRTimeline
Pine Valley Investments Ltd Liability Co303,909$16.3M1.04%+23,33013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…274,659$14.7M0.03%-22,33313F-HRTimeline
Goldstone Financial Group, LLC272,027$14.6M2.2%+24,62813F-HRTimeline
D.A. DAVIDSON & CO.268,853$14.4M0.12%new13F-HRTimeline
HighTower Advisors, LLC259,032$13.9M0.02%+181,46913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC241,811$12.9M0.02%+222,35813F-HR/ATimelineGroup
StoneX Group Inc.in group StoneX Group Inc.228,831$12.2M0.67%-34,71113F-HR/ATimelineGroup
Ruggaard & Associates LLC227,038$12.2M5.32%+30013F-HRTimeline
Larson Financial Group LLC224,017$12M0.57%+99,04513F-HRTimeline
Cobblestone Asset Management LLC221,290$11.8M6.92%+25,66813F-HRTimeline
Focus Financial Network, Inc.220,881$11.8M0.48%-8,45413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC197,800$10.6M<0.01%new13F-HR/ATimelineGroup
VestGen Advisors, LLC191,844$10.3M0.47%13F-HRTimeline
Centurion Wealth Management LLC195,852$10.2M3.2%013F-HRTimeline
Pinnacle Wealth Management, LLC190,615$10.2M11.49%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding189,510$10.1M+43,744Timeline
Royal Harbor Partners, LLC164,649$8.81M3.41%+5,57113F-HRTimeline
Opes Wealth Management LLC155,340$8.31M1.68%new13F-HRTimeline
Peterson Wealth Advisors, LLC152,771$8.14M1.57%+6,18513F-HRTimeline
Mariner, LLCin group Mariner, LLC151,642$8.12M0.01%-14,84513F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP150,614$8.04M0.01%+53,33513F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.143,084$7.66M0.02%+93,00713F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…134,132$7.18M0.15%+8,78613F-HRTimelineGroup
Guided Capital Wealth Management, LLC133,095$7.12M5.95%new13F-HRTimeline
Aveo Capital Partners, LLC129,610$6.88M1.14%+8,06613F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.128,322$6.87M0.49%+15,05113F-HRTimelineGroup
AGH Wealth Advisors, LLC113,203$6.06M5.85%-24,13413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.110,841$5.93M0.01%-3,82713F-HRTimelineGroup
Cooper Financial Group109,179$5.84M0.77%-3,50713F-HRTimeline
Cambridge Investment Research Advisors,…106,035$5.67M0.02%+76,45313F-HRTimeline
CWM, LLCin group CWM, LLC104,699$5.6M0.02%+11,32013F-HRTimelineGroup
Gallacher Capital Management LLC103,250$5.53M2.69%+10,94513F-HRTimeline
Tyler-Stone Wealth Management100,677$5.39M0.97%+7,50013F-HRTimeline
YARGER WEALTH STRATEGIES, LLC98,355$5.26M3.07%-5,04613F-HRTimeline
Vawter Financial, Ltd.93,812$5.02M2.81%+28,85413F-HRTimeline
Insight Wealth Partners, LLC87,936$4.71M2.83%-63213F-HRTimeline
Parallel Advisors, LLC85,309$4.57M0.1%-17,59813F-HRTimeline
Martin Worley Group77,955$4.17M2.38%+11,85013F-HRTimeline
Eldridge Investment Advisors, Inc.76,046$4.07M0.94%new13F-HRTimeline
NewEdge Advisors, LLC74,880$4.01M0.02%+21,58713F-HRTimeline
Private Advisor Group, LLC65,710$3.52M0.02%+43,15413F-HRTimeline
Advisor Resource Council63,445$3.4M0.27%new13F-HRTimeline
Compass Financial Group, Inc.60,748$3.25M1.67%-1,06513F-HRTimeline
ROSENBLUM SILVERMAN SUTTON S F INC /CA59,855$3.2M0.88%+6,66013F-HRTimeline
Integrated Wealth Concepts LLC57,010$3.05M0.04%new13F-HRTimeline
Cedar Mountain Advisors, LLC54,646$2.92M0.66%+3,46413F-HRTimeline
KWB Wealth54,759$2.86M0.35%+45,88913F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC51,490$2.76M0.08%+9,88513F-HRTimeline
OmniStar Financial Group, Inc.46,360$2.48M1.96%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC40,612$2.17M0.08%-3,46813F-HRTimeline
Northwest Financial Advisors40,531$2.17M1.8%+10,39113F-HRTimeline
RFG Advisory, LLC39,036$2.09M0.06%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…38,652$2.07M1.5%new13F-HRTimelineGroup
Western Wealth Management, LLC35,231$1.89M0.13%+24,92913F-HRTimeline
Vienna Asset Management LLC33,602$1.8M1.42%-4,54413F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC32,318$1.73M0.66%+6,03413F-HRTimeline
USAdvisors Wealth Management, LLC29,142$1.56M0.54%+4,92713F-HRTimeline
Prospera Financial Services Inc25,713$1.38M0.03%new13F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC23,320$1.25M0.67%-277,53013F-HR/ATimeline
GWN SECURITIES INC.23,298$1.25M0.07%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.21,866$1.17M0.01%+10,33913F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC20,693$1.11M<0.01%-4,81013F-HRTimelineGroup
Sterling Investment Advisors, Ltd.19,960$1.07M0.26%+5,05013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\17,788$952K<0.01%+15,11813F-HRTimelineGroup
MN Wealth Advisors, LLC16,087$861K0.51%+1,00213F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC15,795$845K0.04%+7,26813F-HRTimelineGroup
IFG Advisory, LLC14,954$800K0.04%new13F-HRTimeline
Aurdan Capital Management, LLC14,401$771K0.29%new13F-HRTimeline
Blue Trust, Inc.13,835$740K0.01%+10,83513F-HRTimeline
Beaumont Financial Advisors, LLC13,091$701K0.05%+60813F-HRTimeline
BEAM WEALTH ADVISORS, INC.11,861$635K0.21%+12113F-HRTimeline
Regal Investment Advisors LLC11,641$623K0.05%+2,75313F-HRTimeline
CHAPIN DAVIS, INC.11,315$606K0.21%new13F-HRTimeline
Atria Wealth Solutions, Inc.10,837$580K0.01%new13F-HRTimeline
WBH ADVISORY INC9,870$528K0.05%-1,20313F-HRTimeline
Total Clarity Wealth Management, Inc.9,889$517K0.17%013F-HRTimeline
Perennial Investment Advisors, LLC9,415$504K0.06%-9113F-HRTimeline
Archer Investment Corp9,207$493K0.13%new13F-HRTimeline
TrueWealth Advisors, LLC9,084$486K0.16%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP8,991$481K<0.01%-19,79513F-HRTimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC8,890$470K0.21%+1,67513F-HRTimeline
Coordinated Financial Services, Inc./CO7,851$420K0.32%13F-HRTimeline
SUTTON PLACE INVESTORS LLC7,482$400K0.27%-74113F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth7,470$400K<0.01%+6713F-HR/ATimelineGroup
EP Wealth Advisors, LLC7,422$397K<0.01%new13F-HRTimeline
Newman Dignan & Sheerar, Inc.6,925$371K0.1%-10,12513F-HR/ATimeline
SFG Wealth Management, LLC.6,632$355K0.17%new13F-HRTimeline
GGM Financial LLC6,291$337K0.23%new13F-HRTimeline
Triad Wealth Partners, LLC6,208$332K0.1%-67213F-HRTimeline
WESPAC Advisors, LLC5,116$274K0.22%new13F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding5,033$269K+101Timeline
Taylor & Morgan Wealth Management, LLC4,911$263K0.2%new13F-HRTimeline
Cornell Pochily Investment Advisors, In…4,362$233K0.08%new13F-HRTimeline
PRIVATE TRUST CO NA4,352$233K0.02%+38913F-HRTimeline
Forge Financial Services LLC4,230$226K0.2%+313F-HRTimeline
Beckerman Institutional, LLC4,231$226K0.16%+313F-HRTimeline
Bond & Devick Financial Network, Inc.4,060$217K0.08%new13F-HRTimeline
Quadrant Private Wealth Management, LLC4,000$214K0.05%013F-HRTimeline
Resolute Wealth Strategies, LLC3,856$206K0.12%013F-HRTimeline
NewEdge Wealth, LLC3,771$202K<0.01%new13F-HRTimeline
IFP Advisors, Inc3,316$177K0.01%-6213F-HRTimeline
Geneos Wealth Management Inc.3,067$164K<0.01%+90813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,532$136K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.2,379$127K<0.01%-36413F-HRTimeline
JFS WEALTH ADVISORS, LLC1,889$101K0.01%-1,00013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,531$81.9K<0.01%new13F-HRTimelineGroup
AMERIFLEX GROUP, INC.1,091$58.4K0.02%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC560$30K0.02%013F-HRTimeline
Farther Finance Advisors, LLC500$26.7K<0.01%+20013F-HRTimeline
LGT Financial Advisors LLC352$18.9K0.06%-3813F-HRTimeline
Bernard Wealth Management Corp.225$12K0.01%013F-HRTimeline
Clark Wealth Partners146$7.82K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…81$4.33K<0.01%013F-HRTimeline
Clearstead Trust, LLC80$4.28K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG54$2.89K<0.01%new13F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management32$1.71K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC8$430<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.