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Disclosery

JCPB J P MORGAN EXCHANGE TRADED F

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CORE PLUS BD ETF (fund)

495 managers (503 13F filers) reported a position in JCPB shares at 2026-06-30, 253,734,592 shares in all. 59 filers opened a position and 32 filers sold out during the quarter.

Managers
495
13F filers
503
New
59
Added
305
Reduced
98
Sold out
32
Shares held by filers
253,734,592

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Betterment LLC28,416,622$1.33B2.26%+22,181,97013F-HRTimeline
HB Wealth Management, LLC15,629,633$731M4.1%+1,207,45413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY12,525,713$588M0.03%+4,163,29913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC8,833,732$415M0.11%+2,128,60313F-HRTimelineGroup
FACTORY MUTUAL INSURANCE CO7,983,314$375M3.52%+2,137,00013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO7,576,615$357M0.02%+2,033,33413F-HRTimelineGroup
OpenArc Corporate Advisory, LLC5,415,913$254M3.02%+605,64113F-HRTimeline
Mariner, LLCin group Mariner, LLC5,400,464$253M0.27%+672,84913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/5,291,099$248M0.02%-85,55513F-HRTimelineGroup
Dynasty Wealth Management, LLC5,018,565$236M1.75%+577,81713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,729,235$222M0.12%+1,656,57113F-HRTimelineGroup
Modern Wealth Management, LLC4,300,875$202M2.41%+2,114,60913F-HRTimeline
Legacy Wealth Management, LLC4,057,660$190M9.97%+190,02613F-HRTimeline
Janney Montgomery Scott LLC3,766,491$177M0.34%+197,66813F-HRTimeline
Cetera Investment Advisers3,497,566$164M0.15%+1,401,08313F-HRTimeline
HighTower Advisors, LLC3,398,048$160M0.15%+174,30413F-HRTimeline
LPL Financial LLC3,334,790$157M0.04%+1,661,13613F-HRTimeline
Valeo Financial Advisors, LLC3,126,531$138M2.92%+220,47913F-HRTimeline
Moss Adams Wealth Advisors LLC2,903,040$136M8.51%+277,63913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,886,890$136M+272,064Timeline
Summit Financial Strategies, Inc.2,800,552$131M9.23%+161,18813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,614,575$123M0.14%+395,56813F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.2,453,732$115M1.08%+114,57713F-HRTimeline
Confluence Wealth Services, Inc.2,367,229$111M3.18%+536,98313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,340,725$110M0.02%-64,27913F-HRTimelineGroup
First Pacific Financial2,072,548$97.3M11.59%+66,86113F-HRTimeline
McAdam, LLC1,973,980$92.7M3.58%+662,04813F-HRTimeline
CGN Advisors LLC1,936,795$90.9M6.64%+135,30113F-HRTimeline
Savant Capital, LLC1,925,537$90.4M0.27%-168,40113F-HRTimeline
Grant Street Asset Management, Inc.1,817,615$85.3M13.98%+57,91813F-HRTimeline
First Washington CORP1,737,492$81.6M19.87%+192,32313F-HR/ATimeline
Avantax Planning Partners, Inc.1,725,261$81M2.02%+50,64813F-HRTimeline
Bogart Wealth, LLC1,716,003$80.5M2.76%+145,37113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,661,909$78M1.8%+109,39413F-HRTimelineGroup
D.B. Root & Company, LLC1,637,457$76.9M16.33%+96,92913F-HRTimeline
Hughes Financial Services, LLC1,620,206$76.1M10.08%+113,70813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS1,568,916$73.6M0.11%+78,63213F-HRTimeline
Allen Capital Group, LLC1,534,156$72M5.9%+63,46113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,483,464$69.6M0.09%+115,55113F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC1,470,403$69M1.68%+720,95713F-HRTimeline
MML INVESTORS SERVICES, LLC1,377,499$64.7M0.13%+579,22513F-HRTimeline
KINTRA WEALTH, LLC1,384,507$64.1M3.35%+721,27113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP1,344,031$63.1M0.09%+311,85513F-HR/ATimelineGroup
SENTINEL PENSION ADVISORS, LLC1,333,579$62.1M8.15%+70,01713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,328,664$61.8M0.1%+141,68313F-HRTimeline
Wiser Wealth Management, Inc1,314,982$61.7M11.81%+29,62813F-HRTimeline
Bluespring Wealth Management, LLC1,307,709$61.4M1.18%+476,89613F-HRTimeline
Bouchey Financial Group, Ltd.1,261,080$59.2M3.82%+348,26813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,200,263$56.5M0.02%+260,28313F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,177,891$55.3M0.03%+211,46613F-HRTimelineGroup
Harbor Group, Inc.1,094,360$51.4M6.03%+22,92213F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.1,079,613$50.7M9.82%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP977,779$45.9M0.05%+369,45013F-HRTimelineGroup
Berger Financial Group, Inc934,157$43.8M2.24%+58,89913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP885,704$41.6M0.03%+102,70913F-HRTimelineGroup
ALPS ADVISORS INC876,310$41.1M0.19%+501,98013F-HRTimeline
Joseph Group Capital Management862,060$40.5M8.5%+36,88313F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.861,280$40.4M7.65%+77,03413F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.858,571$40.3M1.33%+281,63313F-HRTimelineGroup
Aspen Wealth Management LLC852,446$40M6.8%+84,50913F-HRTimeline
Destiny Wealth Partners, LLC864,714$39.9M5.63%-3,87213F-HRTimeline
Tradition Wealth Management, LLC838,089$39.3M2.41%+41,56613F-HRTimeline
Avidian Wealth Enterprises, LLC805,719$37.8M1.05%+33,72113F-HRTimeline
Hartford Financial Management Inc.768,534$36.1M8.05%+62,41213F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding748,214$35.1M+647,727Timeline
Continuum Advisory, LLC735,937$34.5M2.79%+22,19713F-HRTimeline
Forum Private Client Group LLC714,849$33.6M9.99%+36,33513F-HRTimeline
VERUS CAPITAL PARTNERS, LLC714,345$33.5M1.82%+121,76913F-HRTimeline
Crusonia Wealth Advisors LLC710,974$33.4M5.48%+59,21513F-HRTimeline
Apella Capital, LLC692,502$32.2M0.46%+45,77013F-HRTimeline
KELLY FINANCIAL GROUP LLC686,820$32.2M7.16%+33,47613F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp675,324$31.7M0.01%+97,56713F-HRTimelineGroup
IMA Advisory Services, Inc.670,530$31.5M1.97%+91,40113F-HRTimeline
Walkner Condon Financial Advisors LLC658,867$30.9M3.56%+71,46513F-HRTimeline
46 Peaks LLC643,426$30.2M18.99%+32,50113F-HRTimeline
Ocean Park Asset Management, LLC622,400$29.2M1.41%new13F-HRTimeline
Tarbox Family Office, Inc.622,035$29.2M4.18%+24,21713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC620,739$29.1M0.04%-16,95613F-HRTimelineGroup
FAS Wealth Partners, Inc.620,441$29.1M1.52%+209,93313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding620,277$29.1M-32,017Timeline
D.A. DAVIDSON & CO.618,038$29M0.16%+77,60313F-HRTimeline
Aptus Capital Advisors, LLC617,587$29M0.21%+3,11313F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC617,587$29M1.64%+3,11313F-HRTimeline
Mach-1 Financial Group, LLC613,574$28.8M11.16%-4,57713F-HRTimeline
Mascoma Wealth Management LLC600,244$28.2M5.22%+38,87313F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC589,566$27.7M1.42%+84,35713F-HRTimeline
WealthPlan Investment Management, LLC581,531$27.3M1.36%+174,63513F-HRTimeline
Horizon Investments, LLC572,286$26.7M0.29%-416,05413F-HRTimeline
UBS Group AGgroup of 2 filers holding553,092$26M+7,245Timeline
AlphaCore Capital LLC552,176$25.9M0.48%-9,93313F-HRTimeline
Waterloo Capital, L.P.540,035$25.3M1.43%+90,13313F-HRTimeline
Magnus Financial Group LLC531,372$24.9M1.77%+37,59513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management531,055$24.9M0.75%+1413F-HRTimelineGroup
TD Capital Management LLC485,392$22.8M1.86%+73,50113F-HRTimeline
FAGAN ASSOCIATES, INC.484,437$22.7M2.8%+39,11213F-HRTimeline
Bond & Devick Financial Network, Inc.480,768$22.6M5.56%+23,44713F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…471,767$22.1M0.25%+7,41813F-HRTimelineGroup
Steele Capital Management, Inc.471,492$22.1M0.81%-11,65113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.471,415$22.1M0.03%+4,16513F-HRTimelineGroup
Peterson Wealth Advisors, LLC468,994$22M2.6%+18,34613F-HRTimeline
American Money Management, LLC465,390$21.8M3.12%+13,77413F-HRTimeline
Blue Water Asset Management465,341$21.8M7.05%+12,30613F-HRTimeline
KICKSTAND VENTURES, LLC.459,648$21.6M3.92%-50,58613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA459,380$21.6M<0.01%-273,86213F-HRTimelineGroup
CORE WEALTH ADVISORS, LLC443,398$20.8M15.34%+101,55413F-HRTimeline
Trinity Legacy Partners, LLC443,210$20.6M4.12%+50,18913F-HRTimeline
Mutual Advisors, LLC434,672$20.4M0.38%-10,06813F-HRTimeline
BankPlus Trust Departmentgroup of 2 filers holding429,225$20.1M+16,808Timeline
Selby Wealth Management, LLC419,253$19.7M6.98%+25,35013F-HRTimeline
Royal Harbor Partners, LLC417,593$19.6M6.07%-10,56813F-HRTimeline
HUB Investment Partners, LLC412,214$19.3M0.36%+24,63713F-HRTimeline
Atria Investments, Inc407,138$19.1M0.19%+38,78613F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC403,571$18.9M8.83%+12,05013F-HRTimeline
Invst, LLC402,050$18.9M1.84%+32,74413F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp368,538$17.3M0.72%-18,39813F-HRTimelineGroup
Financial Partners Group, Inc352,065$16.5M1.68%+27,42313F-HRTimeline
COOPER/HAIMS ADVISORS, LLC322,008$15.1M6.5%-1,58113F-HRTimeline
FMA Wealth Management, LLC308,677$14.5M9.28%-3,04813F-HRTimeline
Cambridge Investment Research Advisors,…305,891$14.4M0.03%-3,68213F-HR/ATimeline
Beacon Pointe Advisors, LLC304,307$14.3M0.07%+247,33513F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV303,529$14.2M0.68%+29,45213F-HRTimeline
MONEY CONCEPTS CAPITAL CORP302,811$14.2M0.66%+150,65613F-HRTimeline
Stadion Money Management, LLC300,845$14.1M1.21%+3,50013F-HRTimeline
LAWOOD & CO292,677$13.7M9.3%new13F-HRTimeline
ACIMA PRIVATE WEALTH, LLC291,629$13.7M3.98%+11,89713F-HRTimeline
MBL Wealth, LLC290,410$13.6M0.93%+61,42213F-HRTimeline
JFS WEALTH ADVISORS, LLC286,913$13.5M0.67%+15,13713F-HRTimeline
Blume Capital Management, Inc.286,555$13.5M1.99%+1,43413F-HRTimeline
Econ Financial Services Corp286,248$13.4M6.28%+44,65413F-HRTimeline
Visionary Wealth Advisors286,118$13.4M0.53%+128,24413F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management277,752$13M1.67%-1,645,91413F-HRTimelineGroup
Per Stirling Capital Management, LLC.266,337$12.5M1.19%+21,07513F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC265,724$12.5M0.06%-17,10213F-HR/ATimeline
Trademark Financial Management, LLC263,023$12.3M5.06%+33,77913F-HRTimeline
Clarity Wealth Advisors, LLC262,601$12.3M2.18%+17,79113F-HRTimeline
SIERRA OCEAN, LLC261,576$12.3M8.5%+13,29913F-HRTimeline
Greenbush Financial Group, LLC259,553$12.2M3.58%+23,76613F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE257,075$12.1M1.64%+10,60613F-HRTimeline
Sprinkle Financial Consultants LLC255,479$12M4.7%+32,45513F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC250,776$11.8M0.18%+20,83613F-HRTimeline
FLOYD FINANCIAL GROUP LLC253,334$11.8M7.69%+31,35813F-HRTimeline
Landmark Wealth Management, LLC246,133$11.6M2.76%+20,73613F-HRTimeline
BridgePort Financial Solutions, LLC243,056$11.4M2.9%-101,82313F-HRTimeline
Cannon Wealth Management Services, LLC240,208$11.3M6.17%+19,85013F-HRTimeline
Triad Wealth Partners, LLC236,043$10.9M0.64%-25,48313F-HRTimeline
Embree Financial Group229,714$10.8M1.08%+41,73513F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.226,368$10.6M0.53%+87,51213F-HRTimelineGroup
Farther Finance Advisors, LLC225,819$10.6M0.08%+127,71713F-HRTimeline
WBH ADVISORY INC216,414$10.2M0.68%+23,18713F-HRTimeline
Cedar Point Capital Partners, LLC215,088$10.1M5.81%+4,20913F-HRTimeline
Newman Dignan & Sheerar, Inc.214,133$10.1M1.92%+186,07313F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC210,019$9.86M3.97%-19,32113F-HRTimeline
Milestone Investment Advisors LLC206,848$9.71M2.1%-31,63013F-HRTimeline
Perigon Wealth Management, LLC203,913$9.57M0.15%-10,38413F-HRTimeline
Whitegate Investment Counselors, Inc.199,581$9.37M2.67%+40,57813F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …195,359$9.17M0.1%+18,79613F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…192,851$9.05M0.02%new13F-HRTimelineGroup
Merited Wealth, LLC192,594$9.04M6.39%+85,58613F-HRTimeline
5T Wealth, LLC191,967$9.01M3.36%+2,25213F-HRTimeline
Shore Point Advisors, LLC182,935$8.59M2.94%+152,23113F-HRTimeline
Alpha Advisors, LLC/VA180,457$8.47M6.37%+13,79913F-HRTimeline
Base Wealth Management LLC179,326$8.42M3.92%+26,98413F-HRTimeline
Ignite Planners, LLC174,056$8.19M1.12%+3,31213F-HRTimeline
Composition Wealth, LLC170,213$7.99M0.09%-2,73813F-HRTimeline
Trivium Point Advisory, LLC170,038$7.98M0.72%+85,69313F-HRTimeline
MN Wealth Advisors, LLC168,420$7.91M3.37%+12,74213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…160,120$7.52M0.06%+7,93513F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC156,796$7.36M0.09%+2,31613F-HRTimelineGroup
TABLEAUX LLC155,913$7.32M3.08%+6,43313F-HRTimeline
Kellett Wealth Advisors, LLC155,502$7.3M3.4%+2,65413F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC151,302$7.1M0.61%-2,06513F-HRTimeline
N.E.W. Advisory Services LLC149,815$7.03M0.47%-37,76713F-HRTimeline
Private Advisor Group, LLC148,218$6.96M0.03%+137,22613F-HRTimeline
MATHER GROUP, LLC.146,474$6.88M0.06%+2,37313F-HRTimeline
KOM Wealth Management Group, LLC144,430$6.78M4.1%+47,24713F-HRTimeline
WESBANCO BANK INC142,700$6.7M0.17%-16,10913F-HRTimeline
Sanctuary Advisors, LLC142,594$6.69M0.03%-32,23513F-HRTimeline
Heritage Wealth Management, Inc.135,075$6.34M1.58%+7,73713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC132,529$6.22M0.07%+6,83413F-HRTimelineGroup
COURIER CAPITAL LLC131,655$6.18M0.31%+20,60213F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC126,799$5.95M0.11%new13F-HRTimeline
Houlihan Financial Resource Group, Ltd.125,465$5.89M2.1%+4,95113F-HRTimeline
WealthPLAN Partners, LLC124,686$5.85M1.12%+74,10313F-HRTimeline
Philip James Wealth Mangement, LLC122,908$5.77M0.65%-8,34513F-HRTimeline
Prosperity Bancshares Inc121,429$5.7M3.72%+31,20913F-HRTimeline
Acorn Wealth Advisors, LLC110,914$5.21M1.27%+24,30913F-HRTimeline
Snowden Capital Advisors LLC110,756$5.2M0.12%+6,86013F-HRTimeline
Waverly Advisors, LLC108,298$5.08M0.03%+103,14713F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA106,092$4.98M9.3%+1,26613F-HRTimeline
Gotham Asset Management, LLC104,736$4.92M0.01%+27,62513F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC102,979$4.83M2.04%+15,84413F-HRTimeline
James J. Burns & Company, LLC102,838$4.83M0.52%+6,01813F-HRTimeline
Summit Wealth Partners, LLC102,491$4.81M0.69%+2,16913F-HRTimeline
United Advisor Group, LLC100,807$4.73M0.5%+4,67813F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers100,366$4.71M0.01%+44,17213F-HRTimelineGroup
Mayfair Advisory Group, LLC100,156$4.63M1.4%+19,02213F-HRTimeline
Indivisible Partners96,062$4.51M0.25%+9,62013F-HRTimeline
Patten Group, Inc.94,013$4.41M0.69%+6,98813F-HRTimeline
AssuredPartners Investment Advisors, LLC93,913$4.41M0.43%+2,46013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding91,637$4.3M+19,567Timeline