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Disclosery

JCPB J P MORGAN EXCHANGE TRADED F

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CORE PLUS BD ETF (fund)

500 managers (508 13F filers) reported a position in JCPB shares at 2026-06-30, 254,900,688 shares in all. 62 filers opened a position and 32 filers sold out during the quarter.

Managers
500
13F filers
508
New
62
Added
306
Reduced
99
Sold out
32
Shares held by filers
254,900,688

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
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding91,637$4.3M+19,567Timeline
Grey Ledge Advisors, LLC90,477$4.25M0.85%+1,76413F-HRTimeline
HARBOUR INVESTMENTS, INC.87,671$4.12M0.06%+1,01313F-HRTimeline
Independent Advisor Alliance86,448$4.06M0.1%+6,05413F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…84,939$3.99M2.68%+10,13413F-HRTimeline
AE Wealth Management LLC83,121$3.9M0.02%+15,87813F-HRTimeline
BCGM Wealth Management, LLC82,867$3.89M0.82%+15,30713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC82,405$3.87M0.08%-6,32513F-HRTimelineGroup
ISLAY CAPITAL MANAGEMENT, LLC82,197$3.86M1.81%+41,34713F-HRTimeline
Capital Planning LLC81,553$3.83M1.11%-11,37013F-HRTimeline
Pine Valley Investments Ltd Liability Co80,917$3.8M0.16%+27313F-HRTimeline
Hopwood Nicholas Hunter80,853$3.8M1.04%+11,82913F-HRTimeline
Legacy Edge Advisors, LLC80,818$3.79M0.35%+30,12013F-HR/ATimeline
Summit Financial, LLC80,148$3.76M0.04%+96813F-HRTimeline
World Investment Advisors75,780$3.57M0.06%013F-HRTimeline
Lionsbridge Wealth Management LLC74,826$3.51M3.45%-2,79113F-HRTimeline
MassMutual Private Wealth & Trust, FSB73,946$3.47M0.09%-1,73813F-HRTimeline
BETO FINANCIAL GROUP, LLC73,949$3.44M1.8%-20,20413F-HRTimeline
Arete Wealth Advisors, LLC71,921$3.38M0.22%+9,37713F-HR/ATimeline
WealthCare Investment Partners, LLC71,421$3.35M0.81%+66,82213F-HRTimeline
United Community Bankin group United Community Bank70,569$3.31M1.02%+11,23113F-HRTimelineGroup
FLOW TRADERS U.S. LLC70,509$3.31M0.14%new13F-HRTimeline
Dorsey & Whitney Trust CO LLC69,053$3.24M0.16%+22,46413F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC67,341$3.16M0.04%+22,16213F-HRTimeline
Saxony Capital Management, LLC66,785$3.13M1.44%-3,70313F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC63,693$2.99M0.09%-5,06413F-HRTimelineGroup
BOYUM WEALTH ARCHITECTS LLC63,897$2.96M1.18%+13,17313F-HRTimeline
Capital Advisors Wealth Management, LLC62,298$2.92M0.34%+4,67213F-HRTimeline
LexAurum Advisors, LLC62,248$2.92M0.34%+2,33413F-HRTimeline
Towne Trust Company, N.A62,084$2.91M0.88%+11,98113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC61,524$2.89M0.05%+5,38913F-HRTimeline
Greenline Wealth Management LLC61,518$2.89M2.37%+15,26113F-HRTimeline
HighPoint Advisor Group LLC60,588$2.84M0.1%new13F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT58,900$2.76M0.16%-13713F-HRTimeline
Rothschild Capital Partners, LLC57,439$2.7M0.58%+28,24513F-HRTimeline
TBH Global Asset Management, LLC57,377$2.69M0.49%-35,05813F-HRTimeline
IFP Advisors, Inc56,687$2.66M0.05%+4,72513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.55,852$2.62M0.02%-32,24113F-HRTimelineGroup
Owl Creek Wealth Partners LLC55,401$2.6M0.76%-11,25413F-HRTimeline
Integrated Wealth Concepts LLC55,273$2.59M0.02%+13,56213F-HR/ATimeline
Diversify Advisory Services, LLCgroup of 2 filers holding55,260$2.56M+11,541Timeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …54,315$2.55M0.05%+2,86313F-HRTimelineGroup
Ellis Investment Partners, LLC54,166$2.54M0.39%+8,48513F-HRTimeline
Autumn Glory Partners, LLC53,651$2.52M0.71%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC173,430$2.5M0.12%+135,75513F-HRTimeline
MidAtlantic Capital Management, Inc.53,225$2.5M1.55%-9,60913F-HRTimeline
Creative Planningin group Creative Planning52,618$2.47M<0.01%-2,82513F-HRTimelineGroup
FIDUCIARY FINANCIAL ADVISORS51,877$2.44M0.25%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC51,408$2.41M0.02%+2,04413F-HRTimelineGroup
Smallwood Wealth Investment Management,…50,655$2.38M1.04%+8,48913F-HRTimeline
Oak Barrel Wealth Advisory LLC50,149$2.35M1.04%13F-HRTimeline
WEST MICHIGAN ADVISORS, LLC48,686$2.29M0.43%-32313F-HR/ATimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …48,514$2.28M0.32%013F-HRTimelineGroup
Arkadios Wealth Advisors48,080$2.26M0.03%+5,88913F-HRTimeline
Quad-Cities Investment Group, LLC46,897$2.2M0.79%+75813F-HRTimeline
PDS Planning, Inc46,553$2.19M0.13%+4,20313F-HRTimeline
NewEdge Advisors, LLC44,386$2.08M0.01%-7,38213F-HRTimeline
Foundations Investment Advisors, LLC44,157$2.07M0.02%+18,61213F-HRTimeline
Krilogy Financial LLC43,303$2.03M0.06%+26,15213F-HRTimeline
John W. Brooker & Co., CPAs41,834$1.96M2.37%-16,36013F-HRTimeline
Etesian Wealth Advisors, Inc.41,786$1.96M0.58%-3,91813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…41,272$1.94M<0.01%-6,38813F-HRTimelineGroup
Wayfinding Financial, LLC41,145$1.93M0.73%+1,70913F-HRTimeline
Kingsview Wealth Management, LLC39,194$1.84M0.02%+2,94113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC39,148$1.84M0.01%-22,07113F-HRTimelineGroup
AdvisorNet Financial, Inc38,996$1.83M0.08%+9,02213F-HRTimeline
Rosenberg Matthew Hamilton38,841$1.82M0.34%+1,77413F-HRTimeline
Emerald Advisors, LLC38,783$1.82M0.23%new13F-HRTimeline
GENTRY PRIVATE WEALTH, LLC38,294$1.8M0.93%+1,08213F-HRTimeline
Fiduciary Alliance LLC37,603$1.77M0.12%-1,16913F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding37,564$1.76M+2,597Timeline
BlackRock, Inc.in group BlackRock, Inc.37,284$1.75M<0.01%+14113F-HRTimelineGroup
TopTier Wealth Management, LLC35,830$1.68M1.02%-37413F-HRTimeline
Sowell Financial Services LLC34,822$1.63M0.05%+77213F-HRTimeline
Prospera Financial Services Inc34,224$1.61M0.02%+12,38013F-HRTimeline
Belpointe Asset Management LLC33,601$1.58M0.05%+2,26813F-HRTimeline
Global Retirement Partners, LLC33,353$1.57M0.02%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…33,224$1.56M0.64%-9,42813F-HRTimelineGroup
DeLarme Wealth Management, Inc.32,040$1.5M0.87%+1,09013F-HRTimeline
Aprio Wealth Management, LLC31,950$1.5M0.07%+27,57813F-HRTimeline
CRA Financial Services, LLC31,440$1.48M0.17%+23713F-HRTimeline
JM2 Capital Inc.30,709$1.44M0.99%+1,00113F-HRTimeline
Garden State Investment Advisory Servic…30,339$1.42M0.28%-1,45213F-HRTimeline
Sequent Planning LLC30,292$1.42M0.3%-32013F-HRTimeline
XY Planning Network, Inc.30,236$1.42M0.18%+6,33613F-HRTimeline
Copper Harbor Investment Advisors, LLC29,098$1.37M0.29%13F-HRTimeline
Nolet Wealth Management, LLC28,444$1.34M0.74%+50113F-HRTimeline
Retirement Planning Group, LLC28,329$1.33M0.03%-2,19113F-HRTimeline
RETIREMENT GUYS FORMULA LLC28,286$1.33M0.5%+39013F-HRTimeline
Steward Partners Investment Advisory, L…27,839$1.31M0.01%+30113F-HRTimeline
Sterling Investment Advisors, Ltd.27,695$1.3M0.22%013F-HRTimeline
Roof Eidam Maycock Peralta, LLC27,610$1.3M0.26%+1,07513F-HRTimeline
HAZLETT, BURT & WATSON, INC.27,093$1.28M0.34%+2,94813F-HRTimeline
Goldstone Financial Group, LLC26,709$1.25M0.11%-22113F-HRTimeline
Menard Financial Group LLC26,560$1.25M0.68%-4,30113F-HRTimeline
Helium Advisors LLC26,445$1.24M1.03%new13F-HRTimeline
Elevation Wealth Management LLC26,371$1.24M0.93%+76413F-HRTimeline
GeoWealth Management, LLC25,441$1.19M0.04%+3,29713F-HRTimeline
Comprehensive Financial Planning, Inc./…24,759$1.16M0.62%-1,12613F-HRTimeline
Independent Wealth Network Inc.24,637$1.16M0.29%+2,15913F-HRTimeline
Accelerate Investment Advisors LLC23,592$1.11M0.64%new13F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC22,373$1.05M0.03%+13,17313F-HRTimelineGroup
LWM Advisory Services, LLC21,989$1.03M1.84%new13F-HRTimeline
Kuhn & Co Investment Counsel21,623$1.01M0.59%+1,00713F-HRTimeline
Balboa Wealth Partners21,617$1.01M0.14%+1,53713F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC21,573$1.01M0.23%+2,19213F-HRTimeline
Qube Research & Technologies Ltd21,568$1.01M<0.01%new13F-HRTimeline
First Citizens Financial Corp21,561$1.01M0.42%+60013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…21,449$1.01M<0.01%-249,54713F-HRTimelineGroup
Summit Trail Advisors, LLC21,411$1.01M0.01%+12,96013F-HRTimeline
Comprehensive Wealth Management, LLC21,231$997K0.46%new13F-HRTimeline
SeaCrest Wealth Management, LLC21,210$996K0.11%+1,31013F-HRTimeline
Opus Financial Solutions LLC21,025$987K0.8%+1,54813F-HRTimeline
OneDigital Investment Advisors LLC20,697$972K0.01%+6,82313F-HRTimeline
RMR Wealth Builders20,361$956K0.06%-14,19613F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…20,344$955K0.03%-7,78713F-HRTimelineGroup
DAVENPORT & Co LLC20,028$940K<0.01%+2,74313F-HRTimeline
USAdvisors Wealth Management, LLC19,796$929K0.27%+75313F-HRTimeline
UNIQUE WEALTH, LLC19,178$900K0.1%+11,76513F-HRTimeline
Sigma Planning Corp19,126$898K0.02%+44913F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…18,745$880K0.02%+9,34813F-HRTimelineGroup
Mainsail Financial Group, LLC18,744$880K0.3%-33,00213F-HRTimeline
Capstone Wealth Management, Inc.18,764$877K0.66%+36613F-HRTimeline
Brio Consultants, LLC18,536$870K0.1%+52413F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC18,399$864K0.01%new13F-HRTimeline
D'Orazio & Associates, Inc.18,172$853K0.1%+2,19013F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC17,976$844K0.14%+7,39713F-HRTimeline
Brand Asset Management Group, Inc.17,762$834K0.18%+7,84313F-HRTimeline
Cedarwood Wealth LLC17,732$832K0.63%+3,34113F-HRTimeline
Geneos Wealth Management Inc.17,717$832K0.02%+40513F-HRTimeline
&PARTNERS17,488$821K<0.01%-5,74813F-HRTimeline
Axis Wealth Partners, LLC17,322$813K0.39%+13413F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED16,750$786K0.05%-18,24113F-HRTimeline
FWG Holdings, LLC16,990$785K0.27%+18913F-HRTimeline
Trust Co16,429$771K0.07%+3,93913F-HRTimeline
EP Wealth Advisors, LLC16,407$770K<0.01%+1,04613F-HRTimeline
Advisory Services Network, LLC16,107$756K0.01%+3,26613F-HRTimeline
Ballast Financial Advisors LLC15,965$749K0.68%+19913F-HRTimeline
Dynamic Advisor Solutions LLC15,885$746K0.02%+3,41413F-HRTimeline
Richmond Investment Services, LLC15,367$721K0.23%new13F-HRTimeline
Carmel Capital Partners, LLC15,197$713K0.24%new13F-HRTimeline
Allworth Financial LP15,092$708K<0.01%-66913F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC14,912$700K0.08%-2,70613F-HRTimeline
Emergent Wealth Advisors, LLC14,790$694K0.36%+4013F-HRTimeline
First Heartland Consultants, Inc.14,402$676K0.04%+2,97213F-HRTimeline
MEMBERS WEALTH LLC14,251$669K0.37%new13F-HRTimeline
1015 Capital Partners, LLC14,095$662K0.55%+10713F-HRTimeline
Aegis Wealth Management, Inc.14,054$660K0.43%+3,72213F-HRTimeline
CHAPIN DAVIS, INC.13,623$639K0.11%013F-HRTimeline
Peck Wealth Management, LLC13,568$637K0.54%-21,10613F-HRTimeline
Balance Wealth Partners LLC13,347$627K0.17%-19013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC13,309$625K0.01%new13F-HRTimeline
Centurion Wealth Management LLC13,093$615K0.15%-15,73113F-HRTimeline
Gateway Wealth Partners, LLC12,893$605K0.04%new13F-HRTimeline
Valmark Advisers, Inc.12,725$597K0.01%-42,11413F-HRTimeline
Strive Financial Group ,LLC12,652$594K0.26%new13F-HR/ATimeline
COFG Advisors, LLC12,413$583K0.1%new13F-HRTimeline
Burnham & Co LLC12,177$572K0.46%13F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC12,054$566K0.36%+11113F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP12,031$565K<0.01%+16413F-HRTimelineGroup
Regal Investment Advisors LLC11,829$555K0.03%+2,91113F-HRTimeline
Ausdal Financial Partners, Inc.11,789$553K0.02%-50113F-HRTimeline
UPTICK PARTNERS, LLC11,515$541K0.08%+3,35213F-HRTimeline
JT Stratford LLC11,427$536K0.06%new13F-HRTimeline
FIRST AMERICAN BANK11,285$530K0.03%+13713F-HRTimeline
Diversified Portfolios, Inc.11,200$526K0.04%new13F-HRTimeline
BCI SECURITIES, INC.11,126$522K4.5%-96813F-HRTimeline
Five Oceans Advisors10,937$513K0.17%new13F-HRTimeline
J.W. COLE ADVISORS, INC.10,737$504K0.01%+25913F-HRTimeline
Anchor Investment Management, LLC10,703$502K0.04%013F-HRTimeline
Keystone Wealth Services, LLC10,701$502K0.09%-42,45913F-HRTimeline
FMR LLCin group FMR LLC10,648$500K<0.01%+10,08613F-HRTimelineGroup
Ankerstar Wealth, LLC10,350$486K0.41%-1,87313F-HRTimeline
MSH Capital Advisors LLC10,231$480K0.08%new13F-HRTimeline
RDA Financial Network10,061$472K0.1%+66913F-HRTimeline
BAM Wealth Management, LLC9,851$462K0.29%+7113F-HRTimeline
Wealthspire Advisors, LLC9,800$460K<0.01%-7,00513F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC9,407$442K0.14%+27613F-HRTimeline
Elm3 Financial Group, LLC8,978$421K0.29%+17013F-HRTimeline
MAI Capital Management8,861$416K<0.01%-54113F-HRTimeline
CHOREO, LLC8,841$415K<0.01%+2,48913F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC8,678$407K0.09%new13F-HRTimeline
Layline Advisors, LLC8,488$398K0.36%-10,13513F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC8,148$382K0.06%+1,15413F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO8,087$380K0.03%013F-HRTimeline
Lee Financial Co8,034$377K0.05%new13F-HRTimeline
SUTTON PLACE INVESTORS LLC7,929$372K0.18%-52913F-HRTimeline
Savvy Advisors, Inc.7,762$364K0.01%+1,10013F-HRTimeline
WealthTrak Capital Management LLC7,735$363K0.24%-413F-HRTimeline
RASP WEALTH SOLUTIONS, LLC7,698$361K0.12%13F-HRTimeline
Revisor Wealth Management LLC7,578$356K0.09%new13F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK7,513$353K0.16%new13F-HRTimeline
Plan Group Financial, LLC7,501$352K0.07%-43913F-HRTimeline
Stonehearth Capital Management, LLC7,434$349K0.12%-14213F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.7,117$334K0.01%new13F-HRTimelineGroup
Wills Financial Group LLC7,094$333K0.12%013F-HRTimeline
Mayflower Financial Advisors, LLC7,085$333K0.03%013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC6,905$324K0.06%-513F-HRTimeline
Semus Wealth Partners LLC6,849$321K0.16%+31413F-HRTimeline
Bravera Wealth6,688$314K0.12%-4113F-HRTimeline