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Disclosery

JCPB J P MORGAN EXCHANGE TRADED F

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CORE PLUS BD ETF (fund)

321 managers (327 13F filers) reported a position in JCPB shares at 2024-12-31, 87,014,317 shares in all. 37 filers opened a position and 19 filers sold out during the quarter.

Managers
321
13F filers
327
New
37
Added
178
Reduced
69
Sold out
19
Shares held by filers
87,014,317

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
Betterment LLC29,205$1.34M<0.01%+2,89413F-HRTimeline
FRG Family Wealth Advisors LLC29,125$1.34M0.24%+7,92513F-HRTimeline
Peninsula Wealth, LLC28,260$1.3M0.22%new13F-HRTimeline
NORDEN GROUP LLC27,665$1.27M0.14%+2,46213F-HRTimeline
GENTRY PRIVATE WEALTH, LLC26,670$1.23M5.11%-91413F-HRTimeline
Roof Eidam Maycock Peralta, LLC25,255$1.16M0.3%-391,41113F-HRTimeline
Rosenberg Matthew Hamilton24,839$1.14M0.3%+4,03213F-HRTimeline
First Citizens Financial Corp24,795$1.14M0.62%+1,03313F-HRTimeline
Elm3 Financial Group, LLC23,769$1.1M0.93%13F-HRTimeline
Farther Finance Advisors, LLC23,101$1.06M0.04%-8,51213F-HRTimeline
FWG Holdings, LLC22,780$1.05M0.51%-22213F-HRTimeline
Kingsview Wealth Management, LLC22,291$1.03M0.02%-8,83613F-HRTimeline
Clear Creek Financial Management, LLC22,094$1.02M0.11%-4,35013F-HRTimeline
JFS WEALTH ADVISORS, LLC22,036$1.02M0.07%+7,91313F-HRTimeline
Wealthspire Advisors, LLC22,027$1.01M0.01%-22,66113F-HRTimeline
Sterling Investment Advisors, Ltd.21,220$978K0.24%+8,59513F-HRTimeline
GeoWealth Management, LLC20,761$956K0.03%-1,46613F-HRTimeline
Wayfinding Financial, LLC19,714$912K0.49%+2,42013F-HRTimeline
IMS Capital Management19,670$906K0.42%013F-HRTimeline
DAVENPORT & Co LLC19,597$903K0.01%+5,26913F-HRTimeline
Coordinated Financial Services, Inc.19,324$890K0.69%13F-HRTimeline
CRA Financial Services, LLC17,987$829K0.14%+4,18713F-HRTimeline
Kuhn & Co Investment Counsel17,758$818K0.7%013F-HRTimeline
PALO ALTO WEALTH ADVISORS, LLC16,861$780K0.27%+5,44313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC16,408$759K<0.01%-16713F-HRTimelineGroup
Greenwich Wealth Management LLC16,421$757K0.05%new13F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC16,138$744K0.09%+1,58113F-HRTimeline
Sigma Planning Corp15,340$707K0.02%-25913F-HRTimeline
Independent Wealth Network Inc.14,554$670K0.27%+4,91913F-HRTimeline
OneDigital Investment Advisors LLC14,117$650K0.01%+2,08713F-HRTimeline
CARY STREET PARTNERS INVESTMENT ADVISOR…in group CARY STREET PARTNERS ASSET MA…13,407$618K0.41%new13F-HRTimelineGroup
Prospera Financial Services Inc12,237$564K0.01%+3,63813F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC12,100$557K0.01%-3,55013F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC12,018$554K0.4%+10813F-HRTimeline
Axis Wealth Partners, LLC11,824$545K0.46%13F-HRTimeline
Advisory Services Network, LLC11,520$531K0.01%+1,23913F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC10,904$502K0.08%+2,03913F-HRTimeline
Anchor Investment Management, LLC10,703$493K0.05%013F-HRTimeline
USAdvisors Wealth Management, LLC10,704$493K0.16%-27113F-HRTimeline
IFP Advisors, Inc10,638$490K0.02%-47913F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC10,419$480K0.04%+43813F-HRTimelineGroup
Private Advisor Group, LLC10,188$469K<0.01%+23113F-HRTimeline
Brio Consultants, LLC10,017$461K0.07%+45813F-HRTimeline
Autumn Glory Partners, LLC9,791$451K0.22%013F-HRTimeline
Delta Financial Group, Inc.9,408$433K0.1%new13F-HRTimeline
Dynamic Advisor Solutions LLC9,353$431K0.02%+44213F-HRTimeline
Smallwood Wealth Investment Management,…9,249$426K0.29%new13F-HRTimeline
Integrated Wealth Concepts LLC9,220$425K<0.01%-188,37213F-HRTimeline
Brady Martz Wealth Solutions, LLC9,257$422K0.1%13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…9,116$420K<0.01%+1,17113F-HR/ATimeline
GTS SECURITIES LLC8,813$406K0.02%+1,86013F-HRTimeline
SUTTON PLACE INVESTORS LLC8,657$399K0.23%+69113F-HRTimeline
D'Orazio & Associates, Inc.8,505$392K0.06%+2,90513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\8,232$379K<0.01%+1,01613F-HRTimelineGroup
Masso Torrence Wealth Management Inc.8,183$377K0.2%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED7,904$366K0.03%-82313F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC7,733$356K0.15%+3,24413F-HRTimeline
Gladstone Institutional Advisory LLC7,703$355K0.02%-12013F-HRTimeline
WealthTrak Capital Management LLC7,354$339K0.29%13F-HRTimeline
Geneos Wealth Management Inc.7,162$330K0.01%+1,56713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,116$328K<0.01%-26,34813F-HRTimelineGroup
AdvisorNet Financial, Inc7,107$327K0.03%+4,68213F-HRTimeline
Ausdal Financial Partners, Inc.6,650$306K0.03%+21513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp6,501$299K<0.01%new13F-HRTimelineGroup
CHOREO, LLC6,352$294K<0.01%013F-HRTimeline
Stonehearth Capital Management, LLC6,376$294K0.12%-3813F-HRTimeline
SOL Capital Management CO6,235$287K0.03%+1,76013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC5,870$270K0.1%+1,50113F-HRTimeline
RDA Financial Network5,706$263K0.08%+96813F-HRTimeline
Ellis Investment Partners, LLC5,649$260K0.05%new13F-HRTimeline
Linscomb Wealth, Inc.5,579$257K0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB5,551$256K<0.01%+16413F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC5,531$255K0.1%013F-HRTimeline
Old Mission Investment Co LLC5,500$253K0.08%new13F-HRTimeline
Mayfair Advisory Group, LLC5,317$245K0.14%+20013F-HRTimeline
Beaumont Financial Advisors, LLC5,256$242K0.02%+8313F-HRTimeline
TWO SIGMA SECURITIES, LLC5,237$241K0.04%new13F-HRTimeline
NOVEM GROUP5,141$237K0.04%13F-HRTimeline
Semus Wealth Partners LLC5,121$236K0.16%-18213F-HRTimeline
Fortis Group Advisors, LLC5,118$236K0.04%new13F-HRTimeline
M.E. ALLISON & CO., INC.5,025$232K0.26%13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC4,875$225K<0.01%new13F-HRTimelineGroup
Strategic Financial Concepts, LLC4,851$223K0.04%+39713F-HR/ATimeline
FIRETHORN WEALTH PARTNERS, LLC4,801$221K0.11%-77213F-HRTimeline
Financial Partners Group, Inc4,627$213K0.03%-11313F-HRTimeline
COMERICA BANK4,379$202K<0.01%-4,20513F-HR/ATimeline
NEW WAVE WEALTH ADVISORS LLC3,122$144K0.06%-2,08313F-HRTimeline
FIRST COMMUNITY TRUST NA2,958$136K0.1%013F-HRTimeline
Larson Financial Group LLC2,425$112K0.01%-1,11613F-HRTimeline
LGT Financial Advisors LLC2,048$94.4K0.21%+47113F-HRTimeline
Parallel Advisors, LLC1,488$68.6K<0.01%-3813F-HRTimeline
Pinnacle Bancorp, Inc.1,205$55.5K0.02%013F-HRTimeline
CRITERION CAPITAL ADVISORS, LLC1,162$53.8K0.03%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,081$49.8K<0.01%new13F-HRTimelineGroup
Towne Trust Company, N.A1,006$46.3K0.02%new13F-HRTimeline
CoreCap Advisors, LLC964$44.4K<0.01%-1,21513F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC963$44.4K<0.01%+3613F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.938$43K<0.01%+93413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Prestige Wealth Management Group LLC920$42.6K0.01%013F-HR/ATimeline
NBT BANK, N.A.in group NBT BANK, N.A.913$42.1K<0.01%013F-HRTimelineGroup
WINTRUST INVESTMENTS LLC879$40K0.04%new13F-HRTimeline
Transcendent Capital Group LLC706$32.5K0.02%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV673$31K<0.01%+813F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…644$29.8K<0.01%+2313F-HRTimeline
Parkside Financial Bank & Trust642$29.6K<0.01%013F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC590$27.2K0.01%+813F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.535$24.6K0.01%new13F-HRTimeline
AE Wealth Management LLC508$23.4K<0.01%new13F-HRTimeline
Blue Trust, Inc.404$18.6K<0.01%+1013F-HR/ATimeline
Sugarloaf Wealth Management, LLC287$13.2K<0.01%new13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…257$11.8K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG219$10.1K<0.01%new13F-HRTimelineGroup
PRIVATE TRUST CO NA182$8.38K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC159$7.33K<0.01%013F-HRTimeline
Sound Income Strategies, LLC93$4.29K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management64$2.95K<0.01%+113F-HRTimelineGroup
Principia Wealth Advisory, LLC59$2.72K<0.01%13F-HRTimeline
Park Place Capital Corp46$2.12K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC6$276<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC1$46<0.01%-213F-HRTimelineGroup
Noble Wealth Management PBC0$00%13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.