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Disclosery

JCPB J P MORGAN EXCHANGE TRADED F

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CORE PLUS BD ETF (fund)

343 managers (349 13F filers) reported a position in JCPB shares at 2025-03-31, 109,981,209 shares in all. 48 filers opened a position and 23 filers sold out during the quarter.

Managers
343
13F filers
349
New
48
Added
201
Reduced
82
Sold out
23
Shares held by filers
109,981,209

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
OBSIDIAN CIO, LLC35,531$1.67M0.27%-67913F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC33,352$1.57M0.1%-46613F-HRTimeline
Menard Financial Group LLC32,655$1.52M1%+4813F-HRTimeline
Farther Finance Advisors, LLC31,849$1.5M0.04%+8,74813F-HRTimeline
World Investment Advisors31,637$1.49M0.04%new13F-HRTimeline
NORDEN GROUP LLC30,265$1.42M0.16%+2,60013F-HRTimeline
Orion Porfolio Solutions, LLC30,107$1.42M0.01%-5,74113F-HRTimeline
Orion Portfolio Solutions, LLC30,107$1.42M0.01%-5,74113F-HR/ATimeline
RETIREMENT GUYS FORMULA LLC29,978$1.41M0.7%-1,06913F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC29,617$1.39M0.03%new13F-HRTimelineGroup
Savvy Advisors, Inc.29,606$1.39M0.14%new13F-HRTimeline
Beacon Pointe Advisors, LLC29,200$1.37M0.02%-4,78713F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.29,091$1.37M<0.01%new13F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp28,823$1.36M<0.01%+22,32213F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…28,975$1.35M0.05%-91,21813F-HRTimelineGroup
Embree Financial Group28,517$1.34M0.22%new13F-HRTimeline
Delta Financial Group, Inc.28,589$1.34M0.31%+19,18113F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC26,256$1.24M0.49%-5,17413F-HRTimeline
Wayfinding Financial, LLC26,142$1.23M0.54%+6,42813F-HRTimeline
JFS WEALTH ADVISORS, LLC26,104$1.23M0.08%+4,06813F-HRTimeline
Rosenberg Matthew Hamilton25,699$1.21M0.3%+86013F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding25,161$1.18MnewTimeline
First Citizens Financial Corp24,871$1.17M0.66%+7613F-HRTimeline
Sterling Investment Advisors, Ltd.24,120$1.13M0.27%+2,90013F-HRTimeline
GENTRY PRIVATE WEALTH, LLC23,546$1.11M0.91%-3,12413F-HRTimeline
Wealthspire Advisors, LLC23,545$1.11M0.01%+1,51813F-HRTimeline
FWG Holdings, LLC23,457$1.1M0.54%+67713F-HRTimeline
GeoWealth Management, LLC23,242$1.09M0.04%+2,48113F-HRTimeline
Whitegate Investment Counselors, Inc.23,098$1.09M0.39%new13F-HRTimeline
Geneos Wealth Management Inc.22,497$1.06M0.02%+15,33513F-HRTimeline
IMS Capital Management20,770$977K0.49%+1,10013F-HRTimeline
IFP Advisors, Inc20,160$948K0.03%+9,52213F-HRTimeline
CRA Financial Services, LLC19,848$934K0.16%+1,86113F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC19,675$926K0.03%-11,70013F-HRTimeline
DAVENPORT & Co LLC19,443$915K0.01%-15413F-HRTimeline
Roof Eidam Maycock Peralta, LLC19,220$904K0.24%-6,03513F-HRTimeline
Comprehensive Financial Planning, Inc./…18,006$847K0.82%new13F-HRTimeline
Kuhn & Co Investment Counsel17,770$836K0.7%+1213F-HRTimeline
PALO ALTO WEALTH ADVISORS, LLC16,421$758K0.3%-44013F-HRTimeline
Mayfair Advisory Group, LLC16,017$753K0.43%+10,70013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC15,699$738K<0.01%-70913F-HRTimelineGroup
TrueMark Investments, LLCin group TrueMark Investments, LLC15,437$726K0.19%new13F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC15,298$720K<0.01%new13F-HRTimelineGroup
Sigma Planning Corp15,280$719K0.02%-6013F-HRTimeline
RFG Advisory, LLC15,216$716K0.02%new13F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…15,096$710K0.06%new13F-HRTimelineGroup
Independent Wealth Network Inc.15,077$709K0.28%+52313F-HRTimeline
Kingsview Wealth Management, LLC14,370$676K0.01%-7,92113F-HRTimeline
OneDigital Investment Advisors LLC14,185$667K0.01%+6813F-HRTimeline
Maia Wealth LLC14,414$666K0.15%new13F-HRTimeline
JT Stratford LLC13,971$657K0.12%new13F-HRTimeline
CARY STREET PARTNERS INVESTMENT ADVISOR…in group CARY STREET PARTNERS ASSET MA…13,873$653K0.38%+46613F-HRTimelineGroup
Smallwood Wealth Investment Management,…13,853$652K0.41%+4,60413F-HRTimeline
Prospera Financial Services Inc13,849$652K0.01%+1,61213F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC13,618$641K0.09%-2,52013F-HRTimeline
USAdvisors Wealth Management, LLC12,379$631K0.22%+1,67513F-HRTimeline
CHAPIN DAVIS, INC.13,400$630K0.21%new13F-HRTimeline
OLD MISSION CAPITAL LLC12,979$611K0.01%new13F-HRTimeline
Advisory Services Network, LLC12,951$609K0.01%+1,43113F-HRTimeline
Axis Wealth Partners, LLC12,834$604K0.45%+1,01013F-HRTimeline
Elm3 Financial Group, LLC12,708$598K0.53%-11,06113F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC12,125$570K0.46%+10713F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC12,062$567K0.09%+1,15813F-HRTimeline
GWN SECURITIES INC.12,028$566K0.03%new13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC11,430$538K0.02%+1,01113F-HRTimelineGroup
FRG Family Wealth Advisors LLC11,200$527K0.1%-17,92513F-HRTimeline
Anchor Investment Management, LLC10,703$503K0.05%013F-HRTimeline
Brio Consultants, LLC10,563$497K0.08%+54613F-HR/ATimeline
D'Orazio & Associates, Inc.10,408$490K0.07%+1,90313F-HRTimeline
Private Advisor Group, LLC9,838$463K<0.01%-35013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC9,975$461K0.21%+2,24213F-HRTimeline
Autumn Glory Partners, LLC9,757$459K0.23%-3413F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA9,351$440K1%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED9,250$434K0.04%+1,34613F-HR/ATimeline
Dynamic Advisor Solutions LLC9,069$427K0.01%-28413F-HRTimeline
Brady Martz Wealth Solutions, LLC8,819$415K0.09%-43813F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC8,499$400K<0.01%new13F-HRTimelineGroup
Masso Torrence Wealth Management Inc.8,184$385K0.21%+113F-HRTimeline
Linscomb Wealth, Inc.8,184$385K0.02%+2,60513F-HRTimeline
SUTTON PLACE INVESTORS LLC7,987$376K0.25%-67013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd7,958$374K0.02%new13F-HRTimelineGroup
Ellis Investment Partners, LLC7,656$360K0.07%+2,00713F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC7,566$356K0.01%new13F-HRTimeline
Fortis Group Advisors, LLC7,166$337K0.07%+2,04813F-HRTimeline
Gladstone Institutional Advisory LLC7,153$336K0.02%-55013F-HRTimeline
WealthTrak Capital Management LLC7,152$336K0.29%-20213F-HRTimeline
AdvisorNet Financial, Inc7,107$334K0.02%013F-HRTimeline
Ausdal Financial Partners, Inc.6,859$323K0.02%+20913F-HRTimeline
Summit Trail Advisors, LLC6,493$305K0.01%new13F-HRTimeline
CHOREO, LLC6,352$299K<0.01%013F-HRTimeline
Private Wealth Partners, LLC6,325$298K0.02%new13F-HRTimeline
FLOW TRADERS U.S. LLC6,282$296K0.01%-48,18913F-HRTimeline
Clear Creek Financial Management, LLC6,280$295K0.03%-15,81413F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC6,236$293K0.14%+1,43513F-HRTimeline
SOL Capital Management CO6,180$291K0.03%-5513F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC6,178$291K0.11%+30813F-HRTimeline
Stonehearth Capital Management, LLC5,986$282K0.12%-39013F-HRTimeline
Integrated Wealth Concepts LLC5,895$277K<0.01%-3,32513F-HRTimeline
Wilmington Savings Fund Society, FSB5,754$271K0.01%+20313F-HRTimeline
Semus Wealth Partners LLC5,674$267K0.19%+55313F-HRTimeline
Vantage Point Financial LLC5,583$263K0.13%new13F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC5,531$260K0.1%013F-HRTimeline
J.W. COLE ADVISORS, INC.5,347$252K0.01%new13F-HRTimeline
Strategic Financial Concepts, LLC5,039$237K0.04%+18813F-HRTimeline
M.E. ALLISON & CO., INC.5,025$236K0.23%013F-HRTimeline
Towne Trust Company, N.A5,021$236K0.08%+4,01513F-HRTimeline
Mathes Company, Inc.5,000$235K0.1%new13F-HRTimeline
WESPAC Advisors, LLC4,973$234K0.19%new13F-HRTimeline
RDA Financial Network4,910$231K0.07%-79613F-HRTimeline
COMERICA BANK4,791$225K<0.01%+41213F-HRTimeline
Financial Partners Group, Inc4,678$220K0.03%+5113F-HRTimeline
EP Wealth Advisors, LLC4,610$217K<0.01%new13F-HRTimeline
Next Level Wealth Planning, LLC4,500$212K0.16%new13F-HRTimeline
Beacon Financial Advisory LLC4,310$203K0.06%new13F-HRTimeline
FIRST COMMUNITY TRUST NA2,958$139K0.12%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…2,745$129K0.09%-65,47113F-HRTimelineGroup
Larson Financial Group LLC2,376$112K0.01%-4913F-HRTimeline
CX Institutional2,313$109K<0.01%new13F-HRTimeline
Pinnacle Bancorp, Inc.2,173$102K0.03%+96813F-HRTimeline
LGT Financial Advisors LLC1,811$85.2K0.26%-23713F-HRTimeline
Parallel Advisors, LLC1,035$48.7K<0.01%-45313F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,021$48K<0.01%+5813F-HRTimeline
CoreCap Advisors, LLC964$45.3K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC920$43.3K0.01%013F-HR/ATimeline
CREATIVE FINANCIAL DESIGNS INC /ADV682$32.1K<0.01%+913F-HRTimeline
Parkside Financial Bank & Trust642$30.2K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.630$29.6K<0.01%-28313F-HRTimelineGroup
MB, LEVIS & ASSOCIATES, LLC597$28.1K0.01%+713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\596$28K<0.01%-7,63613F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC550$25.9K<0.01%new13F-HRTimelineGroup
CBIZ Investment Advisory Services, LLC516$24.3K<0.01%new13F-HR/ATimeline
AE Wealth Management LLC514$24.2K<0.01%+613F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.489$23K<0.01%-4613F-HRTimeline
NorthRock Partners, LLC391$18.4K<0.01%new13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP355$16.7K<0.01%new13F-HRTimelineGroup
PENSION & WEALTH MANAGEMENT ADVISORS, I…260$12.2K<0.01%+313F-HRTimeline
UBS Group AGin group UBS Group AG178$8.37K<0.01%-4113F-HRTimelineGroup
Rossby Financial, LCC162$7.58K<0.01%new13F-HRTimeline
Salomon & Ludwin, LLC159$7.48K<0.01%013F-HRTimeline
Sound Income Strategies, LLC93$4.38K<0.01%013F-HRTimeline
Arax Advisory Partners56$2.64K<0.01%new13F-HRTimeline
Park Place Capital Corp46$2.16K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-64413F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.