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Disclosery

JCPB J P MORGAN EXCHANGE TRADED F

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CORE PLUS BD ETF (fund)

365 managers (371 13F filers) reported a position in JCPB shares at 2025-06-30, 125,585,891 shares in all. 42 filers opened a position and 18 filers sold out during the quarter.

Managers
365
13F filers
371
New
42
Added
213
Reduced
89
Sold out
18
Shares held by filers
125,585,891

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Diversify Advisory Services, LLCgroup of 2 filers holding42,065$1.97M-3,087Timeline
Mayfair Advisory Group, LLC41,859$1.96M0.93%+25,84213F-HRTimeline
STRATEGIC PLANNING GROUP, LLC41,380$1.95M0.32%+3,14913F-HRTimeline
NewEdge Advisors, LLC41,136$1.94M0.01%-2,66913F-HRTimeline
Belpointe Asset Management LLC38,670$1.82M0.08%+1,31513F-HRTimeline
Global Retirement Partners, LLC37,565$1.77M0.04%13F-HRTimeline
OBSIDIAN CIO, LLC36,806$1.73M0.25%+1,27513F-HRTimeline
Embree Financial Group35,470$1.67M0.25%+6,95313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…35,304$1.66M<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc34,963$1.65M0.05%+14,80313F-HRTimeline
JFS WEALTH ADVISORS, LLC34,315$1.61M0.1%+8,21113F-HRTimeline
Balance Wealth Partners LLC34,185$1.61M0.94%-48,08213F-HRTimeline
Retirement Planning Group, LLC33,776$1.59M0.07%-2,26713F-HRTimeline
N.E.W. Advisory Services LLC33,726$1.59M0.15%-309,16713F-HRTimeline
Fiduciary Alliance LLC33,363$1.57M0.12%new13F-HRTimeline
Farther Finance Advisors, LLC32,882$1.55M0.03%+1,03313F-HRTimeline
Garden State Investment Advisory Servic…32,198$1.52M0.41%-29,70613F-HRTimeline
World Investment Advisors31,872$1.5M0.03%+23513F-HRTimeline
Menard Financial Group LLC31,682$1.49M0.89%-97313F-HRTimeline
Maia Wealth LLC31,585$1.49M0.28%+17,17113F-HRTimeline
Goldstone Financial Group, LLC31,489$1.47M0.19%-46,03313F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC30,656$1.44M0.1%-2,69613F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …30,576$1.44M0.03%new13F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.30,126$1.42M<0.01%+1,03513F-HRTimelineGroup
RETIREMENT GUYS FORMULA LLC30,097$1.42M0.54%+11913F-HRTimeline
NORDEN GROUP LLC29,778$1.4M0.15%-48713F-HRTimeline
Whitegate Investment Counselors, Inc.29,436$1.39M0.47%+6,33813F-HRTimeline
Beacon Pointe Advisors, LLC28,685$1.35M0.01%-51513F-HRTimeline
Wayfinding Financial, LLC27,964$1.31M0.59%+1,82213F-HRTimeline
AssuredPartners Investment Advisors, LLC27,496$1.29M0.32%-72,79813F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC26,800$1.26M<0.01%new13F-HRTimeline
Roof Eidam Maycock Peralta, LLC25,335$1.19M0.29%+6,11513F-HRTimeline
First Citizens Financial Corp25,308$1.19M0.66%+43713F-HRTimeline
Rosenberg Matthew Hamilton25,002$1.18M0.27%-69713F-HRTimeline
Sterling Investment Advisors, Ltd.24,120$1.14M0.25%013F-HRTimeline
GeoWealth Management, LLC23,667$1.11M0.04%+42513F-HRTimeline
FWG Holdings, LLC23,393$1.1M0.52%-6413F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC23,322$1.1M0.36%-2,93413F-HR/ATimeline
Savvy Advisors, Inc.22,079$1.04M0.07%-7,52713F-HRTimeline
IMS Capital Management21,490$1.01M0.47%+72013F-HRTimeline
Apella Capital, LLC21,235$989K0.03%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC20,967$987K0.01%+5,26813F-HRTimelineGroup
CRA Financial Services, LLC20,606$970K0.15%+75813F-HRTimeline
DAVENPORT & Co LLC20,579$968K0.01%+1,13613F-HRTimeline
Smallwood Wealth Investment Management,…20,278$954K0.54%+6,42513F-HRTimeline
Wealthspire Advisors, LLC20,073$945K0.01%-3,47213F-HRTimeline
GENTRY PRIVATE WEALTH, LLC19,357$911K0.7%-4,18913F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding19,236$905K-31,086Timeline
JOURNEY STRATEGIC WEALTH LLC18,337$863K0.03%-1,33813F-HRTimeline
Comprehensive Financial Planning, Inc./…18,234$858K0.68%+22813F-HRTimeline
RFG Advisory, LLC18,073$851K0.02%+2,85713F-HRTimeline
Kuhn & Co Investment Counsel17,770$836K0.63%013F-HRTimeline
Prospera Financial Services Inc16,223$764K0.01%+2,37413F-HRTimeline
Sigma Planning Corp16,170$761K0.02%+89013F-HRTimeline
USAdvisors Wealth Management, LLC15,608$734K0.27%+3,22913F-HRTimeline
CARY STREET PARTNERS INVESTMENT ADVISOR…in group CARY STREET PARTNERS ASSET MA…15,489$729K0.35%+1,61613F-HRTimelineGroup
Independent Wealth Network Inc.15,395$724K0.26%+31813F-HRTimeline
PALO ALTO WEALTH ADVISORS, LLC15,163$714K0.27%-1,25813F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…15,136$712K0.04%-13,83913F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC14,794$696K0.01%new13F-HRTimelineGroup
AdvisorNet Financial, Inc14,781$696K0.04%+7,67413F-HRTimeline
Kingsview Wealth Management, LLC14,555$685K0.01%+18513F-HRTimeline
Brio Consultants, LLC14,388$677K0.1%+3,82513F-HRTimeline
ORG Partners LLC14,269$668K0.14%new13F-HRTimeline
Ellis Investment Partners, LLC14,093$663K0.13%+6,43713F-HRTimeline
Axis Wealth Partners, LLC13,492$635K0.42%+65813F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC13,407$631K0.08%-21113F-HRTimeline
CHAPIN DAVIS, INC.13,400$631K0.17%013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC13,289$625K0.02%+1,85913F-HRTimelineGroup
LAKE STREET PRIVATE WEALTH, LLC13,051$614K0.09%+98913F-HRTimeline
Advisory Services Network, LLC13,094$613K0.01%+14313F-HRTimeline
OneDigital Investment Advisors LLC12,835$604K0.01%-1,35013F-HRTimeline
D'Orazio & Associates, Inc.12,782$602K0.08%+2,37413F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC12,235$576K0.44%+11013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC10,990$516K0.17%+1,01513F-HRTimeline
Anchor Investment Management, LLC10,703$504K0.04%013F-HRTimeline
Fortis Group Advisors, LLC10,633$498K0.09%+3,46713F-HRTimeline
Geneos Wealth Management Inc.10,519$495K0.01%-11,97813F-HRTimeline
&PARTNERS10,203$480K<0.01%new13F-HRTimeline
Towne Trust Company, N.A10,086$475K0.17%+5,06513F-HR/ATimeline
WESBANCO BANK INC9,595$452K0.01%new13F-HRTimeline
Autumn Glory Partners, LLC9,557$450K0.21%-20013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED9,471$446K0.04%+22113F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC9,433$444K0.01%+1,86713F-HRTimeline
ZEGA Investments, LLC9,433$444K0.11%new13F-HRTimeline
Private Advisor Group, LLC9,254$435K<0.01%-58413F-HRTimeline
FRG Family Wealth Advisors LLC9,100$428K0.07%-2,10013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.8,412$396K0.03%new13F-HRTimelineGroup
XY Planning Network, Inc.8,411$396K0.13%new13F-HRTimeline
Elm3 Financial Group, LLC8,370$394K0.33%-4,33813F-HRTimeline
Masso Torrence Wealth Management Inc.8,186$385K0.18%+213F-HRTimeline
GWN SECURITIES INC.8,085$381K0.07%-3,94313F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO8,087$381K0.1%13F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC8,084$380K0.16%+1,84813F-HRTimeline
PFG Advisors7,785$366K0.02%new13F-HRTimeline
Linscomb Wealth, Inc.7,709$363K0.02%-47513F-HRTimeline
Vantage Point Financial LLC7,708$363K0.16%+2,12513F-HRTimeline
Stonehearth Capital Management, LLC7,537$355K0.15%+1,55113F-HRTimeline
WealthTrak Capital Management LLC7,476$352K0.29%+32413F-HRTimeline
SUTTON PLACE INVESTORS LLC7,460$351K0.21%-52713F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC7,444$350K0.15%new13F-HRTimeline
Gladstone Institutional Advisory LLC7,152$337K0.01%-113F-HRTimeline
RDA Financial Network7,123$335K0.09%+2,21313F-HRTimeline
Wills Financial Group LLC6,982$329K0.14%new13F-HRTimeline
Merit Financial Group, LLC6,580$310K<0.01%new13F-HRTimeline
Dynamic Advisor Solutions LLC6,535$308K0.01%-2,53413F-HRTimeline
Summit Trail Advisors, LLC6,493$306K0.01%013F-HRTimeline
Ausdal Financial Partners, Inc.6,424$302K0.02%-43513F-HRTimeline
SOL Capital Management CO6,360$299K0.03%+18013F-HRTimeline
CHOREO, LLC6,352$299K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd6,322$298K<0.01%new13F-HRTimeline
Clear Creek Financial Management, LLC6,280$296K0.03%013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC6,176$291K0.09%-213F-HRTimeline
J.W. COLE ADVISORS, INC.6,042$284K0.01%+69513F-HRTimeline
Financial Partners Group, Inc5,896$277K0.04%+1,21813F-HRTimeline
Wilmington Savings Fund Society, FSB5,704$268K<0.01%-5013F-HRTimeline
Semus Wealth Partners LLC5,650$266K0.17%-2413F-HRTimeline
TOWNSQUARE CAPITAL LLC5,648$266K0.03%-93,59313F-HRTimeline
TWO SIGMA SECURITIES, LLC5,506$259K0.03%new13F-HRTimeline
Strategic Financial Concepts, LLC5,394$254K0.04%+35513F-HRTimeline
Comprehensive Wealth Management, LLC5,338$251K0.2%new13F-HRTimeline
First Heartland Consultants, Inc.5,307$250K0.02%new13F-HRTimeline
Sowell Financial Services LLC5,138$242K0.01%new13F-HRTimeline
M.E. ALLISON & CO., INC.5,025$236K0.19%013F-HRTimeline
Mathes Company, Inc.5,000$235K0.09%013F-HRTimeline
WESPAC Advisors, LLC4,973$234K0.16%013F-HRTimeline
JT Stratford LLC4,869$229K0.03%-9,10213F-HRTimeline
COMERICA BANK4,754$224K<0.01%-3713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,727$222K<0.01%+4,13113F-HRTimelineGroup
Next Level Wealth Planning, LLC4,500$212K0.14%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP4,363$205K<0.01%new13F-HRTimelineGroup
Waverly Advisors, LLC4,303$203K<0.01%new13F-HRTimeline
Barnes Dennig Private Wealth Management…2,613$123K0.15%new13F-HRTimeline
LGT Financial Advisors LLC2,430$114K0.29%+61913F-HRTimeline
Larson Financial Group LLC2,420$114K<0.01%+4413F-HRTimeline
CX Institutional2,313$109K<0.01%013F-HR/ATimeline
Pinnacle Bancorp, Inc.2,173$102K0.03%013F-HRTimeline
Glass Jacobson Investment Advisors llc2,165$102K0.04%new13F-HRTimeline
FIRST COMMUNITY TRUST NA1,479$69.6K0.06%-1,47913F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,410$66.4K<0.01%+86013F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC1,352$63.6K<0.01%+33113F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC1,221$57.5K<0.01%new13F-HR/ATimeline
Parallel Advisors, LLC1,041$49K<0.01%+613F-HRTimeline
CoreCap Advisors, LLC963$45.4K<0.01%-113F-HRTimeline
Prestige Wealth Management Group LLC920$43.3K0.01%013F-HR/ATimeline
TOTAL INVESTMENT MANAGEMENT INC781$36.8K0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV690$32.5K<0.01%+813F-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%013F-HRTimelineGroup
Parkworth Wealth Management, Inc.615$28.9K0.02%new13F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC605$28.5K0.01%+813F-HRTimeline
AE Wealth Management LLC593$27.9K<0.01%+7913F-HRTimeline
CBIZ Investment Advisory Services, LLC521$24.5K<0.01%+513F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.489$23K<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP355$16.7K<0.01%013F-HRTimelineGroup
PENSION & WEALTH MANAGEMENT ADVISORS, I…263$12.4K<0.01%+313F-HRTimeline
Asset Dedication, LLC200$9.41K<0.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.175$8K<0.01%new13F-HRTimeline
Rossby Financial, LCC162$7.62K<0.01%013F-HRTimeline
Sound Income Strategies, LLC93$4.38K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC80$3.74K<0.01%-7913F-HRTimeline
Arax Advisory Partners56$2.64K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC6$282<0.01%new13F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1$47<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.