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Disclosery

JCPB J P MORGAN EXCHANGE TRADED F

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CORE PLUS BD ETF (fund)

381 managers (388 13F filers) reported a position in JCPB shares at 2025-09-30, 140,911,464 shares in all. 45 filers opened a position and 24 filers sold out during the quarter.

Managers
381
13F filers
388
New
45
Added
245
Reduced
73
Sold out
24
Shares held by filers
140,911,464

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
BOYUM WEALTH ARCHITECTS LLC43,854$2.09M1.28%+67613F-HRTimeline
Quad-Cities Investment Group, LLC43,351$2.06M0.88%-1,85413F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…42,929$2.04M0.92%-4,06013F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding42,953$2.04M+888Timeline
Mayfair Advisory Group, LLC42,018$2M0.86%+15913F-HRTimeline
IFP Advisors, Inc40,658$1.93M0.05%+5,69513F-HR/ATimeline
Whitegate Investment Counselors, Inc.40,574$1.93M0.64%+11,13813F-HRTimeline
Belpointe Asset Management LLC38,943$1.85M0.07%+27313F-HRTimeline
Per Stirling Capital Management, LLC.38,229$1.82M0.22%-105,04913F-HRTimeline
NewEdge Advisors, LLC38,176$1.82M0.01%-2,96013F-HRTimeline
PDS Planning, Inc37,742$1.79M0.12%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC37,521$1.78M0.04%new13F-HRTimeline
Houlihan Financial Resource Group, Ltd.37,225$1.77M1.55%-41,76013F-HRTimeline
United Community Bankin group United Community Bank37,185$1.77M0.55%new13F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …36,850$1.75M0.04%+6,27413F-HRTimelineGroup
Fiduciary Alliance LLC35,818$1.7M0.11%+2,45513F-HRTimeline
Beacon Pointe Advisors, LLC35,807$1.7M0.01%+7,12213F-HRTimeline
Global Retirement Partners, LLC35,779$1.7M0.04%-1,78613F-HRTimeline
OBSIDIAN CIO, LLC35,290$1.68M0.22%-1,51613F-HRTimeline
Smallwood Wealth Investment Management,…34,941$1.66M0.85%+14,66313F-HRTimeline
Rosenberg Matthew Hamilton34,824$1.66M0.36%+9,82213F-HRTimeline
Maia Wealth LLC34,774$1.65M0.28%+3,18913F-HRTimeline
Retirement Planning Group, LLC33,384$1.59M0.06%-39213F-HRTimeline
Balance Wealth Partners LLC33,282$1.58M0.39%-90313F-HRTimeline
RETIREMENT GUYS FORMULA LLC31,786$1.51M0.53%+1,68913F-HRTimeline
Farther Finance Advisors, LLC31,567$1.5M0.02%-1,31513F-HRTimeline
Menard Financial Group LLC31,498$1.5M1.01%-18413F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.31,204$1.48M0.09%+22,79213F-HRTimelineGroup
Garden State Investment Advisory Servic…31,129$1.48M0.37%-1,06913F-HRTimeline
Goldstone Financial Group, LLC30,734$1.46M0.17%-75513F-HRTimeline
NORDEN GROUP LLC30,096$1.43M0.15%+31813F-HRTimeline
von Borstel & Associates, Inc.29,791$1.41M0.22%new13F-HRTimeline
Wayfinding Financial, LLC29,724$1.41M0.61%+1,76013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.29,648$1.41M<0.01%-47813F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC29,594$1.41M0.09%-1,06213F-HRTimeline
Boulder Wealth Advisors, LLC29,435$1.4M0.65%13F-HRTimeline
AssuredPartners Investment Advisors, LLC28,545$1.36M0.3%+1,04913F-HRTimeline
First Citizens Financial Corp28,154$1.34M0.66%+2,84613F-HRTimeline
Roof Eidam Maycock Peralta, LLC26,935$1.28M0.31%+1,60013F-HRTimeline
Towne Trust Company, N.A26,876$1.28M0.41%+16,79013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers26,455$1.26M<0.01%new13F-HRTimelineGroup
Kingsview Wealth Management, LLC25,595$1.22M0.02%+11,04013F-HRTimeline
Sterling Investment Advisors, Ltd.25,020$1.19M0.23%+90013F-HRTimeline
ORG Partners LLC24,613$1.17M0.21%+10,34413F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding24,558$1.17M+5,322Timeline
Savvy Advisors, Inc.24,529$1.17M0.05%+2,45013F-HRTimeline
Peck Wealth Management, LLC23,784$1.13M1.08%13F-HRTimeline
FWG Holdings, LLC23,527$1.12M0.48%+13413F-HRTimeline
Comprehensive Financial Planning, Inc./…23,624$1.12M0.77%+5,39013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…23,304$1.11M<0.01%new13F-HRTimelineGroup
&PARTNERS23,637$1.1M0.01%+13,43413F-HRTimeline
Acorn Wealth Advisors, LLC22,864$1.09M0.34%-33,97713F-HRTimeline
Ellis Investment Partners, LLC22,860$1.09M0.2%+8,76713F-HRTimeline
Orion Porfolio Solutions, LLC22,489$1.07M0.01%-51,67813F-HRTimeline
RMR Wealth Builders22,391$1.06M0.09%new13F-HRTimeline
CRA Financial Services, LLC22,226$1.06M0.14%+1,62013F-HRTimeline
IMS Capital Management21,490$1.02M0.47%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC21,151$1.01M<0.01%+18413F-HRTimelineGroup
GeoWealth Management, LLC20,497$975K0.04%-3,17013F-HRTimeline
Independent Wealth Network Inc.19,527$928K0.3%+4,13213F-HRTimeline
Kuhn & Co Investment Counsel19,330$919K0.73%+1,56013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding18,844$896K+3,355Timeline
USAdvisors Wealth Management, LLC18,337$871K0.3%+2,72913F-HRTimeline
Wealthspire Advisors, LLC18,271$869K<0.01%-1,80213F-HRTimeline
Prospera Financial Services Inc17,524$834K0.01%+1,30113F-HRTimeline
Financial Partners Group, Inc16,546$787K0.1%+10,65013F-HRTimeline
AdvisorNet Financial, Inc15,510$738K0.04%+72913F-HRTimeline
DAVENPORT & Co LLC15,054$716K<0.01%-5,52513F-HRTimeline
D'Orazio & Associates, Inc.15,005$713K0.09%+2,22313F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC14,763$702K0.01%+5,33013F-HRTimeline
Sigma Planning Corp14,683$698K0.02%-1,48713F-HRTimeline
Sowell Financial Services LLC14,281$679K0.03%+9,14313F-HRTimeline
Axis Wealth Partners, LLC14,093$670K0.39%+60113F-HRTimeline
Geneos Wealth Management Inc.13,640$649K0.02%+3,12113F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC13,554$645K0.07%+14713F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC13,528$643K0.08%+47713F-HRTimeline
Brio Consultants, LLC13,524$643K0.09%-86413F-HRTimeline
Krilogy Financial LLC13,586$643K0.02%new13F-HRTimeline
CHAPIN DAVIS, INC.13,400$637K0.16%013F-HRTimeline
GENTRY PRIVATE WEALTH, LLC13,229$629K0.44%-6,12813F-HRTimeline
Advisory Services Network, LLC13,183$627K0.01%+8913F-HRTimeline
OneDigital Investment Advisors LLC12,846$611K0.01%+1113F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC12,345$587K0.42%+11013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC12,329$586K0.2%+1,33913F-HRTimeline
Anchor Investment Management, LLC10,703$509K0.04%013F-HRTimeline
AE Wealth Management LLC10,174$484K<0.01%+9,58113F-HRTimeline
BAM Wealth Management, LLC10,005$476K0.37%13F-HRTimeline
Private Advisor Group, LLC9,813$467K<0.01%+55913F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED9,715$462K0.03%+24413F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…9,505$452K0.03%-5,63113F-HRTimelineGroup
Sequent Planning LLC9,229$439K0.12%new13F-HRTimeline
SUTTON PLACE INVESTORS LLC8,504$404K0.23%+1,04413F-HRTimeline
COMERICA BANK8,450$402K<0.01%+3,69613F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC8,407$400K0.16%+32313F-HRTimeline
XY Planning Network, Inc.8,411$396K0.13%013F-HRTimeline
Masso Torrence Wealth Management Inc.8,188$389K0.16%+213F-HRTimeline
WESBANCO BANK INC8,022$381K0.01%-1,57313F-HRTimeline
PALO ALTO WEALTH ADVISORS, LLC7,867$374K0.11%-7,29613F-HRTimeline
PFG Advisors7,857$374K0.02%+7213F-HRTimeline
SeaCrest Wealth Management, LLC7,844$372K0.04%new13F-HRTimeline
Dynamic Advisor Solutions LLC7,717$367K0.01%+1,18213F-HRTimeline
WealthTrak Capital Management LLC7,684$365K0.3%+20813F-HRTimeline
Elm3 Financial Group, LLC7,680$365K0.3%-69013F-HRTimeline
RDA Financial Network7,621$362K0.09%+49813F-HRTimeline
Stonehearth Capital Management, LLC7,611$362K0.14%+7413F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC7,537$358K0.14%+9313F-HR/ATimeline
MAGNOLIA CAPITAL ADVISORS LLC7,082$337K0.09%new13F-HRTimeline
Wills Financial Group LLC7,002$333K0.14%+2013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC6,947$330K0.01%new13F-HRTimeline
First Heartland Consultants, Inc.6,850$326K0.03%+1,54313F-HRTimeline
TBH Global Asset Management, LLC6,790$323K0.06%new13F-HRTimeline
J.W. COLE ADVISORS, INC.6,749$321K0.01%+70713F-HRTimeline
Gladstone Institutional Advisory LLC6,701$319K0.01%-45113F-HRTimeline
Summit Trail Advisors, LLC6,493$309K<0.01%013F-HRTimeline
Ausdal Financial Partners, Inc.6,488$308K0.02%+6413F-HRTimeline
Edge Financial Advisors LLC6,454$307K0.14%new13F-HRTimeline
Integrated Wealth Concepts LLC6,451$307K<0.01%new13F-HRTimeline
MGO ONE SEVEN LLC6,380$303K0.01%new13F-HRTimeline
CHOREO, LLC6,352$302K<0.01%013F-HRTimeline
Merit Financial Group, LLC6,343$302K<0.01%-23713F-HR/ATimeline
Clear Creek Financial Management, LLC6,280$299K0.03%013F-HRTimeline
SOL Capital Management CO6,260$298K0.03%-10013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC6,181$294K0.07%+513F-HRTimeline
Linscomb Wealth, Inc.6,085$289K0.01%-1,62413F-HRTimeline
HAZLETT, BURT & WATSON, INC.6,009$287K0.1%+5,83413F-HRTimeline
SageView Advisory Group, LLC5,957$283K0.01%new13F-HRTimeline
Friday Financial5,952$283K0.12%new13F-HRTimeline
ZEGA Investments, LLC5,943$283K0.06%-3,49013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC5,900$281K<0.01%-20,90013F-HRTimeline
Semus Wealth Partners LLC5,876$279K0.16%+22613F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC5,721$272K0.08%-17,60113F-HRTimeline
Fortis Group Advisors, LLC5,598$267K0.05%-5,03513F-HRTimeline
MAI Capital Management5,500$262K<0.01%new13F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …5,262$250K<0.01%new13F-HRTimelineGroup
Strategic Financial Concepts, LLC5,041$240K0.03%-35313F-HRTimeline
M.E. ALLISON & CO., INC.5,025$239K0.17%013F-HRTimeline
Mathes Company, Inc.5,000$238K0.09%013F-HRTimeline
WESPAC Advisors, LLC4,973$236K0.14%013F-HRTimeline
Qube Research & Technologies Ltd4,896$233K<0.01%-1,42613F-HRTimeline
JT Stratford LLC4,873$232K0.03%+413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC4,862$231K<0.01%+4,85613F-HRTimelineGroup
Vantage Point Financial LLC4,808$229K0.09%-2,90013F-HRTimeline
Plan Group Financial, LLC4,740$225K0.06%new13F-HRTimeline
GWN SECURITIES INC.4,730$225K0.05%-3,35513F-HRTimeline
Martin Investment Management, LLC4,704$224K0.06%new13F-HRTimeline
CAHILL FINANCIAL ADVISORS INC4,628$220K0.03%new13F-HRTimeline
Comprehensive Wealth Management, LLC4,605$219K0.16%-73313F-HRTimeline
Next Level Wealth Planning, LLC4,500$214K0.12%013F-HRTimeline
Waverly Advisors, LLC4,268$203K<0.01%-3513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,889$185K<0.01%-83813F-HRTimelineGroup
LGT Financial Advisors LLC2,997$143K0.31%+56713F-HRTimeline
Barnes Dennig Private Wealth Management…2,854$136K0.15%+24113F-HRTimeline
SIGNATUREFD, LLC2,760$131K<0.01%new13F-HRTimeline
Salomon & Ludwin, LLC2,621$124K0.01%+2,54113F-HRTimeline
CX Institutional2,313$110K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc2,179$104K0.04%+1413F-HRTimeline
Pinnacle Bancorp, Inc.2,173$103K0.03%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.2,082$99K<0.01%new13F-HRTimelineGroup
Larson Financial Group LLC1,986$94.4K<0.01%-43413F-HRTimeline
FIRST COMMUNITY TRUST NA1,479$70.3K0.05%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,410$67K<0.01%013F-HRTimelineGroup
GGM Financial LLC1,223$58.2K0.03%new13F-HRTimeline
Parallel Advisors, LLC1,087$51.7K<0.01%+4613F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,011$48K<0.01%-34113F-HRTimeline
CoreCap Advisors, LLC962$45.8K<0.01%-113F-HRTimeline
Prestige Wealth Management Group LLC920$43.7K0.01%013F-HR/ATimeline
CREATIVE FINANCIAL DESIGNS INC /ADV699$33.2K<0.01%+913F-HRTimeline
GoalVest Advisory LLC696$33.1K0.01%new13F-HRTimeline
Imprint Wealth LLC634$30.1K0.1%13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.630$30K<0.01%013F-HRTimelineGroup
MB, LEVIS & ASSOCIATES, LLC612$29.1K0.01%+713F-HRTimeline
CBIZ Investment Advisory Services, LLC527$25K<0.01%+613F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP355$16.9K<0.01%013F-HRTimelineGroup
PENSION & WEALTH MANAGEMENT ADVISORS, I…286$13.6K<0.01%+2313F-HRTimeline
VALLEY NATIONAL ADVISERS INC170$8K<0.01%new13F-HRTimeline
Rossby Financial, LCC162$7.69K<0.01%013F-HRTimeline
Root Financial Partners, LLC124$5.9K<0.01%new13F-HRTimeline
Princeton Global Asset Management LLC122$5.8K<0.01%new13F-HRTimeline
HM PAYSON & CO110$5.23K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC93$4.41K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC3$143<0.01%new13F-HRTimelineGroup