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Disclosery

JCPB J P MORGAN EXCHANGE TRADED F

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CORE PLUS BD ETF (fund)

436 managers (443 13F filers) reported a position in JCPB shares at 2025-12-31, 172,357,895 shares in all. 39 filers opened a position and 20 filers sold out during the quarter.

Managers
436
13F filers
443
New
39
Added
269
Reduced
64
Sold out
20
Shares held by filers
172,357,895

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
MONEY CONCEPTS CAPITAL CORP74,541$3.53M0.2%+4,47113F-HRTimeline
Gotham Asset Management, LLC73,886$3.5M0.01%013F-HRTimeline
KOM Wealth Management Group, LLC72,344$3.43M2.42%new13F-HRTimeline
John W. Brooker & Co., CPAs71,632$3.39M6.07%-3,35513F-HRTimeline
Acorn Wealth Advisors, LLC70,325$3.33M0.99%+47,46113F-HRTimeline
MassMutual Private Wealth & Trust, FSB69,606$3.3M0.08%-1,83413F-HRTimeline
HARBOUR INVESTMENTS, INC.69,358$3.28M0.07%+10,19413F-HRTimeline
BCGM Wealth Management, LLC69,027$3.27M0.83%+8,12713F-HRTimeline
Saxony Capital Management, LLC67,302$3.19M1.95%+19,73513F-HRTimeline
Hopwood Nicholas Hunter66,964$3.17M1.03%13F-HRTimeline
Mayfair Advisory Group, LLC66,316$3.14M1.22%+24,29813F-HRTimeline
Prosperity Bancshares Inc66,022$3.13M2.82%13F-HRTimeline
Summit Financial, LLC65,444$3.11M0.05%+4,79713F-HRTimeline
MidAtlantic Capital Management, Inc.64,584$3.06M1.96%+2,15613F-HRTimeline
Oak Barrel Wealth Advisory LLC61,989$2.94M1.75%13F-HRTimeline
Coordinated Financial Services, Inc.61,954$2.93M1.69%+6,32613F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…61,852$2.93M2.47%13F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT60,870$2.88M0.18%-1,40013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding60,853$2.88M-15,842Timeline
Arete Wealth Advisors, LLC58,852$2.79M0.19%+1,72213F-HR/ATimeline
Lido Advisors, LLCin group Lido Advisors, LLC58,581$2.78M0.01%+37,43013F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC58,343$2.76M0.09%+2,50113F-HRTimelineGroup
WEST MICHIGAN ADVISORS, LLC57,863$2.75M0.63%+1,08213F-HRTimeline
NewEdge Advisors, LLC56,550$2.68M0.01%+18,37413F-HRTimeline
Capital Advisors Wealth Management, LLC55,528$2.63M0.36%+4,84113F-HRTimeline
Mainsail Financial Group, LLC53,118$2.52M1.05%-1,14913F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC52,324$2.48M1.16%+8,47013F-HRTimeline
Autumn Glory Partners, LLC51,755$2.45M0.86%+47213F-HRTimeline
J. R. Prunier Capital Management LLC50,582$2.4M1%13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC48,997$2.32M0.03%+1,49713F-HRTimelineGroup
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …48,514$2.3M0.38%013F-HRTimelineGroup
Creative Planningin group Creative Planning48,157$2.28M<0.01%-3,40813F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …47,845$2.27M0.04%+10,99513F-HRTimelineGroup
Dorsey & Whitney Trust CO LLC46,589$2.21M0.12%013F-HRTimeline
Beacon Pointe Advisors, LLC45,056$2.13M0.01%+9,24913F-HRTimeline
TBH Global Asset Management, LLC44,948$2.13M0.36%+38,15813F-HRTimeline
Greenline Wealth Management LLC44,889$2.13M2.2%13F-HRTimeline
Etesian Wealth Advisors, Inc.44,830$2.12M0.67%+43713F-HRTimeline
IFP Advisors, Inc44,639$2.11M0.05%+3,98113F-HRTimeline
Quad-Cities Investment Group, LLC44,470$2.11M0.87%+1,11913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC44,119$2.09M0.05%+6,59813F-HRTimeline
Towne Trust Company, N.A41,788$1.98M0.62%+14,91213F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…40,416$1.91M0.92%-2,51313F-HRTimelineGroup
Rosenberg Matthew Hamilton39,148$1.85M0.38%+4,32413F-HRTimeline
Smallwood Wealth Investment Management,…38,882$1.84M0.96%+3,94113F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding38,622$1.83M-4,331Timeline
Merited Wealth, LLC37,510$1.78M1.65%13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC37,404$1.77M0.09%new13F-HRTimeline
Global Retirement Partners, LLC36,670$1.74M0.03%+89113F-HRTimeline
Fiduciary Alliance LLC35,873$1.7M0.11%+5513F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC35,846$1.7M0.1%+6,25213F-HRTimeline
PDS Planning, Inc35,604$1.69M0.11%-2,13813F-HRTimeline
Peck Wealth Management, LLC34,024$1.61M1.52%+10,24013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…34,002$1.61M<0.01%+10,69813F-HR/ATimelineGroup
Balance Wealth Partners LLC33,153$1.57M0.5%-12913F-HRTimeline
RMR Wealth Builders32,949$1.56M0.12%+10,55813F-HRTimeline
Belpointe Asset Management LLC31,974$1.51M0.05%-6,96913F-HRTimeline
TopTier Wealth Management, LLC31,504$1.49M1.01%13F-HRTimeline
Retirement Planning Group, LLC31,423$1.49M0.05%-1,96113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.30,885$1.46M<0.01%+1,23713F-HRTimelineGroup
NORDEN GROUP LLC30,465$1.44M0.14%+36913F-HRTimeline
Menard Financial Group LLC30,453$1.44M0.99%-1,04513F-HRTimeline
Wayfinding Financial, LLC30,192$1.44M0.61%+46813F-HRTimeline
DeLarme Wealth Management, Inc.29,501$1.4M0.99%13F-HRTimeline
RETIREMENT GUYS FORMULA LLC29,471$1.4M0.64%-2,31513F-HRTimeline
Sowell Financial Services LLC29,312$1.39M0.05%+15,03113F-HRTimeline
Goldstone Financial Group, LLC29,115$1.38M0.15%-1,61913F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers28,665$1.36M<0.01%+2,21013F-HRTimelineGroup
Ellis Investment Partners, LLC28,252$1.34M0.23%+5,39213F-HRTimeline
ORG Partners LLC27,606$1.31M0.23%+2,99313F-HRTimeline
Centurion Wealth Management LLC27,106$1.28M0.28%new13F-HRTimeline
Sterling Investment Advisors, Ltd.27,020$1.28M0.24%+2,00013F-HRTimeline
JM2 Capital Inc.26,774$1.27M1.02%13F-HRTimeline
Orion Porfolio Solutions, LLC26,744$1.27M0.01%+4,25513F-HRTimeline
Roof Eidam Maycock Peralta, LLC26,535$1.26M0.28%-40013F-HRTimeline
Daybright Advisory Services, Inc.26,091$1.24M0.33%13F-HRTimeline
Kingsview Wealth Management, LLC25,945$1.23M0.02%+35013F-HRTimeline
Garden State Investment Advisory Servic…25,561$1.22M0.29%-5,56813F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding25,425$1.2M+6,581Timeline
Elevation Wealth Management LLC24,945$1.19M1.14%13F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding24,558$1.16M0Timeline
Comprehensive Financial Planning, Inc./…24,332$1.15M0.76%+70813F-HRTimeline
GENTRY PRIVATE WEALTH, LLC24,275$1.15M0.72%+11,04613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC23,845$1.13M<0.01%-115,76113F-HR/ATimelineGroup
Nolet Wealth Management, LLC23,742$1.12M0.63%13F-HR/ATimeline
FWG Holdings, LLC23,523$1.12M0.42%-413F-HR/ATimeline
&PARTNERS23,156$1.1M0.01%-48113F-HRTimeline
CRA Financial Services, LLC23,094$1.09M0.14%+86813F-HRTimeline
Sequent Planning LLC22,883$1.08M0.28%+13,65413F-HRTimeline
Independent Wealth Network Inc.21,779$1.03M0.31%+2,25213F-HRTimeline
First Citizens Financial Corp21,336$1.01M0.5%-6,81813F-HRTimeline
AE Wealth Management LLC20,764$983K0.01%+10,59013F-HRTimeline
Allworth Financial LP20,103$952K<0.01%-25,78713F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC19,616$932K0.27%+7,28713F-HRTimeline
Kuhn & Co Investment Counsel19,416$919K0.61%+8613F-HRTimeline
AdvisorNet Financial, Inc19,302$914K0.05%+3,79213F-HRTimeline
SeaCrest Wealth Management, LLC19,085$906K0.09%+11,24113F-HRTimeline
USAdvisors Wealth Management, LLC18,979$898K0.3%+64213F-HRTimeline
DAVENPORT & Co LLC18,870$894K<0.01%+3,81613F-HRTimeline
GeoWealth Management, LLC18,776$889K0.03%-1,72113F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC18,774$889K0.01%+4,01113F-HRTimeline
Krilogy Financial LLC18,415$876K0.03%+4,82913F-HRTimeline
Maia Wealth LLC18,096$865K0.15%-16,67813F-HRTimeline
Capstone Wealth Management, Inc.17,820$844K0.74%13F-HRTimeline
Savvy Advisors, Inc.17,109$810K0.03%-7,42013F-HRTimeline
Wealthspire Advisors, LLC17,001$805K0.01%-1,27013F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC16,164$765K0.09%+2,63613F-HRTimeline
Ankerstar Wealth, LLC15,279$726K0.72%13F-HRTimeline
Prospera Financial Services Inc15,223$721K0.01%-2,30113F-HRTimeline
Sigma Planning Corp14,836$702K0.02%+15313F-HRTimeline
Geneos Wealth Management Inc.14,818$702K0.02%+1,17813F-HRTimeline
Opus Financial Solutions LLC14,719$697K0.66%13F-HRTimeline
Axis Wealth Partners, LLC14,717$697K0.38%+62413F-HRTimeline
D'Orazio & Associates, Inc.14,633$693K0.09%-37213F-HRTimeline
Ballast Financial Advisors LLC14,594$691K0.71%13F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC14,497$686K0.08%+94313F-HRTimeline
WealthPLAN Partners, LLC14,492$686K0.1%new13F-HRTimeline
OneDigital Investment Advisors LLC14,207$673K0.01%+1,36113F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED13,733$654K0.04%+4,01813F-HRTimeline
McCarthy & Cox13,752$651K7.89%-618,08113F-HRTimeline
CHAPIN DAVIS, INC.13,623$645K0.15%+22313F-HRTimeline
1015 Capital Partners, LLC13,488$639K0.63%13F-HRTimeline
Opal Wealth Advisors, LLC13,445$637K0.17%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.12,786$611K0.2%+6,77713F-HRTimeline
Brio Consultants, LLC12,850$608K0.08%-67413F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP12,740$603K<0.01%new13F-HRTimelineGroup
Advisory Services Network, LLC12,636$598K0.01%-54713F-HRTimeline
UPTICK PARTNERS, LLC12,567$595K0.13%new13F-HRTimeline
COMERICA BANK12,104$573K<0.01%+3,65413F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC11,834$560K0.38%-51113F-HRTimeline
Ausdal Financial Partners, Inc.11,742$556K0.03%+5,25413F-HRTimeline
XY Planning Network, Inc.11,641$551K0.1%+3,23013F-HRTimeline
Cedarwood Wealth LLC11,300$537K0.6%13F-HRTimeline
Private Advisor Group, LLC10,913$517K<0.01%+1,10013F-HRTimeline
Anchor Investment Management, LLC10,703$507K0.04%013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC9,781$463K0.05%+5,15313F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC9,780$463K0.1%+2,69813F-HRTimeline
BAM Wealth Management, LLC9,367$444K0.32%-63813F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…9,353$443K0.02%-15213F-HRTimelineGroup
Qube Research & Technologies Ltd9,314$441K<0.01%+4,41813F-HRTimeline
Edge Financial Advisors LLC8,715$413K0.17%+2,26113F-HRTimeline
Elm3 Financial Group, LLC8,706$412K0.34%+1,02613F-HRTimeline
SUTTON PLACE INVESTORS LLC8,692$412K0.23%+18813F-HRTimeline
MAI Capital Management8,650$410K<0.01%+3,15013F-HRTimeline
J.W. COLE ADVISORS, INC.8,644$409K0.01%+1,89513F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC8,593$407K0.15%+18613F-HRTimeline
Dynamic Advisor Solutions LLC8,491$402K0.01%+77413F-HRTimeline
Aegis Wealth Management, Inc.8,258$391K0.31%13F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO8,087$383K0.05%new13F-HRTimeline
Foundations Investment Advisors, LLC7,897$374K<0.01%new13F-HRTimeline
Trust Co7,826$371K0.03%new13F-HRTimeline
RDA Financial Network7,818$370K0.09%+19713F-HRTimeline
WealthTrak Capital Management LLC7,739$366K0.26%+5513F-HRTimeline
Regal Investment Advisors LLC7,719$365K0.02%new13F-HRTimeline
Wealth Alliance Advisory Group, LLC7,709$365K0.06%new13F-HRTimeline
First Heartland Consultants, Inc.7,597$360K0.03%+74713F-HRTimeline
Brand Asset Management Group, Inc.7,397$350K0.1%new13F-HRTimeline
Stonehearth Capital Management, LLC7,245$343K0.13%-36613F-HRTimeline
Plan Group Financial, LLC7,161$339K0.09%+2,42113F-HRTimeline
Wills Financial Group LLC7,023$333K0.13%+2113F-HRTimeline
BCI SECURITIES, INC.6,971$330K2.85%13F-HRTimeline
EP Wealth Advisors, LLC6,523$309K<0.01%13F-HRTimeline
Summit Trail Advisors, LLC6,493$309K0.01%013F-HRTimeline
Comprehensive Wealth Management, LLC6,512$308K0.18%+1,90713F-HRTimeline
CHOREO, LLC6,352$303K<0.01%013F-HRTimeline
Merit Financial Group, LLC6,311$299K<0.01%-3213F-HRTimeline
Clear Creek Financial Management, LLC6,280$297K0.02%013F-HRTimeline
SOL Capital Management CO6,260$296K0.03%013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC6,194$293K0.07%+1313F-HRTimeline
SageView Advisory Group, LLC6,110$289K0.01%+15313F-HRTimeline
Semus Wealth Partners LLC5,893$279K0.15%+1713F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…5,882$279K0.01%new13F-HRTimelineGroup
Linscomb Wealth, Inc.5,847$277K0.01%-23813F-HRTimeline
MGO ONE SEVEN LLC5,561$263K0.01%-81913F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC5,525$263K0.1%-2,01213F-HRTimeline
Bravera Wealth5,290$250K0.13%13F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …5,262$249K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC5,068$240K<0.01%+20613F-HRTimelineGroup
M.E. ALLISON & CO., INC.5,025$238K0.16%013F-HRTimeline
Mathes Company, Inc.5,000$237K0.08%013F-HRTimeline
WESPAC Advisors, LLC4,973$235K0.13%013F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC4,905$232K0.06%-81613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV4,862$230K<0.01%new13F-HRTimeline
Martin Investment Management, LLC4,704$223K0.06%013F-HRTimeline
Integrated Wealth Concepts LLC4,701$223K<0.01%-1,75013F-HRTimeline
Cogent Private Wealth, Inc.4,582$217K0.17%13F-HRTimeline
Emergent Wealth Advisors, LLC4,580$217K0.12%new13F-HRTimeline
Next Level Wealth Planning, LLC4,500$213K0.11%013F-HRTimeline
TWO SIGMA SECURITIES, LLC4,498$213K0.03%new13F-HRTimeline
Waverly Advisors, LLC4,397$208K<0.01%+12913F-HRTimeline
JT Stratford LLC4,275$202K0.03%-59813F-HRTimeline
Capital Investment Counsel, Inc3,400$161K0.02%new13F-HRTimeline
LGT Financial Advisors LLC3,063$145K0.89%+6613F-HRTimeline
Barnes Dennig Private Wealth Management…2,863$136K0.14%+913F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC2,650$126K<0.01%+1,63913F-HRTimeline
Salomon & Ludwin, LLC2,621$124K0.01%013F-HRTimeline
CX Institutional2,341$111K<0.01%+2813F-HRTimeline
Larson Financial Group LLC2,315$110K<0.01%+32913F-HRTimeline
Glass Jacobson Investment Advisors llc2,192$104K0.04%+1313F-HRTimeline
Pinnacle Bancorp, Inc.2,173$103K0.03%013F-HRTimeline