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Disclosery

JCPB J P MORGAN EXCHANGE TRADED F

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CORE PLUS BD ETF (fund)

477 managers (483 13F filers) reported a position in JCPB shares at 2026-03-31, 199,850,407 shares in all. 64 filers opened a position and 24 filers sold out during the quarter.

Managers
477
13F filers
483
New
64
Added
295
Reduced
86
Sold out
24
Shares held by filers
199,850,407

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
HARBOUR INVESTMENTS, INC.86,658$4.08M0.06%+17,30013F-HRTimeline
Acorn Wealth Advisors, LLC86,605$4.08M1.19%+16,28013F-HRTimeline
Indivisible Partners86,442$4.07M0.36%-1,92013F-HRTimeline
Trivium Point Advisory, LLC84,345$3.97M0.72%-91,90313F-HRTimeline
Mayfair Advisory Group, LLC81,134$3.82M1.33%+14,81813F-HRTimeline
Pine Valley Investments Ltd Liability Co80,644$3.8M0.18%-17113F-HRTimeline
Independent Advisor Alliance80,394$3.78M0.04%+4,42913F-HRTimeline
Summit Financial, LLC79,180$3.73M0.05%+13,73613F-HRTimeline
Lionsbridge Wealth Management LLC77,617$3.65M3.67%-94813F-HRTimeline
Gotham Asset Management, LLC77,111$3.63M0.01%+3,22513F-HRTimeline
World Investment Advisors75,780$3.57M0.06%-1,25813F-HRTimeline
MassMutual Private Wealth & Trust, FSB75,684$3.56M0.1%+6,07813F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…74,805$3.52M2.76%+12,95313F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding72,070$3.39M+11,217Timeline
Saxony Capital Management, LLC70,488$3.32M1.93%+3,18613F-HRTimeline
Hopwood Nicholas Hunter69,024$3.25M1.03%+2,06013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC68,757$3.24M0.11%+10,41413F-HRTimelineGroup
BCGM Wealth Management, LLC67,560$3.18M0.8%-1,46713F-HRTimeline
AE Wealth Management LLC67,243$3.17M0.02%+46,47913F-HRTimeline
Owl Creek Wealth Partners LLC66,655$3.14M1.12%13F-HRTimeline
Coordinated Financial Services, Inc.63,506$2.99M1.73%+1,55213F-HRTimeline
MidAtlantic Capital Management, Inc.62,834$2.96M2.04%-1,75013F-HRTimeline
Arete Wealth Advisors, LLC62,544$2.95M0.22%+3,69213F-HR/ATimeline
Lido Advisors, LLCin group Lido Advisors, LLC61,219$2.88M0.01%+2,63813F-HRTimelineGroup
LexAurum Advisors, LLC59,914$2.82M0.37%13F-HRTimeline
United Community Bankin group United Community Bank59,338$2.79M0.93%new13F-HRTimelineGroup
TRUSTMARK BANK TRUST DEPARTMENT59,037$2.78M0.18%-1,83313F-HRTimeline
John W. Brooker & Co., CPAs58,194$2.74M4.32%-13,43813F-HRTimeline
Capital Advisors Wealth Management, LLC57,626$2.71M0.36%+2,09813F-HRTimeline
Beacon Pointe Advisors, LLC56,972$2.68M0.01%+11,91613F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers56,194$2.65M<0.01%+27,52913F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC56,135$2.64M0.06%+12,01613F-HR/ATimeline
Creative Planningin group Creative Planning55,443$2.61M<0.01%+7,28613F-HRTimelineGroup
Valmark Advisers, Inc.54,839$2.58M0.03%new13F-HRTimeline
Autumn Glory Partners, LLC53,651$2.53M0.93%+1,89613F-HRTimeline
Keystone Wealth Services, LLC53,160$2.5M0.54%new13F-HRTimeline
IFP Advisors, Inc51,962$2.45M0.05%+7,32313F-HRTimeline
NewEdge Advisors, LLC51,768$2.44M0.01%-4,78213F-HR/ATimeline
Mainsail Financial Group, LLC51,746$2.44M1.02%-1,37213F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …51,452$2.42M0.05%+3,60713F-HRTimelineGroup
Legacy Edge Advisors, LLC50,698$2.39M0.25%new13F-HRTimeline
WealthPLAN Partners, LLC50,583$2.38M0.46%+36,09113F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC50,724$2.38M0.99%-1,60013F-HRTimeline
Towne Trust Company, N.A50,103$2.36M0.76%+8,31513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC49,364$2.32M0.02%+36713F-HRTimelineGroup
WEST MICHIGAN ADVISORS, LLC49,009$2.31M0.51%-8,85413F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …48,514$2.28M0.36%013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…47,660$2.24M<0.01%+13,65813F-HRTimelineGroup
Dorsey & Whitney Trust CO LLC46,589$2.19M0.12%013F-HRTimeline
Greenline Wealth Management LLC46,257$2.18M2.51%+1,36813F-HRTimeline
Quad-Cities Investment Group, LLC46,139$2.17M0.87%+1,66913F-HRTimeline
Etesian Wealth Advisors, Inc.45,704$2.15M0.69%+87413F-HRTimeline
Ellis Investment Partners, LLC45,681$2.15M0.37%+17,42913F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC45,179$2.13M0.03%+26,40513F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding43,719$2.05M+5,097Timeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…42,652$2.01M1%+2,23613F-HRTimelineGroup
PDS Planning, Inc42,350$1.99M0.13%+6,74613F-HRTimeline
Arkadios Wealth Advisors42,191$1.99M0.03%new13F-HRTimeline
Smallwood Wealth Investment Management,…42,166$1.99M1.05%+3,28413F-HRTimeline
Integrated Wealth Concepts LLC41,711$1.96M0.02%+37,01013F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC40,850$1.92M0.98%+40,41013F-HRTimeline
Wayfinding Financial, LLC39,436$1.86M0.81%+9,24413F-HRTimeline
Fiduciary Alliance LLC38,772$1.83M0.11%+2,89913F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC37,675$1.77M0.11%+1,82913F-HRTimeline
GENTRY PRIVATE WEALTH, LLC37,212$1.75M1.06%+12,93713F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.37,143$1.75M<0.01%+6,25813F-HRTimelineGroup
Rosenberg Matthew Hamilton37,067$1.75M0.36%-2,08113F-HRTimeline
Kingsview Wealth Management, LLC36,253$1.71M0.02%+10,30813F-HRTimeline
TopTier Wealth Management, LLC36,204$1.7M1.05%+4,70013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED34,991$1.65M0.12%+21,25813F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding34,967$1.65M+9,542Timeline
Peck Wealth Management, LLC34,674$1.63M1.64%+65013F-HRTimeline
RMR Wealth Builders34,557$1.63M0.13%+1,60813F-HRTimeline
Sowell Financial Services LLC34,050$1.6M0.06%+4,73813F-HRTimeline
Garden State Investment Advisory Servic…31,791$1.5M0.36%+6,23013F-HRTimeline
Belpointe Asset Management LLC31,333$1.48M0.05%-64113F-HRTimeline
J. R. Prunier Capital Management LLC31,215$1.47M0.62%-19,36713F-HRTimeline
CRA Financial Services, LLC31,203$1.47M0.19%+8,10913F-HRTimeline
DeLarme Wealth Management, Inc.30,950$1.46M0.94%+1,44913F-HRTimeline
Menard Financial Group LLC30,861$1.45M1.02%+40813F-HRTimeline
Shore Point Advisors, LLC30,704$1.45M0.57%new13F-HRTimeline
Sequent Planning LLC30,612$1.44M0.35%+7,72913F-HRTimeline
Retirement Planning Group, LLC30,520$1.44M0.04%-90313F-HRTimeline
AdvisorNet Financial, Inc29,974$1.41M0.07%+10,67213F-HRTimeline
JM2 Capital Inc.29,708$1.4M1.16%+2,93413F-HRTimeline
Rothschild Capital Partners, LLC29,194$1.37M0.34%new13F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…28,901$1.36M0.1%new13F-HRTimelineGroup
Centurion Wealth Management LLC28,824$1.36M0.31%+1,71813F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…28,131$1.32M0.04%+22,24913F-HRTimelineGroup
Newman Dignan & Sheerar, Inc.28,060$1.32M0.28%new13F-HRTimeline
Nolet Wealth Management, LLC27,943$1.32M0.75%+4,20113F-HRTimeline
RETIREMENT GUYS FORMULA LLC27,896$1.31M0.6%-1,57513F-HRTimeline
Sterling Investment Advisors, Ltd.27,695$1.3M0.24%+67513F-HRTimeline
Steward Partners Investment Advisory, L…27,538$1.3M0.01%-183,34613F-HRTimeline
Goldstone Financial Group, LLC26,930$1.27M0.14%-2,18513F-HRTimeline
Roof Eidam Maycock Peralta, LLC26,535$1.25M0.29%013F-HRTimeline
Comprehensive Financial Planning, Inc./…25,885$1.22M0.84%+1,55313F-HRTimeline
Daybright Advisory Services, Inc.25,865$1.22M0.34%-22613F-HRTimeline
Elevation Wealth Management LLC25,607$1.21M1.11%+66213F-HRTimeline
Foundations Investment Advisors, LLC25,545$1.2M0.01%+17,64813F-HRTimeline
HAZLETT, BURT & WATSON, INC.24,145$1.15M0.36%+11,35913F-HRTimeline
XY Planning Network, Inc.23,900$1.12M0.18%+12,25913F-HRTimeline
&PARTNERS23,236$1.09M0.01%+8013F-HRTimeline
Independent Wealth Network Inc.22,478$1.06M0.31%+69913F-HRTimeline
GeoWealth Management, LLC22,144$1.04M0.04%+3,36813F-HRTimeline
Prospera Financial Services Inc21,844$1.03M0.02%+6,62113F-HRTimeline
First Citizens Financial Corp20,961$987K0.47%-37513F-HRTimeline
Kuhn & Co Investment Counsel20,616$971K0.63%+1,20013F-HRTimeline
Balboa Wealth Partners20,080$945K0.16%new13F-HRTimeline
SeaCrest Wealth Management, LLC19,900$937K0.1%+81513F-HRTimeline
Opus Financial Solutions LLC19,477$917K0.86%+4,75813F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC19,381$912K0.23%-23513F-HRTimeline
USAdvisors Wealth Management, LLC19,043$893K0.3%+6413F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC19,000$889K0.47%new13F-HRTimeline
Sigma Planning Corp18,677$879K0.02%+3,84113F-HRTimeline
Layline Advisors, LLC18,623$877K0.98%13F-HRTimeline
Capstone Wealth Management, Inc.18,398$864K0.73%+57813F-HRTimeline
Brio Consultants, LLC18,012$843K0.1%+5,16213F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC17,618$829K0.11%+1,45413F-HRTimeline
Geneos Wealth Management Inc.17,312$815K0.02%+2,49413F-HRTimeline
DAVENPORT & Co LLC17,285$814K<0.01%-1,58513F-HRTimeline
Axis Wealth Partners, LLC17,188$809K0.43%+2,47113F-HRTimeline
Krilogy Financial LLC17,151$809K0.03%-1,26413F-HRTimeline
Wealthspire Advisors, LLC16,805$791K0.01%-19613F-HRTimeline
FWG Holdings, LLC16,801$788K0.3%-6,72213F-HRTimeline
D'Orazio & Associates, Inc.15,982$752K0.1%+1,34913F-HRTimeline
Ballast Financial Advisors LLC15,766$742K0.76%+1,17213F-HRTimeline
Allworth Financial LP15,761$742K<0.01%-4,34213F-HRTimeline
EP Wealth Advisors, LLC15,361$723K<0.01%+8,83813F-HRTimeline
Emergent Wealth Advisors, LLC14,750$694K0.41%+10,17013F-HRTimeline
Elevated Financial Group LLC14,668$691K0.23%new13F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC14,445$680K0.08%-5213F-HRTimeline
Cedarwood Wealth LLC14,391$678K0.68%+3,09113F-HRTimeline
1015 Capital Partners, LLC13,988$659K0.64%+50013F-HRTimeline
OneDigital Investment Advisors LLC13,874$653K0.01%-33313F-HRTimeline
CHAPIN DAVIS, INC.13,623$641K0.14%013F-HRTimeline
Balance Wealth Partners LLC13,537$637K0.2%-19,61613F-HRTimeline
Trask Adam Roland13,100$617K0.58%13F-HRTimeline
Orion Porfolio Solutions, LLC12,853$605K0.01%-13,89113F-HRTimeline
Advisory Services Network, LLC12,841$605K0.01%+20513F-HRTimeline
Trust Co12,490$588K0.06%+4,66413F-HRTimeline
Dynamic Advisor Solutions LLC12,471$587K0.02%+3,98013F-HRTimeline
Ausdal Financial Partners, Inc.12,290$579K0.03%+54813F-HRTimeline
Ankerstar Wealth, LLC12,223$575K0.61%-3,05613F-HRTimeline
BCI SECURITIES, INC.12,094$569K5.61%+5,12313F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC11,943$562K0.4%+10913F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP11,867$559K<0.01%-87313F-HRTimelineGroup
Detalus Advisors, LLC11,690$550K0.13%new13F-HRTimeline
First Heartland Consultants, Inc.11,430$538K0.04%+3,83313F-HRTimeline
FIRST AMERICAN BANK11,148$525K0.03%new13F-HRTimeline
Private Advisor Group, LLC10,992$518K<0.01%+7913F-HRTimeline
Anchor Investment Management, LLC10,703$504K0.04%013F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC10,579$498K0.1%+79913F-HRTimeline
J.W. COLE ADVISORS, INC.10,478$493K0.02%+1,83413F-HRTimeline
Aegis Wealth Management, Inc.10,332$486K0.38%+2,07413F-HRTimeline
Maia Wealth LLC10,142$477K0.08%-7,95413F-HRTimeline
Brand Asset Management Group, Inc.9,919$467K0.12%+2,52213F-HRTimeline
BAM Wealth Management, LLC9,780$460K0.34%+41313F-HRTimeline
MAI Capital Management9,402$443K<0.01%+75213F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…9,397$442K0.02%+4413F-HRTimelineGroup
RDA Financial Network9,392$442K0.11%+1,57413F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC9,200$433K0.02%new13F-HRTimelineGroup
FIRETHORN WEALTH PARTNERS, LLC9,131$430K0.16%+53813F-HRTimeline
Regal Investment Advisors LLC8,918$420K0.02%+1,19913F-HRTimeline
Elm3 Financial Group, LLC8,808$415K0.35%+10213F-HRTimeline
SUTTON PLACE INVESTORS LLC8,458$398K0.22%-23413F-HRTimeline
Summit Trail Advisors, LLC8,451$398K0.01%+1,95813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC8,402$396K<0.01%-15,44313F-HRTimelineGroup
UPTICK PARTNERS, LLC8,163$384K0.08%-4,40413F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO8,087$381K0.04%013F-HRTimeline
Plan Group Financial, LLC7,940$374K0.09%+77913F-HRTimeline
WealthTrak Capital Management LLC7,739$364K0.26%013F-HRTimeline
Stonehearth Capital Management, LLC7,576$357K0.14%+33113F-HRTimeline
UNIQUE WEALTH, LLC7,413$349K0.05%new13F-HRTimeline
Mayflower Financial Advisors, LLC7,085$334K0.04%new13F-HRTimeline
Wills Financial Group LLC7,094$332K0.13%+7113F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC6,994$329K0.08%+2,08913F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC6,910$325K0.07%+71613F-HRTimeline
Bravera Wealth6,729$317K0.14%+1,43913F-HRTimeline
Savvy Advisors, Inc.6,662$314K0.01%-10,44713F-HRTimeline
Semus Wealth Partners LLC6,535$308K0.17%+64213F-HRTimeline
Opal Wealth Advisors, LLC6,472$305K0.07%-6,97313F-HRTimeline
Retireful, LLC6,433$303K0.43%new13F-HRTimeline
CHOREO, LLC6,352$299K<0.01%013F-HRTimeline
Clear Creek Financial Management, LLC6,280$296K0.02%013F-HRTimeline
Impact Capital Partners LLC6,274$295K0.09%new13F-HRTimeline
Merit Financial Group, LLC6,233$293K<0.01%-7813F-HRTimeline
SageView Advisory Group, LLC6,178$291K0.01%+6813F-HRTimeline
Martin Investment Management, LLC6,114$288K0.09%+1,41013F-HRTimeline
Fortune Financial Advisors, LLC5,741$270K0.14%new13F-HRTimeline
Exit Wealth Advisors, LLC.5,717$269K0.14%new13F-HRTimeline
CAHILL FINANCIAL ADVISORS INC5,602$264K0.03%-4,17913F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC5,592$263K0.09%+6713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV5,587$263K<0.01%+72513F-HRTimeline
Linscomb Wealth, Inc.5,511$259K0.01%-33613F-HRTimeline
Strategic Financial Concepts, LLC5,411$255K0.06%new13F-HRTimeline
Bright Futures Wealth Management, LLC.5,390$254K0.17%new13F-HRTimeline
MGO ONE SEVEN LLC5,211$245K<0.01%-35013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC5,172$243K<0.01%new13F-HRTimeline
Waverly Advisors, LLC5,151$242K<0.01%+75413F-HRTimeline