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Disclosery

JCPB J P MORGAN EXCHANGE TRADED F

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CORE PLUS BD ETF (fund)

500 managers (508 13F filers) reported a position in JCPB shares at 2026-06-30, 254,900,688 shares in all. 62 filers opened a position and 32 filers sold out during the quarter.

Managers
500
13F filers
508
New
62
Added
306
Reduced
99
Sold out
32
Shares held by filers
254,900,688

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Carolina Wealth Management Inc6,458$303K0.14%13F-HRTimeline
Quantum Financial Planning Services, In…6,420$301K0.09%new13F-HRTimeline
Impact Capital Partners LLC6,350$298K0.08%+7613F-HRTimeline
CAHILL FINANCIAL ADVISORS INC6,289$295K0.03%+68713F-HRTimeline
SageView Advisory Group, LLC6,163$289K0.01%-1513F-HRTimeline
Martin Investment Management, LLC6,114$287K0.1%013F-HRTimeline
Strategic Financial Concepts, LLC6,012$282K0.08%+60113F-HRTimeline
Johnson Financial Group, LLC6,010$282K0.02%new13F-HRTimeline
Skyline Advisors, Inc.5,978$281K0.09%new13F-HRTimeline
National Philanthropic Trust5,920$278K<0.01%new13F-HRTimeline
Fortune Financial Advisors, LLC5,763$271K0.12%+2213F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC5,761$270K0.07%+16913F-HR/ATimeline
Orion Porfolio Solutions, LLC5,689$267K<0.01%-7,16413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC5,688$267K<0.01%+1,02013F-HRTimelineGroup
Opal Wealth Advisors, LLC5,647$265K0.06%-82513F-HRTimeline
Linscomb Wealth, Inc.5,511$259K0.01%013F-HRTimeline
Putney Financial Group LLC5,464$256K0.23%new13F-HRTimeline
MGO ONE SEVEN LLC5,437$255K<0.01%+22613F-HRTimeline
SECURITY NATIONAL BANK OF SIOUX CITY IO…5,428$255K0.1%new13F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …5,391$253K<0.01%new13F-HR/ATimelineGroup
Western Wealth Management, LLC5,358$252K0.01%new13F-HRTimeline
Clear Creek Financial Management, LLC5,330$250K0.02%-95013F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC5,120$240K0.12%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV5,056$237K<0.01%-53113F-HR/ATimeline
Arax Advisory Partners5,038$236K<0.01%+3,07013F-HRTimeline
M.E. ALLISON & CO., INC.5,025$236K0.14%013F-HRTimeline
Mathes Company, Inc.5,000$235K0.07%013F-HRTimeline
Boyce & Associates Wealth Consulting, I…4,983$234K0.16%new13F-HRTimeline
WESPAC Advisors, LLC4,973$233K0.11%013F-HRTimeline
Maia Wealth LLC4,904$230K0.03%-5,23813F-HRTimeline
Aurdan Capital Management, LLC4,788$225K0.06%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,720$222K<0.01%+3,20013F-HRTimelineGroup
Wealthspire Retirement, LLC4,653$218K0.01%new13F-HRTimeline
Fragasso Financial Advisors Inc4,645$218K0.01%+38213F-HRTimeline
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SE…in group TIAA4,608$216K<0.01%new13F-HRTimelineGroup
Capital Investment Advisory Services, L…4,567$214K0.01%new13F-HRTimeline
Tidemark, LLC4,522$212K0.05%new13F-HRTimeline
Next Level Wealth Planning, LLC4,500$211K0.09%013F-HRTimeline
Burk Holdings LLC4,442$209K0.08%+3,45113F-HRTimeline
Glass Jacobson Investment Advisors llc4,429$208K0.06%+2,22413F-HRTimeline
Members Trust Co4,400$207K0.01%new13F-HRTimeline
Forum Finance Group S.A.5,260$200K0.07%013F-HRTimeline
Barnes Dennig Private Wealth Management…4,247$199K0.16%+59513F-HRTimeline
Cape Investment Advisory, Inc.3,749$176K0.05%new13F-HRTimeline
LGT Financial Advisors LLC3,530$166K0.88%+13313F-HRTimeline
Capital Investment Counsel, Inc3,400$160K0.02%013F-HRTimeline
Key Financial Inc3,300$155K0.03%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.2,706$127K<0.01%+57313F-HRTimelineGroup
OBSIDIAN CIO, LLC2,505$118K0.09%+15813F-HRTimeline
Salomon & Ludwin, LLC2,512$117K0.01%013F-HRTimeline
CENTAURUS FINANCIAL, INC.2,468$116K<0.01%+27913F-HRTimeline
CX Institutional2,398$113K<0.01%+2813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,325$109K<0.01%-36413F-HRTimelineGroup
Parkside Financial Bank & Trust2,299$108K0.01%new13F-HRTimeline
PRIVATE TRUST CO NA2,258$106K0.01%new13F-HRTimeline
Pinnacle Bancorp, Inc.2,173$102K0.03%013F-HRTimeline
Ashton Thomas Private Wealth, LLC2,050$96.2K<0.01%+12913F-HRTimeline
Cordgrass Capital Advisors, LLC2,035$95.5K0.04%-1,52513F-HRTimeline
Larson Financial Group LLC2,020$94.8K<0.01%+20813F-HRTimeline
Stone House Investment Management, LLC1,931$90.6K0.01%new13F-HRTimeline
Quent Capital, LLC1,837$86.2K0.01%new13F-HRTimeline
Portfolio Resources Advisor Group, Inc.1,675$78.6K0.07%013F-HRTimeline
FIRST COMMUNITY TRUST NA1,479$69.4K0.03%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,410$66.2K<0.01%013F-HRTimelineGroup
GGM Financial LLC1,223$57.4K0.02%013F-HRTimeline
Parallel Advisors, LLC1,158$54.4K<0.01%+713F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,059$49.7K<0.01%+1313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,039$48.7K<0.01%+68713F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC958$44.6K<0.01%-1,80913F-HRTimeline
Prestige Wealth Management Group LLC920$43.2K0.01%013F-HRTimeline
PROTECTIVE LIFE CORP794$37.3K0.27%013F-HRTimeline
Torren Management, LLC788$37K0.02%+1013F-HRTimeline
SHP Wealth Management643$30.2K<0.01%+613F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC635$29.8K0.01%+813F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.630$29.6K<0.01%013F-HRTimelineGroup
RHL GROUP, LLC586$27.5K0.02%+10413F-HRTimeline
CBIZ Investment Advisory Services, LLC537$25.3K<0.01%013F-HRTimeline
IFG Advisory, LLC442$20.7K<0.01%new13F-HRTimeline
Silver Grove Financial Group, Inc.418$19.6K0.01%+35713F-HRTimeline
Medallion Wealth Advisors, LLC406$19.1K0.01%-92,86513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…375$17.5K<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP355$16.7K<0.01%013F-HRTimelineGroup
MARK SHEPTOFF FINANCIAL PLANNING, LLC300$14.1K0.01%-18,70013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…297$14K<0.01%+413F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC244$11.5K<0.01%013F-HRTimeline
BLUELINE ADVISORS LLC166$7.79K0.01%+6513F-HRTimeline
Rossby Financial, LCC162$7.6K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC160$7.51K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC137$6.45K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC129$6.05K<0.01%013F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…107$5.03K<0.01%+5113F-HRTimelineGroup
HFM Investment Advisors, LLC91$4.26K<0.01%-27113F-HRTimeline
Kingdom Financial Group LLC.29$1.36K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…21$985<0.01%-7613F-HRTimelineGroup
Blue Trust, Inc.9$424<0.01%new13F-HRTimeline
Crewe Advisors LLC8$385<0.01%013F-HRTimeline
Abound Wealth Management8$377<0.01%new13F-HRTimeline
SIGNATUREFD, LLC7$333<0.01%+513F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…7$329<0.01%new13F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…3$141<0.01%new13F-HRTimelineGroup