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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
XTX Topco Ltdin group XTX Topco Ltd5,090$240K<0.01%new13F-HRTimelineGroup
M.E. ALLISON & CO., INC.5,025$237K0.16%013F-HRTimeline
Mathes Company, Inc.5,000$235K0.09%013F-HRTimeline
WESPAC Advisors, LLC4,973$234K0.13%013F-HRTimeline
Boulder Wealth Advisors, LLC4,817$227K0.09%-116,83313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC4,668$220K<0.01%new13F-HRTimelineGroup
WealthCare Investment Partners, LLC4,599$216K0.06%new13F-HRTimeline
Next Level Wealth Planning, LLC4,500$212K0.11%013F-HRTimeline
Beacon Financial Advisory LLC4,440$209K0.05%new13F-HRTimeline
Aprio Wealth Management, LLC4,372$206K0.01%new13F-HRTimeline
Fragasso Financial Advisors Inc4,263$200K0.01%new13F-HRTimeline
Forum Finance Group S.A.5,260$197K0.11%13F-HRTimeline
Barnes Dennig Private Wealth Management…3,652$172K0.17%+78913F-HRTimeline
Cordgrass Capital Advisors, LLC3,560$168K0.04%+2,79713F-HRTimeline
Capital Investment Counsel, Inc3,400$160K0.02%013F-HRTimeline
LGT Financial Advisors LLC3,397$160K0.82%+33413F-HRTimeline
MCF Advisors LLC3,110$146K0.01%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC2,767$130K<0.01%+11713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,689$127K<0.01%-2,37913F-HRTimelineGroup
Salomon & Ludwin, LLC2,512$118K0.01%-10913F-HRTimeline
CX Institutional2,370$112K<0.01%+2913F-HRTimeline
OBSIDIAN CIO, LLC2,347$110K0.1%+95013F-HRTimeline
CENTRAL TRUST Co2,326$110K<0.01%new13F-HRTimeline
Glass Jacobson Investment Advisors llc2,205$104K0.04%+1313F-HRTimeline
CENTAURUS FINANCIAL, INC.2,189$103K<0.01%new13F-HRTimeline
Pinnacle Bancorp, Inc.2,173$102K0.03%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.2,133$100K<0.01%+2513F-HRTimelineGroup
Arax Advisory Partners1,968$92.3K<0.01%+1,91213F-HRTimeline
Basepoint Wealth LLC1,926$90.7K0.05%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC1,921$90.4K<0.01%new13F-HRTimeline
Larson Financial Group LLC1,812$85.3K<0.01%-50313F-HRTimeline
Portfolio Resources Advisor Group, Inc.1,675$78.9K0.08%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,520$71.6K<0.01%013F-HRTimelineGroup
FIRST COMMUNITY TRUST NA1,479$69.6K0.05%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,410$66.4K<0.01%013F-HRTimelineGroup
GGM Financial LLC1,223$57.6K0.03%013F-HRTimeline
CoreCap Advisors, LLC1,218$57.4K<0.01%+25513F-HRTimeline
Parallel Advisors, LLC1,151$54.2K<0.01%+5713F-HR/ATimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,046$49.2K<0.01%+1213F-HRTimeline
Plante Moran Financial Advisors, LLC1,034$48.7K<0.01%new13F-HRTimeline
Burk Holdings LLC991$46.7K0.02%new13F-HRTimeline
Prestige Wealth Management Group LLC920$43.3K0.01%013F-HRTimeline
PROTECTIVE LIFE CORP794$37.4K0.12%new13F-HRTimeline
Torren Management, LLC778$36.6K0.02%new13F-HRTimeline
SHP Wealth Management637$30.1K<0.01%-813F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.630$29.7K<0.01%013F-HRTimelineGroup
MB, LEVIS & ASSOCIATES, LLC627$29.5K0.01%+713F-HRTimeline
FMR LLCin group FMR LLC562$26.5K<0.01%new13F-HRTimelineGroup
CBIZ Investment Advisory Services, LLC537$25.3K<0.01%+513F-HRTimeline
RHL GROUP, LLC482$22.7K0.02%+29413F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…375$17.6K<0.01%013F-HRTimeline
HFM Investment Advisors, LLC362$17.1K0.01%new13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP355$16.7K<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/352$16.5K<0.01%new13F-HRTimelineGroup
Imprint Wealth LLC317$14.9K0.07%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…293$13.8K<0.01%+313F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC244$11.5K<0.01%new13F-HRTimeline
North Ridge Wealth Advisors, Inc.213$10K0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.170$8K0.01%new13F-HRTimeline
Rossby Financial, LCC162$7.59K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC137$6.43K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC129$6.07K<0.01%new13F-HRTimelineGroup
Princeton Global Asset Management LLC122$5.74K<0.01%013F-HRTimeline
Innovative Asset Advisors Group, LLC121$5.68K<0.01%13F-HRTimeline
BLUELINE ADVISORS LLC101$4.75K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC100$4.71K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…97$4.58K<0.01%new13F-HR/ATimelineGroup
Sound Income Strategies, LLC93$4.36K<0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.61$2.88K<0.01%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…56$2.64K<0.01%new13F-HRTimelineGroup
VANGUARD ADVISERS INCin group VANGUARD GROUP INC33$1.55K<0.01%13F-HRTimelineGroup
Root Financial Partners, LLC24$1.13K<0.01%-70313F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS14$659<0.01%new13F-HRTimelineGroup
Crewe Advisors LLC8$382<0.01%013F-HRTimeline
SIGNATUREFD, LLC2$72<0.01%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC2$00%new13F-HRTimelineGroupValue filed as zero, left out of ratios.
Hanson & Doremus Investment Management1$00%new13F-HRTimelineValue filed as zero, left out of ratios.