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Disclosery

JCPB J P MORGAN EXCHANGE TRADED F

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CORE PLUS BD ETF (fund)

321 managers (327 13F filers) reported a position in JCPB shares at 2024-12-31, 87,014,317 shares in all. 37 filers opened a position and 19 filers sold out during the quarter.

Managers
321
13F filers
327
New
37
Added
178
Reduced
69
Sold out
19
Shares held by filers
87,014,317

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/8,345,960$384M0.04%+568,42513F-HRTimelineGroup
Legacy Wealth Management, LLC3,181,469$147M9.41%+162,38613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,104,816$143M0.05%13F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,100,895$143M0.01%+866,51913F-HRTimelineGroup
Grant Street Asset Management, Inc.2,032,031$93.6M24.49%+503,93613F-HRTimeline
Janney Montgomery Scott LLC1,928,429$88.8M0.25%+277,49113F-HRTimeline
Moss Adams Wealth Advisors LLC1,869,799$86.4M9.13%+253,90213F-HRTimeline
WMS Partners, LLC1,836,587$84.6M4.74%+173,57113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,793,770$82.6M0.02%+1,786,71013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC1,649,549$76M0.13%+492,72813F-HRTimelineGroup
Valeo Financial Advisors, LLC1,482,502$68.3M1.91%+1,123,21713F-HRTimeline
HighTower Advisors, LLC1,418,764$65.4M0.09%+90,77113F-HRTimeline
CGN Advisors LLC1,414,819$65.2M6.33%+131,34113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,408,431$64.9M<0.01%+402,61813F-HR/ATimelineGroup
Hughes Financial Services, LLC1,217,581$56.1M11.52%13F-HRTimeline
D.B. Root & Company, LLC1,179,469$54.3M17.28%+66,42413F-HRTimeline
Vestmark Advisory Solutions, Inc.1,121,915$51.7M1.78%+169,69513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,094,228$50.4M0.11%-35,11613F-HR/ATimelineGroup
CAPTRUST FINANCIAL ADVISORS1,075,876$49.6M0.14%-8,14713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,060,499$48.9M+359,971Timeline
SENTINEL PENSION ADVISORS, LLC1,029,003$47.4M8.79%+31,63313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…1,009,670$46.5M0.09%+60,48913F-HRTimelineGroup
Bogart Wealth, LLC946,021$43.6M2.07%+56,28013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…899,017$41.4M0.58%-209,40013F-HRTimelineGroup
Harbor Group, Inc.894,973$41.2M9.26%+37,26313F-HRTimeline
Wiser Wealth Management, Inc891,562$41.1M11.53%-39,42513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…858,945$39.6M0.03%+751,50213F-HRTimelineGroup
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…851,584$39.2M7.83%+318,31813F-HRTimeline
AllGen Financial Advisors, Inc.817,944$37.7M12.66%+80713F-HRTimeline
Tradition Wealth Management, LLC783,411$36.1M3.18%+147,25813F-HRTimeline
Joseph Group Capital Management753,409$34.7M13.68%+54,77713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC735,307$33.9M0.05%+43,90813F-HRTimeline
Corrigan Financial, Inc.726,761$33.5M7.68%+23,80513F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.704,793$32.5M10.85%-135,90413F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding656,334$30.2M+91,633Timeline
Cetera Investment Advisers636,151$29.3M0.06%+70,88713F-HRTimeline
Royal Harbor Partners, LLC627,243$28.9M10.91%+208,50713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC619,148$28.5M1.15%+54,13913F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding617,354$28.4M+70,902Timeline
Hartford Financial Management Inc.614,337$28.3M5.8%+15,75413F-HRTimeline
Destiny Wealth Partners, LLC573,038$26.4M4.31%+24,26613F-HRTimeline
McCarthy & Cox567,628$26.2M9.08%-37,63913F-HRTimeline
Forum Private Client Group LLC539,174$24.8M11.06%+36,36313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP533,721$24.6M0.04%+115,11313F-HRTimelineGroup
SPC Financial, Inc.532,971$24.6M2.14%+16,49713F-HRTimeline
Steele Capital Management, Inc.523,081$24.2M1.26%+73,10113F-HRTimeline
KELLY FINANCIAL GROUP LLC481,968$22.3M7.93%13F-HRTimeline
Aspen Wealth Management LLC466,590$21.5M6.37%+285,47513F-HRTimeline
Financial Connections Group, Inc.462,002$21.3M10.23%+9,27013F-HRTimeline
Continuum Advisory, LLC459,917$21.2M2.72%-6,58913F-HRTimeline
Aptus Capital Advisors, LLC448,534$20.7M0.25%+97,54113F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC448,534$20.7M1.65%+97,54213F-HRTimeline
Stadion Money Management, LLC415,127$19.1M1.5%new13F-HRTimeline
Avantax Planning Partners, Inc.409,843$18.9M0.68%+132,68513F-HRTimeline
Triad Wealth Partners, LLC408,683$18.8M6.8%+143,46813F-HRTimeline
Cambridge Investment Research Advisors,…404,449$18.6M0.06%+96,77713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC386,909$17.9M0.04%new13F-HRTimelineGroup
KICKSTAND VENTURES, LLC.385,363$17.8M4.53%+42,98913F-HRTimeline
Blue Oak Capital, LLC381,163$17.6M10.71%13F-HRTimeline
American Money Management, LLC369,806$17M3.32%+50,30013F-HRTimeline
MML INVESTORS SERVICES, LLC360,760$16.6M0.06%-17,24913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP353,831$16.3M0.02%-216,71713F-HRTimelineGroup
Peterson Wealth Advisors, LLC338,195$15.6M2.8%-23,75313F-HRTimeline
Mascoma Wealth Management LLC327,926$15.1M3.79%+8,76413F-HRTimeline
HUB Investment Partners, LLC318,801$14.7M0.62%-26,72213F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC315,670$14.5M10.88%13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA306,787$14.1M<0.01%+62,76213F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC303,122$14M0.11%new13F-HRTimelineGroup
John W. Brooker & Co., CPAs301,256$13.9M5.99%+92,20513F-HRTimeline
Mutual Advisors, LLC290,445$13.4M0.39%+17,47113F-HRTimeline
McAdam, LLC290,643$13.4M0.73%+181,63913F-HRTimeline
Janney Capital Management LLC290,543$13.4M0.89%-8,73013F-HRTimeline
Walkner Condon Financial Advisors LLC290,477$13.4M2.72%-10,83113F-HRTimeline
Magnus Financial Group LLC289,240$13.3M1.29%+53,92113F-HRTimeline
FMA Wealth Management, LLC286,149$13.2M9.81%+3,15813F-HRTimeline
Visionary Wealth Advisors284,891$13.1M0.77%-39,61013F-HRTimeline
ACIMA PRIVATE WEALTH, LLC281,866$13M4.37%+24,94213F-HRTimeline
Econ Financial Services Corp280,897$12.9M7.42%+174,24513F-HRTimeline
Berger Financial Group, Inc279,308$12.9M0.89%+15613F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC278,720$12.8M1.16%-22,60513F-HRTimeline
Horizon Investments, LLC276,501$12.7M0.36%-24,90013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.272,899$12.7M0.6%-120,50613F-HRTimelineGroup
Trinity Legacy Partners, LLC272,945$12.6M3.24%-33,87613F-HRTimeline
Perigon Wealth Management, LLC270,018$12.5M0.31%+86,88313F-HRTimeline
INNEALTA CAPITAL, LLC267,820$12.3M6%-143,76713F-HRTimeline
TD Capital Management LLC267,771$12.3M1.25%+46,40013F-HRTimeline
FAS Wealth Partners, Inc.264,738$12.2M1.02%+31,08313F-HRTimeline
IMA Advisory Services, Inc.261,245$12.1M1.46%+26,12013F-HRTimeline
BankPlus Trust Departmentgroup of 2 filers holding261,501$12MnewTimeline
DAYMARK WEALTH PARTNERS, LLC260,807$12M0.51%+13,76913F-HR/ATimeline
COOPER/HAIMS ADVISORS, LLC254,575$11.7M6.65%+42,13413F-HRTimeline
Cedar Point Capital Partners, LLC238,187$11M7.43%+31,48013F-HRTimeline
BCGM Wealth Management, LLC232,744$10.7M3.4%-61,83213F-HRTimeline
Milestone Investment Advisors LLC227,777$10.5M2.85%-164,54213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…224,601$10.3M0.01%+185,60613F-HRTimelineGroup
ARBOR TRUST WEALTH ADVISORS, LLC221,972$10.3M4.81%+115,26113F-HRTimeline
Pacific Wealth Management218,533$10.1M5.33%new13F-HRTimeline
Tarbox Family Office, Inc.209,571$9.65M1.59%+125,03913F-HRTimeline
TABLEAUX LLC195,272$9M7.44%13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.192,970$8.89M0.02%+4,69113F-HRTimelineGroup
VERUS CAPITAL PARTNERS, LLC185,269$8.53M0.81%+1,49213F-HR/ATimeline
Boulder Wealth Advisors, LLC184,703$8.51M4.39%-1,89613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP183,923$8.47M0.01%+45,34213F-HRTimelineGroup
ERn Financial, LLC180,276$8.31M1.25%+7,64413F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC175,075$8.07M0.16%new13F-HRTimeline
FLOYD FINANCIAL GROUP LLC175,854$8.03M6.6%13F-HRTimeline
SIERRA OCEAN, LLC174,165$8.02M6.55%13F-HRTimeline
Bond & Devick Financial Network, Inc.165,548$7.99M3.41%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP167,448$7.71M0.01%-1,219,68613F-HRTimelineGroup
Landmark Wealth Management, LLC167,124$7.7M3.41%+6,86013F-HRTimeline
Cannon Wealth Management Services, LLC160,664$7.43M6.4%+34,09013F-HRTimeline
N.E.W. Advisory Services LLC154,718$7.13M0.68%+19,29713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC154,499$7.12M0.01%new13F-HRTimelineGroup
Philip James Wealth Mangement, LLC152,187$7.01M0.91%+58,15513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.152,013$7M0.04%+39,41613F-HRTimeline
Per Stirling Capital Management, LLC.148,553$6.84M0.97%-31,23213F-HRTimeline
Clarity Wealth Advisors, LLC148,089$6.82M1.86%+24,90913F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC144,958$6.68M0.84%+5,94913F-HRTimeline
Greenbush Financial Group, LLC144,541$6.66M3.51%13F-HRTimeline
MN Wealth Advisors, LLC137,059$6.31M3.55%+7,37013F-HRTimeline
Garden State Investment Advisory Servic…135,826$6.29M1.93%-73,04813F-HRTimeline
Steward Partners Investment Advisory, L…135,647$6.25M0.06%+135,07913F-HRTimeline
LPL Financial LLC135,487$6.24M<0.01%+37513F-HRTimeline
Lionsbridge Wealth Management LLC134,675$6.2M5.21%-5,80013F-HRTimeline
MATHER GROUP, LLC.133,121$6.13M0.08%+74813F-HRTimeline
D.A. DAVIDSON & CO.132,440$6.1M0.05%+61,14213F-HRTimeline
Trivium Point Advisory, LLC129,855$5.98M0.76%+7,83313F-HRTimeline
Ignite Planners, LLC128,432$5.91M1.3%+6,04213F-HRTimeline
Atria Wealth Solutions, Inc.126,417$5.83M0.06%+12,66013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…120,193$5.54M0.19%+94613F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV116,124$5.35M0.39%+59,17513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …114,941$5.3M0.08%+9,83813F-HRTimelineGroup
FAGAN ASSOCIATES, INC.110,110$5.07M0.81%+5,92013F-HRTimeline
Waterloo Capital, L.P.104,262$4.8M0.51%new13F-HRTimeline
Summit Financial Strategies, Inc.102,791$4.74M0.52%new13F-HRTimeline
AssuredPartners Investment Advisors, LLC95,670$4.41M0.86%13F-HRTimeline
TOWNSQUARE CAPITAL LLC95,389$4.39M0.05%-8,80113F-HRTimeline
Capital Planning LLC89,181$4.13M1.08%-23,41613F-HRTimeline
TruWealth Advisors, LLC88,688$4.09M0.25%+99613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…86,812$4M0.11%+16,03313F-HRTimelineGroup
United Advisor Group, LLC86,066$3.97M0.78%+15,88213F-HRTimeline
5T Wealth, LLC82,939$3.82M2.09%13F-HRTimeline
HARBOUR INVESTMENTS, INC.82,595$3.81M0.11%+6,50413F-HRTimeline
Sanctuary Advisors, LLC76,818$3.57M0.02%+18,33513F-HRTimeline
Leo Wealth, LLC77,373$3.56M0.32%+10,94213F-HRTimeline
Grey Ledge Advisors, LLC77,000$3.55M0.92%+13,83013F-HRTimeline
WEST MICHIGAN ADVISORS, LLC76,556$3.54M1.07%+2,38713F-HRTimeline
Goldstone Financial Group, LLC76,557$3.53M0.55%new13F-HRTimeline
Sprinkle Financial Consultants LLC72,663$3.35M2.28%+38,93113F-HRTimeline
Houlihan Financial Resource Group, Ltd.72,155$3.32M1.42%+16,31013F-HRTimeline
Arete Wealth Advisors, LLC70,935$3.27M0.24%+22,43313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC70,293$3.24M0.1%+2,95013F-HRTimelineGroup
Legacy Investment Solutions, LLC68,216$3.16M2.08%-7,17513F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…68,216$3.16M2.08%-7,17513F-HRTimelineGroup
Gotham Asset Management, LLC67,695$3.12M0.03%+3,56413F-HRTimeline
Global Retirement Partners, LLC67,668$3.12M0.09%+8,42913F-HRTimeline
OARSMAN CAPITAL, INC.67,295$3.1M0.54%+76613F-HRTimeline
Snowden Capital Advisors LLC66,671$3.08M0.1%+13,29013F-HRTimeline
Pine Valley Investments Ltd Liability Co65,254$3.01M0.2%+14,53913F-HRTimeline
Allworth Financial LP64,867$3M0.02%-7,90513F-HRTimeline
MassMutual Private Wealth & Trust, FSB63,731$2.94M0.08%+35613F-HRTimeline
MidAtlantic Capital Management, Inc.61,951$2.85M2.09%-2,39613F-HRTimeline
MONEY CONCEPTS CAPITAL CORP60,527$2.79M0.21%+9,71113F-HRTimeline
Aveo Capital Partners, LLC60,396$2.78M0.3%-6,21013F-HRTimeline
COURIER CAPITAL LLC58,086$2.68M0.18%+10,81013F-HRTimeline
Medallion Wealth Advisors, LLC56,766$2.62M1.3%13F-HRTimeline
Summit Wealth Partners, LLC56,532$2.6M0.53%+6,85013F-HRTimeline
Trademark Financial Management, LLC56,060$2.58M2.05%-5,04513F-HRTimeline
FLOW TRADERS U.S. LLC54,471$2.51M0.1%+40,81013F-HRTimeline
Acorn Wealth Advisors, LLC52,397$2.41M1%new13F-HRTimeline
James J. Burns & Company, LLC52,368$2.41M0.42%+11,66813F-HRTimeline
LexAurum Advisors, LLC50,404$2.32M0.46%+14,13913F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC50,232$2.31M0.03%+5,90513F-HRTimelineGroup
NewEdge Advisors, LLC50,030$2.3M0.01%+22,18013F-HRTimeline
CWM, LLCin group CWM, LLC47,672$2.2M0.01%+24,23913F-HRTimelineGroup
Creative Planningin group Creative Planning45,649$2.1M<0.01%-15,08913F-HRTimelineGroup
TRUSTMARK BANK TRUST DEPARTMENT44,420$2.05M0.15%+16,74613F-HRTimeline
Saxony Capital Management, LLC44,380$2.04M1.8%-49113F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding44,162$2.02M-6,421Timeline
Quad-Cities Investment Group, LLC42,053$1.94M0.95%+88013F-HRTimeline
Belpointe Asset Management LLC39,392$1.81M0.11%+11713F-HRTimeline
Retirement Planning Group, LLC39,120$1.8M0.09%-2,30913F-HRTimeline
Patten Group, Inc.38,530$1.78M0.39%+7,97813F-HRTimeline
OBSIDIAN CIO, LLC36,210$1.67M0.3%+1,31713F-HRTimeline
Capital Advisors Wealth Management, LLC35,867$1.65M0.29%-2,92113F-HRTimeline
Orion Porfolio Solutions, LLC35,848$1.65M0.02%+7,32713F-HRTimeline
Orion Portfolio Solutions, LLC35,848$1.65M0.02%+7,32713F-HRTimeline
Heritage Wealth Management, Inc.34,448$1.59M0.53%+2,72013F-HRTimeline
Beacon Pointe Advisors, LLC33,987$1.57M0.02%+8,28713F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC33,818$1.56M0.1%+82513F-HRTimeline
STRATEGIC PLANNING GROUP, LLC32,790$1.51M0.28%+10,82013F-HRTimeline
Menard Financial Group LLC32,607$1.5M0.9%-11813F-HRTimeline
Etesian Wealth Advisors, Inc.32,147$1.48M0.66%+7,07013F-HRTimeline
Alpha Advisors, LLC/VA31,890$1.47M1.51%13F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC31,430$1.45M0.65%+8,62913F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC31,375$1.45M0.05%-15,19613F-HRTimeline
RETIREMENT GUYS FORMULA LLC31,047$1.43M0.72%new13F-HRTimeline
BridgePort Financial Solutions, LLC29,732$1.4M0.63%13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC29,570$1.36M<0.01%new13F-HRTimelineGroup
Blueprint Investment Partners LLCin group Blueprint Investment Partners…29,265$1.35M0.21%+9,28013F-HRTimelineGroup