Skip to content
Disclosery

JCPB J P MORGAN EXCHANGE TRADED F

Follow

CORE PLUS BD ETF (fund)

343 managers (349 13F filers) reported a position in JCPB shares at 2025-03-31, 109,981,209 shares in all. 48 filers opened a position and 23 filers sold out during the quarter.

Managers
343
13F filers
349
New
48
Added
201
Reduced
82
Sold out
23
Shares held by filers
109,981,209

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/8,060,341$379M0.03%-285,61913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,844,548$181M0.07%+739,73213F-HRTimelineGroup
HB Wealth Management, LLC3,777,846$178M1.49%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,476,403$164M0.01%+375,50813F-HRTimelineGroup
Legacy Wealth Management, LLC3,233,844$152M10.14%+52,37513F-HRTimeline
HighTower Advisors, LLC2,804,192$132M0.18%+1,385,42813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,551,459$120M0.01%+1,143,02813F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC2,419,330$114M0.19%+769,78113F-HRTimelineGroup
Janney Montgomery Scott LLC2,247,634$106M0.3%+319,20513F-HRTimeline
FACTORY MUTUAL INSURANCE CO2,151,300$101M1.17%new13F-HRTimeline
Moss Adams Wealth Advisors LLC2,016,597$94.9M9.99%+146,79813F-HRTimeline
Summit Financial Strategies, Inc.1,926,980$90.6M9.14%+1,824,18913F-HRTimeline
Valeo Financial Advisors, LLC2,034,162$87.6M2.45%+551,66013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,765,812$83.1M0.19%+671,58413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,727,162$81.2M0.02%-66,60813F-HRTimelineGroup
First Pacific Financial1,639,575$77.1M15.65%new13F-HRTimeline
Grant Street Asset Management, Inc.1,596,247$75.1M18.38%-435,78413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,567,223$73.7M0.1%+831,91613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,500,254$70.6M0.06%+641,30913F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.1,475,206$69.4M1.79%+353,29113F-HRTimeline
CGN Advisors LLC1,427,917$67.2M6.57%+13,09813F-HRTimeline
Bogart Wealth, LLC1,381,760$65M3.07%+435,73913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,324,681$62.3M+264,182Timeline
Hughes Financial Services, LLC1,301,631$61.1M11.96%+84,05013F-HRTimeline
D.B. Root & Company, LLC1,231,002$57.9M18.7%+51,53313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS1,164,274$54.8M0.14%+88,39813F-HRTimeline
SENTINEL PENSION ADVISORS, LLC1,118,942$52.6M9.69%+89,93913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,100,599$51.8M1.93%+481,45113F-HRTimelineGroup
Cetera Investment Advisers1,054,381$49.6M0.1%+418,23013F-HRTimeline
Allen Capital Group, LLC1,019,115$47.9M5.5%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp960,209$45.2M2.06%new13F-HRTimelineGroup
Wiser Wealth Management, Inc949,295$44.7M12.53%+57,73313F-HRTimeline
Harbor Group, Inc.925,625$43.5M8.7%+30,65213F-HRTimeline
Tradition Wealth Management, LLC833,877$39.2M3.45%+50,46613F-HRTimeline
AllGen Financial Advisors, Inc.832,782$39.2M11.6%+14,83813F-HRTimeline
Berger Financial Group, Inc809,673$38.1M2.65%+530,36513F-HRTimeline
Corrigan Financial, Inc.790,495$37.2M7.66%+63,73413F-HRTimeline
Joseph Group Capital Management766,495$36.1M13.78%+13,08613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC734,724$34.6M0.29%+431,60213F-HR/ATimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding715,801$33.7M+98,447Timeline
Focus Partners Wealthgroup of 2 filers holding688,669$32.4M+32,335Timeline
VOISARD ASSET MANAGEMENT GROUP, INC.648,991$30.5M8.92%-55,80213F-HRTimeline
Hartford Financial Management Inc.620,029$29.2M6.02%+5,69213F-HRTimeline
Royal Harbor Partners, LLC603,989$28.4M11%-23,25413F-HRTimeline
McCarthy & Cox583,791$27.5M11.96%+16,16313F-HRTimeline
Avidian Wealth Enterprises, LLC576,437$27.1M1.21%new13F-HRTimeline
Forum Private Client Group LLC567,356$26.7M11.58%+28,18213F-HRTimeline
Destiny Wealth Partners, LLC565,755$26.6M4.22%-7,28313F-HRTimeline
SPC Financial, Inc.560,615$26.4M2.32%+27,64413F-HRTimeline
Aspen Wealth Management LLC550,507$25.9M7.33%+83,91713F-HRTimeline
Avantax Planning Partners, Inc.548,534$25.8M0.91%+138,69113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP532,739$25.1M0.04%-98213F-HRTimelineGroup
Steele Capital Management, Inc.530,603$25M1.3%+7,52213F-HRTimeline
KELLY FINANCIAL GROUP LLC521,507$24.5M7.67%+39,53913F-HRTimeline
Arlington Financial Advisors, LLC510,678$24M4.22%new13F-HRTimeline
Continuum Advisory, LLC493,146$23.2M2.99%+33,22913F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…477,607$22.5M0.33%-421,41013F-HRTimelineGroup
IMA Advisory Services, Inc.476,496$22.4M2.66%+215,25113F-HRTimeline
Triad Wealth Partners, LLC475,193$22.4M6.95%+66,51013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management475,044$22.3M0.72%+474,98013F-HRTimelineGroup
Aptus Capital Advisors, LLC470,189$22.1M0.25%+21,65513F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC470,189$22.1M1.77%+21,65513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA434,826$20.5M<0.01%+128,03913F-HR/ATimelineGroup
VERUS CAPITAL PARTNERS, LLC430,196$20.2M2.02%+244,92713F-HR/ATimeline
Cerity Partners LLCin group Cerity Partners LLC425,896$20M0.04%+38,98713F-HRTimelineGroup
KICKSTAND VENTURES, LLC.417,142$19.6M5.05%+31,77913F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC416,364$19.6M0.84%+155,55713F-HR/ATimeline
John W. Brooker & Co., CPAs413,778$19.5M8.05%+112,52213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP409,838$19.3M0.02%+56,00713F-HRTimelineGroup
Tarbox Family Office, Inc.409,302$19.3M3.2%+199,73113F-HRTimeline
Blue Oak Capital, LLC408,827$19.2M10.61%+27,66413F-HRTimeline
McAdam, LLC395,896$18.6M1.15%+105,25313F-HRTimeline
American Money Management, LLC395,722$18.6M3.53%+25,91613F-HRTimeline
Stadion Money Management, LLC394,027$18.5M1.85%-21,10013F-HRTimeline
Cambridge Investment Research Advisors,…390,685$18.4M0.06%-13,76413F-HRTimeline
Walkner Condon Financial Advisors LLC390,037$18.3M3.71%+99,56013F-HRTimeline
Peterson Wealth Advisors, LLC364,232$17M3.28%+26,03713F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.353,180$16.6M0.81%+80,28113F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…351,775$16.5M0.01%+127,17413F-HRTimelineGroup
Mach-1 Financial Group, LLC349,377$16.4M4.93%new13F-HRTimeline
Mascoma Wealth Management LLC348,331$16.4M4.08%+20,40513F-HRTimeline
N.E.W. Advisory Services LLC342,893$16.1M1.23%+188,17513F-HRTimeline
Bond & Devick Financial Network, Inc.338,625$15.9M5.78%+173,07713F-HRTimeline
Trinity Legacy Partners, LLC338,306$15.6M3.95%+65,36113F-HRTimeline
Magnus Financial Group LLC329,315$15.5M1.5%+40,07513F-HRTimeline
HUB Investment Partners, LLC324,298$15.3M0.62%+5,49713F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC321,814$15.1M10.6%+6,14413F-HRTimeline
TD Capital Management LLC312,726$14.7M1.49%+44,95513F-HRTimeline
Mutual Advisors, LLC301,161$14.1M0.4%+10,71613F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC295,903$13.9M1.18%+17,18313F-HRTimeline
BankPlus Trust Departmentgroup of 2 filers holding292,447$13.8M+30,946Timeline
FMA Wealth Management, LLC287,965$13.6M10.45%+1,81613F-HRTimeline
Janney Capital Management LLC285,381$13.4M0.92%-5,16213F-HRTimeline
Econ Financial Services Corp284,618$13.4M7.13%+3,72113F-HRTimeline
FAS Wealth Partners, Inc.276,194$13M1.06%+11,45613F-HRTimeline
Horizon Investments, LLC274,858$12.8M0.38%-1,64313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP260,378$12.2M0.02%+92,93013F-HRTimelineGroup
COOPER/HAIMS ADVISORS, LLC254,615$12M6.49%+4013F-HRTimeline
Alpha Advisors, LLC/VA247,287$11.6M10.13%+215,39713F-HRTimeline
Cedar Point Capital Partners, LLC240,786$11.3M7.6%+2,59913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…236,640$11.1M0.02%+227,52413F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC232,197$10.9M5.12%+10,22513F-HRTimeline
Financial Connections Group, Inc.230,390$10.8M4.87%-231,61213F-HRTimeline
Milestone Investment Advisors LLC230,364$10.8M3.01%+2,58713F-HRTimeline
ACIMA PRIVATE WEALTH, LLC229,720$10.8M3.88%-52,14613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.224,420$10.6M0.02%+31,45013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP217,280$10.2M0.01%+33,35713F-HR/ATimelineGroup
TABLEAUX LLC213,719$10.1M7.25%+18,44713F-HRTimeline
BCGM Wealth Management, LLC212,293$9.99M3.07%-20,45113F-HRTimeline
ERn Financial, LLC209,933$9.88M1.56%+29,65713F-HRTimeline
D.A. DAVIDSON & CO.203,793$9.59M0.08%+71,35313F-HRTimeline
Visionary Wealth Advisors193,192$9.09M0.55%-91,69913F-HRTimeline
Modern Wealth Management, LLC192,483$9.05M0.29%new13F-HR/ATimeline
Boulder Wealth Advisors, LLC191,512$9.01M5.24%+6,80913F-HRTimeline
Steward Partners Investment Advisory, L…190,890$8.98M0.08%+55,24313F-HRTimeline
SIERRA OCEAN, LLC190,781$8.97M7.08%+16,61613F-HRTimeline
Waterloo Capital, L.P.186,804$8.79M0.82%+82,54213F-HRTimeline
FLOYD FINANCIAL GROUP LLC182,212$8.57M7.75%+6,35813F-HRTimeline
Perigon Wealth Management, LLC180,081$8.47M0.22%-89,93713F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.176,469$8.3M0.05%+24,45613F-HRTimeline
Philip James Wealth Mangement, LLC169,656$7.98M0.97%+17,46913F-HRTimeline
Landmark Wealth Management, LLC164,002$7.71M3.4%-3,12213F-HRTimeline
Cannon Wealth Management Services, LLC165,377$7.69M6.87%+4,71313F-HRTimeline
FAGAN ASSOCIATES, INC.159,341$7.5M1.25%+49,23113F-HRTimeline
Trivium Point Advisory, LLC157,387$7.4M0.92%+27,53213F-HRTimeline
Clarity Wealth Advisors, LLC156,121$7.34M2.04%+8,03213F-HRTimeline
INNEALTA CAPITAL, LLC152,150$7.16M3.88%-115,67013F-HRTimeline
Ignite Planners, LLC153,039$7.13M1.4%+24,60713F-HRTimeline
Greenbush Financial Group, LLC151,591$7.13M3.55%+7,05013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV148,562$6.99M0.53%+32,43813F-HRTimeline
Per Stirling Capital Management, LLC.145,742$6.86M0.99%-2,81113F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC145,525$6.85M0.86%+56713F-HRTimeline
Atria Wealth Solutions, Inc.141,746$6.67M0.08%+15,32913F-HRTimeline
MATHER GROUP, LLC.138,256$6.5M0.08%+5,13513F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC137,825$6.48M0.12%-37,25013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC137,588$6.47M0.01%-16,91113F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC132,399$6.23M0.02%-228,36113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …128,915$6.06M0.09%+13,97413F-HRTimelineGroup
LPL Financial LLC125,598$5.91M<0.01%-9,88913F-HRTimeline
Capital Planning LLC121,446$5.71M1.6%+32,26513F-HRTimeline
Lionsbridge Wealth Management LLC119,886$5.64M5.01%-14,78913F-HRTimeline
MN Wealth Advisors, LLC114,234$5.37M3.16%-22,82513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…107,712$5.07M0.12%+20,90013F-HRTimelineGroup
AssuredPartners Investment Advisors, LLC100,294$4.72M0.91%+4,62413F-HRTimeline
TOWNSQUARE CAPITAL LLC99,241$4.67M0.05%+3,85213F-HRTimeline
TruWealth Advisors, LLC95,526$4.49M0.27%+6,83813F-HRTimeline
United Advisor Group, LLC95,453$4.49M0.92%+9,38713F-HRTimeline
5T Wealth, LLC89,068$4.19M2.38%+6,12913F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC84,022$3.95M0.33%new13F-HRTimeline
Balance Wealth Partners LLC82,267$3.87M2.51%13F-HRTimeline
Sprinkle Financial Consultants LLC79,753$3.75M2.38%+7,09013F-HRTimeline
WEST MICHIGAN ADVISORS, LLC79,731$3.75M1.24%+3,17513F-HRTimeline
Arete Wealth Advisors, LLC78,901$3.71M0.28%+7,96613F-HRTimeline
Sanctuary Advisors, LLC78,370$3.69M0.03%+1,55213F-HRTimeline
COURIER CAPITAL LLC77,927$3.67M0.24%+19,84113F-HRTimeline
Goldstone Financial Group, LLC77,522$3.65M0.55%+96513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC75,554$3.55M0.11%+5,26113F-HRTimelineGroup
Houlihan Financial Resource Group, Ltd.73,785$3.47M1.56%+1,63013F-HRTimeline
Grey Ledge Advisors, LLC73,509$3.46M0.91%-3,49113F-HRTimeline
MassMutual Private Wealth & Trust, FSB70,015$3.29M0.1%+6,28413F-HRTimeline
Snowden Capital Advisors LLC68,004$3.2M0.1%+1,33313F-HRTimeline
Gotham Asset Management, LLC67,695$3.18M0.03%013F-HRTimeline
Pine Valley Investments Ltd Liability Co67,685$3.18M0.2%+2,43113F-HRTimeline
Trademark Financial Management, LLC62,815$2.95M2.25%+6,75513F-HRTimeline
Allworth Financial LP62,584$2.92M0.02%-2,28313F-HRTimeline
Garden State Investment Advisory Servic…61,904$2.91M0.93%-73,92213F-HRTimeline
MidAtlantic Capital Management, Inc.61,739$2.9M2.28%-21213F-HRTimeline
Betterment LLC61,433$2.89M0.01%+32,22813F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC61,331$2.89M0.08%+49,23113F-HRTimeline
Summit Wealth Partners, LLC61,025$2.87M0.58%+4,49313F-HRTimeline
Base Wealth Management LLC60,304$2.84M2.16%13F-HRTimeline
CW Advisors, LLC60,234$2.83M0.03%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.59,437$2.8M0.08%-23,15813F-HRTimeline
MONEY CONCEPTS CAPITAL CORP59,073$2.78M0.21%-1,45413F-HRTimeline
James J. Burns & Company, LLC58,794$2.77M0.5%+6,42613F-HRTimeline
Medallion Wealth Advisors, LLC54,116$2.54M1.15%-2,65013F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT53,832$2.53M0.19%+9,41213F-HRTimeline
Acorn Wealth Advisors, LLC53,193$2.5M1.04%+79613F-HRTimeline
CWM, LLCin group CWM, LLC52,986$2.49M0.01%+5,31413F-HRTimelineGroup
Creative Planningin group Creative Planning52,644$2.48M<0.01%+6,99513F-HRTimelineGroup
Capital Advisors Wealth Management, LLC51,469$2.42M0.43%+15,60213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC50,983$2.4M<0.01%+43,86713F-HRTimelineGroup
LexAurum Advisors, LLC50,800$2.39M0.46%+39613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC50,598$2.38M0.03%+36613F-HRTimelineGroup
Coordinated Financial Services, Inc./CO48,925$2.3M1.76%13F-HRTimeline
Aveo Capital Partners, LLC48,921$2.28M0.38%-11,47513F-HRTimeline
BridgePort Financial Solutions, LLC48,320$2.27M1.03%+18,58813F-HRTimeline
Etesian Wealth Advisors, Inc.45,444$2.14M0.92%+13,29713F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding45,152$2.12M+990Timeline
OARSMAN CAPITAL, INC.45,049$2.12M0.38%-22,24613F-HRTimeline
Quad-Cities Investment Group, LLC43,956$2.07M1.02%+1,90313F-HRTimeline
NewEdge Advisors, LLC43,805$2.06M0.01%-6,22513F-HRTimeline
Patten Group, Inc.43,294$2.04M0.47%+4,76413F-HRTimeline
Saxony Capital Management, LLC42,891$2.02M1.77%-1,48913F-HRTimeline
Wolf Group Capital Advisors42,806$2.01M0.68%new13F-HRTimeline
Heritage Wealth Management, Inc.40,098$1.89M0.64%+5,65013F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC38,725$1.82M1.77%13F-HRTimeline
STRATEGIC PLANNING GROUP, LLC38,231$1.8M0.35%+5,44113F-HRTimeline
Belpointe Asset Management LLC37,355$1.76M0.09%-2,03713F-HRTimeline
Retirement Planning Group, LLC36,043$1.7M0.08%-3,07713F-HRTimeline