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Disclosery

JCPB J P MORGAN EXCHANGE TRADED F

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CORE PLUS BD ETF (fund)

365 managers (371 13F filers) reported a position in JCPB shares at 2025-06-30, 125,585,891 shares in all. 42 filers opened a position and 18 filers sold out during the quarter.

Managers
365
13F filers
371
New
42
Added
213
Reduced
89
Sold out
18
Shares held by filers
125,585,891

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/8,059,000$379M0.03%-1,34113F-HRTimelineGroup
HB Wealth Management, LLC7,766,678$365M2.92%+3,988,83213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,896,176$183M0.01%+419,77313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,771,842$178M0.06%-72,70613F-HRTimelineGroup
Legacy Wealth Management, LLC3,314,934$156M9.7%+81,09013F-HRTimeline
Vestmark Advisory Solutions, Inc.3,264,660$154M2.22%+1,789,45413F-HRTimeline
FACTORY MUTUAL INSURANCE CO3,216,300$151M1.65%+1,065,00013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,115,372$147M0.01%+563,91313F-HRTimelineGroup
HighTower Advisors, LLC2,876,245$135M0.17%+72,05313F-HRTimeline
Mariner, LLCin group Mariner, LLC2,634,980$124M0.18%+215,65013F-HRTimelineGroup
Janney Montgomery Scott LLC2,432,881$114M0.3%+185,24713F-HRTimeline
Summit Financial Strategies, Inc.2,148,587$101M9.36%+221,60713F-HRTimeline
Valeo Financial Advisors, LLC2,243,663$97.5M2.4%+209,50113F-HR/ATimeline
Moss Adams Wealth Advisors LLC2,032,669$95.7M8.69%+16,07213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC1,872,590$88.1M0.63%+1,137,86613F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,715,858$80.8M0.14%-49,95413F-HR/ATimelineGroup
First Pacific Financial1,684,907$79.3M11.69%+45,33213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,683,730$79.2M0.02%-43,43213F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,660,914$78.2M0.06%+160,66013F-HRTimelineGroup
Grant Street Asset Management, Inc.1,621,593$76.3M17.25%+25,34613F-HRTimeline
CGN Advisors LLC1,543,846$72.7M6.49%+115,92913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,514,425$71.3M+189,744Timeline
Bogart Wealth, LLC1,416,196$66.6M2.85%+34,43613F-HRTimeline
D.B. Root & Company, LLC1,265,467$59.6M17.58%+34,46513F-HRTimeline
Hughes Financial Services, LLC1,262,321$59.4M10.2%-39,31013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,250,002$58.8M1.96%+149,40313F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS1,245,442$58.6M0.13%+81,16813F-HRTimeline
SENTINEL PENSION ADVISORS, LLC1,181,873$55.6M9.36%+62,93113F-HRTimeline
Cetera Investment Advisers1,109,862$52.2M0.09%+55,48113F-HRTimeline
Allen Capital Group, LLC1,094,615$51.5M5.37%+75,50013F-HRTimeline
McAdam, LLC1,069,548$50.3M2.76%+673,65213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,020,206$48M0.06%-547,01713F-HRTimeline
Wiser Wealth Management, Inc985,192$46.4M11.61%+35,89713F-HRTimeline
Harbor Group, Inc.952,639$44.8M7.95%+27,01413F-HRTimeline
Avantax Planning Partners, Inc.902,479$42.5M1.35%+353,94513F-HRTimeline
Tradition Wealth Management, LLC861,685$40.6M3.24%+27,80813F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management854,215$40.2M6.07%new13F-HRTimelineGroup
Berger Financial Group, Inc839,614$39.5M2.56%+29,94113F-HRTimeline
Modern Wealth Management, LLC812,430$38.2M0.95%+619,94713F-HR/ATimeline
SouthState Bank Corpin group SouthState Bank Corp803,656$37.8M1.65%-156,55313F-HRTimelineGroup
Joseph Group Capital Management781,218$36.8M12.34%+14,72313F-HR/ATimeline
Bouchey Financial Group, Ltd.731,461$34.4M2.86%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC709,047$33.4M0.06%+283,15113F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding708,697$33.4M+20,028Timeline
Arlington Financial Advisors, LLC694,467$32.7M5.35%+183,78913F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding690,959$32.5M-24,842Timeline
Hartford Financial Management Inc.683,541$32.2M8.8%+63,51213F-HRTimeline
Avidian Wealth Enterprises, LLC612,874$28.8M1.17%+36,43713F-HRTimeline
Royal Harbor Partners, LLC609,435$28.7M10.48%+5,44613F-HRTimeline
McCarthy & Cox608,221$28.6M7.5%+24,43013F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.605,997$28.5M7.35%-42,99413F-HRTimeline
Forum Private Client Group LLC595,658$28M10.8%+28,30213F-HRTimeline
Destiny Wealth Partners, LLC578,252$27.2M3.66%+12,49713F-HRTimeline
SPC Financial, Inc.566,008$26.6M2.23%+5,39313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP564,486$26.6M0.04%+31,74713F-HRTimelineGroup
Aspen Wealth Management LLC557,342$26.2M6.51%+6,83513F-HRTimeline
Continuum Advisory, LLC556,879$26.2M3.15%+63,73313F-HRTimeline
Steele Capital Management, Inc.554,683$26.1M1.25%+24,08013F-HRTimeline
KELLY FINANCIAL GROUP LLC551,196$25.9M7.51%+29,68913F-HRTimeline
Tarbox Family Office, Inc.547,919$25.8M3.88%+138,61713F-HRTimeline
Triad Wealth Partners, LLC537,237$25.3M5.11%+62,04413F-HRTimeline
Bluespring Wealth Management, LLC518,013$24.4M2.32%new13F-HRTimeline
Aptus Capital Advisors, LLC509,890$24M0.24%+39,70113F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC509,890$24M1.69%+39,70113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC505,139$23.8M0.04%+367,55113F-HRTimelineGroup
IMA Advisory Services, Inc.497,940$23.4M2.51%+21,44413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP471,361$22.2M0.02%+61,52313F-HRTimelineGroup
Blue Oak Capital, LLC461,416$21.7M11.41%+52,58913F-HRTimeline
Mascoma Wealth Management LLC459,044$21.6M5.02%+110,71313F-HRTimeline
VERUS CAPITAL PARTNERS, LLC458,854$21.6M1.93%+28,65813F-HR/ATimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…451,295$21.2M0.29%-26,31213F-HRTimelineGroup
KICKSTAND VENTURES, LLC.450,827$21.2M4.96%+33,68513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…438,284$20.6M0.01%+86,50913F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.424,068$20M0.9%+70,88813F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management419,693$19.6M0.71%-55,35113F-HRTimelineGroup
American Money Management, LLC409,638$19.3M3.41%+13,91613F-HRTimeline
Walkner Condon Financial Advisors LLC396,917$18.7M3.44%+6,88013F-HRTimeline
Stadion Money Management, LLC380,277$17.8M1.46%-13,75013F-HRTimeline
Mach-1 Financial Group, LLC375,313$17.7M5.16%+25,93613F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC365,515$17.2M0.65%-50,84913F-HRTimeline
Peterson Wealth Advisors, LLC365,188$17.2M2.84%+95613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA362,714$17.1M<0.01%-72,11213F-HR/ATimelineGroup
Bond & Devick Financial Network, Inc.359,939$16.9M5.63%+21,31413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC357,135$16.8M0.01%+306,15213F-HRTimelineGroup
Waterloo Capital, L.P.355,822$16.7M1.35%+169,01813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP356,570$16.7M0.01%+139,29013F-HRTimelineGroup
Magnus Financial Group LLC350,182$16.5M1.45%+20,86713F-HRTimeline
TD Capital Management LLC341,903$16.1M1.52%+29,17713F-HRTimeline
Trinity Legacy Partners, LLC345,840$16.1M3.9%+7,53413F-HRTimeline
HUB Investment Partners, LLC339,497$16M0.56%+15,19913F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC329,290$15.5M9.83%+7,47613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP318,057$15M0.02%+57,67913F-HR/ATimelineGroup
BankPlus Trust Departmentgroup of 2 filers holding317,782$15M+25,335Timeline
Econ Financial Services Corp314,859$14.8M7.63%+30,24113F-HRTimeline
Invst, LLC304,697$14.3M1.79%new13F-HRTimeline
COOPER/HAIMS ADVISORS, LLC301,687$14.2M6.99%+47,07213F-HRTimeline
FMA Wealth Management, LLC299,205$14.1M10.42%+11,24013F-HRTimeline
Mutual Advisors, LLC299,748$14M0.35%-1,41313F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC295,250$13.9M1.06%-65313F-HRTimeline
Horizon Investments, LLC295,890$13.8M0.22%+21,03213F-HRTimeline
FAS Wealth Partners, Inc.287,290$13.5M1%+11,09613F-HRTimeline
Janney Capital Management LLC280,032$13.2M0.85%-5,34913F-HRTimeline
BridgePort Financial Solutions, LLC271,166$12.8M4.24%+222,84613F-HRTimeline
Alpha Advisors, LLC/VA257,691$12.1M10.39%+10,40413F-HRTimeline
Cambridge Investment Research Advisors,…254,000$12M0.04%-136,68513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…255,602$11.9M0.02%+18,96213F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC252,579$11.9M0.15%+114,75413F-HRTimeline
Financial Connections Group, Inc.241,729$11.4M4.69%+11,33913F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.240,128$11.3M0.06%+63,65913F-HRTimeline
D.A. DAVIDSON & CO.230,309$10.8M0.08%+26,51613F-HRTimeline
MML INVESTORS SERVICES, LLC229,056$10.8M0.03%+96,65713F-HRTimeline
AllGen Financial Advisors, Inc.225,039$10.6M2.84%-607,74313F-HRTimeline
Milestone Investment Advisors LLC224,499$10.6M2.76%-5,86513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.220,014$10.4M0.02%-4,40613F-HRTimelineGroup
ARBOR TRUST WEALTH ADVISORS, LLC218,789$10.3M5.04%-13,40813F-HRTimeline
ACIMA PRIVATE WEALTH, LLC208,007$9.79M3.34%-21,71313F-HRTimeline
Steward Partners Investment Advisory, L…195,174$9.18M0.07%+4,28413F-HRTimeline
SIERRA OCEAN, LLC195,117$9.18M6.62%+4,33613F-HRTimeline
Cedar Point Capital Partners, LLC194,100$9.13M6.44%-46,68613F-HRTimeline
FLOYD FINANCIAL GROUP LLC188,040$8.78M8.11%+5,82813F-HRTimeline
Perigon Wealth Management, LLC178,819$8.42M0.2%-1,26213F-HRTimeline
FAGAN ASSOCIATES, INC.178,474$8.4M1.3%+19,13313F-HRTimeline
Philip James Wealth Mangement, LLC173,171$8.15M1.04%+3,51513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…172,109$8.1M0.02%new13F-HR/ATimelineGroup
Cannon Wealth Management Services, LLC171,235$8.06M6.59%+5,85813F-HRTimeline
LPL Financial LLC169,874$7.99M<0.01%+44,27613F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV168,603$7.93M0.55%+20,04113F-HRTimeline
Ignite Planners, LLC165,975$7.73M1.35%+12,93613F-HR/ATimeline
CWM, LLCin group CWM, LLC163,659$7.7M0.03%+110,67313F-HRTimelineGroup
Clarity Wealth Advisors, LLC163,421$7.69M1.9%+7,30013F-HRTimeline
Greenbush Financial Group, LLC162,969$7.67M3.34%+11,37813F-HRTimeline
Landmark Wealth Management, LLC161,222$7.59M3.23%-2,78013F-HRTimeline
Trivium Point Advisory, LLC160,980$7.58M0.82%+3,59313F-HRTimeline
Trademark Financial Management, LLC157,681$7.42M4.54%+94,86613F-HRTimeline
CW Advisors, LLC153,696$7.23M0.07%+93,46213F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC143,724$6.76M0.78%-1,80113F-HRTimeline
Per Stirling Capital Management, LLC.143,278$6.74M0.88%-2,46413F-HRTimeline
MATHER GROUP, LLC.139,195$6.55M0.07%+93913F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …135,248$6.36M0.08%+6,33313F-HRTimelineGroup
5T Wealth, LLC124,930$5.88M2.99%+35,86213F-HRTimeline
WBH ADVISORY INC124,244$5.85M0.5%new13F-HRTimeline
Lionsbridge Wealth Management LLC124,111$5.84M5.81%+4,22513F-HRTimeline
TABLEAUX LLC119,437$5.62M3.23%-94,28213F-HR/ATimeline
BCGM Wealth Management, LLC112,309$5.29M1.49%-99,98413F-HRTimeline
Visionary Wealth Advisors106,546$5.01M0.26%-86,64613F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA101,051$4.76M9.74%+91,70013F-HRTimeline
MN Wealth Advisors, LLC100,768$4.74M2.76%-13,46613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…98,963$4.66M0.09%-8,74913F-HRTimelineGroup
TruWealth Advisors, LLC96,712$4.55M0.25%+1,18613F-HRTimeline
Sanctuary Advisors, LLC94,279$4.44M0.03%+15,90913F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC93,189$4.39M0.32%+9,16713F-HRTimeline
United Advisor Group, LLC90,485$4.26M0.74%-4,96813F-HRTimeline
OLD MISSION CAPITAL LLC89,561$4.21M0.11%+76,58213F-HRTimeline
Capital Planning LLC87,369$4.11M1.29%-34,07713F-HRTimeline
Leo Wealth, LLC87,289$4.11M0.32%new13F-HRTimeline
COURIER CAPITAL LLC87,226$4.1M0.25%+9,29913F-HRTimeline
Betterment LLC84,519$3.98M0.01%+23,08613F-HRTimeline
Sprinkle Financial Consultants LLC83,143$3.91M2.39%+3,39013F-HRTimeline
Atria Wealth Solutions, Inc.80,983$3.78M0.09%-60,76313F-HRTimeline
WEST MICHIGAN ADVISORS, LLC79,912$3.76M1.06%+18113F-HRTimeline
Arete Wealth Advisors, LLC79,184$3.73M0.26%+28313F-HRTimeline
Houlihan Financial Resource Group, Ltd.78,985$3.71M1.54%+5,20013F-HRTimeline
Summit Wealth Partners, LLC76,978$3.62M0.69%+15,95313F-HRTimeline
Pine Valley Investments Ltd Liability Co75,389$3.55M0.21%+7,70413F-HRTimeline
John W. Brooker & Co., CPAs75,781$3.54M8.29%-337,99713F-HRTimeline
Grey Ledge Advisors, LLC75,040$3.53M0.86%+1,53113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC74,574$3.51M0.09%-98013F-HRTimelineGroup
Orion Porfolio Solutions, LLC74,167$3.49M0.03%+44,06013F-HR/ATimeline
James J. Burns & Company, LLC71,642$3.37M0.55%+12,84813F-HRTimeline
MassMutual Private Wealth & Trust, FSB71,523$3.37M0.09%+1,50813F-HRTimeline
Snowden Capital Advisors LLC71,247$3.35M0.1%+3,24313F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…70,926$3.34M0.25%+55,83013F-HRTimelineGroup
Gotham Asset Management, LLC70,800$3.33M0.02%+3,10513F-HRTimeline
Medallion Wealth Advisors, LLC68,762$3.22M1.24%+14,64613F-HRTimeline
Base Wealth Management LLC66,022$3.11M1.99%+5,71813F-HRTimeline
MidAtlantic Capital Management, Inc.63,347$2.98M2.12%+1,60813F-HRTimeline
MONEY CONCEPTS CAPITAL CORP62,671$2.95M0.2%+3,59813F-HRTimeline
Allworth Financial LP58,497$2.75M0.01%-4,08713F-HRTimeline
HARBOUR INVESTMENTS, INC.58,383$2.75M0.07%-1,05413F-HRTimeline
Acorn Wealth Advisors, LLC56,841$2.67M1%+3,64813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp56,323$2.65M<0.01%+27,50013F-HRTimelineGroup
TRUSTMARK BANK TRUST DEPARTMENT55,032$2.59M0.18%+1,20013F-HRTimeline
Creative Planningin group Creative Planning54,206$2.55M<0.01%+1,56213F-HRTimelineGroup
Coordinated Financial Services, Inc.54,203$2.55M1.77%13F-HRTimeline
Mainsail Financial Group, LLC54,162$2.51M1.17%new13F-HRTimeline
LexAurum Advisors, LLC53,249$2.51M0.4%+2,44913F-HRTimeline
Capital Advisors Wealth Management, LLC51,430$2.42M0.38%-3913F-HRTimeline
Patten Group, Inc.49,922$2.35M0.5%+6,62813F-HRTimeline
Heritage Wealth Management, Inc.49,188$2.31M0.75%+9,09013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC49,017$2.31M0.05%+19,40013F-HRTimelineGroup
Legacy Investment Solutions, LLC46,989$2.21M1.17%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…46,989$2.21M1.17%+44,24413F-HRTimelineGroup
WealthPlan Investment Management, LLC46,840$2.2M0.16%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC46,275$2.18M0.03%-4,32313F-HRTimelineGroup
OARSMAN CAPITAL, INC.46,123$2.17M0.34%+1,07413F-HRTimeline
Etesian Wealth Advisors, Inc.45,520$2.14M0.8%+7613F-HRTimeline
Quad-Cities Investment Group, LLC45,205$2.13M0.97%+1,24913F-HRTimeline
Saxony Capital Management, LLC43,788$2.06M1.58%+89713F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC43,178$2.03M1.5%+4,45313F-HRTimeline
EP Wealth Advisors, LLC43,156$2.03M0.01%+38,54613F-HRTimeline