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Disclosery

JCPB J P MORGAN EXCHANGE TRADED F

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CORE PLUS BD ETF (fund)

381 managers (388 13F filers) reported a position in JCPB shares at 2025-09-30, 140,911,464 shares in all. 45 filers opened a position and 24 filers sold out during the quarter.

Managers
381
13F filers
388
New
45
Added
245
Reduced
73
Sold out
24
Shares held by filers
140,911,464

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
HB Wealth Management, LLC10,425,820$496M3.37%+2,659,14213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/8,414,956$400M0.03%+355,95613F-HR/ATimelineGroup
FACTORY MUTUAL INSURANCE CO5,846,314$278M2.71%+2,630,01413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY4,245,919$202M0.01%+1,130,54713F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,987,312$190M0.01%+91,13613F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,911,288$186M0.06%+139,44613F-HRTimelineGroup
Legacy Wealth Management, LLC3,546,974$169M9.93%+232,04013F-HRTimeline
HighTower Advisors, LLC3,064,940$146M0.17%+188,69513F-HRTimeline
Mariner, LLCin group Mariner, LLC2,938,811$140M0.18%+303,83113F-HRTimelineGroup
Janney Montgomery Scott LLC2,656,839$126M0.3%+223,95813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,494,049$119M0.08%+833,13513F-HRTimelineGroup
Moss Adams Wealth Advisors LLC2,397,225$114M8.89%+364,55613F-HRTimeline
Valeo Financial Advisors, LLC2,493,718$110M2.51%+250,05513F-HRTimeline
Summit Financial Strategies, Inc.2,279,496$108M9.29%+130,90913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC2,091,516$99.5M0.6%+218,92613F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,940,320$91.9M0.13%+224,46213F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.1,862,304$88.6M1.69%-1,402,35613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,849,637$88M+335,212Timeline
First Pacific Financial1,746,854$83.1M11.54%+61,94713F-HRTimeline
Grant Street Asset Management, Inc.1,674,250$79.6M16.82%+52,65713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,633,839$77.7M0.02%-49,89113F-HRTimelineGroup
CGN Advisors LLC1,630,316$77.5M6.38%+86,47013F-HRTimeline
Avantax Planning Partners, Inc.1,582,620$75.3M2.16%+680,14113F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management1,574,742$74.9M10.54%+720,52713F-HRTimelineGroup
Bogart Wealth, LLC1,457,522$69.3M2.81%+41,32613F-HRTimeline
Cetera Investment Advisers1,422,676$67.6M0.08%+312,81413F-HRTimeline
D.B. Root & Company, LLC1,390,339$66.1M16.78%+124,87213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,387,594$66M1.93%+137,59213F-HRTimelineGroup
Modern Wealth Management, LLC1,356,707$64.5M1.28%+544,27713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS1,312,993$62.4M0.13%+67,55113F-HRTimeline
Hughes Financial Services, LLC1,307,674$62.1M9.87%+45,35313F-HRTimeline
SENTINEL PENSION ADVISORS, LLC1,265,232$60.2M9.62%+83,35913F-HRTimeline
McAdam, LLC1,156,105$55M2.71%+86,55713F-HRTimeline
Allen Capital Group, LLC1,155,111$54.9M5.24%+60,49613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,133,377$53.9M0.07%+113,17113F-HRTimeline
Wiser Wealth Management, Inc1,120,590$53.3M12.18%+135,39813F-HRTimeline
Harbor Group, Inc.988,844$47M7.48%+36,20513F-HRTimeline
Berger Financial Group, Inc845,445$40.2M2.41%+5,83113F-HRTimeline
First Washington CORP819,415$39M10.45%new13F-HRTimeline
Joseph Group Capital Management805,960$38.3M10.81%+24,74213F-HRTimeline
Bouchey Financial Group, Ltd.768,113$36.5M2.82%+36,65213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC750,127$35.7M0.06%+41,08013F-HRTimelineGroup
Tradition Wealth Management, LLC745,141$35.4M2.62%-116,54413F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding743,684$35.4M+52,725Timeline
Focus Partners Wealthgroup of 2 filers holding725,938$34.5M+17,241Timeline
Arlington Financial Advisors, LLC703,594$33.5M4.92%+9,12713F-HRTimeline
Hartford Financial Management Inc.699,982$33.3M8.81%+16,44113F-HRTimeline
Bluespring Wealth Management, LLC659,276$31.3M2.73%+141,26313F-HRTimeline
Avidian Wealth Enterprises, LLC654,249$31.1M1.17%+41,37513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP648,389$30.8M0.03%+177,02813F-HRTimelineGroup
McCarthy & Cox631,833$30M6.85%+23,61213F-HRTimeline
Aspen Wealth Management LLC625,355$29.7M6.6%+68,01313F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.618,637$29.4M6.81%+12,64013F-HRTimeline
Forum Private Client Group LLC610,110$29M10.34%+14,45213F-HRTimeline
KELLY FINANCIAL GROUP LLC607,094$28.9M7.66%+55,89813F-HRTimeline
Continuum Advisory, LLC603,539$28.7M3.03%+46,66013F-HRTimeline
Royal Harbor Partners, LLC597,287$28.4M9.63%-12,14813F-HRTimeline
Destiny Wealth Partners, LLC591,581$28.1M3.45%+13,32913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP585,007$27.8M0.04%+20,52113F-HRTimelineGroup
SPC Financial, Inc.582,182$27.7M2.16%+16,17413F-HRTimeline
Tarbox Family Office, Inc.582,071$27.7M4.06%+34,15213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…579,155$27.5M0.02%+140,87113F-HRTimelineGroup
Aptus Capital Advisors, LLC568,093$27M0.25%+58,20313F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC568,093$27M1.76%+58,20313F-HRTimeline
Steele Capital Management, Inc.519,157$24.7M1.09%-35,52613F-HRTimeline
VERUS CAPITAL PARTNERS, LLC497,189$23.6M1.84%+38,33513F-HR/ATimeline
IMA Advisory Services, Inc.495,239$23.5M2.37%-2,70113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP483,680$22.9M0.02%+127,11013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC480,836$22.9M0.02%+123,70113F-HRTimelineGroup
KICKSTAND VENTURES, LLC.479,725$22.8M5.02%+28,89813F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.477,932$22.7M0.85%+53,86413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA477,430$22.7M<0.01%+114,71613F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…463,677$22M0.28%+12,38213F-HRTimelineGroup
Mascoma Wealth Management LLC462,461$22M4.85%+3,41713F-HRTimeline
Waterloo Capital, L.P.445,422$21.2M1.57%+89,60013F-HRTimeline
Walkner Condon Financial Advisors LLC438,668$20.9M3.31%+41,75113F-HRTimeline
American Money Management, LLC424,946$20.2M3.37%+15,30813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management415,375$19.8M0.67%-4,31813F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC415,078$19.7M0.67%+49,56313F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp408,151$19.4M0.89%-395,50513F-HRTimelineGroup
Bond & Devick Financial Network, Inc.405,343$19.3M5.8%+45,40413F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC403,792$19.2M1.31%+108,54213F-HRTimeline
Horizon Investments, LLC404,673$19.1M0.25%+108,78313F-HRTimeline
Peterson Wealth Advisors, LLC389,503$18.5M2.76%+24,31513F-HRTimeline
Magnus Financial Group LLC379,622$18.1M1.43%+29,44013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP376,065$17.9M0.03%+58,00813F-HRTimelineGroup
TD Capital Management LLC374,238$17.8M1.6%+32,33513F-HRTimeline
Stadion Money Management, LLC363,981$17.2M1.38%-16,29613F-HRTimeline
HUB Investment Partners, LLC355,898$16.9M0.62%+16,40113F-HRTimeline
Trinity Legacy Partners, LLC349,001$16.6M3.83%+3,16113F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC348,966$16.6M9.4%+19,67613F-HRTimeline
Mutual Advisors, LLC344,002$16.5M0.36%+44,25413F-HRTimeline
FAGAN ASSOCIATES, INC.341,571$16.2M2.24%+163,09713F-HRTimeline
BankPlus Trust Departmentgroup of 2 filers holding338,543$16.1M+20,761Timeline
D.A. DAVIDSON & CO.334,345$15.9M0.1%+104,03613F-HRTimeline
Econ Financial Services Corp326,184$15.5M7.73%+11,32513F-HRTimeline
Invst, LLC325,286$15.5M1.76%+20,58913F-HRTimeline
FMA Wealth Management, LLC308,522$14.7M10.07%+9,31713F-HRTimeline
BridgePort Financial Solutions, LLC305,548$14.5M3.9%+34,38213F-HRTimeline
FAS Wealth Partners, Inc.304,496$14.5M0.98%+17,20613F-HRTimeline
COOPER/HAIMS ADVISORS, LLC304,184$14.5M6.76%+2,49713F-HRTimeline
CWM, LLCin group CWM, LLC301,698$14.3M0.04%+138,03913F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…297,484$14.1M0.02%+41,88213F-HRTimeline
Janney Capital Management LLC279,500$13.3M0.83%-53213F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC275,213$13.1M0.12%+22,63413F-HRTimeline
Alpha Advisors, LLC/VA260,583$12.4M9.31%+2,89213F-HRTimeline
Cambridge Investment Research Advisors,…253,969$12.1M0.03%-3113F-HRTimeline
Financial Connections Group, Inc.248,599$11.8M4.61%+6,87013F-HRTimeline
ACIMA PRIVATE WEALTH, LLC244,803$11.6M3.64%+36,79613F-HRTimeline
LPL Financial LLC244,600$11.6M<0.01%+74,72613F-HRTimeline
MML INVESTORS SERVICES, LLC237,976$11.3M0.03%+8,92013F-HRTimeline
Apella Capital, LLC232,771$11.1M0.25%+211,53613F-HRTimeline
Milestone Investment Advisors LLC232,417$11.1M2.75%+7,91813F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC232,033$11M4.97%+13,24413F-HRTimeline
SIERRA OCEAN, LLC232,005$11M9.27%+36,88813F-HRTimeline
Triad Wealth Partners, LLC221,935$10.6M1.36%-315,30213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.218,150$10.4M0.02%-1,86413F-HRTimelineGroup
SMITHBRIDGE ASSET MANAGEMENT INC/DE214,554$10.2M1.48%new13F-HRTimeline
FLOYD FINANCIAL GROUP LLC211,251$10.1M7.46%+23,21113F-HRTimeline
Steward Partners Investment Advisory, L…202,610$9.63M0.06%+7,43613F-HRTimeline
Philip James Wealth Mangement, LLC199,323$9.48M1.11%+26,15213F-HRTimeline
Cedar Point Capital Partners, LLC197,000$9.37M6.14%+2,90013F-HRTimeline
Perigon Wealth Management, LLC195,636$9.3M0.19%+16,81713F-HRTimeline
Clarity Wealth Advisors, LLC191,243$9.09M2%+27,82213F-HRTimeline
Trademark Financial Management, LLC188,501$8.96M5.22%+30,82013F-HRTimeline
Cannon Wealth Management Services, LLC187,284$8.91M6.74%+16,04913F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV182,872$8.7M0.54%+14,26913F-HRTimeline
Greenbush Financial Group, LLC181,910$8.65M3.32%+18,94113F-HRTimeline
TABLEAUX LLC178,588$8.49M3.4%+59,15113F-HRTimeline
Composition Wealth, LLC175,329$8.34M0.12%new13F-HRTimeline
Trivium Point Advisory, LLC171,056$8.13M0.83%+10,07613F-HRTimeline
Landmark Wealth Management, LLC168,936$8.03M3.19%+7,71413F-HRTimeline
WBH ADVISORY INC163,469$7.77M0.59%+39,22513F-HRTimeline
Ignite Planners, LLC160,090$7.61M1.25%-5,88513F-HRTimeline
WealthPlan Investment Management, LLC158,892$7.56M0.5%+112,05213F-HRTimeline
5T Wealth, LLC158,439$7.53M3.28%+33,50913F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …155,971$7.42M0.09%+20,72313F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC148,719$7.07M0.13%+99,70213F-HRTimelineGroup
Visionary Wealth Advisors146,538$6.97M0.33%+39,99213F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC145,180$6.9M0.72%+1,45613F-HRTimeline
MATHER GROUP, LLC.143,965$6.85M0.07%+4,77013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC139,606$6.64M<0.01%new13F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC134,934$6.42M0.38%+100,61913F-HRTimeline
Sanctuary Advisors, LLC124,184$5.9M0.03%+29,90513F-HR/ATimeline
OLD MISSION CAPITAL LLC121,526$5.78M0.21%+31,96513F-HRTimeline
FLOW TRADERS U.S. LLC120,375$5.72M0.23%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC111,851$5.32M0.09%+97,05713F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…107,864$5.13M0.09%+8,90113F-HRTimelineGroup
MN Wealth Advisors, LLC103,046$4.9M2.62%+2,27813F-HRTimeline
Sprinkle Financial Consultants LLC102,496$4.87M2.72%+19,35313F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA102,314$4.87M9.9%+1,26313F-HRTimeline
TruWealth Advisors, LLC99,637$4.74M0.24%+2,92513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp97,444$4.63M<0.01%+41,12113F-HRTimelineGroup
Betterment LLC97,435$4.63M0.01%+12,91613F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC95,810$4.56M0.31%+2,62113F-HRTimeline
COURIER CAPITAL LLC93,081$4.43M0.25%+5,85513F-HRTimeline
Capital Planning LLC92,337$4.39M1.28%+4,96813F-HRTimeline
Embree Financial Group91,001$4.33M0.58%+55,53113F-HRTimeline
United Advisor Group, LLC88,869$4.23M0.57%-1,61613F-HRTimeline
World Investment Advisors86,782$4.13M0.08%+54,91013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…85,941$4.09M0.48%new13F-HRTimeline
Medallion Wealth Advisors, LLC82,970$3.95M1.4%+14,20813F-HRTimeline
James J. Burns & Company, LLC80,939$3.85M0.57%+9,29713F-HRTimeline
Summit Wealth Partners, LLC80,556$3.83M0.69%+3,57813F-HRTimeline
Pine Valley Investments Ltd Liability Co80,225$3.81M0.2%+4,83613F-HRTimeline
Grey Ledge Advisors, LLC77,952$3.71M0.84%+2,91213F-HRTimeline
Snowden Capital Advisors LLC77,559$3.69M0.1%+6,31213F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…76,695$3.65M0.25%+5,76913F-HRTimelineGroup
Lionsbridge Wealth Management LLC76,663$3.65M3.59%-47,44813F-HRTimeline
Heritage Wealth Management, Inc.75,959$3.61M1.06%+26,77113F-HRTimeline
John W. Brooker & Co., CPAs74,987$3.57M7.24%-79413F-HRTimeline
Gotham Asset Management, LLC73,886$3.51M0.02%+3,08613F-HRTimeline
MassMutual Private Wealth & Trust, FSB71,440$3.4M0.09%-8313F-HRTimeline
Independent Advisor Alliance70,608$3.36M0.09%new13F-HRTimeline
MONEY CONCEPTS CAPITAL CORP70,070$3.33M0.21%+7,39913F-HRTimeline
Base Wealth Management LLC69,735$3.32M1.89%+3,71313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC66,666$3.17M0.08%-7,90813F-HRTimelineGroup
MidAtlantic Capital Management, Inc.62,428$2.97M2.03%-91913F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT62,270$2.96M0.19%+7,23813F-HRTimeline
BCGM Wealth Management, LLC60,900$2.9M0.75%-51,40913F-HRTimeline
Summit Financial, LLC60,647$2.88M0.04%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.59,164$2.81M0.06%+78113F-HRTimeline
Arete Wealth Advisors, LLC57,130$2.72M0.17%-22,05413F-HRTimeline
WEST MICHIGAN ADVISORS, LLC56,781$2.7M0.65%-23,13113F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC55,842$2.66M0.09%+42,55313F-HRTimelineGroup
Coordinated Financial Services, Inc.55,628$2.65M1.7%+1,42513F-HRTimeline
Patten Group, Inc.55,252$2.63M0.51%+5,33013F-HRTimeline
LexAurum Advisors, LLC54,555$2.59M0.37%+1,30613F-HRTimeline
Mainsail Financial Group, LLC54,267$2.58M1.11%+10513F-HRTimeline
Creative Planningin group Creative Planning51,565$2.45M<0.01%-2,64113F-HRTimelineGroup
Autumn Glory Partners, LLC51,283$2.44M1%+41,72613F-HRTimeline
Blume Capital Management, Inc.51,050$2.43M0.47%new13F-HRTimeline
Capital Advisors Wealth Management, LLC50,687$2.41M0.34%-74313F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …48,514$2.31M0.39%new13F-HRTimelineGroup
Saxony Capital Management, LLC47,567$2.26M1.49%+3,77913F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC47,500$2.26M0.03%+1,22513F-HRTimelineGroup
Dorsey & Whitney Trust CO LLC46,589$2.22M0.12%new13F-HRTimeline
Allworth Financial LP45,890$2.18M0.01%-12,60713F-HRTimeline
Etesian Wealth Advisors, Inc.44,393$2.11M0.7%-1,12713F-HRTimeline
N.E.W. Advisory Services LLC44,226$2.1M0.19%+10,50013F-HRTimeline