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Disclosery

JCPB J P MORGAN EXCHANGE TRADED F

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CORE PLUS BD ETF (fund)

436 managers (443 13F filers) reported a position in JCPB shares at 2025-12-31, 172,357,895 shares in all. 39 filers opened a position and 20 filers sold out during the quarter.

Managers
436
13F filers
443
New
39
Added
269
Reduced
64
Sold out
20
Shares held by filers
172,357,895

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
HB Wealth Management, LLC12,380,010$586M3.8%+1,954,19013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY6,423,061$304M0.02%+2,177,14213F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/5,912,091$280M0.02%-2,502,86513F-HRTimelineGroup
FACTORY MUTUAL INSURANCE CO5,846,314$277M2.81%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,767,284$226M0.07%+855,99613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,480,965$212M0.01%+493,65313F-HRTimelineGroup
OpenArc Corporate Advisory, LLC4,243,489$201M3.32%13F-HRTimeline
Legacy Wealth Management, LLC3,729,750$177M10.18%+182,77613F-HRTimeline
Dynasty Wealth Management, LLC3,724,827$176M1.73%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC3,632,956$172M0.2%+694,14513F-HRTimelineGroup
HighTower Advisors, LLC2,964,524$140M0.15%-100,41613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,835,771$134M0.08%+341,72213F-HR/ATimelineGroup
Janney Montgomery Scott LLC2,799,557$133M0.3%+142,71813F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management2,642,548$125M17.7%+1,067,80613F-HRTimelineGroup
Moss Adams Wealth Advisors LLC2,566,057$122M8.83%+168,83213F-HRTimeline
Valeo Financial Advisors, LLC2,628,308$116M2.59%+134,59013F-HRTimeline
Summit Financial Strategies, Inc.2,450,460$116M9.54%+170,96413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,449,602$116M0.02%+815,76313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,251,056$107M0.16%+310,73613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC2,231,270$106M0.03%+381,63313F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,137,936$101M0.14%+1,840,45213F-HRTimeline
Vestmark Advisory Solutions, Inc.2,063,242$97.7M1.32%+200,93813F-HRTimeline
First Pacific Financial1,925,157$91.2M11.9%+178,30313F-HRTimeline
Cetera Investment Advisers1,886,115$89.3M0.1%+463,43913F-HRTimeline
Modern Wealth Management, LLC1,830,324$86.7M1.58%+473,61713F-HRTimeline
Grant Street Asset Management, Inc.1,707,858$80.9M16.29%+33,60813F-HRTimeline
CGN Advisors LLC1,707,036$80.8M6.4%+76,72013F-HRTimeline
Avantax Planning Partners, Inc.1,626,978$77M2.15%+44,35813F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC1,589,416$75.3M0.43%-502,10013F-HRTimelineGroup
Bogart Wealth, LLC1,510,882$71.5M2.87%+53,36013F-HRTimeline
D.B. Root & Company, LLC1,510,092$71.5M17.44%+119,75313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,446,055$68.5M1.89%+58,46113F-HR/ATimelineGroup
Confluence Wealth Services, Inc.1,439,759$68.2M2.82%new13F-HRTimeline
Hughes Financial Services, LLC1,434,023$67.9M10.66%+126,34913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS1,336,996$63.3M0.12%+24,00313F-HRTimeline
McAdam, LLC1,253,478$59.4M2.72%+97,37313F-HRTimeline
Allen Capital Group, LLC1,217,603$57.7M5.3%+62,49213F-HRTimeline
SENTINEL PENSION ADVISORS, LLC1,207,732$57.2M8.78%-57,50013F-HRTimeline
Wiser Wealth Management, Inc1,189,548$56.3M12.52%+68,95813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,181,018$55.9M0.07%+47,64113F-HRTimeline
Harbor Group, Inc.1,016,099$48.1M7.21%+27,25513F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…896,338$42.4M5.12%13F-HRTimeline
Berger Financial Group, Inc883,223$41.8M2.43%+37,77813F-HRTimeline
Bouchey Financial Group, Ltd.878,614$41.7M3.12%+110,50113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC868,015$41.1M0.06%+117,88813F-HRTimelineGroup
Destiny Wealth Partners, LLC854,904$40.7M4.67%+263,32313F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding853,373$40.4M+109,689Timeline
First Washington CORP819,415$38.8M10.05%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…793,326$37.6M0.02%+214,17113F-HRTimelineGroup
Joseph Group Capital Management792,858$37.5M9.86%-13,10213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP767,451$36.3M0.03%+119,06213F-HRTimelineGroup
Tradition Wealth Management, LLC763,526$36.2M2.59%+18,38513F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding735,496$35M+9,558Timeline
Hartford Financial Management Inc.725,735$34.4M8.93%+25,75313F-HRTimeline
Bluespring Wealth Management, LLC712,631$33.9M2.92%+53,35513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP714,692$33.8M0.05%+338,62713F-HR/ATimelineGroup
Aspen Wealth Management LLC706,710$33.5M7.03%+81,35513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP701,193$33.2M0.02%+217,51313F-HRTimelineGroup
Avidian Wealth Enterprises, LLC701,185$33.2M1.21%+46,93613F-HRTimeline
Continuum Advisory, LLC661,446$31.3M3.14%+57,90713F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.653,833$31M6.68%+35,19613F-HRTimeline
Forum Private Client Group LLC641,397$30.4M10.35%+31,28713F-HRTimeline
KELLY FINANCIAL GROUP LLC633,585$30.1M7.66%+26,49113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA635,632$30.1M0.01%+158,20213F-HRTimelineGroup
KINTRA WEALTH, LLC626,181$29.6M4.14%new13F-HRTimeline
Crusonia Wealth Advisors LLC618,792$29.3M6.45%13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP609,777$28.9M0.04%+24,77013F-HRTimelineGroup
Tarbox Family Office, Inc.607,842$28.8M4.63%+25,77113F-HRTimeline
46 Peaks LLC597,915$28.4M20.85%13F-HRTimeline
Royal Harbor Partners, LLC600,032$28.4M9.39%+2,74513F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC581,795$27.6M1.73%+13,70213F-HRTimeline
AlphaCore Capital LLC574,494$27.3M0.61%new13F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC576,707$27.3M0.87%+161,62913F-HRTimeline
Aptus Capital Advisors, LLC575,252$27.2M0.23%+7,15913F-HRTimeline
IMA Advisory Services, Inc.567,642$27M2.59%+72,40313F-HRTimeline
Mach-1 Financial Group, LLC549,833$26M5.35%new13F-HRTimeline
VERUS CAPITAL PARTNERS, LLC536,367$25.4M1.7%+39,17813F-HR/ATimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.532,617$25.3M0.95%+54,68513F-HRTimelineGroup
Walkner Condon Financial Advisors LLC522,904$24.8M3.44%+84,23613F-HRTimeline
MML INVESTORS SERVICES, LLC521,244$24.7M0.06%+283,26813F-HRTimeline
Steele Capital Management, Inc.501,394$23.8M1.02%-17,76313F-HRTimeline
KICKSTAND VENTURES, LLC.495,483$23.5M4.94%+15,75813F-HRTimeline
Mascoma Wealth Management LLC488,955$23.2M4.96%+26,49413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…477,714$22.6M0.28%+14,03713F-HRTimelineGroup
SMITHBRIDGE ASSET MANAGEMENT INC/DE466,152$22.1M1.89%+251,59813F-HRTimeline
Waterloo Capital, L.P.452,260$21.4M1.55%+6,83813F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC450,455$21.3M1.26%+46,66313F-HRTimeline
Horizon Investments, LLC449,407$21.3M0.27%+44,73413F-HRTimeline
American Money Management, LLC445,324$21.1M3.31%+20,37813F-HRTimeline
Bond & Devick Financial Network, Inc.444,722$21.1M5.93%+39,37913F-HRTimeline
Peterson Wealth Advisors, LLC443,524$21M2.8%+54,02113F-HRTimeline
FAGAN ASSOCIATES, INC.434,858$20.6M2.75%+93,28713F-HRTimeline
CWM, LLCin group CWM, LLC432,212$20.5M0.06%+130,51413F-HRTimelineGroup
D.A. DAVIDSON & CO.429,881$20.4M0.12%+95,53613F-HRTimeline
Blue Water Asset Management426,891$20.2M7.27%13F-HRTimeline
Magnus Financial Group LLC420,285$19.9M1.52%+40,66313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management417,088$19.7M0.66%+1,71313F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp402,337$19.1M0.85%-5,81413F-HRTimelineGroup
TD Capital Management LLC395,905$18.7M1.66%+21,66713F-HRTimeline
Selby Wealth Management, LLC387,675$18.4M7.4%13F-HRTimeline
Trinity Legacy Partners, LLC365,333$17.3M3.97%+16,33213F-HRTimeline
BankPlus Trust Departmentgroup of 2 filers holding364,302$17.2M+25,759Timeline
RIVERCHASE WEALTH MANAGEMENT, LLC364,224$17.2M9.37%+15,25813F-HRTimeline
HUB Investment Partners, LLC361,338$17.1M0.47%+5,44013F-HRTimeline
Mutual Advisors, LLC357,640$16.9M0.36%+13,63813F-HRTimeline
Invst, LLC351,569$16.6M1.81%+26,28313F-HRTimeline
FAS Wealth Partners, Inc.339,576$16.1M1.04%+35,08013F-HRTimeline
Choice Wealth Advisors LLC338,606$16M6.34%new13F-HRTimeline
Financial Connections Group, Inc.333,450$15.8M5.43%+84,85113F-HRTimeline
CORE WEALTH ADVISORS, LLC324,557$15.4M12.11%13F-HR/ATimeline
COOPER/HAIMS ADVISORS, LLC324,028$15.3M6.97%+19,84413F-HRTimeline
BridgePort Financial Solutions, LLC310,795$14.7M3.95%+5,24713F-HRTimeline
Financial Partners Group, Inc308,611$14.7M1.7%+292,06513F-HRTimeline
FMA Wealth Management, LLC308,915$14.6M9.48%+39313F-HRTimeline
LPL Financial LLC306,361$14.5M<0.01%+61,76113F-HRTimeline
Cambridge Investment Research Advisors,…297,408$14.1M0.04%+43,43913F-HRTimeline
Stadion Money Management, LLC293,575$13.9M1.13%-70,40613F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC283,649$13.4M0.11%+8,43613F-HRTimeline
Janney Capital Management LLC278,201$13.2M0.83%-1,29913F-HRTimeline
Contango Wealth Management LLC277,415$13.1M14.68%13F-HRTimeline
ACIMA PRIVATE WEALTH, LLC275,547$13M4.05%+30,74413F-HRTimeline
Apella Capital, LLC262,335$12.4M0.25%+29,56413F-HRTimeline
Alpha Advisors, LLC/VA260,908$12.4M9.53%+32513F-HRTimeline
N.E.W. Advisory Services LLC259,871$12.3M0.91%+215,64513F-HRTimeline
Per Stirling Capital Management, LLC.249,098$11.8M1.32%+210,86913F-HRTimeline
Triad Wealth Partners, LLC247,937$11.7M1.12%+26,00213F-HRTimeline
SIERRA OCEAN, LLC240,127$11.4M9.41%+8,12213F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC239,028$11.4M4.97%+6,99513F-HRTimeline
Atria Investments, Inc238,578$11.3M0.13%new13F-HRTimeline
Milestone Investment Advisors LLC238,293$11.3M2.73%+5,87613F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV234,549$11.1M0.58%+51,67713F-HRTimeline
Clarity Wealth Advisors, LLC223,993$10.6M2.16%+32,75013F-HRTimeline
JFS WEALTH ADVISORS, LLC221,351$10.5M0.59%+86,41713F-HRTimeline
Blume Capital Management, Inc.218,576$10.3M1.9%+167,52613F-HRTimeline
FLOYD FINANCIAL GROUP LLC215,805$10.3M6.99%+4,55413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.215,649$10.2M0.02%-2,50113F-HRTimelineGroup
Steward Partners Investment Advisory, L…210,884$9.99M0.05%+8,27413F-HRTimeline
Cedar Point Capital Partners, LLC205,357$9.72M6.21%+8,35713F-HRTimeline
Cannon Wealth Management Services, LLC205,249$9.72M6.86%+17,96513F-HRTimeline
Perigon Wealth Management, LLC204,407$9.68M0.17%+8,77113F-HRTimeline
Greenbush Financial Group, LLC203,507$9.64M3.28%+21,59713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…199,752$9.46M0.02%new13F-HRTimelineGroup
Financially in Tune, LLC199,702$9.46M8.83%13F-HRTimeline
Philip James Wealth Mangement, LLC196,473$9.3M1.08%-2,85013F-HRTimeline
Trademark Financial Management, LLC190,661$9.03M4.97%+2,16013F-HRTimeline
Econ Financial Services Corp185,901$8.8M4.41%-140,28313F-HRTimeline
Visionary Wealth Advisors183,261$8.68M0.39%+36,72313F-HRTimeline
WealthPlan Investment Management, LLC181,089$8.57M0.55%+22,19713F-HRTimeline
WBH ADVISORY INC180,812$8.56M0.63%+17,34313F-HRTimeline
Landmark Wealth Management, LLC178,296$8.44M3.23%+9,36013F-HRTimeline
Trivium Point Advisory, LLC176,248$8.35M0.84%+5,19213F-HRTimeline
Composition Wealth, LLC173,051$8.19M0.12%-2,27813F-HRTimeline
Arlington Financial Advisors, LLC169,772$8.04M1.15%-533,82213F-HRTimeline
5T Wealth, LLC169,495$8.03M3.21%+11,05613F-HRTimeline
Ignite Planners, LLC164,008$7.79M1.19%+3,91813F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …163,199$7.73M0.11%+7,22813F-HRTimelineGroup
Sprinkle Financial Consultants LLC157,076$7.44M3.78%+54,58013F-HRTimeline
BETO FINANCIAL GROUP, LLC156,647$7.41M5%13F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC150,110$7.11M0.71%+4,93013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC149,334$7.07M0.12%+61513F-HRTimelineGroup
Whitegate Investment Counselors, Inc.148,394$7.03M2.2%+107,82013F-HRTimeline
Sanctuary Advisors, LLC142,632$6.75M0.04%+18,44813F-HRTimeline
MATHER GROUP, LLC.142,412$6.74M0.07%-1,55313F-HRTimeline
MN Wealth Advisors, LLC135,486$6.42M3.24%+32,44013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp127,902$6.06M<0.01%+30,45813F-HRTimelineGroup
Embree Financial Group125,694$5.95M0.73%+34,69313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…122,951$5.82M0.07%+15,08713F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC122,320$5.79M0.09%+10,46913F-HRTimelineGroup
Boulder Wealth Advisors, LLC121,650$5.76M2.43%+92,21513F-HRTimeline
Base Wealth Management LLC118,541$5.61M3.02%+48,80613F-HRTimeline
Houlihan Financial Resource Group, Ltd.115,070$5.46M2.07%+77,84513F-HRTimeline
Heritage Wealth Management, Inc.114,608$5.43M1.51%+38,64913F-HRTimeline
Betterment LLC107,641$5.1M0.01%+10,20613F-HRTimeline
Leo Wealth, LLC106,030$5.02M0.36%new13F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA103,570$4.9M10.53%+1,25613F-HRTimeline
TABLEAUX LLC95,306$4.79M3.39%-83,28213F-HR/ATimeline
TruWealth Advisors, LLC100,519$4.76M0.23%+88213F-HRTimeline
COURIER CAPITAL LLC99,466$4.71M0.26%+6,38513F-HRTimeline
Farther Finance Advisors, LLC98,756$4.68M0.05%+67,18913F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC96,965$4.59M0.33%+1,15513F-HRTimeline
Capital Planning LLC93,233$4.43M1.24%+89613F-HRTimeline
United Advisor Group, LLC93,317$4.42M0.57%+4,44813F-HRTimeline
AssuredPartners Investment Advisors, LLC93,030$4.4M0.66%+64,48513F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC91,070$4.31M1.99%13F-HRTimeline
James J. Burns & Company, LLC90,639$4.29M0.59%+9,70013F-HRTimeline
Summit Wealth Partners, LLC90,475$4.28M0.79%+9,91913F-HRTimeline
Medallion Wealth Advisors, LLC89,221$4.22M1.42%+6,25113F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…88,900$4.21M0.5%+2,95913F-HRTimeline
Snowden Capital Advisors LLC88,486$4.21M0.11%+10,92713F-HRTimeline
Indivisible Partners88,362$4.18M0.45%13F-HRTimeline
Grey Ledge Advisors, LLC82,968$3.93M0.89%+5,01613F-HRTimeline
Patten Group, Inc.81,177$3.84M0.71%+25,92513F-HRTimeline
Pine Valley Investments Ltd Liability Co80,815$3.83M0.19%+59013F-HRTimeline
WESBANCO BANK INC80,186$3.8M0.1%+72,16413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC79,792$3.78M0.09%+13,12613F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.79,749$3.78M0.21%+48,54513F-HRTimelineGroup
FLOW TRADERS U.S. LLC78,793$3.73M0.12%-41,58213F-HRTimeline
Lionsbridge Wealth Management LLC78,565$3.72M3.76%+1,90213F-HRTimeline
World Investment Advisors77,038$3.65M0.06%-9,74413F-HR/ATimeline
Independent Advisor Alliance75,965$3.6M0.09%+5,35713F-HRTimeline