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Disclosery

JCPB J P MORGAN EXCHANGE TRADED F

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CORE PLUS BD ETF (fund)

477 managers (483 13F filers) reported a position in JCPB shares at 2026-03-31, 199,850,407 shares in all. 64 filers opened a position and 24 filers sold out during the quarter.

Managers
477
13F filers
483
New
64
Added
295
Reduced
86
Sold out
24
Shares held by filers
199,850,407

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
HB Wealth Management, LLC14,422,179$676M4.39%+2,042,16913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY8,362,414$394M0.02%+1,939,35313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC6,705,129$316M0.1%+1,937,84513F-HRTimelineGroup
Betterment LLC6,234,652$294M0.56%+6,127,01113F-HRTimeline
FACTORY MUTUAL INSURANCE CO5,846,314$275M3.1%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,543,281$260M0.02%+1,062,31613F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/5,376,654$253M0.02%-535,43713F-HRTimelineGroup
OpenArc Corporate Advisory, LLC4,810,272$226M3.24%+566,78313F-HRTimeline
Mariner, LLCin group Mariner, LLC4,727,615$223M0.26%+1,094,65913F-HRTimelineGroup
Dynasty Wealth Management, LLC4,440,748$209M1.82%+715,92113F-HRTimeline
Legacy Wealth Management, LLC3,867,634$182M10.62%+137,88413F-HRTimeline
Janney Montgomery Scott LLC3,568,823$168M0.42%+769,26613F-HRTimeline
HighTower Advisors, LLC3,223,744$152M0.16%+259,22013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,072,664$145M0.09%+236,89313F-HRTimelineGroup
Valeo Financial Advisors, LLC2,906,052$128M3.07%+277,74413F-HRTimeline
Summit Financial Strategies, Inc.2,639,364$124M9.79%+188,90413F-HRTimeline
Moss Adams Wealth Advisors LLC2,625,401$124M9.04%+59,34413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC2,614,826$123M0.03%+383,55613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,405,004$113M0.02%-44,59813F-HR/ATimelineGroup
Vestmark Advisory Solutions, Inc.2,339,155$110M1.22%+275,91313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,219,007$104M0.15%-32,04913F-HRTimelineGroup
Modern Wealth Management, LLC2,186,266$102M1.76%+355,94213F-HRTimeline
Cetera Investment Advisers2,096,483$98.7M0.11%+210,36813F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC2,093,938$98.6M0.48%+504,52213F-HRTimelineGroup
First Pacific Financial2,005,687$94.4M12.16%+80,53013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management1,923,666$90.6M13.17%-718,88213F-HRTimelineGroup
Confluence Wealth Services, Inc.1,830,246$86.2M3.34%+390,48713F-HRTimeline
CGN Advisors LLC1,801,494$84.8M6.7%+94,45813F-HRTimeline
Grant Street Asset Management, Inc.1,759,697$82.8M15.96%+51,83913F-HRTimeline
Avantax Planning Partners, Inc.1,674,613$78.8M2.16%+47,63513F-HRTimeline
LPL Financial LLC1,673,654$78.8M0.02%+1,367,29313F-HRTimeline
Bogart Wealth, LLC1,570,632$73.9M2.85%+59,75013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,552,515$73.1M1.92%+106,46013F-HRTimelineGroup
First Washington CORP1,545,169$72.7M20.58%+725,75413F-HRTimeline
D.B. Root & Company, LLC1,540,528$72.5M17.33%+30,43613F-HRTimeline
Hughes Financial Services, LLC1,506,498$70.9M10.9%+72,47513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS1,490,284$70.2M0.12%+153,28813F-HRTimeline
Allen Capital Group, LLC1,470,695$69.2M6.24%+253,09213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,367,913$64.4M0.09%+186,89513F-HRTimeline
McAdam, LLC1,311,932$61.8M2.78%+58,45413F-HRTimeline
Wiser Wealth Management, Inc1,285,354$60.5M13.05%+95,80613F-HRTimeline
SENTINEL PENSION ADVISORS, LLC1,263,562$59.5M8.79%+55,83013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,186,981$55.8M0.12%-950,95513F-HRTimeline
Harbor Group, Inc.1,071,438$50.4M7.29%+55,33913F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…1,041,186$49.1M5.71%+144,84813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP1,032,176$48.6M0.07%+317,48413F-HRTimelineGroup
Horizon Investments, LLC988,340$46.2M0.52%+538,93313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…966,425$45.5M0.03%+173,09913F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP939,980$43.9M0.02%+238,78713F-HRTimelineGroup
Bouchey Financial Group, Ltd.912,812$43M3.16%+34,19813F-HRTimeline
Berger Financial Group, Inc875,258$41.2M2.31%-7,96513F-HRTimeline
Destiny Wealth Partners, LLC868,586$40.9M4.47%+13,68213F-HRTimeline
Bluespring Wealth Management, LLC830,813$39.1M3.37%+118,18213F-HRTimeline
Joseph Group Capital Management825,177$38.8M9.7%+32,31913F-HRTimeline
MML INVESTORS SERVICES, LLC798,274$37.6M0.1%+277,03013F-HRTimeline
Tradition Wealth Management, LLC796,523$37.5M2.67%+32,99713F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.784,246$36.9M7.88%+130,41313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP782,995$36.9M0.03%+15,54413F-HRTimelineGroup
Avidian Wealth Enterprises, LLC771,998$36.3M1.15%+70,81313F-HRTimeline
Aspen Wealth Management LLC767,937$36.2M7.21%+61,22713F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC749,446$35.3M1.11%+172,73913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA733,242$34.5M0.01%+97,61013F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth100,487$34.2M0.04%-635,00913F-HRTimelineGroup
Continuum Advisory, LLC713,740$33.6M3.22%+52,29413F-HRTimeline
Hartford Financial Management Inc.706,122$33.2M8.47%-19,61313F-HRTimeline
Forum Private Client Group LLC678,514$32M10.65%+37,11713F-HRTimeline
KINTRA WEALTH, LLC663,236$31.2M2.21%+37,05513F-HRTimeline
KELLY FINANCIAL GROUP LLC653,344$30.8M7.74%+19,75913F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding652,294$30.7M-201,079Timeline
Crusonia Wealth Advisors LLC651,759$30.7M6.34%+32,96713F-HRTimeline
Apella Capital, LLC646,732$30.6M0.45%+384,39713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC637,695$30M0.04%-230,32013F-HRTimelineGroup
Mach-1 Financial Group, LLC618,151$29.1M10.25%+68,31813F-HRTimeline
Aptus Capital Advisors, LLC614,474$28.9M0.24%+39,22213F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC614,474$28.9M1.84%+32,67913F-HRTimeline
46 Peaks LLC610,925$28.8M20.94%+13,01013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP608,329$28.6M0.04%-1,44813F-HRTimelineGroup
Tarbox Family Office, Inc.597,818$28.1M4.57%-10,02413F-HRTimeline
VERUS CAPITAL PARTNERS, LLC592,576$27.9M1.92%+56,20913F-HRTimeline
Walkner Condon Financial Advisors LLC587,402$27.7M3.65%+64,49813F-HRTimeline
CWM, LLCin group CWM, LLC582,362$27.4M0.07%+150,15013F-HRTimelineGroup
IMA Advisory Services, Inc.579,129$27.3M2.66%+11,48713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp577,757$27.2M0.01%+449,85513F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.576,938$27.2M0.98%+44,32113F-HRTimelineGroup
AlphaCore Capital LLC562,109$26.5M0.63%-12,38513F-HRTimeline
Mascoma Wealth Management LLC561,371$26.4M5.46%+72,41613F-HRTimeline
UBS Group AGgroup of 2 filers holding545,847$25.7MnewTimeline
D.A. DAVIDSON & CO.540,435$25.4M0.15%+110,55413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management531,041$25M0.85%+113,95313F-HRTimelineGroup
KICKSTAND VENTURES, LLC.510,234$24M5.06%+14,75113F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC505,209$23.8M1.34%+54,75413F-HR/ATimeline
Magnus Financial Group LLC493,777$23.2M1.89%+73,49213F-HRTimeline
Steele Capital Management, Inc.483,143$22.7M0.94%-18,25113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.467,250$22M0.03%+251,60113F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…464,349$21.9M0.27%-13,36513F-HRTimelineGroup
Bond & Devick Financial Network, Inc.457,321$21.5M6.01%+12,59913F-HRTimeline
Blue Water Asset Management453,035$21.3M7.37%+26,14413F-HRTimeline
LeClair Wealth Partners LLC453,035$21.3M7.37%new13F-HRTimeline
American Money Management, LLC451,616$21.3M3.36%+6,29213F-HRTimeline
Peterson Wealth Advisors, LLC450,648$21.2M2.82%+7,12413F-HRTimeline
Waterloo Capital, L.P.449,902$21.2M1.49%-2,35813F-HRTimeline
FAGAN ASSOCIATES, INC.445,325$21M2.92%+10,46713F-HRTimeline
Mutual Advisors, LLC444,740$20.9M0.45%+87,10013F-HRTimeline
Royal Harbor Partners, LLC428,161$20.2M6.82%-171,87113F-HRTimeline
BankPlus Trust Departmentgroup of 2 filers holding412,417$19.4M+48,115Timeline
TD Capital Management LLC411,891$19.4M1.74%+15,98613F-HRTimeline
FAS Wealth Partners, Inc.410,508$19.3M1.2%+70,93213F-HRTimeline
WealthPlan Investment Management, LLC406,896$19.2M1.07%+225,80713F-HRTimeline
Trinity Legacy Partners, LLC393,021$18.6M4.03%+27,68813F-HRTimeline
Selby Wealth Management, LLC393,903$18.5M7.3%+6,22813F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC391,521$18.4M9.6%+27,29713F-HRTimeline
HUB Investment Partners, LLC387,577$18.2M0.45%+26,23913F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp386,936$18.2M0.85%-15,40113F-HRTimelineGroup
ALPS ADVISORS INCin group ALPS ADVISORS INC374,330$17.6M0.08%new13F-HRTimelineGroup
Invst, LLC369,306$17.4M1.97%+17,73713F-HRTimeline
Atria Investments, Inc368,352$17.3M0.19%+129,77413F-HRTimeline
Financial Connections Group, Inc.345,985$16.3M5.66%+12,53513F-HRTimeline
BridgePort Financial Solutions, LLC344,879$16.2M4.6%+34,08413F-HRTimeline
CORE WEALTH ADVISORS, LLC341,844$16.1M12.37%+17,28713F-HRTimeline
Financial Partners Group, Inc324,642$15.3M1.83%+16,03113F-HRTimeline
COOPER/HAIMS ADVISORS, LLC323,589$15.2M7.17%-43913F-HRTimeline
FMA Wealth Management, LLC311,725$14.7M9.76%+2,81013F-HRTimeline
Cambridge Investment Research Advisors,…309,573$14.6M0.04%+12,16513F-HRTimeline
Stadion Money Management, LLC297,345$14M1.41%+3,77013F-HRTimeline
Blume Capital Management, Inc.285,121$13.4M2.29%+66,54513F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC282,826$13.3M0.1%-82313F-HRTimeline
ACIMA PRIVATE WEALTH, LLC279,732$13.2M4.13%+4,18513F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV274,077$12.9M0.66%+39,52813F-HRTimeline
JFS WEALTH ADVISORS, LLC271,776$12.8M0.72%+50,42513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…270,996$12.8M0.02%new13F-HRTimelineGroup
Triad Wealth Partners, LLC261,526$12.3M0.98%+13,58913F-HRTimeline
SIERRA OCEAN, LLC248,277$11.7M9.59%+8,15013F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE246,469$11.6M1.72%-219,68313F-HRTimeline
Per Stirling Capital Management, LLC.245,262$11.5M1.28%-3,83613F-HRTimeline
Clarity Wealth Advisors, LLC244,810$11.5M2.37%+20,81713F-HRTimeline
Econ Financial Services Corp241,594$11.4M5.28%+55,69313F-HRTimeline
Milestone Investment Advisors LLC238,478$11.2M2.71%+18513F-HRTimeline
Greenbush Financial Group, LLC235,787$11.1M3.68%+32,28013F-HRTimeline
Financially in Tune, LLC232,779$11M9.42%+33,07713F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC229,940$10.8M0.2%new13F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC229,340$10.8M4.74%-9,68813F-HRTimeline
Trademark Financial Management, LLC229,244$10.8M5.29%+38,58313F-HRTimeline
MBL Wealth, LLC228,988$10.8M0.82%new13F-HRTimeline
Landmark Wealth Management, LLC225,397$10.6M2.84%+47,10113F-HRTimeline
Sprinkle Financial Consultants LLC223,024$10.5M4.84%+65,94813F-HRTimeline
FLOYD FINANCIAL GROUP LLC221,976$10.5M6.99%+6,17113F-HRTimeline
Contango Wealth Management LLC221,710$10.4M12.2%-55,70513F-HRTimeline
Cannon Wealth Management Services, LLC220,358$10.4M7.02%+15,10913F-HRTimeline
Perigon Wealth Management, LLC214,297$10.1M0.18%+9,89013F-HRTimeline
Cedar Point Capital Partners, LLC210,879$9.93M6.45%+5,52213F-HRTimeline
WBH ADVISORY INC193,227$9.06M0.68%+12,41513F-HRTimeline
5T Wealth, LLC189,715$8.93M3.53%+20,22013F-HRTimeline
Embree Financial Group187,979$8.85M1.04%+62,28513F-HRTimeline
N.E.W. Advisory Services LLC187,582$8.83M0.66%-72,28913F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …176,563$8.31M0.1%+13,36413F-HRTimelineGroup
Sanctuary Advisors, LLC174,829$8.23M0.04%+32,19713F-HRTimeline
Composition Wealth, LLC172,951$8.14M0.11%-10013F-HRTimeline
Ignite Planners, LLC170,744$8.05M1.24%+6,73613F-HRTimeline
Alpha Advisors, LLC/VA166,658$7.85M6.19%-94,25013F-HRTimeline
Whitegate Investment Counselors, Inc.159,003$7.49M2.38%+10,60913F-HRTimeline
WESBANCO BANK INC158,809$7.48M0.21%+78,62313F-HRTimeline
Visionary Wealth Advisors157,874$7.43M0.33%-25,38713F-HRTimeline
MN Wealth Advisors, LLC155,678$7.33M3.57%+20,19213F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC154,480$7.27M0.12%+5,14613F-HRTimelineGroup
LODESTAR PRIVATE ASSET MANAGEMENT LLC153,367$7.22M0.71%+3,25713F-HRTimeline
Kellett Wealth Advisors, LLC152,848$7.2M3.9%new13F-HRTimeline
Base Wealth Management LLC152,342$7.17M4.01%+33,80113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…152,185$7.16M0.08%+29,23413F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP152,155$7.16M0.4%+77,61413F-HRTimeline
TABLEAUX LLC149,480$7.04M3.41%+54,17413F-HRTimeline
MATHER GROUP, LLC.144,101$6.78M0.07%+1,68913F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.138,856$6.54M0.37%+59,10713F-HRTimelineGroup
Philip James Wealth Mangement, LLC131,253$6.18M0.71%-65,22013F-HRTimeline
Heritage Wealth Management, Inc.127,338$6M2.97%+12,73013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…126,668$5.96M0.73%+37,76813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC125,695$5.92M0.09%+3,37513F-HRTimelineGroup
Houlihan Financial Resource Group, Ltd.120,514$5.67M2.21%+5,44413F-HRTimeline
COURIER CAPITAL LLC111,053$5.23M0.29%+11,58713F-HR/ATimeline
Leo Wealth, LLC108,334$5.1M0.37%+2,30413F-HRTimeline
Merited Wealth, LLC107,008$5.04M4.18%+69,49813F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA104,826$4.94M11.1%+1,25613F-HRTimeline
Snowden Capital Advisors LLC103,896$4.89M0.13%+15,41013F-HRTimeline
TruWealth Advisors, LLC103,274$4.86M0.23%+2,75513F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC100,506$4.73M0.35%+3,54113F-HRTimeline
Summit Wealth Partners, LLC100,322$4.72M0.75%+9,84713F-HRTimeline
Farther Finance Advisors, LLC98,102$4.6M0.04%-65413F-HRTimeline
KOM Wealth Management Group, LLC97,183$4.58M3.12%+24,83913F-HRTimeline
James J. Burns & Company, LLC96,820$4.56M0.62%+6,18113F-HRTimeline
United Advisor Group, LLC96,129$4.53M0.56%+2,81213F-HRTimeline
BETO FINANCIAL GROUP, LLC94,153$4.41M2.58%-62,49413F-HRTimeline
Medallion Wealth Advisors, LLC93,271$4.39M1.43%+4,05013F-HRTimeline
Capital Planning LLC92,923$4.37M1.42%-31013F-HRTimeline
TBH Global Asset Management, LLC92,435$4.35M0.88%+47,48713F-HRTimeline
AssuredPartners Investment Advisors, LLC91,453$4.29M0.47%-1,57713F-HRTimeline
Prosperity Bancshares Inc90,220$4.25M3.4%+24,19813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC88,730$4.18M0.1%+8,93813F-HRTimelineGroup
Grey Ledge Advisors, LLC88,713$4.18M0.94%+5,74513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.88,093$4.16M0.03%new13F-HRTimelineGroup
BLUEDOOR PRIVATE WEALTH, LLC87,135$4.1M1.9%-3,93513F-HRTimeline
Patten Group, Inc.87,025$4.1M0.71%+5,84813F-HRTimeline