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Disclosery

JCPB J P MORGAN EXCHANGE TRADED F

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CORE PLUS BD ETF (fund)

Filings received so far for Q3 2026: 28 13F filers report a position in JCPB shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Valeo Financial Advisors, LLC3,303,877$140M2.95%+177,34613F-HRTimeline
Avidian Wealth Enterprises, LLC827,192$37M1.03%+21,47313F-HRTimeline
Apella Capital, LLC775,705$34.6M0.44%+83,20313F-HRTimeline
Farther Finance Advisors, LLC729,302$32.7M0.23%+503,48313F-HRTimeline
Peterson Wealth Advisors, LLC495,070$22.2M2.57%+26,07613F-HRTimeline
Sprinkle Financial Consultants LLC340,989$15.3M5.96%+85,51013F-HRTimeline
LAWOOD & CO305,986$13.7M9.48%+13,30913F-HRTimeline
ACIMA PRIVATE WEALTH, LLC298,268$13.4M3.88%+6,63913F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…98,914$4.43M2.9%+13,97513F-HRTimeline
Capital Planning LLC81,919$3.67M0.98%+36613F-HRTimeline
Capital Advisors Wealth Management, LLC72,661$3.25M0.37%+10,36313F-HRTimeline
MassMutual Private Wealth & Trust, FSB64,259$2.88M0.08%-9,68713F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC51,756$2.31M0.94%-12,14113F-HRTimeline
Rosenberg Matthew Hamilton36,928$1.65M0.3%-1,91313F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC27,138$1.22M0.24%+18,46013F-HRTimeline
Trust Co26,640$1.19M0.1%+10,21113F-HRTimeline
Venture Visionary Partners LLC20,378$913K0.02%new13F-HRTimeline
First Citizens Financial Corp20,053$898K0.38%-1,50813F-HRTimeline
Friday Financial15,927$711K0.14%new13F-HRTimeline
Emergent Wealth Advisors, LLC15,094$676K0.35%+30413F-HRTimeline
First Heartland Consultants, Inc.14,939$669K0.04%+53713F-HRTimeline
CHAPIN DAVIS, INC.13,323$597K0.11%-30013F-HRTimeline
Elm3 Financial Group, LLC9,772$438K0.29%+79413F-HRTimeline
Adelphi Trust Co4,846$217K0.14%new13F-HRTimeline
M.E. ALLISON & CO., INC.4,600$206K0.12%-42513F-HRTimeline
GK Wealth Management LLC2,500$112K0.06%new13F-HRTimeline
CX Institutional2,388$107K<0.01%-1013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP355$15.9K<0.01%013F-HRTimelineGroup