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Disclosery

JCPI J P MORGAN EXCHANGE TRADED F

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INFL MANA BD ETF (fund)

56 managers (56 13F filers) reported a position in JCPI shares at 2026-06-30, 13,563,001 shares in all. 5 filers opened a position and 8 filers sold out during the quarter.

Managers
56
13F filers
56
New
5
Added
29
Reduced
12
Sold out
8
Shares held by filers
13,563,001

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO10,927,719$526M0.03%+1,166,47713F-HRTimelineGroup
MAI Capital Management285,828$13.7M0.05%+7,76013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC252,682$12.1M0.61%-4,93913F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC238,292$11.4M0.67%new13F-HRTimeline
LPL Financial LLC170,578$8.16M<0.01%+18,75713F-HRTimeline
AE Wealth Management LLC133,089$6.37M0.03%+21,67613F-HRTimeline
Private Advisor Group, LLC118,963$5.69M0.03%+17,33213F-HRTimeline
UBS Group AGin group UBS Group AG113,661$5.44M<0.01%-18,31313F-HRTimelineGroup
Integrated Wealth Concepts LLC109,800$5.25M0.03%+69,71513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC93,958$4.5M<0.01%+24,85213F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC90,809$4.35M<0.01%+51,24413F-HRTimelineGroup
Systelligence, LLC78,600$3.76M0.63%-20,22513F-HRTimeline
Cambridge Investment Research Advisors,…70,512$3.37M0.01%+43,50413F-HR/ATimeline
Ocean Park Asset Management, LLC66,500$3.18M0.15%new13F-HRTimeline
Balanced Rock Investment Advisors LLC59,890$2.87M1.79%+6,48213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC55,534$2.66M<0.01%+4,81413F-HRTimelineGroup
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC55,476$2.65M0.03%-2,74213F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC53,065$2.54M0.06%+26,87113F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP47,778$2.3M<0.01%+14,02813F-HRTimelineGroup
MML INVESTORS SERVICES, LLC45,053$2.16M<0.01%-41613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.42,809$2.05M<0.01%+18,08513F-HRTimelineGroup
Clear Creek Financial Management, LLC42,119$2.02M0.13%+11,98613F-HRTimeline
&PARTNERS41,459$1.98M0.01%+81113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP39,875$1.91M<0.01%+8,50013F-HRTimelineGroup
Urban Wealth Management, LLC39,348$1.88M1.64%new13F-HRTimeline
Cornerstone Planning Group LLC25,061$1.19M0.15%+1,24113F-HRTimeline
Atria Investments, Inc23,419$1.12M0.01%new13F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC22,347$1.07M0.16%+17,91213F-HRTimeline
Cetera Investment Advisers21,432$1.03M<0.01%-28613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.21,290$1.02M0.01%-4,21013F-HRTimelineGroup
HighTower Advisors, LLC20,682$990K<0.01%+16,24013F-HRTimeline
FLOW TRADERS U.S. LLC18,378$879K0.04%+2,89813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC18,291$875K<0.01%-39,08613F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …16,650$797K0.01%+25013F-HRTimelineGroup
Bill Few Associates, Inc.15,213$728K0.16%-41213F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…14,420$690K0.01%+19013F-HRTimelineGroup
CIBC WORLD MARKET INC.13,810$661K<0.01%013F-HRTimeline
SAGE RHINO CAPITAL LLC9,819$470K0.08%-2,73313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC8,506$407K<0.01%-20813F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV7,497$359K0.02%+1,24013F-HRTimeline
Prism Advisors, Inc.6,737$322K0.08%+12313F-HRTimeline
J.W. COLE ADVISORS, INC.5,220$250K<0.01%013F-HRTimeline
Signet Private Wealth LLC5,114$245K0.2%new13F-HRTimeline
Prospera Financial Services Inc5,072$243K<0.01%+76113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC4,763$228K<0.01%013F-HRTimelineGroup
Collier Financial3,120$149K0.1%+513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA729$35K<0.01%-42813F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…523$24.9K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC515$24.6K<0.01%+20013F-HRTimelineGroup
Hickory Point Bank & Trust432$20.7K0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY174$8.34K<0.01%013F-HRTimelineGroup
Medallion Wealth Advisors, LLC174$8.33K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.66$3.16K<0.01%013F-HRTimeline
Bank & Trust Co66$3.16K<0.01%013F-HRTimeline
Triumph Capital Management47$2.25K<0.01%+613F-HRTimeline
Global Retirement Partners, LLC37$1.77K<0.01%13F-HRTimeline