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JCPI J P MORGAN EXCHANGE TRADED F

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INFL MANA BD ETF (fund)

32 managers (32 13F filers) reported a position in JCPI shares at 2024-12-31, 11,560,701 shares in all. 6 filers opened a position and 7 filers sold out during the quarter.

Managers
32
13F filers
32
New
6
Added
9
Reduced
6
Sold out
7
Shares held by filers
11,560,701

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO10,391,661$486M0.04%-362,76813F-HRTimelineGroup
OXFORD FINANCIAL GROUP, LTD. LLC335,752$15.7M1.02%-24,69313F-HRTimeline
MAI Capital Management233,728$10.9M0.08%new13F-HRTimeline
UBS Group AGin group UBS Group AG144,118$6.74M<0.01%+139,84013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC103,408$4.84M<0.01%13F-HR/ATimelineGroup
HighTower Advisors, LLC62,136$2.91M<0.01%new13F-HRTimeline
SAGE RHINO CAPITAL LLC58,547$2.74M0.6%-3,66813F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC49,050$2.3M0.04%+6,54413F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC34,549$1.62M<0.01%+713F-HRTimelineGroup
Clear Creek Financial Management, LLC25,549$1.2M0.13%new13F-HRTimeline
LPL Financial LLC17,642$826K<0.01%-2,80913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC17,387$814K0.03%+2,87913F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…13,600$636K0.01%+12613F-HRTimelineGroup
Bill Few Associates, Inc.13,201$618K0.22%+2,39513F-HRTimeline
Cetera Investment Advisers11,808$553K<0.01%+1,62413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC8,930$418K<0.01%-29,93213F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,465$303K<0.01%new13F-HR/ATimeline
Collier Financial6,023$282K0.25%13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC5,077$238K<0.01%-2,69413F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV4,927$231K0.02%013F-HRTimeline
WealthTrak Capital Management LLC4,846$227K0.19%13F-HRTimeline
OLYMPUS WEALTH MANAGEMENT, LLC4,763$223K0.08%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,023$141K<0.01%+80313F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,925$137K<0.01%+38313F-HRTimelineGroup
Mainstream Capital Management LLC706$33K0.02%new13F-HRTimeline
AE Wealth Management LLC285$13.3K<0.01%new13F-HRTimeline
OARSMAN CAPITAL, INC.240$11.3K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY173$8.1K<0.01%013F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA79$4K<0.01%013F-HRTimelineGroup
Bank & Trust Co66$3.09K<0.01%013F-HRTimeline
Global Retirement Partners, LLC37$1.73K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.