Skip to content
Disclosery

JCPI J P MORGAN EXCHANGE TRADED F

Follow

INFL MANA BD ETF (fund)

39 managers (39 13F filers) reported a position in JCPI shares at 2025-06-30, 12,388,474 shares in all. 11 filers opened a position and 5 filers sold out during the quarter.

Managers
39
13F filers
39
New
11
Added
14
Reduced
6
Sold out
5
Shares held by filers
12,388,474

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 & CO10,885,802$525M0.04%+684,35113F-HRTimelineGroup
OXFORD FINANCIAL GROUP, LTD. LLC291,873$14.1M0.84%-30,64713F-HRTimeline
MAI Capital Management246,008$11.9M0.08%+4,42913F-HRTimeline
UBS Group AGin group UBS Group AG128,575$6.2M<0.01%+3,55313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC112,120$5.41M<0.01%-26913F-HRTimelineGroup
LPL Financial LLC105,127$5.07M<0.01%+67,08613F-HRTimeline
HighTower Advisors, LLC86,660$4.18M0.01%+8,92013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.79,115$3.82M0.01%+3,69513F-HR/ATimelineGroup
SAGE RHINO CAPITAL LLC57,180$2.76M0.58%-1,95813F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC53,101$2.56M0.04%+1,08913F-HRTimelineGroup
KAVAR CAPITAL PARTNERS GROUP, LLC43,963$2.12M0.3%new13F-HRTimeline
Balanced Rock Investment Advisors LLC43,666$2.11M1.65%new13F-HRTimeline
&PARTNERS35,860$1.73M0.01%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC30,464$1.47M<0.01%new13F-HRTimelineGroup
MML INVESTORS SERVICES, LLC29,231$1.41M<0.01%new13F-HRTimeline
Cetera Investment Advisers22,173$1.07M<0.01%+8,13513F-HRTimeline
Clear Creek Financial Management, LLC21,879$1.06M0.1%-4,06513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC18,465$891K0.03%+1,50313F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…13,866$669K0.01%+13713F-HRTimelineGroup
Bill Few Associates, Inc.13,161$635K0.18%+1,06513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP11,719$563K<0.01%+4,57513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC9,030$436K<0.01%-91513F-HRTimeline
Integrated Wealth Concepts LLC9,013$435K<0.01%+80313F-HRTimeline
Atria Wealth Solutions, Inc.7,779$375K0.01%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …6,675$322K<0.01%new13F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV4,927$238K0.02%013F-HRTimeline
OLYMPUS WEALTH MANAGEMENT, LLC4,763$230K0.08%013F-HRTimeline
WealthTrak Capital Management LLC4,752$229K0.19%-6313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.4,152$200K<0.01%new13F-HRTimelineGroup
Gradient Capital Advisors, LLC4,152$200K0.06%new13F-HRTimeline
Avalon Trust Co2,366$114K0.01%new13F-HRTimeline
AE Wealth Management LLC285$13.8K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY174$8.42K<0.01%+113F-HRTimelineGroup
Medallion Wealth Advisors, LLC174$8.36K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA79$4K<0.01%013F-HR/ATimelineGroup
Bank & Trust Co66$3.19K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…42$2.03K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC37$1.78K<0.01%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.