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Disclosery

JCPI J P MORGAN EXCHANGE TRADED F

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INFL MANA BD ETF (fund)

44 managers (44 13F filers) reported a position in JCPI shares at 2025-09-30, 12,687,143 shares in all. 11 filers opened a position and 4 filers sold out during the quarter.

Managers
44
13F filers
44
New
11
Added
24
Reduced
4
Sold out
4
Shares held by filers
12,687,143

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO11,031,673$538M0.03%+145,87113F-HR/ATimelineGroup
OXFORD FINANCIAL GROUP, LTD. LLC280,326$13.7M0.77%-11,54713F-HRTimeline
MAI Capital Management253,242$12.4M0.08%+7,23413F-HRTimeline
UBS Group AGin group UBS Group AG133,225$6.5M<0.01%+4,65013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC132,270$6.45M<0.01%+20,15013F-HRTimelineGroup
LPL Financial LLC119,493$5.83M<0.01%+14,36613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.61,374$3M<0.01%-17,74113F-HRTimelineGroup
SAGE RHINO CAPITAL LLC58,548$2.86M0.55%+1,36813F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC54,616$2.66M0.03%+1,51513F-HRTimelineGroup
AE Wealth Management LLC51,222$2.5M0.02%+50,93713F-HRTimeline
Balanced Rock Investment Advisors LLC48,707$2.38M1.74%+5,04113F-HRTimeline
&PARTNERS37,487$1.83M0.01%+1,62713F-HRTimeline
Private Advisor Group, LLC35,870$1.75M0.01%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC32,082$1.56M<0.01%+1,61813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC30,834$1.5M<0.01%+21,80413F-HRTimeline
Integrated Wealth Concepts LLC30,447$1.49M0.01%+21,43413F-HRTimeline
MML INVESTORS SERVICES, LLC30,349$1.48M<0.01%+1,11813F-HRTimeline
HighTower Advisors, LLC25,832$1.26M<0.01%-60,82813F-HRTimeline
Cetera Investment Advisers23,585$1.15M<0.01%+1,41213F-HRTimeline
Clear Creek Financial Management, LLC21,772$1.06M0.09%-10713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC20,514$1M<0.01%new13F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC18,824$918K0.03%+35913F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …16,150$788K0.01%+9,47513F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.16,093$785K0.01%+11,94113F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP14,756$720K<0.01%+3,03713F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…14,005$683K0.01%+13913F-HRTimelineGroup
Avior Wealth Management, LLC13,894$678K0.02%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP13,514$659K<0.01%new13F-HRTimelineGroup
Bill Few Associates, Inc.13,169$642K0.17%+813F-HRTimeline
Atria Investments, Inc10,860$530K0.01%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC9,526$465K<0.01%new13F-HRTimelineGroup
CIBC WORLD MARKET INC.6,150$300K<0.01%new13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV5,999$293K0.02%+1,07213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,632$275K<0.01%new13F-HRTimelineGroup
J.W. COLE ADVISORS, INC.5,220$255K<0.01%new13F-HRTimeline
Collier Financial4,231$206K0.16%13F-HRTimeline
Avalon Trust Co2,366$115K0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,838$89.7K<0.01%+1,66413F-HR/ATimelineGroup
CWM, LLCin group CWM, LLC527$26K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA329$16K<0.01%+25013F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC315$15.4K<0.01%new13F-HRTimelineGroup
Medallion Wealth Advisors, LLC174$8.49K<0.01%013F-HRTimeline
Bank & Trust Co66$3.22K<0.01%013F-HRTimeline
Global Retirement Partners, LLC37$1.8K<0.01%013F-HRTimeline