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Disclosery

JCPI J P MORGAN EXCHANGE TRADED F

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INFL MANA BD ETF (fund)

52 managers (52 13F filers) reported a position in JCPI shares at 2025-12-31, 12,989,472 shares in all. 10 filers opened a position and 2 filers sold out during the quarter.

Managers
52
13F filers
52
New
10
Added
28
Reduced
7
Sold out
2
Shares held by filers
12,989,472

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 & CO10,423,692$502M0.03%-607,98113F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC563,353$27.1M<0.01%+542,83913F-HR/ATimelineGroup
OXFORD FINANCIAL GROUP, LTD. LLC268,383$12.9M0.71%-11,94313F-HRTimeline
MAI Capital Management263,032$12.7M0.07%+9,79013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC138,611$6.68M<0.01%+6,34113F-HRTimelineGroup
LPL Financial LLC138,403$6.67M<0.01%+18,91013F-HRTimeline
UBS Group AGin group UBS Group AG134,177$6.47M<0.01%+95213F-HRTimelineGroup
Avior Wealth Management, LLC95,847$4.62M0.14%+81,95313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC90,281$4.35M0.01%new13F-HRTimelineGroup
AE Wealth Management LLC86,628$4.17M0.02%+35,40613F-HRTimeline
Private Advisor Group, LLC70,200$3.38M0.02%+34,33013F-HRTimeline
SAGE RHINO CAPITAL LLC60,279$2.9M0.55%+1,73113F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC56,079$2.7M0.03%+1,46313F-HRTimelineGroup
Balanced Rock Investment Advisors LLC51,658$2.49M1.77%+2,95113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC46,189$2.23M<0.01%+14,10713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.45,782$2.21M<0.01%-15,59213F-HRTimelineGroup
MML INVESTORS SERVICES, LLC42,390$2.04M<0.01%+12,04113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC40,889$1.97M<0.01%+35,25713F-HRTimelineGroup
&PARTNERS40,202$1.94M0.01%+2,71513F-HRTimeline
Integrated Wealth Concepts LLC34,232$1.65M0.02%+3,78513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC29,843$1.44M<0.01%-99113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.25,369$1.22M0.01%+9,27613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP22,284$1.07M<0.01%+8,77013F-HRTimelineGroup
Clear Creek Financial Management, LLC22,220$1.07M0.09%+44813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP21,526$1.04M<0.01%+6,77013F-HRTimelineGroup
Cetera Investment Advisers21,365$1.03M<0.01%-2,22013F-HRTimeline
FLOW TRADERS U.S. LLC20,603$993K0.03%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC19,079$919K0.03%+25513F-HR/ATimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …16,400$790K0.01%+25013F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…14,144$684K0.01%+13913F-HRTimelineGroup
Bill Few Associates, Inc.13,417$647K0.16%+24813F-HRTimeline
CIBC WORLD MARKET INC.12,070$582K<0.01%+5,92013F-HRTimeline
Orion Porfolio Solutions, LLC11,739$566K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC11,061$533K<0.01%+10,53413F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC9,526$462K<0.01%013F-HRTimelineGroup
HighTower Advisors, LLC9,362$451K<0.01%-16,47013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV6,102$294K0.02%+10313F-HRTimeline
J.W. COLE ADVISORS, INC.5,220$252K0.01%013F-HRTimeline
Collier Financial3,467$167K0.13%-76413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,838$88.6K<0.01%013F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,009$49K<0.01%+68013F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…523$25.2K<0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC315$15.2K<0.01%013F-HRTimelineGroup
Clarity Asset Management, Inc.255$12.3K0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC174$8.38K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.66$3.18K<0.01%new13F-HRTimeline
Bank & Trust Co66$3.18K<0.01%013F-HRTimeline
Triumph Capital Management41$1.98K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC37$1.78K<0.01%013F-HRTimeline
POM Investment Strategies, LLC36$1.74K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC8$386<0.01%new13F-HRTimeline
Bogart Wealth, LLC0$1<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.