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Disclosery

JCPI J P MORGAN EXCHANGE TRADED F

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INFL MANA BD ETF (fund)

59 managers (59 13F filers) reported a position in JCPI shares at 2026-03-31, 11,904,430 shares in all. 11 filers opened a position and 3 filers sold out during the quarter.

Managers
59
13F filers
59
New
11
Added
24
Reduced
15
Sold out
3
Shares held by filers
11,904,430

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 & CO9,761,242$470M0.03%-662,45013F-HR/ATimelineGroup
MAI Capital Management278,068$13.5M0.08%+15,03613F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC257,621$12.5M0.67%-10,76213F-HRTimeline
LPL Financial LLC151,821$7.35M<0.01%+13,41813F-HRTimeline
UBS Group AGin group UBS Group AG131,974$6.38M<0.01%-2,20313F-HRTimelineGroup
AE Wealth Management LLC111,413$5.39M0.03%+24,78513F-HRTimeline
Private Advisor Group, LLC101,631$4.92M0.02%+31,43113F-HRTimeline
Avior Wealth Management, LLC100,729$4.87M0.14%+4,88213F-HRTimeline
Systelligence, LLC98,825$4.78M0.93%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC69,106$3.34M<0.01%-69,50513F-HRTimelineGroup
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC58,218$2.82M0.03%+2,13913F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC57,377$2.78M<0.01%-505,97613F-HRTimelineGroup
Balanced Rock Investment Advisors LLC53,408$2.58M1.81%+1,75013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC50,720$2.45M<0.01%+4,53113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC45,469$2.2M0.01%+3,07913F-HRTimeline
&PARTNERS40,648$1.97M0.01%+44613F-HRTimeline
Integrated Wealth Concepts LLC40,085$1.94M0.02%+5,85313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC39,565$1.91M<0.01%-50,71613F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP33,750$1.62M<0.01%+12,22413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP31,375$1.52M<0.01%+9,09113F-HRTimelineGroup
Clear Creek Financial Management, LLC30,133$1.46M0.11%+7,91313F-HRTimeline
Cambridge Investment Research Advisors,…27,008$1.31M<0.01%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC26,601$1.29M<0.01%-14,28813F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC26,194$1.27M0.03%+7,11513F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.25,500$1.23M0.01%+13113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.24,724$1.2M<0.01%-21,05813F-HRTimelineGroup
Cornerstone Planning Group LLC23,820$1.16M0.15%new13F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC23,336$1.13M0.14%new13F-HRTimeline
Cetera Investment Advisers21,718$1.05M<0.01%+35313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …16,400$793K0.01%013F-HRTimelineGroup
Bill Few Associates, Inc.15,625$756K0.18%+2,20813F-HRTimeline
FLOW TRADERS U.S. LLC15,480$749K0.02%-5,12313F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…14,230$688K0.01%+8613F-HRTimelineGroup
CIBC WORLD MARKET INC.13,810$668K<0.01%+1,74013F-HRTimeline
CWM, LLCin group CWM, LLC13,287$643K<0.01%+2,22613F-HRTimelineGroup
SAGE RHINO CAPITAL LLC12,552$607K0.11%-47,72713F-HRTimeline
Independent Advisor Alliance9,566$463K<0.01%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC8,714$422K<0.01%-21,12913F-HRTimeline
Prism Advisors, Inc.6,614$320K0.09%new13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV6,257$303K0.02%+15513F-HRTimeline
J.W. COLE ADVISORS, INC.5,220$253K0.01%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC4,763$230K<0.01%-4,76313F-HRTimelineGroup
HighTower Advisors, LLC4,442$215K<0.01%-4,92013F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC4,435$215K0.04%new13F-HRTimeline
Prospera Financial Services Inc4,311$209K<0.01%new13F-HRTimeline
Collier Financial3,115$151K0.11%-35213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,157$56K<0.01%+14813F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…523$25.1K<0.01%013F-HRTimeline
Hickory Point Bank & Trust432$20.9K0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC315$15.2K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…300$14.5K<0.01%new13F-HRTimelineGroup
Clarity Asset Management, Inc.256$12.4K0.01%+113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY174$8.43K<0.01%-1,66413F-HRTimelineGroup
Medallion Wealth Advisors, LLC174$8.42K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.66$3.19K<0.01%013F-HRTimeline
Bank & Trust Co66$3.19K<0.01%013F-HRTimeline
Triumph Capital Management41$1.98K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC18$871<0.01%new13F-HRTimeline
Sound Income Strategies, LLC8$384<0.01%013F-HRTimeline