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Disclosery

JPIB J P MORGAN EXCHANGE TRADED F

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INTL BD OPP ETF (fund)

241 managers (245 13F filers) reported a position in JPIB shares at 2026-06-30, 32,037,024 shares in all. 27 filers opened a position and 14 filers sold out during the quarter.

Managers
241
13F filers
245
New
27
Added
141
Reduced
58
Sold out
14
Shares held by filers
32,037,024

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Avantax Planning Partners, Inc.2,518,715$122M3.03%+85,17913F-HRTimeline
LPL Financial LLC1,698,263$82.1M0.02%+141,16513F-HRTimeline
Rice Partnership, LLC1,625,600$78.6M9.54%+134,63213F-HRTimeline
FSM Wealth Advisors, LLC1,379,133$66.7M7.15%+214,24513F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co1,265,473$61.2M2.6%+847,65313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,181,490$57.1M<0.01%+103,04713F-HRTimelineGroup
HighTower Advisors, LLC991,898$48M0.05%+9,20813F-HRTimeline
Parallel Advisors, LLC988,934$47.8M0.73%+105,92613F-HRTimeline
Prime Capital Investment Advisors, LLC924,746$44.7M0.43%-2,29313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC878,679$42.5M0.01%+266,09213F-HRTimelineGroup
Cetera Investment Advisers808,930$39.1M0.04%+51,44813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding579,744$28M-89,251Timeline
MORGAN STANLEYin group MORGAN STANLEY569,467$27.5M<0.01%+79,71213F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…567,754$27.5M0.01%+122,77413F-HRTimelineGroup
Goldstone Financial Group, LLC566,365$27.4M2.5%+27,77013F-HRTimeline
Hughes Financial Services, LLC495,030$23.9M3.17%+43,53713F-HRTimeline
Midwest Financial Partners Investments,…482,644$23.3M9.69%+26,69713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC456,577$22.1M0.01%+88,26213F-HRTimelineGroup
ForthRight Wealth Management, LLC455,739$22M5.64%+34,04113F-HRTimeline
Apella Capital, LLC441,355$21.3M0.3%+29,79213F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC366,185$17.7M1.65%+10,00013F-HRTimeline
Certified Advisory Corp364,814$17.6M1.42%+13,24113F-HRTimeline
Peak Financial Management, Inc.357,597$17.3M3.97%+13,51413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC325,000$15.7M0.02%+14,27213F-HRTimeline
ADE, LLC306,297$14.8M6.26%+7,82213F-HRTimeline
Modern Wealth Management, LLC275,212$13.3M0.16%new13F-HRTimeline
Stadion Money Management, LLC237,297$11.4M0.99%-1,00013F-HRTimeline
CGN Advisors LLC232,330$11.2M0.82%+12,24913F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding220,551$10.7M+73,870Timeline
MAI Capital Management220,129$10.6M0.04%+10,72113F-HRTimeline
ACIMA PRIVATE WEALTH, LLC215,439$10.4M3.02%+4,39113F-HRTimeline
Summit Financial, LLC213,225$10.3M0.11%+14,77013F-HRTimeline
Cambridge Investment Research Advisors,…208,258$10.1M0.02%+11,81613F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA206,281$9.97M<0.01%-151,40713F-HRTimelineGroup
ARQ WEALTH ADVISORS, LLC207,372$9.92M1.23%new13F-HRTimeline
Peterson Wealth Advisors, LLC198,525$9.6M1.13%+7,06813F-HRTimeline
Destiny Wealth Partners, LLC189,248$9.06M1.28%-122,68713F-HRTimeline
Fiduciary Alliance LLC185,036$8.95M0.6%+6,20813F-HRTimeline
Bleakley Financial Group, LLC178,555$8.63M0.11%+2,62613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.175,141$8.47M0.01%+4,35313F-HRTimelineGroup
Cadent Capital Advisors, LLC168,597$8.15M1.69%+8,37413F-HRTimeline
Broadway Wealth Solutions, Inc.165,627$8.01M3.74%+12,89613F-HRTimeline
Ignite Planners, LLC163,239$7.91M1.09%+3,65513F-HRTimeline
Financial Management Professionals, Inc.159,347$7.7M0.73%+14,50113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS157,488$7.61M0.01%-51,78613F-HRTimeline
NewEdge Advisors, LLC156,216$7.55M0.02%-14,67013F-HRTimeline
Windsor Capital Management, LLC153,939$7.44M1.93%+2,33813F-HRTimeline
AssuredPartners Investment Advisors, LLC153,213$7.41M0.72%+8,72713F-HRTimeline
Patton Albertson Miller Group, LLC150,308$7.27M0.72%+137,01113F-HRTimeline
Sonoma Allocations LLC150,342$7.25M2.25%+8,09013F-HRTimeline
Avior Wealth Management, LLC146,848$7.1M0.19%+57,83013F-HRTimeline
Manske Wealth Management144,822$7M1.74%+25,72013F-HRTimeline
POWER WEALTH MANAGEMENT LLC143,496$6.94M2.39%+1,35113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO142,629$6.91M<0.01%+56,45513F-HRTimelineGroup
Treasure Coast Financial Planning133,875$6.47M3.16%-52713F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth130,063$6.29M0.05%+50,53013F-HRTimelineGroup
HALBERT HARGROVE GLOBAL ADVISORS, LLC129,182$6.25M0.27%+1,59313F-HRTimeline
FIRST AMERICAN TRUST, FSB127,787$6.18M0.37%+10,23613F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV126,496$6.12M0.29%-14,14413F-HRTimeline
Econ Financial Services Corp126,038$6.09M2.85%+6,92913F-HRTimeline
Winter & Associates, Inc.125,022$6.04M4.54%+54,65413F-HRTimeline
LexAurum Advisors, LLC119,855$5.79M0.67%+16,12413F-HRTimeline
Refined Wealth Management119,352$5.77M3.48%+2,75813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.113,120$5.47M0.01%+9,67213F-HRTimelineGroup
Odyssey Group, LLC113,013$5.46M1.48%13F-HRTimeline
Retirement Planning Group, LLC112,138$5.42M0.14%new13F-HRTimeline
Elmwood Wealth Management, Inc.111,022$5.37M1.34%+4,04213F-HRTimeline
Kroeger Financial Partners109,337$5.29M5.11%13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC109,238$5.28M0.01%-24,60613F-HRTimelineGroup
Cedar Mountain Advisors, LLC108,113$5.23M0.9%+2,65613F-HRTimeline
Beacon Pointe Advisors, LLC104,663$5.06M0.02%+6,48113F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.103,507$5M0.65%+9,70713F-HRTimeline
Roof Eidam Maycock Peralta, LLC97,660$4.72M0.93%+4,52513F-HRTimeline
Ellenbecker Investment Group96,621$4.67M0.54%new13F-HRTimeline
Philadelphia Investment Partners, LLC93,538$4.52M2.82%+9,32913F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding88,820$4.29M+10,750Timeline
New Capital Management LP84,820$4.1M0.93%+71413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…80,341$3.88M0.01%-57,95113F-HRTimelineGroup
CROBAN78,946$3.82M1.68%new13F-HRTimeline
White & Co Financial Planning Inc77,901$3.77M2.33%+6,80413F-HRTimeline
Etesian Wealth Advisors, Inc.74,529$3.6M1.07%+13,60013F-HRTimeline
Jacobi Capital Management LLC71,463$3.46M0.17%+8,49113F-HRTimeline
Mach-1 Financial Group, LLC71,148$3.44M1.33%+4,56013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding69,084$3.34M+23,632Timeline
MMA ASSET MANAGEMENT LLC68,636$3.32M1.06%+42713F-HRTimeline
&PARTNERS67,702$3.27M0.01%+4,49113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC66,521$3.22M<0.01%-166,65213F-HRTimelineGroup
Waverly Advisors, LLC65,677$3.18M0.02%+77613F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC65,231$3.15M0.59%-2,34213F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …64,474$3.12M0.15%+1,83813F-HRTimelineGroup
Eaton Financial Holdings Company, LLC63,480$3.07M0.84%+36,98613F-HRTimeline
RIVERSEDGE ADVISORS, LLC61,246$2.96M0.39%+1,09713F-HRTimeline
IFP Advisors, Inc59,642$2.88M0.05%+59,44213F-HRTimeline
Cardinal Strategic Wealth Guidance57,389$2.77M0.63%new13F-HRTimeline
Koshinski Asset Management, Inc.56,190$2.72M0.14%-3,52113F-HRTimeline
Bouvel Investment Partners, LLC55,274$2.67M0.6%+5,40013F-HRTimeline
Total Clarity Wealth Management, Inc.54,487$2.63M0.51%+36,73713F-HRTimeline
Private Advisor Group, LLC51,906$2.51M0.01%-28,59013F-HRTimeline
Brendel Financial Advisors LLC51,898$2.51M1.16%+1,16913F-HRTimeline
Sanctuary Advisors, LLC51,886$2.51M0.01%+6,89113F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC51,590$2.49M0.43%+6,82113F-HRTimeline
Mariner, LLCin group Mariner, LLC51,542$2.49M<0.01%+14,35713F-HRTimelineGroup
SYM FINANCIAL Corp50,530$2.44M0.2%+1,09613F-HRTimeline
BlackDiamond Wealth Management, LLC50,553$2.42M0.98%+9,58213F-HRTimeline
Systelligence, LLC49,383$2.39M0.4%-7,29313F-HRTimeline
Sunrise Financial Services, LLC49,323$2.38M1.42%+4,08213F-HRTimeline
KINTRA WEALTH, LLC49,045$2.35M0.12%-313,77113F-HRTimeline
Valmark Advisers, Inc.45,582$2.2M0.02%+9,03013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …45,255$2.19M0.02%+52113F-HRTimelineGroup
InTrack Investment Management Inc43,437$2.1M1.04%+12,24913F-HRTimeline
Tidemark, LLC43,373$2.1M0.47%-137,89613F-HRTimeline
SHP Wealth Management43,357$2.1M0.14%+3,01213F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC41,240$1.99M0.13%+89313F-HRTimelineGroup
Financial Partners Group, Inc40,349$1.95M0.2%-2,62113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC39,484$1.91M<0.01%-27,45813F-HRTimelineGroup
Beta Wealth Group, Inc.37,998$1.84M0.69%-1,96913F-HRTimeline
Pine Harbor Wealth Management, LLC36,881$1.78M0.48%013F-HRTimeline
TriaGen Wealth Management LLC34,436$1.66M0.42%-26213F-HRTimeline
J.W. COLE ADVISORS, INC.34,351$1.66M0.03%+4,73013F-HRTimeline
Berger Financial Group, Inc34,127$1.65M0.08%-57013F-HRTimeline
Lunt Capital Management, Inc.32,037$1.55M0.57%+1,03313F-HRTimeline
Balanced Rock Investment Advisors LLC30,284$1.46M0.91%+1,96013F-HRTimeline
AE Wealth Management LLC30,003$1.45M0.01%+55013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …29,840$1.44M0.03%-94613F-HRTimelineGroup
Geneos Wealth Management Inc.28,687$1.39M0.03%+92113F-HRTimeline
Helium Advisors LLC28,451$1.38M1.14%+10,54013F-HRTimeline
Dynamic Advisor Solutions LLC27,561$1.33M0.04%+3,41713F-HRTimeline
Mutual Advisors, LLC27,233$1.32M0.02%-2,40013F-HRTimeline
INNEALTA CAPITAL, LLC25,726$1.24M0.66%-13913F-HRTimeline
Clear Point Advisors Inc.24,298$1.17M1.04%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.23,707$1.15M0.01%-19,62413F-HRTimelineGroup
Gateway Wealth Partners, LLC23,576$1.14M0.07%-1,55213F-HRTimeline
Argent Trust Co22,730$1.1M0.03%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC21,913$1.06M0.02%-10713F-HRTimeline
First Bank & Trust21,575$1.04M0.15%+10,34313F-HRTimeline
UMB Bank, n.a.21,569$1.04M0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Marks Group Wealth Management, Inc20,021$968K0.08%-1,22013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…20,114$968K<0.01%+4,83913F-HRTimeline
MML INVESTORS SERVICES, LLC19,662$951K<0.01%+12,21913F-HRTimeline
Advisors Asset Management, Inc.18,210$880K0.01%+46613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC16,576$801K0.02%-2,05513F-HRTimelineGroup
PKS Advisory Services, LLC15,909$769K0.12%-813F-HRTimeline
CIBC WORLD MARKET INC.15,363$743K<0.01%+4213F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC15,017$726K0.03%new13F-HRTimeline
GeoWealth Management, LLC14,996$725K0.02%-69213F-HRTimeline
Spectrum Wealth Advisory Group, LLC14,995$725K0.21%-76,89713F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV14,824$717K0.05%+95913F-HRTimeline
Simplicity Wealth,LLC14,695$710K0.02%new13F-HRTimeline
Narus Financial Partners, LLC14,336$693K0.18%-3,27613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…14,321$692K<0.01%+82313F-HRTimelineGroup
Prospera Financial Services Inc14,170$685K0.01%+2,32513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…14,152$682K0.04%+83613F-HRTimeline
First Citizens Financial Corp13,353$646K0.27%-2,69713F-HRTimeline
MOTCO13,114$634K0.05%-31313F-HRTimeline
SAXON INTERESTS, INC.12,503$605K0.17%+28313F-HRTimeline
Mission Hills Financial Advisory, LLC12,502$604K0.27%-4,89313F-HRTimeline
Atria Investments, Inc11,871$574K0.01%new13F-HRTimeline
Capstone Wealth Management Group, Inc.in group Capstone Wealth Management Gr…11,687$565K0.34%13F-HRTimelineGroup
Visionary Wealth Advisors11,670$564K0.02%+513F-HRTimeline
Centurion Wealth Management LLC11,601$561K0.13%+64313F-HRTimeline
CAHILL FINANCIAL ADVISORS INC11,490$556K0.05%-5,19213F-HRTimeline
Janney Montgomery Scott LLC11,363$549K<0.01%+1,16013F-HRTimeline
Red Mountain Financial, LLC11,333$548K0.46%new13F-HRTimeline
Integrated Wealth Concepts LLC10,708$518K<0.01%new13F-HRTimeline
Clear Creek Financial Management, LLC10,332$500K0.03%-3,96113F-HRTimeline
XY Planning Network, Inc.10,202$493K0.06%new13F-HRTimeline
Smallwood Wealth Investment Management,…9,696$469K0.2%+1,39513F-HRTimeline
Sunflower Bank, N.A.9,551$462K0.11%-3,07113F-HR/ATimeline
Redhawk Wealth Advisors, Inc.9,343$452K0.04%+1,41913F-HRTimeline
Betterment LLC9,044$437K<0.01%+60613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,874$429K<0.01%+3,08713F-HRTimelineGroup
Ausdal Financial Partners, Inc.8,817$426K0.02%+23913F-HRTimeline
Gilman Hill Asset Management, LLC8,750$423K0.06%013F-HRTimeline
BURKE & HERBERT BANK & TRUST CO8,477$410K0.1%-5013F-HRTimeline
Trademark Financial Management, LLC8,401$406K0.17%new13F-HRTimeline
Global Retirement Partners, LLC8,397$406K0.01%13F-HRTimeline
KWB Wealth8,392$406K0.03%+24413F-HRTimeline
First Heartland Consultants, Inc.8,066$390K0.03%+2,16313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC7,637$369K0.01%+1,14613F-HRTimelineGroup
TRUSTMARK BANK TRUST DEPARTMENT7,600$367K0.02%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.7,229$352K0.09%+51713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC7,102$343K<0.01%013F-HRTimelineGroup
SCHMIDT P J INVESTMENT MANAGEMENT INC7,058$341K0.05%+28813F-HRTimeline
AlphaCore Capital LLC6,818$330K0.01%+25113F-HRTimeline
Lantern Wealth Advisors, LLC6,794$328K0.15%+44213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/6,652$322K<0.01%013F-HRTimelineGroup
Brady Martz Wealth Solutions, LLC6,348$307K0.05%-9513F-HRTimeline
Everest Financial Group LLC6,325$306K0.04%+69713F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…6,321$306K0.11%+39413F-HRTimeline
Beaumont Financial Advisors, LLC6,180$299K0.02%013F-HRTimeline
BOURGEON CAPITAL MANAGEMENT LLC6,100$295K0.04%new13F-HRTimeline
Walkner Condon Financial Advisors LLC6,053$293K0.03%-6,69513F-HRTimeline
Sigma Planning Corp6,020$291K0.01%+30113F-HRTimeline
Friday Financial6,022$290K0.08%+1,79513F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/5,990$290K<0.01%+113F-HRTimelineGroup
SEAVIEW INVESTMENT MANAGERS LLC5,888$285K0.09%-11013F-HRTimeline
SAGE FINANCIAL GROUP INC5,766$279K0.02%+25013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…5,759$278K0.01%+1,63113F-HRTimelineGroup
Allworth Financial LP5,744$278K<0.01%+4,11813F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.5,693$275K0.1%-72113F-HRTimeline