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Disclosery

JPIB J P MORGAN EXCHANGE TRADED F

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INTL BD OPP ETF (fund)

126 managers (126 13F filers) reported a position in JPIB shares at 2024-12-31, 8,387,358 shares in all. 17 filers opened a position and 7 filers sold out during the quarter.

Managers
126
13F filers
126
New
17
Added
56
Reduced
30
Sold out
7
Shares held by filers
8,387,358

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Avantax Planning Partners, Inc.604,912$28.6M1.03%+122,23913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/471,790$22.3M<0.01%+16,78413F-HRTimelineGroup
McCarthy & Cox360,095$17M5.91%+31,94013F-HRTimeline
FSM Wealth Advisors, LLC329,446$15.6M3.81%+57,74913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC306,140$14.5M0.01%13F-HR/ATimelineGroup
CGN Advisors LLC305,380$14.4M1.4%+26,31013F-HRTimeline
ForthRight Wealth Management, LLC296,706$14M4.67%+12,98913F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC292,399$13.8M1.14%+13,33213F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co266,449$12.6M0.95%+42,37313F-HRTimelineGroup
HighTower Advisors, LLC254,596$12M0.02%+2,96613F-HRTimeline
Certified Advisory Corp213,611$10.1M1.1%+24,79013F-HRTimeline
ACIMA PRIVATE WEALTH, LLC184,274$8.71M2.93%+2,22713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.180,940$8.55M0.02%-1,91413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY179,276$8.47M<0.01%+25,12713F-HR/ATimelineGroup
LPL Financial LLC172,592$8.16M<0.01%+21,20713F-HRTimeline
MAI Capital Management170,075$8.04M0.06%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.169,874$8.03M0.05%+51,93313F-HRTimeline
Peterson Wealth Advisors, LLC157,230$7.45M1.34%-1,43213F-HRTimeline
Prime Capital Investment Advisors, LLC153,792$7.27M0.11%-6,39913F-HRTimeline
Windsor Capital Management, LLC145,628$6.88M2.04%-1,34213F-HRTimeline
Ignite Planners, LLC136,075$6.45M1.41%+4,89413F-HRTimeline
Bleakley Financial Group, LLC126,978$6M0.18%-5,43013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC123,395$5.83M0.33%+3,33313F-HR/ATimeline
Treasure Coast Financial Planning116,297$5.5M3.62%-5,84013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA116,045$5.48M<0.01%+115,52113F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…113,961$5.39M0.01%+4,97913F-HRTimelineGroup
Financial Management Professionals, Inc.110,044$5.2M0.66%+2,85113F-HRTimeline
Running Point Capital Advisors, LLC109,808$5.19M1.78%+17,91213F-HRTimeline
Manske Wealth Management107,770$5.09M2.02%13F-HRTimeline
VERUS CAPITAL PARTNERS, LLC104,549$4.94M0.47%-1,65913F-HR/ATimeline
Broadway Wealth Solutions, Inc.100,716$4.76M3.61%13F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC92,728$4.38M1.49%-248,14913F-HRTimeline
Hobart Private Capital, LLC92,228$4.36M1.08%+74013F-HRTimeline
Marmo Financial Group, LLC85,856$4.06M2.19%+1,70713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS85,188$4.03M0.01%+8,06413F-HRTimeline
Fiduciary Alliance LLC80,319$3.8M0.38%+3,47913F-HRTimeline
LexAurum Advisors, LLC79,869$3.77M0.75%+2,77813F-HRTimeline
Cetera Investment Advisers79,825$3.77M0.01%+11,82513F-HRTimeline
AssuredPartners Investment Advisors, LLC74,607$3.53M0.69%13F-HRTimeline
Koshinski Asset Management, Inc.72,850$3.44M0.31%-1,85813F-HRTimeline
Elmwood Wealth Management, Inc.66,723$3.15M1.27%new13F-HRTimeline
White & Co Financial Planning Inc64,310$3.04M2.58%13F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC50,033$2.36M<0.01%+31,04913F-HRTimelineGroup
Waverly Advisors, LLC50,008$2.36M0.04%+3,23613F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.49,457$2.34M0.11%+2,39413F-HRTimelineGroup
Freedom Investment Management, Inc.45,656$2.16M0.18%+1,07213F-HRTimeline
Private Advisor Group, LLC43,739$2.07M0.01%+17,48413F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding38,937$1.84M+25,647Timeline
Mariner, LLCin group Mariner, LLC36,423$1.72M<0.01%+1,64713F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…35,805$1.69M0.06%-26,27413F-HRTimelineGroup
Sunflower Bank, N.A.35,630$1.68M0.47%-14,51913F-HRTimeline
SYM FINANCIAL Corp33,572$1.59M0.21%-35013F-HRTimeline
Cambridge Investment Research Advisors,…32,828$1.55M0.01%-97213F-HRTimeline
Jacobi Capital Management LLC32,777$1.55M0.12%+4,89013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC31,131$1.47M<0.01%+3,87913F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …30,941$1.46M0.02%+79213F-HRTimelineGroup
First Citizens Financial Corp26,175$1.24M0.67%+1,44113F-HRTimeline
&PARTNERS24,631$1.19M0.01%new13F-HRTimeline
Berger Financial Group, Inc24,931$1.18M0.08%new13F-HRTimeline
J.W. COLE ADVISORS, INC.24,572$1.16M0.05%new13F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.22,832$1.08M0.54%+1,35013F-HRTimeline
HTLF Bank21,569$1.02M0.12%013F-HRTimeline
Geneos Wealth Management Inc.19,654$929K0.03%+59613F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…16,089$762K0.06%new13F-HRTimeline
Dynamic Advisor Solutions LLC15,494$732K0.03%+86813F-HRTimeline
Advisors Asset Management, Inc.14,810$700K0.01%+1,94213F-HR/ATimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth13,406$634K0.01%new13F-HRTimelineGroup
Clear Point Advisors Inc.12,324$582K0.5%+7413F-HRTimeline
Narus Financial Partners, LLC12,084$571K0.19%-7413F-HRTimeline
SAXON INTERESTS, INC.11,413$539K0.24%-21813F-HRTimeline
WCG Wealth Advisors LLC11,242$531K0.04%new13F-HRTimeline
Brady Martz Wealth Solutions, LLC10,970$516K0.12%13F-HRTimeline
PKS Advisory Services, LLC10,515$497K0.12%13F-HRTimeline
SPC Financial, Inc.9,717$459K0.04%-36113F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC9,254$437K0.01%new13F-HRTimeline
Advisory Alpha, LLC9,101$430K0.02%+1,04913F-HRTimeline
BRASADA CAPITAL MANAGEMENT, LP9,134$429K0.08%-2,02313F-HRTimeline
Etesian Wealth Advisors, Inc.8,619$407K0.18%-8,35813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP8,599$406K<0.01%+1,35413F-HRTimelineGroup
Goldstone Financial Group, LLC8,589$406K0.06%new13F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…7,973$377K0.16%+73413F-HRTimelineGroup
OneDigital Investment Advisors LLC7,388$349K<0.01%-23213F-HRTimeline
PFG Advisors7,031$332K0.02%-70213F-HRTimeline
Gilman Hill Asset Management, LLC7,000$331K0.06%+2,00013F-HRTimeline
Atlas Private Wealth Advisors6,950$328K0.05%-1,05413F-HRTimeline
Visionary Wealth Advisors6,504$307K0.02%+3813F-HRTimeline
Janney Montgomery Scott LLC6,312$298K<0.01%new13F-HRTimeline
Beaumont Financial Advisors, LLC6,180$292K0.02%013F-HRTimeline
MOTCO5,918$280K0.03%-5813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,897$279K<0.01%+17113F-HR/ATimeline
Sigma Planning Corp5,583$264K0.01%+7313F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV5,579$264K0.04%-27313F-HRTimeline
SAGE FINANCIAL GROUP INC5,516$261K0.02%+6313F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…5,506$260K0.05%+1,98913F-HRTimeline
United Advisor Group, LLC4,882$231K0.05%new13F-HRTimeline
Advocacy Wealth Management, LLC4,824$228K0.02%-75113F-HRTimeline
Wescott Financial Advisory Group, LLC4,821$228K0.02%+5813F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/4,648$220K<0.01%+13313F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,202$151K<0.01%+1,53313F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,287$108K0.01%-7613F-HRTimelineGroup
Financial Connections Group, Inc.2,034$96K0.05%+2613F-HRTimeline
Sunbelt Securities, Inc.2,017$95.9K0.01%-7813F-HRTimeline
Global Retirement Partners, LLC2,021$95.5K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,977$93.4K<0.01%+1,14513F-HRTimelineGroup
Continuum Advisory, LLC1,401$66.2K0.01%013F-HRTimeline
Larson Financial Group LLC1,304$61.6K<0.01%-8013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.834$39.4K<0.01%-2,53313F-HR/ATimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC731$35K<0.01%+313F-HRTimelineGroup
AE Wealth Management LLC549$25.9K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA361$17.1K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC358$16.9K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc350$16.5K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.262$12.4K<0.01%013F-HRTimeline
Coppell Advisory Solutions LLC240$11.4K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC202$10K<0.01%-6913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN194$9.18K<0.01%-17813F-HRTimelineGroup
Rosenberg Matthew Hamilton185$8.74K<0.01%013F-HRTimeline
High Note Wealth, LLC170$8.03K<0.01%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC39$1.84K<0.01%013F-HRTimeline
Park Place Capital Corp38$1.8K<0.01%013F-HRTimeline
IFP Advisors, Inc35$1.65K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC33$1.56K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC11$520<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2$95<0.01%new13F-HRTimelineGroup
NewSquare Capital LLC2$95<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.