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Disclosery

JPIB J P MORGAN EXCHANGE TRADED F

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INTL BD OPP ETF (fund)

129 managers (130 13F filers) reported a position in JPIB shares at 2025-03-31, 9,527,109 shares in all. 19 filers opened a position and 13 filers sold out during the quarter.

Managers
129
13F filers
130
New
19
Added
68
Reduced
29
Sold out
13
Shares held by filers
9,527,109

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Avantax Planning Partners, Inc.747,202$35.8M1.27%+142,29013F-HRTimeline
FSM Wealth Advisors, LLC566,825$27.1M6.11%+237,37913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/496,633$23.8M<0.01%+24,84313F-HRTimelineGroup
McCarthy & Cox365,940$17.5M7.63%+5,84513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY355,155$17M<0.01%+175,87913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC350,286$16.8M0.01%+44,14613F-HRTimelineGroup
ForthRight Wealth Management, LLC303,646$14.5M4.86%+6,94013F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC292,955$14M1.17%+55613F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co291,867$14M0.98%+25,41813F-HRTimelineGroup
LPL Financial LLC291,129$13.9M0.01%+118,53713F-HRTimeline
Peak Financial Management, Inc.282,609$13.5M4.05%new13F-HRTimeline
HighTower Advisors, LLC272,988$13.1M0.02%+18,39213F-HRTimeline
ACIMA PRIVATE WEALTH, LLC217,735$10.4M3.74%+33,46113F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.203,482$9.74M0.06%+33,60813F-HRTimeline
Certified Advisory Corp197,786$9.47M1.07%-15,82513F-HRTimeline
CGN Advisors LLC190,032$9.1M0.89%-115,34813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.178,605$8.55M0.02%-2,33513F-HRTimelineGroup
MAI Capital Management175,124$8.39M0.06%+5,04913F-HRTimeline
Peterson Wealth Advisors, LLC161,611$7.64M1.48%+4,38113F-HRTimeline
Prime Capital Investment Advisors, LLC157,369$7.54M0.09%+3,57713F-HRTimeline
Ignite Planners, LLC147,834$7.11M1.39%+11,75913F-HRTimeline
Windsor Capital Management, LLC148,258$7.1M2.18%+2,63013F-HRTimeline
Fiduciary Alliance LLC136,466$6.54M0.64%+56,14713F-HRTimeline
Bleakley Financial Group, LLC130,238$6.24M0.2%+3,26013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC124,468$5.96M0.34%+1,07313F-HRTimeline
Treasure Coast Financial Planning119,938$5.74M3.56%+3,64113F-HRTimeline
Financial Management Professionals, Inc.117,048$5.61M0.72%+7,00413F-HRTimeline
Manske Wealth Management111,096$5.32M2.01%+3,32613F-HRTimeline
Broadway Wealth Solutions, Inc.110,246$5.28M3.85%+9,53013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC107,576$5.15M0.52%+3,02713F-HR/ATimeline
Running Point Capital Advisors, LLC103,639$4.96M1.58%-6,16913F-HRTimeline
Marmo Financial Group, LLC101,992$4.88M2.67%+16,13613F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC90,460$4.33M1.36%-2,26813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA86,277$4.13M<0.01%-29,76813F-HR/ATimelineGroup
Hobart Private Capital, LLC85,489$4.09M1.02%-6,73913F-HRTimeline
LexAurum Advisors, LLC83,431$4M0.77%+3,56213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS82,478$3.95M0.01%-2,71013F-HRTimeline
AssuredPartners Investment Advisors, LLC78,609$3.76M0.73%+4,00213F-HRTimeline
Koshinski Asset Management, Inc.77,211$3.7M0.31%+4,36113F-HRTimeline
Elmwood Wealth Management, Inc.72,795$3.49M1.43%+6,07213F-HRTimeline
White & Co Financial Planning Inc64,556$3.09M2.66%+24613F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.56,333$2.7M0.15%+6,87613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC54,661$2.62M<0.01%+23,53013F-HRTimeline
Waverly Advisors, LLC54,495$2.61M0.03%+4,48713F-HRTimeline
Walkner Condon Financial Advisors LLC46,095$2.21M0.45%new13F-HRTimeline
Private Advisor Group, LLC45,734$2.19M0.01%+1,99513F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…43,230$2.07M0.07%+4,29313F-HRTimelineGroup
Freedom Investment Management, Inc.42,994$2.06M0.17%-2,66213F-HRTimeline
Geneos Wealth Management Inc.41,449$1.98M0.03%+21,79513F-HRTimeline
Cambridge Investment Research Advisors,…40,869$1.96M0.01%+8,04113F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…38,207$1.83M0.07%+2,40213F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC37,189$1.78M<0.01%new13F-HR/ATimelineGroup
Mariner, LLCin group Mariner, LLC36,438$1.75M<0.01%+1513F-HRTimelineGroup
Jacobi Capital Management LLC35,473$1.7M0.13%+2,69613F-HRTimeline
Cetera Investment Advisers35,461$1.7M<0.01%-44,36413F-HRTimeline
SYM FINANCIAL Corp33,786$1.62M0.2%+21413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC33,732$1.62M<0.01%new13F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …31,628$1.51M0.02%+68713F-HRTimelineGroup
Sunflower Bank, N.A.29,885$1.43M0.4%-5,74513F-HRTimeline
First Citizens Financial Corp27,150$1.3M0.74%+97513F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.24,783$1.19M0.6%+1,95113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …22,909$1.1M0.03%new13F-HRTimelineGroup
Berger Financial Group, Inc21,826$1.05M0.07%-3,10513F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC19,253$922K0.03%+9,99913F-HRTimeline
Argent Trust Co18,824$901K0.04%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…18,146$869K0.08%+2,05713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP17,975$861K<0.01%+9,37613F-HRTimelineGroup
Goldstone Financial Group, LLC16,997$814K0.12%+8,40813F-HRTimeline
Advisors Asset Management, Inc.16,195$776K0.01%+1,38513F-HR/ATimeline
Dynamic Advisor Solutions LLC14,662$702K0.02%-83213F-HRTimeline
Mach-1 Financial Group, LLC14,081$674K0.2%new13F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth12,739$610K0.01%-66713F-HRTimelineGroup
Clear Point Advisors Inc.12,417$595K0.53%+9313F-HRTimeline
PKS Advisory Services, LLC12,232$586K0.16%+1,71713F-HRTimeline
Narus Financial Partners, LLC12,077$578K0.2%-713F-HRTimeline
Advisory Alpha, LLC11,952$572K0.02%+2,85113F-HR/ATimeline
SAXON INTERESTS, INC.11,428$547K0.26%+1513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding10,957$525K-39,076Timeline
Brady Martz Wealth Solutions, LLC10,323$494K0.11%-64713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP9,576$459K<0.01%new13F-HRTimelineGroup
BRASADA CAPITAL MANAGEMENT, LP9,670$457K0.09%+53613F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…8,751$419K0.07%+3,24513F-HRTimeline
MOTCO8,634$413K0.04%+2,71613F-HRTimeline
SPC Financial, Inc.8,088$387K0.03%-1,62913F-HRTimeline
Gilman Hill Asset Management, LLC8,000$383K0.07%+1,00013F-HRTimeline
Etesian Wealth Advisors, Inc.7,843$376K0.16%-77613F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…6,947$333K0.16%-1,02613F-HRTimelineGroup
Janney Montgomery Scott LLC6,475$310K<0.01%+16313F-HRTimeline
Visionary Wealth Advisors6,399$306K0.02%-10513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.6,200$297K<0.01%new13F-HRTimelineGroup
Beaumont Financial Advisors, LLC6,180$296K0.02%013F-HRTimeline
Atlas Private Wealth Advisors5,998$287K0.04%-95213F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/5,988$287K<0.01%+1,34013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,891$282K<0.01%-613F-HRTimeline
Herold Advisors, Inc.5,825$279K0.06%new13F-HRTimeline
SAGE FINANCIAL GROUP INC5,516$264K0.02%013F-HRTimeline
Atria Wealth Solutions, Inc.5,378$258K<0.01%new13F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV5,185$248K0.03%-39413F-HRTimeline
OneDigital Investment Advisors LLC5,167$247K<0.01%-2,22113F-HRTimeline
Sigma Planning Corp4,927$236K0.01%-65613F-HRTimeline
Wescott Financial Advisory Group, LLC4,879$234K0.02%+5813F-HRTimeline
Smallwood Wealth Investment Management,…4,726$226K0.14%new13F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC4,534$217K0.02%new13F-HRTimelineGroup
SEAVIEW INVESTMENT MANAGERS LLC4,410$211K0.05%new13F-HR/ATimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,066$195K<0.01%+86413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,145$151K<0.01%+1,16813F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC2,630$126K<0.01%+1,89913F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,284$109K0.01%-313F-HRTimelineGroup
Financial Connections Group, Inc.2,143$102K0.05%+10913F-HRTimeline
Sunbelt Securities, Inc.2,022$96.8K0.01%+513F-HRTimeline
Continuum Advisory, LLC1,401$67.1K0.01%013F-HRTimeline
Larson Financial Group LLC1,304$62.5K<0.01%013F-HRTimeline
AE Wealth Management LLC677$32.4K<0.01%+12813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.445$21.3K<0.01%-38913F-HRTimelineGroup
Hughes Financial Services, LLC373$17.8K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA361$17.3K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC358$17.1K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc350$16.8K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.262$12.5K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC202$10K<0.01%013F-HRTimelineGroup
AlphaCore Capital LLC60$2.87K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP47$2.25K<0.01%new13F-HR/ATimelineGroup
TUCKER ASSET MANAGEMENT LLC39$1.87K<0.01%013F-HRTimeline
Park Place Capital Corp38$1.82K<0.01%013F-HRTimeline
IFP Advisors, Inc35$1.68K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG9$431<0.01%new13F-HRTimelineGroup
NewSquare Capital LLC2$96<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$16<0.01%-19413F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.