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Disclosery

JPIB J P MORGAN EXCHANGE TRADED F

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INTL BD OPP ETF (fund)

161 managers (161 13F filers) reported a position in JPIB shares at 2025-06-30, 14,482,803 shares in all. 35 filers opened a position and 7 filers sold out during the quarter.

Managers
161
13F filers
161
New
35
Added
73
Reduced
35
Sold out
7
Shares held by filers
14,482,803

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.1,302,392$63.3M2.01%+555,19013F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV928,901$45.2M2.23%+923,71613F-HRTimeline
FSM Wealth Advisors, LLC669,596$32.4M5.27%+102,77113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/616,260$30M<0.01%+119,62713F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC526,367$25.6M0.04%+489,17813F-HRTimelineGroup
Goldstone Financial Group, LLC459,330$22.3M2.94%+442,33313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC443,234$21.6M0.01%+92,94813F-HRTimelineGroup
LPL Financial LLC426,119$20.7M0.01%+134,99013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY418,608$20.4M<0.01%+63,45313F-HRTimelineGroup
Hughes Financial Services, LLC378,378$18.4M3.16%+378,00513F-HRTimeline
McCarthy & Cox355,852$17.3M4.53%-10,08813F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co328,375$16M1.01%+36,50813F-HRTimelineGroup
ForthRight Wealth Management, LLC325,518$15.8M4.94%+21,87213F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC298,686$14.5M1.08%+5,73113F-HRTimeline
Peak Financial Management, Inc.288,578$14M3.99%+5,96913F-HRTimeline
HighTower Advisors, LLC274,348$13.3M0.02%+1,36013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.248,358$12.1M0.07%+44,87613F-HRTimeline
ACIMA PRIVATE WEALTH, LLC211,503$10.3M3.5%-6,23213F-HRTimeline
Systelligence, LLC200,867$9.77M1.81%new13F-HRTimeline
Certified Advisory Corp199,543$9.7M1.01%+1,75713F-HRTimeline
CGN Advisors LLC199,320$9.69M0.87%+9,28813F-HRTimeline
MAI Capital Management189,146$9.2M0.06%+14,02213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.175,343$8.53M0.01%-3,26213F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS170,594$8.29M0.02%+88,11613F-HRTimeline
Peterson Wealth Advisors, LLC164,837$8.01M1.32%+3,22613F-HRTimeline
Ignite Planners, LLC157,525$7.62M1.33%+9,69113F-HR/ATimeline
Windsor Capital Management, LLC147,177$7.16M2.09%-1,08113F-HRTimeline
NewEdge Advisors, LLC146,101$7.1M0.04%new13F-HRTimeline
Fiduciary Alliance LLC135,820$6.6M0.49%-64613F-HRTimeline
Bleakley Financial Group, LLC135,358$6.58M0.17%+5,12013F-HRTimeline
Tidemark, LLC132,836$6.46M2.08%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC126,901$6.17M0.32%+2,43313F-HRTimeline
Treasure Coast Financial Planning122,098$5.94M3.46%+2,16013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV121,557$5.91M0.43%new13F-HRTimeline
Broadway Wealth Solutions, Inc.121,196$5.89M3.67%+10,95013F-HRTimeline
Cetera Investment Advisers117,500$5.71M0.01%+82,03913F-HRTimeline
VERUS CAPITAL PARTNERS, LLC116,548$5.67M0.51%+8,97213F-HR/ATimeline
Financial Management Professionals, Inc.114,398$5.56M0.63%-2,65013F-HRTimeline
Prime Capital Investment Advisors, LLC110,555$5.38M0.07%-46,81413F-HRTimeline
Manske Wealth Management109,921$5.34M1.77%-1,17513F-HRTimeline
Marmo Financial Group, LLC101,593$4.94M2.46%-39913F-HRTimeline
Cambridge Investment Research Advisors,…100,830$4.9M0.01%+59,96113F-HRTimeline
Running Point Capital Advisors, LLC89,092$4.33M1.2%-14,54713F-HRTimeline
Hobart Private Capital, LLC88,892$4.32M0.98%+3,40313F-HRTimeline
FIRST AMERICAN TRUST, FSB88,748$4.31M0.34%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA83,601$4.07M<0.01%-2,67613F-HR/ATimelineGroup
Roof Eidam Maycock Peralta, LLC79,885$3.88M0.96%new13F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC77,520$3.77M1.09%-12,94013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC77,473$3.77M<0.01%+22,81213F-HRTimeline
LexAurum Advisors, LLC75,354$3.66M0.58%-8,07713F-HRTimeline
Koshinski Asset Management, Inc.74,080$3.6M0.27%-3,13113F-HRTimeline
AllGen Financial Advisors, Inc.73,588$3.58M0.96%new13F-HRTimeline
Elmwood Wealth Management, Inc.71,969$3.5M1.39%-82613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC70,070$3.41M<0.01%+36,33813F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…68,050$3.31M0.01%new13F-HR/ATimelineGroup
White & Co Financial Planning Inc64,356$3.13M2.5%-20013F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.59,114$2.87M0.15%+2,78113F-HRTimelineGroup
Walkner Condon Financial Advisors LLC57,125$2.78M0.51%+11,03013F-HRTimeline
Waverly Advisors, LLC55,995$2.72M0.03%+1,50013F-HRTimeline
Private Advisor Group, LLC51,153$2.49M0.01%+5,41913F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…47,660$2.32M0.07%+4,43013F-HRTimelineGroup
Bouvel Investment Partners, LLC43,523$2.12M0.72%new13F-HRTimeline
&PARTNERS42,483$2.07M0.02%new13F-HRTimeline
Jacobi Capital Management LLC40,360$1.96M0.13%+4,88713F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …39,902$1.94M0.03%+8,27413F-HRTimelineGroup
FFG RETIREMENT ADVISORS LLC38,691$1.88M1.18%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…38,143$1.85M0.1%-6413F-HRTimelineGroup
SYM FINANCIAL Corp37,922$1.84M0.21%+4,13613F-HRTimeline
Pine Harbor Wealth Management, LLC36,881$1.79M0.63%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC36,372$1.77M<0.01%-6613F-HRTimelineGroup
Freedom Investment Management, Inc.36,157$1.76M0.14%-6,83713F-HRTimeline
BlackDiamond Wealth Management, LLC36,175$1.76M1.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.31,937$1.55M<0.01%+31,49213F-HR/ATimelineGroup
Berger Financial Group, Inc28,986$1.41M0.09%+7,16013F-HRTimeline
J.W. COLE ADVISORS, INC.26,213$1.27M0.03%new13F-HRTimeline
First Citizens Financial Corp25,942$1.26M0.69%-1,20813F-HRTimeline
AssuredPartners Investment Advisors, LLC25,578$1.24M0.3%-53,03113F-HRTimeline
Sunflower Bank, N.A.25,071$1.22M0.31%-4,81413F-HRTimeline
Balanced Rock Investment Advisors LLC23,694$1.15M0.9%new13F-HRTimeline
Argent Trust Co23,184$1.13M0.04%+4,36013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC22,663$1.1M0.03%new13F-HRTimelineGroup
InTrack Investment Management Inc21,613$1.05M0.71%new13F-HRTimeline
Mach-1 Financial Group, LLC20,802$1.01M0.3%+6,72113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …20,611$1M0.02%-2,29813F-HRTimelineGroup
Geneos Wealth Management Inc.20,434$994K0.02%-21,01513F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC19,758$961K0.02%+50513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP17,589$855K<0.01%-38613F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…17,269$840K0.07%-87713F-HRTimeline
Advisors Asset Management, Inc.16,934$823K0.01%+73913F-HR/ATimeline
REGATTA CAPITAL GROUP, LLC14,836$721K0.12%new13F-HRTimeline
Dynamic Advisor Solutions LLC14,353$698K0.02%-30913F-HRTimeline
PKS Advisory Services, LLC13,924$677K0.17%+1,69213F-HRTimeline
Narus Financial Partners, LLC13,793$671K0.21%+1,71613F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth13,726$667K0.01%+98713F-HRTimelineGroup
Advisory Alpha, LLC12,891$627K0.02%+93913F-HRTimeline
Etesian Wealth Advisors, Inc.12,821$623K0.23%+4,97813F-HRTimeline
Clear Point Advisors Inc.12,513$608K0.51%+9613F-HRTimeline
Sanctuary Advisors, LLC12,136$590K<0.01%new13F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC11,400$554K0.05%+6,86613F-HRTimelineGroup
MOTCO11,344$550K0.05%+2,71013F-HRTimeline
SAXON INTERESTS, INC.11,428$547K0.26%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding10,923$531K-34Timeline
THURSTON, SPRINGER, MILLER, HERD & TITA…10,761$523K0.07%+2,01013F-HRTimeline
Janney Montgomery Scott LLC10,733$522K<0.01%+4,25813F-HRTimeline
Apella Capital, LLC10,652$516K0.01%new13F-HRTimeline
Compound Planning, Inc.9,825$478K0.02%new13F-HRTimeline
Gilman Hill Asset Management, LLC8,000$389K0.06%013F-HRTimeline
SPC Financial, Inc.7,688$374K0.03%-40013F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…7,461$363K0.13%+51413F-HRTimelineGroup
Herold Advisors, Inc.7,402$360K0.08%+1,57713F-HRTimeline
Lantern Wealth Advisors, LLC7,402$360K0.21%13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.7,400$360K<0.01%+1,20013F-HRTimelineGroup
Valmark Advisers, Inc.7,101$345K<0.01%new13F-HRTimeline
BRASADA CAPITAL MANAGEMENT, LP7,040$341K0.06%-2,63013F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.6,949$338K0.15%-17,83413F-HRTimeline
Brady Martz Wealth Solutions, LLC6,590$320K0.06%-3,73313F-HRTimeline
Atlas Private Wealth Advisors6,454$314K0.04%+45613F-HRTimeline
Visionary Wealth Advisors6,399$311K0.02%013F-HRTimeline
Beaumont Financial Advisors, LLC6,180$300K0.02%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/5,988$291K<0.01%013F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,907$286K<0.01%+1613F-HRTimeline
Smallwood Wealth Investment Management,…5,671$276K0.16%+94513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,601$272K<0.01%+2,45613F-HRTimelineGroup
SAGE FINANCIAL GROUP INC5,516$268K0.02%013F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC5,430$264K0.06%+1,02013F-HR/ATimeline
Wescott Financial Advisory Group, LLC4,938$240K0.02%+5913F-HRTimeline
Sigma Planning Corp4,928$240K0.01%+113F-HRTimeline
Betterment LLC4,828$235K<0.01%new13F-HRTimeline
OneDigital Investment Advisors LLC4,798$233K<0.01%-36913F-HRTimeline
Advocacy Wealth Management, LLC4,548$221K0.01%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP4,400$214K<0.01%-5,17613F-HRTimelineGroup
Stonehearth Capital Management, LLC4,181$203K0.08%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,099$199K<0.01%+3313F-HRTimelineGroup
Dunhill Financial, LLC3,219$157K0.05%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,958$143K<0.01%+32813F-HRTimelineGroup
Aviso Financial Inc.2,940$143K0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,284$111K0.01%013F-HRTimelineGroup
Financial Connections Group, Inc.2,220$107K0.04%+7713F-HRTimeline
Global Retirement Partners, LLC1,987$96.6K<0.01%13F-HRTimeline
Sunbelt Securities, Inc.2,017$95.3K0.01%-513F-HRTimeline
WFA of San Diego, LLC1,529$74.3K0.05%13F-HRTimeline
Larson Financial Group LLC1,305$63.4K<0.01%+113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC803$39K<0.01%new13F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.775$38K0.02%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC635$30.9K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC413$20K<0.01%+21113F-HRTimelineGroup
PRIVATE TRUST CO NA361$17.6K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc350$17K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB328$15.9K<0.01%new13F-HRTimeline
HHM Wealth Advisors, LLC306$14.9K<0.01%-5213F-HRTimeline
HARBOUR INVESTMENTS, INC.262$12.7K<0.01%013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC213$10.4K<0.01%new13F-HR/ATimeline
CoreCap Advisors, LLC150$7.29K<0.01%new13F-HRTimeline
AlphaCore Capital LLC115$5.59K<0.01%+5513F-HRTimeline
TUCKER ASSET MANAGEMENT LLC39$1.9K<0.01%013F-HRTimeline
IFP Advisors, Inc35$1.7K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC9$438<0.01%new13F-HRTimeline
NewSquare Capital LLC2$97<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$11<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.
Briaud Financial Planning Inc11$00%new13F-HRTimelineValue 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.