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Disclosery

JPIB J P MORGAN EXCHANGE TRADED F

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INTL BD OPP ETF (fund)

186 managers (186 13F filers) reported a position in JPIB shares at 2025-09-30, 18,487,374 shares in all. 44 filers opened a position and 18 filers sold out during the quarter.

Managers
186
13F filers
186
New
44
Added
94
Reduced
29
Sold out
18
Shares held by filers
18,487,374

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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.2,251,106$110M3.16%+948,71413F-HRTimeline
Rice Partnership, LLC1,312,996$64.4M9.14%new13F-HRTimeline
LPL Financial LLC817,815$40.1M0.01%+391,69613F-HRTimeline
FSM Wealth Advisors, LLC754,092$37M5.23%+84,49613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC626,079$30.7M<0.01%new13F-HRTimelineGroup
Goldstone Financial Group, LLC500,773$24.6M2.9%+41,44313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC497,863$24.4M0.01%+54,62913F-HRTimelineGroup
MAINSTAY CAPITAL MANAGEMENT LLC /ADV482,705$23.7M2.37%-446,19613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY469,623$23M<0.01%+51,01513F-HR/ATimelineGroup
Cetera Investment Advisers444,205$21.8M0.03%+326,70513F-HRTimeline
Hughes Financial Services, LLC396,653$19.4M3.09%+18,27513F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co372,800$18.3M1.08%+44,42513F-HRTimelineGroup
McCarthy & Cox359,467$17.6M4.02%+3,61513F-HRTimeline
ForthRight Wealth Management, LLC347,513$17M4.95%+21,99513F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC317,886$15.6M1.05%+19,20013F-HRTimeline
HighTower Advisors, LLC316,078$15.5M0.02%+41,73013F-HRTimeline
Peak Financial Management, Inc.301,139$14.8M3.9%+12,56113F-HRTimeline
Certified Advisory Corp301,085$14.8M1.4%+101,54213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC296,920$14.6M0.02%+219,44713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/249,526$12.2M<0.01%-366,73413F-HR/ATimelineGroup
ACIMA PRIVATE WEALTH, LLC245,410$12M3.77%+33,90713F-HRTimeline
CGN Advisors LLC206,210$10.1M0.83%+6,89013F-HRTimeline
MAI Capital Management194,945$9.56M0.06%+5,79913F-HRTimeline
Peterson Wealth Advisors, LLC180,705$8.82M1.32%+15,86813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.177,135$8.68M0.01%+1,79213F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS172,108$8.44M0.02%+1,51413F-HRTimeline
POWER WEALTH MANAGEMENT LLC154,806$7.59M2.76%new13F-HRTimeline
Ignite Planners, LLC151,713$7.44M1.22%-5,81213F-HRTimeline
Windsor Capital Management, LLC148,769$7.29M2.01%+1,59213F-HRTimeline
Tidemark, LLC148,498$7.28M2.12%+15,66213F-HRTimeline
Bleakley Financial Group, LLC144,143$7.07M0.16%+8,78513F-HRTimeline
Fiduciary Alliance LLC140,957$6.91M0.46%+5,13713F-HRTimeline
AllGen Financial Advisors, Inc.140,951$6.91M1.7%+67,36313F-HRTimeline
NewEdge Advisors, LLC137,959$6.76M0.03%-8,14213F-HRTimeline
Broadway Wealth Solutions, Inc.133,487$6.54M3.67%+12,29113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV130,924$6.42M0.43%+9,36713F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC128,391$6.3M0.31%+1,49013F-HRTimeline
Sonoma Allocations LLC125,732$6.18M2.25%13F-HRTimeline
Treasure Coast Financial Planning124,034$6.08M3.39%+1,93613F-HRTimeline
Financial Management Professionals, Inc.120,596$5.91M0.62%+6,19813F-HRTimeline
VERUS CAPITAL PARTNERS, LLC120,588$5.91M0.46%+4,04013F-HR/ATimeline
Apella Capital, LLC117,575$5.77M0.13%+106,92313F-HRTimeline
Onyx Bridge Wealth Group LLC112,000$5.49M0.6%new13F-HRTimeline
Spectrum Wealth Advisory Group, LLC111,208$5.45M2.25%new13F-HRTimeline
Marmo Financial Group, LLC110,330$5.41M2.62%+8,73713F-HRTimeline
Prime Capital Investment Advisors, LLC110,325$5.41M0.07%-23013F-HRTimeline
Manske Wealth Management109,312$5.36M1.64%-60913F-HRTimeline
Cambridge Investment Research Advisors,…106,246$5.21M0.01%+5,41613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC102,266$5.01M<0.01%+91,34313F-HRTimelineGroup
Cedar Mountain Advisors, LLC101,550$4.98M0.97%new13F-HRTimeline
Running Point Capital Advisors, LLC100,681$4.94M1.32%+11,58913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA96,923$4.75M<0.01%+13,32213F-HRTimelineGroup
FIRST AMERICAN TRUST, FSB92,540$4.54M0.33%+3,79213F-HRTimeline
LexAurum Advisors, LLC87,661$4.3M0.61%+12,30713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…83,972$4.12M0.01%new13F-HRTimelineGroup
Roof Eidam Maycock Peralta, LLC81,135$3.98M0.97%+1,25013F-HRTimeline
Elmwood Wealth Management, Inc.76,984$3.77M1.34%+5,01513F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth73,210$3.58M0.04%+59,48413F-HRTimelineGroup
ADAMSBROWN WEALTH CONSULTANTS LLC71,937$3.53M0.97%-5,58313F-HRTimeline
Koshinski Asset Management, Inc.70,345$3.45M0.23%-3,73513F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.65,176$3.2M0.15%+6,06213F-HRTimelineGroup
White & Co Financial Planning Inc64,630$3.17M2.39%+27413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC64,614$3.17M<0.01%-5,45613F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…63,466$3.11M0.01%-4,58413F-HRTimelineGroup
Beta Wealth Group, Inc.61,319$3.01M1.19%new13F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …57,844$2.84M0.35%new13F-HR/ATimelineGroup
&PARTNERS53,964$2.65M0.02%+11,48113F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…51,602$2.53M0.07%+3,94213F-HRTimelineGroup
Jacobi Capital Management LLC51,278$2.51M0.15%+10,91813F-HRTimeline
Waverly Advisors, LLC49,790$2.44M0.02%-6,20513F-HRTimeline
FIG FINANCIAL ADVISORY SERVICES INC /ADV48,486$2.38M1.49%new13F-HRTimeline
Bouvel Investment Partners, LLC45,697$2.24M0.69%+2,17413F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …44,235$2.17M0.03%+4,33313F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…43,127$2.11M<0.01%new13F-HRTimelineGroup
SYM FINANCIAL Corp41,870$2.05M0.22%+3,94813F-HRTimeline
Private Advisor Group, LLC41,753$2.05M0.01%-9,40013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.38,754$1.89M<0.01%+6,81713F-HRTimelineGroup
BlackDiamond Wealth Management, LLC38,490$1.89M1.03%+2,31513F-HRTimeline
Pine Harbor Wealth Management, LLC36,881$1.81M0.58%013F-HRTimeline
Etesian Wealth Advisors, Inc.36,319$1.78M0.59%+23,49813F-HRTimeline
Mariner, LLCin group Mariner, LLC36,198$1.77M<0.01%-17413F-HRTimelineGroup
Diversify Advisory Services, LLCin group Diversify Advisory Services, …35,998$1.76M0.06%new13F-HRTimelineGroup
TriaGen Wealth Management LLC34,076$1.67M0.44%new13F-HRTimeline
First Citizens Financial Corp32,262$1.58M0.78%+6,32013F-HRTimeline
Berger Financial Group, Inc31,486$1.54M0.09%+2,50013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …29,402$1.44M0.03%+8,79113F-HRTimelineGroup
INNEALTA CAPITAL, LLC28,007$1.37M0.69%new13F-HRTimeline
J.W. COLE ADVISORS, INC.26,728$1.31M0.03%+51513F-HRTimeline
Balanced Rock Investment Advisors LLC26,330$1.29M0.94%+2,63613F-HRTimeline
Sanctuary Advisors, LLC25,166$1.23M0.01%+13,03013F-HR/ATimeline
Sunflower Bank, N.A.24,933$1.22M0.3%-13813F-HRTimeline
InTrack Investment Management Inc23,866$1.17M0.7%+2,25313F-HRTimeline
Argent Trust Co23,184$1.14M0.04%013F-HRTimeline
Valmark Advisers, Inc.22,584$1.11M0.01%+15,48313F-HRTimeline
Mutual Advisors, LLC22,539$1.11M0.02%new13F-HRTimeline
Geneos Wealth Management Inc.21,651$1.06M0.03%+1,21713F-HRTimeline
AssuredPartners Investment Advisors, LLC20,678$1.01M0.23%-4,90013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC19,692$965K0.02%-6613F-HRTimeline
Eaton Financial Holdings Company, LLC19,119$937K0.26%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC18,454$905K0.02%-4,20913F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP18,039$884K<0.01%+45013F-HRTimelineGroup
Dynamic Advisor Solutions LLC17,950$880K0.03%+3,59713F-HRTimeline
Advisors Asset Management, Inc.17,565$861K0.01%+63113F-HR/ATimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…17,269$838K0.07%013F-HRTimeline
Financial Partners Group, Inc16,863$827K0.1%new13F-HRTimeline
Advisory Alpha, LLC16,070$786K0.02%+3,17913F-HRTimeline
Clear Point Advisors Inc.15,285$749K0.58%+2,77213F-HRTimeline
Narus Financial Partners, LLC15,274$749K0.2%+1,48113F-HR/ATimeline
REGATTA CAPITAL GROUP, LLC14,836$727K0.11%013F-HRTimeline
PKS Advisory Services, LLC14,688$720K0.15%+76413F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC13,994$686K0.32%new13F-HRTimeline
Clear Creek Financial Management, LLC13,199$647K0.06%new13F-HRTimeline
Resurgent Financial Advisors LLC12,626$619K0.3%new13F-HRTimeline
SAXON INTERESTS, INC.12,332$602K0.24%+90413F-HRTimeline
Walkner Condon Financial Advisors LLC11,720$575K0.09%-45,40513F-HRTimeline
MOTCO11,215$550K0.05%-12913F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC11,163$547K0.05%-23713F-HRTimelineGroup
Janney Montgomery Scott LLC10,456$513K<0.01%-27713F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.10,236$502K0.07%new13F-HR/ATimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.9,550$468K<0.01%+2,15013F-HRTimelineGroup
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…8,793$431K0.15%+1,33213F-HRTimelineGroup
Hobart Private Capital, LLC8,772$430K0.09%-80,12013F-HRTimeline
Friday Financial8,771$430K0.18%new13F-HRTimeline
Lantern Wealth Advisors, LLC8,034$394K0.21%+63213F-HRTimeline
Gilman Hill Asset Management, LLC8,000$392K0.06%013F-HRTimeline
Smallwood Wealth Investment Management,…7,709$378K0.19%+2,03813F-HRTimeline
SPC Financial, Inc.7,688$377K0.03%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC7,549$370K<0.01%new13F-HRTimelineGroup
Visionary Wealth Advisors7,261$356K0.02%+86213F-HRTimeline
BRASADA CAPITAL MANAGEMENT, LP7,080$346K0.06%+4013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC6,694$328K0.04%new13F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.6,672$327K0.14%-27713F-HRTimeline
Brady Martz Wealth Solutions, LLC6,579$323K0.06%-1113F-HRTimeline
Beaumont Financial Advisors, LLC6,180$303K0.02%013F-HRTimeline
GWN SECURITIES INC.6,048$297K0.07%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/5,988$294K<0.01%013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,931$289K<0.01%+2413F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC5,626$276K0.05%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,602$275K<0.01%+113F-HR/ATimelineGroup
SAGE FINANCIAL GROUP INC5,516$270K0.02%013F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC5,494$269K0.1%+6413F-HRTimeline
Helium Advisors LLC5,384$264K0.22%new13F-HRTimeline
Betterment LLC5,236$257K<0.01%+40813F-HRTimeline
Wescott Financial Advisory Group, LLC4,996$245K0.02%+5813F-HRTimeline
Sigma Planning Corp4,965$243K0.01%+3713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,497$221K<0.01%+39813F-HRTimelineGroup
First Heartland Consultants, Inc.4,415$216K0.02%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP4,400$216K<0.01%013F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.3,774$187K0.07%+2,99913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,526$173K0.01%+1,24213F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC3,356$165K<0.01%+39813F-HRTimelineGroup
Financial Connections Group, Inc.3,318$162K0.06%+1,09813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,128$153K<0.01%+2,49313F-HRTimelineGroup
Aviso Financial Inc.2,486$122K<0.01%-45413F-HRTimeline
Strategic Wealth Partners, Ltd.2,370$116K0.01%new13F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise2,244$110K<0.01%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\2,211$108K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC1,987$97.4K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.1,767$86.6K0.01%-25013F-HRTimeline
WFA of San Diego, LLC1,529$75K0.05%013F-HRTimeline
AE Wealth Management LLC1,375$67.4K<0.01%new13F-HRTimeline
Larson Financial Group LLC1,305$64K<0.01%013F-HRTimeline
Wealthspire Advisors, LLC1,269$62.2K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…1,236$60.6K<0.01%new13F-HRTimeline
IAG Wealth Partners, LLC1,034$50.7K0.01%new13F-HRTimeline
Farther Finance Advisors, LLC1,024$50.2K<0.01%new13F-HRTimeline
Coastline Trust Co772$37.9K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN692$33.9K<0.01%+69213F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC648$31.8K<0.01%+63913F-HRTimeline
IFP Advisors, Inc500$24.5K<0.01%+46513F-HR/ATimeline
PRIVATE TRUST CO NA445$21.8K<0.01%+8413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…410$20.1K<0.01%new13F-HRTimelineGroup
Advisory Services Network, LLC398$19.5K<0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…356$17.5K0.03%-10,40513F-HRTimeline
AdvisorNet Financial, Inc350$17.2K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC306$15K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.262$12.8K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.188$9.22K<0.01%new13F-HRTimelineGroup
Costello Asset Management, INC150$7.36K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG145$7.11K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC118$6K<0.01%-29513F-HRTimelineGroup
AlphaCore Capital LLC115$5.64K<0.01%013F-HRTimeline
Kings Path Partners LLC70$3.43K<0.01%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC39$1.91K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC27$1.32K<0.01%-77613F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1$49<0.01%new13F-HRTimelineGroup