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Disclosery

JPIB J P MORGAN EXCHANGE TRADED F

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INTL BD OPP ETF (fund)

210 managers (211 13F filers) reported a position in JPIB shares at 2025-12-31, 22,119,114 shares in all. 33 filers opened a position and 13 filers sold out during the quarter.

Managers
210
13F filers
211
New
33
Added
114
Reduced
41
Sold out
13
Shares held by filers
22,119,114

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.2,329,725$113M3.17%+78,61913F-HRTimeline
Rice Partnership, LLC1,428,266$69.6M9.4%+115,27013F-HRTimeline
LPL Financial LLC1,425,590$69.4M0.02%+607,77513F-HRTimeline
FSM Wealth Advisors, LLC916,928$44.7M6.11%+162,83613F-HRTimeline
HighTower Advisors, LLC866,906$42.2M0.05%+550,82813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY745,083$36.3M<0.01%+275,46013F-HR/ATimelineGroup
Cetera Investment Advisers587,164$28.6M0.03%+142,95913F-HRTimeline
Goldstone Financial Group, LLC540,665$26.3M2.93%+39,89213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC534,507$26M0.01%+36,64413F-HRTimelineGroup
Hughes Financial Services, LLC434,261$21.1M3.32%+37,60813F-HRTimeline
Midwest Financial Partners Investments,…427,065$20.8M11.56%13F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co388,022$18.9M1.1%+15,22213F-HRTimelineGroup
ForthRight Wealth Management, LLC385,258$18.8M5.39%+37,74513F-HRTimeline
KINTRA WEALTH, LLC355,700$17.3M2.42%new13F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC346,946$16.9M1.2%+29,06013F-HRTimeline
Certified Advisory Corp320,637$15.6M1.42%+19,55213F-HRTimeline
Peak Financial Management, Inc.312,115$15.2M3.92%+10,97613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/310,530$15.1M<0.01%+61,00413F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…299,872$14.6M0.01%+256,74513F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC287,326$14M0.02%-9,59413F-HRTimeline
Stadion Money Management, LLC233,697$11.4M0.92%new13F-HRTimeline
CGN Advisors LLC215,157$10.5M0.83%+8,94713F-HRTimeline
ACIMA PRIVATE WEALTH, LLC211,317$10.3M3.19%-34,09313F-HRTimeline
MAI Capital Management202,992$9.89M0.06%+8,04713F-HRTimeline
Peterson Wealth Advisors, LLC183,205$8.92M1.19%+2,50013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC179,739$8.75M0.01%new13F-HRTimelineGroup
Bleakley Financial Group, LLC172,257$8.39M0.15%+28,11413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.171,660$8.36M0.01%-5,47513F-HRTimelineGroup
Financial Connections Group, Inc.168,784$8.22M2.83%+165,46613F-HRTimeline
NewEdge Advisors, LLC164,316$8M0.03%+26,35713F-HRTimeline
POWER WEALTH MANAGEMENT LLC164,298$8M2.82%+9,49213F-HRTimeline
Tidemark, LLC161,988$7.89M2.24%+13,49013F-HRTimeline
Fiduciary Alliance LLC157,822$7.69M0.5%+16,86513F-HRTimeline
Ignite Planners, LLC152,192$7.48M1.15%+47913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS152,810$7.44M0.01%-19,29813F-HRTimeline
AllGen Financial Advisors, Inc.149,488$7.28M1.73%+8,53713F-HRTimeline
Windsor Capital Management, LLC148,100$7.21M1.99%-66913F-HRTimeline
Sonoma Allocations LLC142,451$6.97M2.31%+16,71913F-HRTimeline
AssuredPartners Investment Advisors, LLC141,410$6.89M1.02%+120,73213F-HRTimeline
Broadway Wealth Solutions, Inc.141,345$6.88M3.68%+7,85813F-HRTimeline
Apella Capital, LLC140,338$6.83M0.14%+22,76313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV139,100$6.77M0.43%+8,17613F-HRTimeline
Cambridge Investment Research Advisors,…137,756$6.71M0.02%+31,51013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA135,294$6.59M<0.01%+38,37113F-HRTimelineGroup
Financial Management Professionals, Inc.133,130$6.52M0.67%+12,53413F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC132,653$6.46M0.31%+4,26213F-HRTimeline
VERUS CAPITAL PARTNERS, LLC131,817$6.42M0.43%+11,22913F-HR/ATimeline
Summit Financial, LLC129,002$6.32M0.09%new13F-HRTimeline
Treasure Coast Financial Planning128,900$6.28M3.33%+4,86613F-HRTimeline
Running Point Capital Advisors, LLC120,664$5.88M1.6%+19,98313F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding119,824$5.84M+68,222Timeline
Manske Wealth Management111,383$5.42M1.6%+2,07113F-HRTimeline
Marmo Financial Group, LLC111,271$5.42M2.56%+94113F-HRTimeline
FIRST AMERICAN TRUST, FSB107,857$5.25M0.36%+15,31713F-HRTimeline
Prime Capital Investment Advisors, LLC107,430$5.23M0.06%-2,89513F-HRTimeline
Cedar Mountain Advisors, LLC103,468$5.04M0.97%+1,91813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC100,479$4.89M<0.01%-1,78713F-HRTimelineGroup
Private Advisor Group, LLC96,234$4.69M0.02%+54,48113F-HRTimeline
Roof Eidam Maycock Peralta, LLC93,135$4.54M1.03%+12,00013F-HRTimeline
Beacon Pointe Advisors, LLC92,256$4.49M0.03%new13F-HRTimeline
Elmwood Wealth Management, Inc.79,812$3.89M1.23%+2,82813F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.79,072$3.85M0.56%+68,83613F-HRTimeline
Systelligence, LLC78,916$3.84M0.73%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…73,090$3.56M<0.01%-10,88213F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC72,261$3.52M<0.01%+7,64713F-HRTimelineGroup
ADAMSBROWN WEALTH CONSULTANTS LLC71,189$3.47M0.97%-74813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…70,978$3.46M0.01%+7,51213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.67,045$3.27M<0.01%+28,29113F-HRTimelineGroup
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.65,572$3.19M0.15%+39613F-HRTimelineGroup
White & Co Financial Planning Inc64,536$3.14M2.35%-9413F-HRTimeline
Mach-1 Financial Group, LLC62,630$3.05M0.63%new13F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …62,524$3.04M0.28%+4,68013F-HRTimelineGroup
Koshinski Asset Management, Inc.61,256$2.98M0.19%-9,08913F-HRTimeline
Beta Wealth Group, Inc.60,724$2.96M1.19%-59513F-HRTimeline
Waverly Advisors, LLC60,544$2.95M0.02%+10,75413F-HRTimeline
&PARTNERS55,981$2.73M0.01%+2,01713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…55,360$2.7M<0.01%+54,95013F-HR/ATimelineGroup
Etesian Wealth Advisors, Inc.54,839$2.67M0.84%+18,52013F-HRTimeline
Jacobi Capital Management LLC54,725$2.67M0.15%+3,44713F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC52,917$2.58M0.21%+41,75413F-HRTimelineGroup
Contango Wealth Management LLC50,541$2.46M2.75%13F-HRTimeline
Bouvel Investment Partners, LLC50,163$2.44M0.7%+4,46613F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth44,919$2.19M0.03%-28,29113F-HRTimelineGroup
Econ Financial Services Corp44,872$2.19M1.1%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …44,832$2.18M0.03%+59713F-HRTimelineGroup
Winter & Associates, Inc.44,800$2.18M2.02%13F-HRTimeline
SYM FINANCIAL Corp43,731$2.13M0.22%+1,86113F-HRTimeline
SHP Wealth Management42,854$2.09M0.16%13F-HRTimeline
Financial Partners Group, Inc42,221$2.08M0.24%+25,35813F-HRTimeline
Sunrise Financial Services, LLC40,950$1.99M1.5%13F-HRTimeline
Mariner, LLCin group Mariner, LLC37,199$1.81M<0.01%+1,00113F-HRTimelineGroup
Pine Harbor Wealth Management, LLC36,881$1.8M0.55%013F-HRTimeline
BlackDiamond Wealth Management, LLC35,538$1.74M0.85%-2,95213F-HRTimeline
Onyx Bridge Wealth Group LLC35,718$1.74M0.19%-76,28213F-HRTimeline
Sanctuary Advisors, LLC34,388$1.67M0.01%+9,22213F-HRTimeline
TriaGen Wealth Management LLC34,252$1.67M0.43%+17613F-HRTimeline
Berger Financial Group, Inc32,536$1.58M0.09%+1,05013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …29,602$1.44M0.03%+20013F-HRTimelineGroup
InTrack Investment Management Inc29,238$1.42M0.8%+5,37213F-HRTimeline
Balanced Rock Investment Advisors LLC27,474$1.34M0.95%+1,14413F-HRTimeline
J.W. COLE ADVISORS, INC.27,172$1.32M0.03%+44413F-HRTimeline
Mutual Advisors, LLC26,775$1.3M0.03%+4,23613F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…26,648$1.3M0.05%new13F-HRTimelineGroup
Argent Trust Co25,899$1.26M0.04%+2,71513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO24,947$1.21M<0.01%+19,34513F-HRTimelineGroup
IHT Wealth Management, LLC24,814$1.21M0.03%new13F-HRTimeline
Cadent Capital Advisors, LLC23,689$1.15M0.3%new13F-HRTimeline
Valmark Advisers, Inc.23,422$1.14M0.01%+83813F-HRTimeline
Eaton Financial Holdings Company, LLC22,749$1.11M0.3%+3,63013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.22,636$1.1M0.01%+13,08613F-HRTimelineGroup
Dynamic Advisor Solutions LLC22,486$1.1M0.04%+4,53613F-HRTimeline
Clear Point Advisors Inc.22,394$1.09M0.85%+7,10913F-HRTimeline
Geneos Wealth Management Inc.22,349$1.09M0.03%+69813F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC21,611$1.05M0.02%+1,91913F-HR/ATimeline
UMB Bank, n.a.21,569$1.05M0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
First Citizens Financial Corp19,912$970K0.48%-12,35013F-HRTimeline
Daybright Advisory Services, Inc.19,571$953K0.25%13F-HRTimeline
Helium Advisors LLC19,534$951K0.96%+14,15013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC18,632$907K0.02%+17813F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP18,055$879K<0.01%+1613F-HRTimelineGroup
Clear Creek Financial Management, LLC17,805$867K0.07%+4,60613F-HRTimeline
CAHILL FINANCIAL ADVISORS INC17,753$865K0.09%+11,05913F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC17,390$847K0.36%+3,39613F-HRTimeline
Advisors Asset Management, Inc.17,094$832K0.01%-47113F-HR/ATimeline
Advisory Alpha, LLC16,655$811K0.02%+58513F-HRTimeline
PKS Advisory Services, LLC15,417$751K0.17%+72913F-HRTimeline
Narus Financial Partners, LLC15,114$736K0.2%-16013F-HRTimeline
Sunflower Bank, N.A.13,926$678K0.17%-11,00713F-HRTimeline
INNEALTA CAPITAL, LLC13,523$659K0.36%-14,48413F-HRTimeline
Spectrum Wealth Advisory Group, LLC13,118$639K0.23%-98,09013F-HRTimeline
MOTCO13,069$636K0.06%+1,85413F-HRTimeline
Fortitude Financial, LLC12,919$629K0.53%new13F-HRTimeline
SAXON INTERESTS, INC.12,220$595K0.21%-11213F-HRTimeline
Walkner Condon Financial Advisors LLC12,204$594K0.08%+48413F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV11,786$574K0.04%-470,91913F-HRTimeline
FIG FINANCIAL ADVISORY SERVICES INC /ADV10,942$533K0.34%-37,54413F-HRTimeline
Visionary Wealth Advisors10,707$521K0.02%+3,44613F-HRTimeline
Janney Montgomery Scott LLC10,539$513K<0.01%+8313F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…9,230$450K0.15%+43713F-HRTimelineGroup
Gilman Hill Asset Management, LLC8,750$426K0.07%+75013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC8,592$418K<0.01%+1,04313F-HRTimelineGroup
KWB Wealth8,372$408K0.04%new13F-HRTimeline
Wealth Alliance Advisory Group, LLC8,264$402K0.07%new13F-HRTimeline
Smallwood Wealth Investment Management,…8,131$396K0.21%+42213F-HRTimeline
McCarthy & Cox8,111$395K4.79%-351,35613F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…7,912$385K0.23%new13F-HRTimelineGroup
AlphaCore Capital LLC7,757$380K0.01%+7,64213F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT7,600$370K0.02%new13F-HRTimeline
Mission Hills Financial Advisory, LLC7,506$366K0.19%new13F-HRTimeline
AE Wealth Management LLC7,310$356K<0.01%+5,93513F-HRTimeline
Hobart Private Capital, LLC7,082$345K0.07%-1,69013F-HRTimeline
Coppell Advisory Solutions LLC6,968$341K0.03%new13F-HRTimeline
BRASADA CAPITAL MANAGEMENT, LP6,711$328K0.06%-36913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/6,761$322K<0.01%new13F-HRTimelineGroup
GWN SECURITIES INC.6,541$319K0.06%+49313F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.6,482$317K0.13%-19013F-HRTimeline
Capital Developers, LLC6,492$316K0.28%13F-HRTimeline
Betterment LLC6,395$311K<0.01%+1,15913F-HRTimeline
Lantern Wealth Advisors, LLC6,311$307K0.16%-1,72313F-HRTimeline
Brady Martz Wealth Solutions, LLC6,268$305K0.05%-31113F-HRTimeline
Beaumont Financial Advisors, LLC6,180$301K0.02%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/5,988$292K<0.01%013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,919$289K<0.01%-1213F-HRTimeline
First Bank & Trust5,904$288K0.05%new13F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC5,888$287K0.05%+26213F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…5,876$286K0.1%+5,52013F-HRTimeline
Prospera Financial Services Inc5,592$272K<0.01%new13F-HRTimeline
SAGE FINANCIAL GROUP INC5,516$269K0.02%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,264$256K<0.01%+76713F-HRTimelineGroup
First Heartland Consultants, Inc.5,121$249K0.02%+70613F-HRTimeline
Wescott Financial Advisory Group, LLC5,055$246K0.02%+5913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC4,837$236K<0.01%-621,24213F-HR/ATimelineGroup
HAZLETT, BURT & WATSON, INC.4,724$232K0.07%+95013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …4,759$232K0.01%new13F-HRTimeline
Sigma Planning Corp4,658$227K0.01%-30713F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC4,474$218K0.08%-1,02013F-HRTimeline
Stonehearth Capital Management, LLC4,431$216K0.08%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP4,414$215K<0.01%+1413F-HRTimelineGroup
Allworth Financial LP4,092$199K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,476$169K<0.01%+12013F-HR/ATimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,386$165K0.01%-14013F-HRTimelineGroup
OPTIMA CAPITAL LLC2,874$140K0.06%new13F-HRTimeline
Aviso Financial Inc.2,486$121K<0.01%013F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise2,244$109K<0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC1,987$96.8K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.1,709$83.2K0.01%-5813F-HRTimeline
Farther Finance Advisors, LLC1,644$80.1K<0.01%+62013F-HRTimeline
WFA of San Diego, LLC1,529$74.5K0.05%013F-HRTimeline
Larson Financial Group LLC1,305$63.6K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…1,236$60.2K<0.01%013F-HRTimeline
SageView Advisory Group, LLC1,093$53.2K<0.01%new13F-HRTimeline
IAG Wealth Partners, LLC1,034$50.4K0.01%013F-HRTimeline
Elyxium Wealth, LLC1,000$48.7K0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC980$48K<0.01%+86213F-HRTimelineGroup
Trust Co948$46.2K<0.01%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…898$43.7K0.02%new13F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC648$31.6K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\585$28.5K<0.01%-1,62613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN372$18.1K<0.01%-32013F-HRTimelineGroup
AdvisorNet Financial, Inc350$17K<0.01%013F-HRTimeline