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Disclosery

JPIB J P MORGAN EXCHANGE TRADED F

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INTL BD OPP ETF (fund)

232 managers (236 13F filers) reported a position in JPIB shares at 2026-03-31, 29,634,886 shares in all. 40 filers opened a position and 13 filers sold out during the quarter.

Managers
232
13F filers
236
New
40
Added
132
Reduced
46
Sold out
13
Shares held by filers
29,634,886

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.2,433,536$116M3.19%+103,81113F-HRTimeline
LPL Financial LLC1,557,098$74.5M0.02%+131,50813F-HRTimeline
Rice Partnership, LLC1,490,968$71.3M9.74%+62,70213F-HRTimeline
FSM Wealth Advisors, LLC1,164,888$55.7M7.16%+247,96013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,078,443$51.6M<0.01%+767,91313F-HRTimelineGroup
HighTower Advisors, LLC982,690$47M0.05%+115,78413F-HRTimeline
Prime Capital Investment Advisors, LLC927,039$44.3M0.51%+819,60913F-HRTimeline
Parallel Advisors, LLC883,008$42.2M0.76%new13F-HR/ATimeline
Cetera Investment Advisers757,482$36.2M0.04%+170,31813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding668,995$32M+660,403Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC612,587$29.3M0.01%+78,08013F-HRTimelineGroup
Goldstone Financial Group, LLC538,595$25.8M2.79%-2,07013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY489,755$23.4M<0.01%-255,32813F-HRTimelineGroup
Midwest Financial Partners Investments,…455,947$21.8M11.56%+28,88213F-HRTimeline
Hughes Financial Services, LLC451,493$21.6M3.32%+17,23213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…444,980$21.3M0.01%+145,10813F-HRTimelineGroup
ForthRight Wealth Management, LLC421,698$20.2M5.72%+36,44013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co417,820$20M0.97%+29,79813F-HRTimelineGroup
Apella Capital, LLC411,563$20M0.3%+271,22513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC368,315$17.6M<0.01%+267,83613F-HRTimelineGroup
KINTRA WEALTH, LLC362,816$17.3M1.23%+7,11613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA357,688$17.1M<0.01%+222,39413F-HRTimelineGroup
KMG FIDUCIARY PARTNERS, LLC356,185$17M1.26%+9,23913F-HRTimeline
Certified Advisory Corp351,573$16.8M1.51%+30,93613F-HRTimeline
Peak Financial Management, Inc.344,083$16.5M4.18%+31,96813F-HRTimeline
Destiny Wealth Partners, LLC311,935$14.9M1.63%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC310,728$14.9M0.02%+23,40213F-HRTimeline
ADE, LLC298,475$14.3M6.84%new13F-HRTimeline
Financial Connections Group, Inc.242,579$11.6M4.03%+73,79513F-HRTimeline
Stadion Money Management, LLC238,297$11.4M1.15%+4,60013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC233,173$11.2M0.01%+53,43413F-HRTimelineGroup
CGN Advisors LLC220,081$10.5M0.83%+4,92413F-HRTimeline
Onyx Bridge Wealth Group LLC212,625$10.2M1.09%+176,90713F-HRTimeline
ACIMA PRIVATE WEALTH, LLC211,048$10.1M3.17%-26913F-HRTimeline
MAI Capital Management209,408$10M0.06%+6,41613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS209,274$10M0.02%+56,46413F-HRTimeline
Summit Financial, LLC198,455$9.49M0.12%+69,45313F-HRTimeline
Cambridge Investment Research Advisors,…196,442$9.39M0.02%+58,68613F-HRTimeline
Peterson Wealth Advisors, LLC191,457$9.16M1.22%+8,25213F-HRTimeline
Tidemark, LLC181,269$8.67M2.2%+19,28113F-HRTimeline
Fiduciary Alliance LLC178,828$8.65M0.52%+21,00613F-HRTimeline
Bleakley Financial Group, LLC175,929$8.41M0.13%+3,67213F-HRTimeline
NewEdge Advisors, LLC170,886$8.17M0.03%+6,57013F-HR/ATimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.170,788$8.17M0.01%-87213F-HRTimelineGroup
Cadent Capital Advisors, LLC160,223$7.66M2.03%+136,53413F-HRTimeline
Ignite Planners, LLC159,584$7.65M1.18%+7,39213F-HRTimeline
AllGen Financial Advisors, Inc.155,997$7.46M1.77%+6,50913F-HRTimeline
Broadway Wealth Solutions, Inc.152,731$7.3M3.78%+11,38613F-HRTimeline
Windsor Capital Management, LLC151,601$7.25M2.04%+3,50113F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding146,681$7.01M+26,857Timeline
Financial Management Professionals, Inc.144,846$6.93M0.78%+11,71613F-HRTimeline
AssuredPartners Investment Advisors, LLC144,486$6.89M0.75%+3,07613F-HRTimeline
POWER WEALTH MANAGEMENT LLC142,145$6.8M2.53%-22,15313F-HRTimeline
Sonoma Allocations LLC142,252$6.79M2.34%-19913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV140,640$6.73M0.41%+1,54013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…138,292$6.61M0.01%+67,31413F-HRTimelineGroup
Treasure Coast Financial Planning134,402$6.43M3.31%+5,50213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC133,844$6.4M0.01%new13F-HRTimelineGroup
HALBERT HARGROVE GLOBAL ADVISORS, LLC127,589$6.1M0.3%-5,06413F-HRTimeline
Econ Financial Services Corp119,109$5.7M2.64%+74,23713F-HRTimeline
Manske Wealth Management119,102$5.7M1.6%+7,71913F-HRTimeline
FIRST AMERICAN TRUST, FSB117,551$5.62M0.38%+9,69413F-HRTimeline
Refined Wealth Management116,594$5.58M3.52%new13F-HRTimeline
Marmo Financial Group, LLC109,996$5.26M2.61%-1,27513F-HRTimeline
Elmwood Wealth Management, Inc.106,980$5.12M1.41%+27,16813F-HRTimeline
Cedar Mountain Advisors, LLC105,457$5.04M0.99%+1,98913F-HRTimeline
LexAurum Advisors, LLC103,731$4.96M0.64%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.103,448$4.95M0.01%+36,40313F-HRTimelineGroup
Beacon Pointe Advisors, LLC98,182$4.7M0.02%+5,92613F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.93,800$4.51M0.63%+14,72813F-HRTimeline
Roof Eidam Maycock Peralta, LLC93,135$4.45M1.02%013F-HRTimeline
Spectrum Wealth Advisory Group, LLC91,892$4.39M1.63%+78,77413F-HRTimeline
Avior Wealth Management, LLC89,018$4.26M0.12%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO86,174$4.09M<0.01%+61,22713F-HR/ATimelineGroup
Philadelphia Investment Partners, LLC84,209$4.03M2.74%13F-HRTimeline
New Capital Management LP84,106$4.02M0.99%new13F-HRTimeline
Private Advisor Group, LLC80,496$3.85M0.02%-15,73813F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth79,533$3.8M0.04%+34,61413F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding78,070$3.73M+12,498Timeline
White & Co Financial Planning Inc71,097$3.4M2.39%+6,56113F-HRTimeline
Winter & Associates, Inc.70,368$3.36M2.94%+25,56813F-HRTimeline
MMA ASSET MANAGEMENT LLC68,209$3.26M1.15%new13F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC67,573$3.23M0.85%-3,61613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC66,942$3.2M<0.01%-5,31913F-HRTimelineGroup
Mach-1 Financial Group, LLC66,588$3.18M1.12%+3,95813F-HRTimeline
Waverly Advisors, LLC64,901$3.1M0.02%+4,35713F-HRTimeline
&PARTNERS63,211$3.03M0.01%+7,23013F-HRTimeline
Jacobi Capital Management LLC62,972$3.01M0.17%+8,24713F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …62,636$3M0.16%+11213F-HRTimelineGroup
Etesian Wealth Advisors, Inc.60,929$2.91M0.93%+6,09013F-HRTimeline
RIVERSEDGE ADVISORS, LLC60,149$2.88M0.47%new13F-HRTimeline
Koshinski Asset Management, Inc.59,711$2.86M0.18%-1,54513F-HRTimeline
Systelligence, LLC56,676$2.71M0.53%-22,24013F-HRTimeline
Brendel Financial Advisors LLC50,729$2.43M1.2%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…50,557$2.42M<0.01%-4,80313F-HRTimelineGroup
Bouvel Investment Partners, LLC49,874$2.38M0.69%-28913F-HRTimeline
SYM FINANCIAL Corp49,434$2.36M0.24%+5,70313F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding45,452$2.17M+18,804Timeline
Sunrise Financial Services, LLC45,241$2.16M1.53%+4,29113F-HRTimeline
Sanctuary Advisors, LLC44,995$2.15M0.01%+10,60713F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC44,769$2.14M0.42%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …44,734$2.14M0.03%-9813F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.43,331$2.09M0.01%+20,69513F-HRTimelineGroup
Financial Partners Group, Inc42,970$2.05M0.25%+74913F-HRTimeline
BlackDiamond Wealth Management, LLC40,971$1.96M0.94%+5,43313F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC40,347$1.93M0.14%-12,57013F-HRTimelineGroup
SHP Wealth Management40,345$1.93M0.15%-2,50913F-HRTimeline
Beta Wealth Group, Inc.39,967$1.91M0.79%-20,75713F-HRTimeline
Mariner, LLCin group Mariner, LLC37,185$1.78M<0.01%-1413F-HRTimelineGroup
Pine Harbor Wealth Management, LLC36,881$1.76M0.53%013F-HRTimeline
Valmark Advisers, Inc.36,552$1.75M0.02%+13,13013F-HRTimeline
TriaGen Wealth Management LLC34,698$1.66M0.45%+44613F-HRTimeline
Berger Financial Group, Inc34,697$1.66M0.09%+2,16113F-HRTimeline
InTrack Investment Management Inc31,188$1.49M0.85%+1,95013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Lunt Capital Management, Inc.31,004$1.48M0.57%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …30,786$1.47M0.03%+1,18413F-HRTimelineGroup
Mutual Advisors, LLC29,633$1.42M0.03%+2,85813F-HRTimeline
J.W. COLE ADVISORS, INC.29,621$1.42M0.05%+2,44913F-HRTimeline
AE Wealth Management LLC29,453$1.41M0.01%+22,14313F-HRTimeline
Balanced Rock Investment Advisors LLC28,324$1.35M0.95%+85013F-HRTimeline
Geneos Wealth Management Inc.27,766$1.33M0.03%+5,41713F-HRTimeline
Contango Wealth Management LLC27,409$1.31M1.53%-23,13213F-HRTimeline
IHT Wealth Management, LLC27,095$1.3M0.03%+2,28113F-HRTimeline
Eaton Financial Holdings Company, LLC26,494$1.27M0.41%+3,74513F-HRTimeline
INNEALTA CAPITAL, LLC25,865$1.24M0.77%+12,34213F-HRTimeline
Gateway Wealth Partners, LLC25,128$1.2M0.05%new13F-HRTimeline
Dynamic Advisor Solutions LLC24,144$1.15M0.04%+1,65813F-HRTimeline
Argent Trust Co22,730$1.09M0.04%-3,16913F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC22,020$1.05M0.03%+40913F-HRTimeline
UMB Bank, n.a.21,569$1.03M0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Marks Group Wealth Management, Inc21,241$1.02M0.1%new13F-HRTimeline
Daybright Advisory Services, Inc.19,413$928K0.26%-15813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC18,631$891K0.02%-113F-HRTimelineGroup
Advisory Alpha, LLC18,518$886K0.02%+1,86313F-HRTimeline
Helium Advisors LLC17,911$856K0.82%-1,62313F-HRTimeline
Total Clarity Wealth Management, Inc.17,750$849K0.2%new13F-HRTimeline
Advisors Asset Management, Inc.17,744$849K0.01%+65013F-HRTimeline
Narus Financial Partners, LLC17,612$842K0.22%+2,49813F-HRTimeline
Mission Hills Financial Advisory, LLC17,395$832K0.43%+9,88913F-HRTimeline
Independent Advisor Alliance16,891$808K0.01%new13F-HRTimeline
CAHILL FINANCIAL ADVISORS INC16,682$798K0.09%-1,07113F-HRTimeline
First Citizens Financial Corp16,050$768K0.36%-3,86213F-HRTimeline
PKS Advisory Services, LLC15,917$761K0.18%+50013F-HRTimeline
GeoWealth Management, LLC15,688$750K0.03%new13F-HRTimeline
CIBC WORLD MARKET INC.15,321$733K<0.01%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC15,266$730K<0.01%+10,42913F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…15,275$728K<0.01%+9,35613F-HRTimeline
Fortitude Financial, LLC14,879$712K0.38%+1,96013F-HRTimeline
Clear Creek Financial Management, LLC14,293$683K0.05%-3,51213F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV13,865$663K0.05%+2,07913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…13,498$645K<0.01%-59,59213F-HRTimelineGroup
MOTCO13,427$642K0.06%+35813F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…13,316$636K0.04%new13F-HRTimeline
Patton Albertson Miller Group, LLC13,297$636K0.08%new13F-HRTimeline
Walkner Condon Financial Advisors LLC12,748$610K0.08%+54413F-HRTimeline
Sunflower Bank, N.A.12,622$604K0.15%-1,30413F-HRTimeline
SAXON INTERESTS, INC.12,220$584K0.2%013F-HRTimeline
Prospera Financial Services Inc11,845$566K0.01%+6,25313F-HRTimeline
Visionary Wealth Advisors11,665$558K0.02%+95813F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…11,662$558K0.34%+3,75013F-HRTimelineGroup
First Bank & Trust11,232$537K0.09%+5,32813F-HRTimeline
Centurion Wealth Management LLC10,958$524K0.12%new13F-HRTimeline
Janney Montgomery Scott LLC10,203$488K<0.01%-33613F-HRTimeline
Gilman Hill Asset Management, LLC8,750$418K0.06%013F-HRTimeline
Ausdal Financial Partners, Inc.8,578$410K0.02%new13F-HRTimeline
BURKE & HERBERT BANK & TRUST CO8,527$408K0.11%new13F-HRTimeline
Betterment LLC8,438$404K<0.01%+2,04313F-HRTimeline
Smallwood Wealth Investment Management,…8,301$397K0.21%+17013F-HRTimeline
KWB Wealth8,148$397K0.04%-22413F-HRTimeline
Redhawk Wealth Advisors, Inc.7,924$379K0.04%new13F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT7,600$363K0.02%013F-HRTimeline
MML INVESTORS SERVICES, LLC7,443$356K<0.01%new13F-HRTimeline
J. R. Prunier Capital Management LLC7,276$348K0.15%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC7,102$340K<0.01%new13F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.6,712$324K0.1%+1,98813F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC6,770$324K0.05%+88213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/6,652$318K<0.01%-10913F-HRTimelineGroup
AlphaCore Capital LLC6,567$314K0.01%-1,19013F-HRTimeline
Capital Developers, LLC6,484$310K0.28%-813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC6,491$310K0.01%+3,01513F-HRTimelineGroup
Brady Martz Wealth Solutions, LLC6,443$308K0.05%+17513F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.6,414$307K0.12%-6813F-HRTimeline
Lantern Wealth Advisors, LLC6,352$304K0.16%+4113F-HRTimeline
Beaumont Financial Advisors, LLC6,180$296K0.02%013F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC5,998$287K0.1%+1,52413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/5,989$286K<0.01%+113F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…5,927$283K0.12%+5113F-HRTimeline
First Heartland Consultants, Inc.5,903$282K0.02%+78213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,787$277K<0.01%+52313F-HRTimelineGroup
VERUS CAPITAL PARTNERS, LLC5,738$274K0.02%-126,07913F-HRTimeline
Sigma Planning Corp5,719$273K0.01%+1,06113F-HRTimeline
Everest Financial Group LLC5,628$269K0.04%new13F-HRTimeline
SAGE FINANCIAL GROUP INC5,516$264K0.02%013F-HRTimeline
BRASADA CAPITAL MANAGEMENT, LP5,499$262K0.05%-1,21213F-HRTimeline
Sequoia Financial Advisors, LLC5,431$260K<0.01%new13F-HRTimeline
Wescott Financial Advisory Group, LLC5,122$245K0.02%+6713F-HRTimeline
GWN SECURITIES INC.5,043$241K0.05%-1,49813F-HRTimeline
Hobart Private Capital, LLC4,789$229K0.05%-2,29313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC4,676$224K<0.01%new13F-HRTimelineGroup
Stonehearth Capital Management, LLC4,622$221K0.09%+19113F-HRTimeline