J P MORGAN EXCHANGE TRADED F JCPB
CORE PLUS BD ETF · ETP · CUSIP 46641Q670
72
institutional holders
7.6m
shares reported held*
$347.3mreported value*
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($18.0k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $45.94.
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| JPMORGAN CHASE & CO 0.01% of their portfolio | 1.2m $54.4m | — |
| D.B. Root & Company, LLC 12.17% of their portfolio | 582.6k $26.7m | — |
| Prestige Wealth Management Group LLC 6.22% of their portfolio | 482.4k $22.1m | — |
| Peterson Wealth Advisors, LLC 6.55% of their portfolio | 425.2k $19.5m | — |
| AllGen Financial Advisors, Inc. 11.10% of their portfolio | 372.7k $14.3m | — |
| Legacy Wealth Management, LLC 1.77% of their portfolio | 372.4k $17.1m | — |
| HighTower Advisors, LLC 0.04% of their portfolio | 355.9k $16.3m | — |
| Gratus Capital, LLC 1.58% of their portfolio | 322.4k $14.8m | — |
| MORGAN STANLEY 0.00% of their portfolio | 275.4k $12.6m | — |
| FAS Wealth Partners, Inc. 1.31% of their portfolio | 257.2k $11.8m | — |
| COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio | 248.4k $11.4m | — |
| Janney Montgomery Scott LLC 0.04% of their portfolio | 210.5k $9.7m | — |
| Vestmark Advisory Solutions, Inc. 0.45% of their portfolio | 176.8k $8.1m | — |
| Avidian Wealth Enterprises, LLC 0.54% of their portfolio | 163.1k $7.5m | — |
| Integrity Advisory, LLC 6.90% of their portfolio | 161.9k $7.4m | — |
| CGN Advisors LLC 1.80% of their portfolio | 156.5k $7.2m | — |
| COOPER/HAIMS ADVISORS, LLC 5.48% of their portfolio | 144.2k $6.6m | — |
| MassMutual Private Wealth & Trust, FSB 0.25% of their portfolio | 121.4k $5.6m | — |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 112.9k $5.2m | — |
| Legacy CG, LLC 3.38% of their portfolio | 111.9k $5.1m | — |
| Landmark Wealth Management, LLC 3.65% of their portfolio | 104.9k $4.8m | — |
| Capital Planning LLC 2.50% of their portfolio | 96.4k $4.4m | — |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 85.6k $3.9m | — |
| Windsor Wealth Management, Inc. 0.96% of their portfolio | 84.1k $3.8m | — |
| TRUIST FINANCIAL CORP 0.01% of their portfolio | 80.1k $3.7m | — |
| Destiny Wealth Partners, LLC 0.76% of their portfolio | 74.2k $3.4m | — |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 64.6k $3.0m | — |
| Daniels&Tansey,LLP 1.16% of their portfolio | 61.1k $2.8m | — |
| LAKE STREET PRIVATE WEALTH, LLC 1.37% of their portfolio | 59.9k $5.9m | — |
| Hotaling Investment Management, LLC 1.31% of their portfolio | 59.7k $2.7m | — |
| Hartford Financial Management Inc. 0.65% of their portfolio | 48.1k $2.2m | — |
| Delta Investment Management, LLC 0.71% of their portfolio | 35.9k $1.6m | — |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 32.0k $1.5m | — |
| ICA Group Wealth Management, LLC 0.31% of their portfolio | 31.6k $1.4m | — |
| IFP Advisors, Inc 0.04% of their portfolio | 27.5k $1.4m | — |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 27.5k $1.3m | — |
| GUARDIAN WEALTH ADVISORS, LLC / NC 0.23% of their portfolio | 26.8k $1.2m | — |
| Aptus Capital Advisors, LLC 0.04% of their portfolio | 26.8k $1.2m | — |
| James J. Burns & Company, LLC 0.46% of their portfolio | 22.5k $1.0m | — |
| Retirement Planning Group, LLC 0.13% of their portfolio | 22.3k $1.0m | — |
| MATHER GROUP, LLC. 0.02% of their portfolio | 21.9k $1.0m | — |
| Apollon Wealth Management, LLC 0.08% of their portfolio | 21.2k $972.0k | — |
| IMS Capital Management 0.55% of their portfolio | 17.4k $797.0k | — |
| Security Financial Services, INC. 0.25% of their portfolio | 15.8k $723.0k | — |
| MML INVESTORS SERVICES, LLC 0.01% of their portfolio | 15.1k $691.0k | — |
| Foresight Wealth Management, LLC 0.28% of their portfolio | 14.4k $661.0k | — |
| Capital Advisors Wealth Management, LLC 0.22% of their portfolio | 14.4k $660.0k | — |
| Fragasso Financial Advisors Inc 0.09% of their portfolio | 13.4k $615.0k | — |
| Kingsview Wealth Management, LLC 0.03% of their portfolio | 12.6k $579.0k | — |
| Larson Financial Group LLC 0.07% of their portfolio | 11.1k $510.0k | — |
| CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio | 10.8k $495.0k | — |
| TRANSCEND CAPITAL ADVISORS, LLC 0.05% of their portfolio | 9.9k $454.0k | — |
| Atria Wealth Solutions, Inc. 0.01% of their portfolio | 9.8k $450.9k | — |
| BlackDiamond Wealth Management, LLC 0.43% of their portfolio | 7.9k $357.0k | — |
| Financial Planning & Information Services, Inc. 0.08% of their portfolio | 7.0k $323.0k | — |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 6.7k $306.0k | — |
| Capital Analysts, LLC 0.02% of their portfolio | 6.5k $298.0k | — |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 5.7k $262.0k | — |
| Almanack Investment Partners, LLC. 0.05% of their portfolio | 5.1k $234.0k | — |
| PFG Advisors 0.03% of their portfolio | 4.8k $223.0k | — |
| Aspen Wealth Management LLC 0.15% of their portfolio | 4.8k $218.0k | — |
| ELEVATION POINT WEALTH PARTNERS, LLC 0.03% of their portfolio | 4.4k $201.0k | — |
| CWM, LLC 0.00% of their portfolio | 2.1k $97.0k | — |
| Clearstead Trust, LLC 0.03% of their portfolio | 2.0k $93.0k | — |
| Financial Advantage, Inc. 0.04% of their portfolio | 800 $36.0k | — |
| Financial Synergies Wealth Advisors, Inc. 0.01% of their portfolio | 703 $32.2k | — |
| BALDWIN WEALTH PARTNERS LLC/MA 0.00% of their portfolio | 650 $30.0k | — |
| Founders Financial Alliance, LLC 0.01% of their portfolio | 544 $25.0k | — |
| UBS Group AG 0.00% of their portfolio | 383 $18.0k | — |
| TUCKER ASSET MANAGEMENT LLC 0.00% of their portfolio | 23 $1.0k | — |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1 $0 | — |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | — |