Vault-13

J P MORGAN EXCHANGE TRADED F JCPB

CORE PLUS BD ETF · ETP · CUSIP 46641Q670

349 institutional holders +23 vs Q4 2024
109,261,477109.3m shares reported held*
$5.1bnreported value*
48 new 201 added 82 reduced 21 sold out net bought ≈ $1.1bn (+23.1m shares)

* 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 ($35.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $46.96.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 72Q4 22: 94Q1 23: 114Q2 23: 144Q3 23: 159Q4 23: 213Q1 24: 235Q2 24: 261Q3 24: 292Q4 24: 326Q1 25: 349349Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 202272
Q4 202294
Q1 2023114
Q2 2023144
Q3 2023159
Q4 2023213
Q1 2024235
Q2 2024261
Q3 2024292
Q4 2024326
Q1 2025349

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
4000400Q2 23: 103 bought or addedQ2 23: 34 cut or sold outQ3 23: 110 bought or addedQ3 23: 52 cut or sold outQ3 23Q4 23: 144 bought or addedQ4 23: 48 cut or sold outQ1 24: 170 bought or addedQ1 24: 71 cut or sold outQ1 24Q2 24: 188 bought or addedQ2 24: 68 cut or sold outQ3 24: 228 bought or addedQ3 24: 57 cut or sold outQ3 24Q4 24: 213 bought or addedQ4 24: 89 cut or sold outQ1 25: 249 bought or addedQ1 25: 103 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 202310334
Q3 202311052
Q4 202314448
Q1 202417071
Q2 202418868
Q3 202422857
Q4 202421389
Q1 2025249103

Biggest buyers

HB Wealth Management, LLC New +3,777,846+3.8m
FACTORY MUTUAL INSURANCE CO New +2,151,300+2.2m
Summit Financial Strategies, Inc. Added +1,824,189+1.8m
First Pacific Financial New +1,639,575+1.6m
HighTower Advisors, LLC Added +1,385,428+1.4m
MORGAN STANLEY Added +1,143,028+1.1m
Allen Capital Group, LLC New +1,019,115+1.0m
SouthState Bank Corp New +960,209+960.2k
COMMONWEALTH EQUITY SERVICES, LLC Added +831,916+831.9k
Mariner, LLC Added +769,781+769.8k

Biggest sellers

WMS Partners, LLC Sold out -1,836,587-1.8m
Thrivent Financial for Lutherans Sold out -1,009,670-1.0m
Focus Partners Wealth Reduced -615,134-615.1k
Grant Street Asset Management, Inc. Reduced -435,784-435.8k
STEPHENS INC /AR/ Reduced -421,410-421.4k
BANK OF AMERICA CORP /DE/ Reduced -285,619-285.6k
Financial Connections Group, Inc. Reduced -231,612-231.6k
MML INVESTORS SERVICES, LLC Reduced -228,361-228.4k
Pacific Wealth Management Sold out -218,533-218.5k
INNEALTA CAPITAL, LLC Reduced -115,670-115.7k

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.03% of their portfolio CHARLOTTE, NC 8,060,3418.1m $379.2m $379.2m 0.03% Reduced -285.6k -285,619
2 RAYMOND JAMES FINANCIAL INC 0.07% of their portfolio ST. PETERSBURG, FL 3,844,5483.8m $180.8m $180.8m 0.07% Added +739.7k +739,732
3 HB Wealth Management, LLC 1.49% of their portfolio Atlanta, GA 3,777,8463.8m $177.7m $177.7m 1.49% New
4 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 3,476,4033.5m $163.5m $163.5m 0.01% Added +375.5k +375,508
5 Legacy Wealth Management, LLC 10.14% of their portfolio MEMPHIS, TN 3,233,8443.2m $152.1m $152.1m 10.14% Added +52.4k +52,375
6 HighTower Advisors, LLC 0.18% of their portfolio CHICAGO, IL 2,804,1922.8m $131.9m $131.9m 0.18% Added +1.4m +1,385,428
7 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 2,551,4592.6m $120.0m $120.0m 0.01% Added +1.1m +1,143,028
8 Mariner, LLC 0.19% of their portfolio Overland Park, KS 2,419,3302.4m $113.8m $113.8m 0.19% Added +769.8k +769,781
9 Janney Montgomery Scott LLC 0.30% of their portfolio PHILADELPHIA, PA 2,247,6342.2m $105.7m $105.7m 0.30% Added +319.2k +319,205
10 FACTORY MUTUAL INSURANCE CO 1.17% of their portfolio WALTHAM, MA 2,151,3002.2m $101.2m $101.2m 1.17% New
11 Valeo Financial Advisors, LLC 2.45% of their portfolio CARMEL, IN 2,034,1622.0m $87.6m $87.6m 2.45% Added +551.7k +551,660
12 Moss Adams Wealth Advisors LLC 9.99% of their portfolio SEATTLE, WA 2,016,5972.0m $94.9m $94.9m 9.99% Added +146.8k +146,798
13 Summit Financial Strategies, Inc. 9.14% of their portfolio Columbus, OH 1,926,9801.9m $90.6m $90.6m 9.14% Added +1.8m +1,824,189
14 OSAIC HOLDINGS, INC. 0.19% of their portfolio SCOTTSDALE, AZ 1,765,8121.8m $83.1m $83.1m 0.19% Added +671.6k +671,584
15 WELLS FARGO & COMPANY/MN 0.02% of their portfolio SAN FRANCISCO, CA 1,727,1621.7m $81.2m $81.2m 0.02% Reduced -66.6k -66,608
16 First Pacific Financial 15.65% of their portfolio VANCOUVER, WA 1,639,5751.6m $77.1m $77.1m 15.65% New
17 Grant Street Asset Management, Inc. 18.38% of their portfolio CANONSBURG, PA 1,596,2471.6m $75.1m $75.1m 18.38% Reduced -435.8k -435,784
18 COMMONWEALTH EQUITY SERVICES, LLC 0.10% of their portfolio WALTHAM, MA 1,567,2231.6m $73.7m $73.7m 0.10% Added +831.9k +831,916
19 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.06% of their portfolio MILWAUKEE, WI 1,500,2541.5m $70.6m $70.6m 0.06% Added +641.3k +641,309
20 Vestmark Advisory Solutions, Inc. 1.79% of their portfolio Wakefield, MA 1,475,2061.5m $69.4m $69.4m 1.79% Added +353.3k +353,291
21 CGN Advisors LLC 6.57% of their portfolio MANHATTAN, KS 1,427,9171.4m $67.2m $67.2m 6.57% Added +13.1k +13,098
22 Bogart Wealth, LLC 3.07% of their portfolio MCLEAN, VA 1,381,7601.4m $65.0m $65.0m 3.07% Added +435.7k +435,739
23 ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio Berwyn, PA 1,303,4871.3m $61.3m $61.3m 0.02% Added +253.9k +253,882
24 Hughes Financial Services, LLC 11.96% of their portfolio HERNDON, VA 1,301,6311.3m $61.1m $61.1m 11.96% Added +84.0k +84,050
25 D.B. Root & Company, LLC 18.70% of their portfolio PITTSBURGH, PA 1,231,0021.2m $57.9m $57.9m 18.70% Added +51.5k +51,533
26 CAPTRUST FINANCIAL ADVISORS 0.14% of their portfolio RALEIGH, NC 1,164,2741.2m $54.8m $54.8m 0.14% Added +88.4k +88,398
27 SENTINEL PENSION ADVISORS, LLC 9.69% of their portfolio WAKEFIELD, MA 1,118,9421.1m $52.6m $52.6m 9.69% Added +89.9k +89,939
28 Capital Analysts, LLC 1.93% of their portfolio FORT WASHINGTON, PA 1,100,5991.1m $51.8m $51.8m 1.93% Added +481.5k +481,451
29 Cetera Investment Advisers 0.10% of their portfolio SCHAUMBURG, IL 1,054,3811.1m $49.6m $49.6m 0.10% Added +418.2k +418,230
30 Allen Capital Group, LLC 5.50% of their portfolio GRAND ISLAND, NE 1,019,1151.0m $47.9m $47.9m 5.50% New
31 SouthState Bank Corp 2.06% of their portfolio Winter Haven, FL 960,209960.2k $45.2m $45.2m 2.06% New
32 Wiser Wealth Management, Inc 12.53% of their portfolio MARIETTA, GA 949,295949.3k $44.7m $44.7m 12.53% Added +57.7k +57,733
33 Harbor Group, Inc. 8.70% of their portfolio BEDFORD, NH 925,625925.6k $43.5m $43.5m 8.70% Added +30.7k +30,652
34 Tradition Wealth Management, LLC 3.45% of their portfolio EDINA, MN 833,877833.9k $39.2m $39.2m 3.45% Added +50.5k +50,466
35 AllGen Financial Advisors, Inc. 11.60% of their portfolio ORLANDO, FL 832,782832.8k $39.2m $39.2m 11.60% Added +14.8k +14,838
36 Berger Financial Group, Inc 2.65% of their portfolio PLYMOUTH, MN 809,673809.7k $38.1m $38.1m 2.65% Added +530.4k +530,365
37 Corrigan Financial, Inc. 7.66% of their portfolio MIDDLETOWN, RI 790,495790.5k $37.2m $37.2m 7.66% Added +63.7k +63,734
38 Joseph Group Capital Management 13.78% of their portfolio COLUMBUS, OH 766,495766.5k $36.1m $36.1m 13.78% Added +13.1k +13,086
39 Savant Capital, LLC 0.29% of their portfolio ROCKFORD, IL 734,724734.7k $34.6m $34.6m 0.29% Added +431.6k +431,602
40 Focus Partners Wealth 0.08% of their portfolio ST LOUIS, MO 679,512679.5k $32.0m $32.0m 0.08% Reduced -615.1k -615,134
41 VOISARD ASSET MANAGEMENT GROUP, INC. 8.92% of their portfolio Grand Rapids, MI 648,991649.0k $30.5m $30.5m 8.92% Reduced -55.8k -55,802
42 Hartford Financial Management Inc. 6.02% of their portfolio WEST HARTFORD, CT 620,029620.0k $29.2m $29.2m 6.02% Added +5.7k +5,692
43 Royal Harbor Partners, LLC 11.00% of their portfolio HOUSTON, TX 603,989604.0k $28.4m $28.4m 11.00% Reduced -23.3k -23,254
44 McCarthy & Cox 11.96% of their portfolio MARYSVILLE, OH 583,791583.8k $27.5m $27.5m 11.96% Added +16.2k +16,163
45 Avidian Wealth Enterprises, LLC 1.21% of their portfolio Houston, TX 576,437576.4k $27.1m $27.1m 1.21% New
46 Kestra Advisory Services, LLC 0.13% of their portfolio AUSTIN, TX 575,111575.1k $27.1m $27.1m 0.13% Reduced -354 -354
47 Forum Private Client Group LLC 11.58% of their portfolio FISHERS, IN 567,356567.4k $26.7m $26.7m 11.58% Added +28.2k +28,182
48 Destiny Wealth Partners, LLC 4.22% of their portfolio TAVARES, FL 565,755565.8k $26.6m $26.6m 4.22% Reduced -7.3k -7,283
49 SPC Financial, Inc. 2.32% of their portfolio ROCKVILLE, MD 560,615560.6k $26.4m $26.4m 2.32% Added +27.6k +27,644
50 Aspen Wealth Management LLC 7.33% of their portfolio FORT WORTH, TX 550,507550.5k $25.9m $25.9m 7.33% Added +83.9k +83,917
51 Avantax Planning Partners, Inc. 0.91% of their portfolio DUBUQUE, IA 548,534548.5k $25.8m $25.8m 0.91% Added +138.7k +138,691
52 TRUIST FINANCIAL CORP 0.04% of their portfolio CHARLOTTE, NC 532,739532.7k $25.1m $25.1m 0.04% Reduced -982 -982
53 Steele Capital Management, Inc. 1.30% of their portfolio DUBUQUE, IA 530,603530.6k $25.0m $25.0m 1.30% Added +7.5k +7,522
54 KELLY FINANCIAL GROUP LLC 7.67% of their portfolio Wethersfield, CT 521,507521.5k $24.5m $24.5m 7.67% Added +39.5k +39,539
55 Arlington Financial Advisors, LLC 4.22% of their portfolio SANTA BARBARA, CA 510,678510.7k $24.0m $24.0m 4.22% New
56 Continuum Advisory, LLC 2.99% of their portfolio EAGLE, ID 493,146493.1k $23.2m $23.2m 2.99% Added +33.2k +33,229
57 STEPHENS INC /AR/ 0.33% of their portfolio LITTLE ROCK, AR 477,607477.6k $22.5m $22.5m 0.33% Reduced -421.4k -421,410
58 IMA Advisory Services, Inc. 2.66% of their portfolio DENVER, CO 476,496476.5k $22.4m $22.4m 2.66% Added +215.3k +215,251
59 Triad Wealth Partners, LLC 6.95% of their portfolio LAWRENCE, KS 475,193475.2k $22.4m $22.4m 6.95% Added +66.5k +66,510
60 Spire Wealth Management 0.72% of their portfolio MCLEAN, VA 475,044475.0k $22.3m $22.3m 0.72% Added +475.0k +474,980
61 Aptus Capital Advisors, LLC 0.25% of their portfolio FAIRHOPE, AL 470,189470.2k $22.1m $22.1m 0.25% Added +21.7k +21,655
62 GUARDIAN WEALTH ADVISORS, LLC / NC 1.77% of their portfolio RALEIGH, NC 470,189470.2k $22.1m $22.1m 1.77% Added +21.7k +21,655
63 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 434,826434.8k $20.5m $20.5m 0.00% Added +128.0k +128,039
64 VERUS CAPITAL PARTNERS, LLC 2.02% of their portfolio SCOTTSDALE, AZ 430,196430.2k $20.2m $20.2m 2.02% Added +244.9k +244,927
65 Cerity Partners LLC 0.04% of their portfolio NEW YORK, NY 425,896425.9k $20.0m $20.0m 0.04% Added +39.0k +38,987
66 KICKSTAND VENTURES, LLC. 5.05% of their portfolio PITTSFORD, NY 417,142417.1k $19.6m $19.6m 5.05% Added +31.8k +31,779
67 DAYMARK WEALTH PARTNERS, LLC 0.84% of their portfolio CINCINNATI, OH 416,364416.4k $19.6m $19.6m 0.84% Added +155.6k +155,557
68 John W. Brooker & Co., CPAs 8.05% of their portfolio OAKLAND, CA 413,778413.8k $19.5m $19.5m 8.05% Added +112.5k +112,522
69 STIFEL FINANCIAL CORP 0.02% of their portfolio ST. LOUIS, MO 409,838409.8k $19.3m $19.3m 0.02% Added +56.0k +56,007
70 Tarbox Family Office, Inc. 3.20% of their portfolio NEWPORT BEACH, CA 409,302409.3k $19.3m $19.3m 3.20% Added +199.7k +199,731
71 Blue Oak Capital, LLC 10.61% of their portfolio MENLO PARK, CA 408,827408.8k $19.2m $19.2m 10.61% Added +27.7k +27,664
72 McAdam, LLC 1.15% of their portfolio Philadelphia, PA 395,896395.9k $18.6m $18.6m 1.15% Added +105.3k +105,253
73 American Money Management, LLC 3.53% of their portfolio Rancho Santa Fe, CA 395,722395.7k $18.6m $18.6m 3.53% Added +25.9k +25,916
74 Stadion Money Management, LLC 1.85% of their portfolio WATKINSVILLE, GA 394,027394.0k $18.5m $18.5m 1.85% Reduced -21.1k -21,100
75 Cambridge Investment Research Advisors, Inc. 0.06% of their portfolio FAIRFIELD, IA 390,685390.7k $18.4m $18.4m 0.06% Reduced -13.8k -13,764
76 Walkner Condon Financial Advisors LLC 3.71% of their portfolio MADISON, WI 390,037390.0k $18.3m $18.3m 3.71% Added +99.6k +99,560
77 Peterson Wealth Advisors, LLC 3.28% of their portfolio Orem, UT 364,232364.2k $17.0m $17.0m 3.28% Added +26.0k +26,037
78 Johnson Financial Group, Inc. 0.81% of their portfolio RACINE, WI 353,180353.2k $16.6m $16.6m 0.81% Added +80.3k +80,281
79 PNC Financial Services Group, Inc. 0.01% of their portfolio Pittsburgh, PA 351,775351.8k $16.5m $16.5m 0.01% Added +127.2k +127,174
80 Mach-1 Financial Group, LLC 4.93% of their portfolio Rogers, AR 349,377349.4k $16.4m $16.4m 4.93% New
81 Mascoma Wealth Management LLC 4.08% of their portfolio HANOVER, NH 348,331348.3k $16.4m $16.4m 4.08% Added +20.4k +20,405
82 N.E.W. Advisory Services LLC 1.23% of their portfolio DE PERE, WI 342,893342.9k $16.1m $16.1m 1.23% Added +188.2k +188,175
83 Bond & Devick Financial Network, Inc. 5.78% of their portfolio ST. LOUIS PARK, MN 338,625338.6k $15.9m $15.9m 5.78% Added +173.1k +173,077
84 Trinity Legacy Partners, LLC 3.95% of their portfolio HOUSTON, TX 338,306338.3k $15.6m $15.6m 3.95% Added +65.4k +65,361
85 Magnus Financial Group LLC 1.50% of their portfolio NEW YORK, NY 329,315329.3k $15.5m $15.5m 1.50% Added +40.1k +40,075
86 HUB Investment Partners, LLC 0.62% of their portfolio AUSTIN, TX 324,298324.3k $15.3m $15.3m 0.62% Added +5.5k +5,497
87 RIVERCHASE WEALTH MANAGEMENT, LLC 10.60% of their portfolio Flower Mound, TX 321,814321.8k $15.1m $15.1m 10.60% Added +6.1k +6,144
88 TD Capital Management LLC 1.49% of their portfolio MEMPHIS, TN 312,726312.7k $14.7m $14.7m 1.49% Added +45.0k +44,955
89 Mutual Advisors, LLC 0.40% of their portfolio OMAHA, NE 301,161301.2k $14.1m $14.1m 0.40% Added +10.7k +10,716
90 FOUNDERS FINANCIAL SECURITIES LLC 1.18% of their portfolio TOWSON, MD 295,903295.9k $13.9m $13.9m 1.18% Added +17.2k +17,183
91 FMA Wealth Management, LLC 10.45% of their portfolio DUXBURY, MA 287,965288.0k $13.6m $13.6m 10.45% Added +1.8k +1,816
92 Janney Capital Management LLC 0.92% of their portfolio PITTSBURGH, PA 285,381285.4k $13.4m $13.4m 0.92% Reduced -5.2k -5,162
93 Econ Financial Services Corp 7.13% of their portfolio HARRISBURG, PA 284,618284.6k $13.4m $13.4m 7.13% Added +3.7k +3,721
94 FAS Wealth Partners, Inc. 1.06% of their portfolio LEAWOOD, KS 276,194276.2k $13.0m $13.0m 1.06% Added +11.5k +11,456
95 Horizon Investments, LLC 0.38% of their portfolio Charlotte, NC 274,858274.9k $12.8m $12.8m 0.38% Reduced -1.6k -1,643
96 Corient Private Wealth LP 0.02% of their portfolio MIAMI, FL 260,378260.4k $12.2m $12.2m 0.02% Added +92.9k +92,930
97 COOPER/HAIMS ADVISORS, LLC 6.49% of their portfolio VICTOR, NY 254,615254.6k $12.0m $12.0m 6.49% Added +40 +40
98 Alpha Advisors, LLC/VA 10.13% of their portfolio RICHMOND, VA 247,287247.3k $11.6m $11.6m 10.13% Added +215.4k +215,397
99 BankPlus Wealth Management LLC 8.47% of their portfolio JACKSON, MS 245,173245.2k $11.5m $11.5m 8.47% Added +23.0k +22,963
100 Cedar Point Capital Partners, LLC 7.60% of their portfolio Cedar Rapids, IA 240,786240.8k $11.3m $11.3m 7.60% Added +2.6k +2,599