Vault-13

J P MORGAN EXCHANGE TRADED F JCPB

CORE PLUS BD ETF · ETP · CUSIP 46641Q670

371 institutional holders +22 vs Q1 2025
125,187,447125.2m shares reported held*
$5.9bnreported value*
42 new 215 added 87 reduced 18 sold out net bought ≈ $798.9m (+17.0m 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 ($36.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $46.99.

Trends to Q2 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: 349Q2 25: 371371Q3 22Q2 23Q1 24Q4 24Q2 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
Q2 2025371

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q3 23: 110 bought or addedQ3 23: 52 cut or sold outQ4 23: 144 bought or addedQ4 23: 48 cut or sold outQ4 23Q1 24: 170 bought or addedQ1 24: 71 cut or sold outQ2 24: 188 bought or addedQ2 24: 68 cut or sold outQ2 24Q3 24: 228 bought or addedQ3 24: 57 cut or sold outQ4 24: 213 bought or addedQ4 24: 89 cut or sold outQ4 24Q1 25: 249 bought or addedQ1 25: 103 cut or sold outQ2 25: 257 bought or addedQ2 25: 105 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 202311052
Q4 202314448
Q1 202417071
Q2 202418868
Q3 202422857
Q4 202421389
Q1 2025249103
Q2 2025257105

Biggest buyers

HB Wealth Management, LLC Added +3,988,832+4.0m
Vestmark Advisory Solutions, Inc. Added +1,789,454+1.8m
Savant Capital, LLC Added +1,137,866+1.1m
FACTORY MUTUAL INSURANCE CO Added +1,065,000+1.1m
Alpine Bank Wealth Management New +854,215+854.2k
Bouchey Financial Group, Ltd. New +731,461+731.5k
McAdam, LLC Added +673,652+673.7k
Modern Wealth Management, LLC Added +619,947+619.9k
MORGAN STANLEY Added +563,913+563.9k
Bluespring Wealth Management, LLC New +518,013+518.0k

Biggest sellers

AllGen Financial Advisors, Inc. Reduced -607,743-607.7k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -547,017-547.0k
John W. Brooker & Co., CPAs Reduced -337,997-338.0k
N.E.W. Advisory Services LLC Reduced -309,167-309.2k
ERn Financial, LLC Sold out -209,933-209.9k
SouthState Bank Corp Reduced -156,553-156.6k
INNEALTA CAPITAL, LLC Sold out -152,150-152.2k
Cambridge Investment Research Advisors, Inc. Reduced -136,685-136.7k
BCGM Wealth Management, LLC Reduced -99,984-100.0k
TABLEAUX LLC Reduced -94,282-94.3k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.03% of their portfolio CHARLOTTE, NC 8,059,0008.1m $379.3m $379.3m 0.03% Reduced -1.3k -1,341
2 HB Wealth Management, LLC 2.92% of their portfolio Atlanta, GA 7,766,6787.8m $365.5m $365.5m 2.92% Added +4.0m +3,988,832
3 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 3,896,1763.9m $183.4m $183.4m 0.01% Added +419.8k +419,773
4 RAYMOND JAMES FINANCIAL INC 0.06% of their portfolio ST. PETERSBURG, FL 3,771,8423.8m $177.5m $177.5m 0.06% Reduced -72.7k -72,706
5 Legacy Wealth Management, LLC 9.70% of their portfolio MEMPHIS, TN 3,314,9343.3m $156.0m $156.0m 9.70% Added +81.1k +81,090
6 Vestmark Advisory Solutions, Inc. 2.22% of their portfolio Wakefield, MA 3,264,6603.3m $153.6m $153.6m 2.22% Added +1.8m +1,789,454
7 FACTORY MUTUAL INSURANCE CO 1.65% of their portfolio WALTHAM, MA 3,216,3003.2m $151.4m $151.4m 1.65% Added +1.1m +1,065,000
8 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 3,115,3723.1m $146.6m $146.6m 0.01% Added +563.9k +563,913
9 HighTower Advisors, LLC 0.17% of their portfolio CHICAGO, IL 2,876,2452.9m $135.4m $135.4m 0.17% Added +72.1k +72,053
10 Mariner, LLC 0.18% of their portfolio Overland Park, KS 2,634,9802.6m $124.0m $124.0m 0.18% Added +215.7k +215,650
11 Janney Montgomery Scott LLC 0.30% of their portfolio PHILADELPHIA, PA 2,432,8812.4m $114.5m $114.5m 0.30% Added +185.2k +185,247
12 Valeo Financial Advisors, LLC 2.40% of their portfolio CARMEL, IN 2,243,6632.2m $97.5m $97.5m 2.40% Added +209.5k +209,501
13 Summit Financial Strategies, Inc. 9.36% of their portfolio Columbus, OH 2,148,5872.1m $101.1m $101.1m 9.36% Added +221.6k +221,607
14 Moss Adams Wealth Advisors LLC 8.69% of their portfolio SEATTLE, WA 2,032,6692.0m $95.7m $95.7m 8.69% Added +16.1k +16,072
15 Savant Capital, LLC 0.63% of their portfolio ROCKFORD, IL 1,872,5901.9m $88.1m $88.1m 0.63% Added +1.1m +1,137,866
16 OSAIC HOLDINGS, INC. 0.14% of their portfolio SCOTTSDALE, AZ 1,715,8581.7m $80.8m $80.8m 0.14% Reduced -50.0k -49,954
17 First Pacific Financial 11.69% of their portfolio VANCOUVER, WA 1,684,9071.7m $79.3m $79.3m 11.69% Added +45.3k +45,332
18 WELLS FARGO & COMPANY/MN 0.02% of their portfolio SAN FRANCISCO, CA 1,683,7301.7m $79.2m $79.2m 0.02% Reduced -43.4k -43,432
19 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.06% of their portfolio MILWAUKEE, WI 1,660,9141.7m $78.2m $78.2m 0.06% Added +160.7k +160,660
20 Grant Street Asset Management, Inc. 17.25% of their portfolio CANONSBURG, PA 1,621,5931.6m $76.3m $76.3m 17.25% Added +25.3k +25,346
21 CGN Advisors LLC 6.49% of their portfolio MANHATTAN, KS 1,543,8461.5m $72.7m $72.7m 6.49% Added +115.9k +115,929
22 ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio Berwyn, PA 1,504,5821.5m $70.8m $70.8m 0.02% Added +201.1k +201,095
23 Bogart Wealth, LLC 2.85% of their portfolio MCLEAN, VA 1,416,1961.4m $66.6m $66.6m 2.85% Added +34.4k +34,436
24 D.B. Root & Company, LLC 17.58% of their portfolio PITTSBURGH, PA 1,265,4671.3m $59.6m $59.6m 17.58% Added +34.5k +34,465
25 Hughes Financial Services, LLC 10.20% of their portfolio HERNDON, VA 1,262,3211.3m $59.4m $59.4m 10.20% Reduced -39.3k -39,310
26 Capital Analysts, LLC 1.96% of their portfolio FORT WASHINGTON, PA 1,250,0021.3m $58.8m $58.8m 1.96% Added +149.4k +149,403
27 CAPTRUST FINANCIAL ADVISORS 0.13% of their portfolio RALEIGH, NC 1,245,4421.2m $58.6m $58.6m 0.13% Added +81.2k +81,168
28 SENTINEL PENSION ADVISORS, LLC 9.36% of their portfolio WAKEFIELD, MA 1,181,8731.2m $55.6m $55.6m 9.36% Added +62.9k +62,931
29 Cetera Investment Advisers 0.09% of their portfolio SCHAUMBURG, IL 1,109,8621.1m $52.2m $52.2m 0.09% Added +55.5k +55,481
30 Allen Capital Group, LLC 5.37% of their portfolio GRAND ISLAND, NE 1,094,6151.1m $51.5m $51.5m 5.37% Added +75.5k +75,500
31 McAdam, LLC 2.76% of their portfolio Philadelphia, PA 1,069,5481.1m $50.3m $50.3m 2.76% Added +673.7k +673,652
32 COMMONWEALTH EQUITY SERVICES, LLC 0.06% of their portfolio WALTHAM, MA 1,020,2061.0m $48.0m $48.0m 0.06% Reduced -547.0k -547,017
33 Wiser Wealth Management, Inc 11.61% of their portfolio MARIETTA, GA 985,192985.2k $46.4m $46.4m 11.61% Added +35.9k +35,897
34 Harbor Group, Inc. 7.95% of their portfolio BEDFORD, NH 952,639952.6k $44.8m $44.8m 7.95% Added +27.0k +27,014
35 Avantax Planning Partners, Inc. 1.35% of their portfolio DUBUQUE, IA 902,479902.5k $42.5m $42.5m 1.35% Added +353.9k +353,945
36 Tradition Wealth Management, LLC 3.24% of their portfolio EDINA, MN 861,685861.7k $40.6m $40.6m 3.24% Added +27.8k +27,808
37 Alpine Bank Wealth Management 6.07% of their portfolio GRAND JUNCTION, CO 854,215854.2k $40.2m $40.2m 6.07% New
38 Berger Financial Group, Inc 2.56% of their portfolio PLYMOUTH, MN 839,614839.6k $39.5m $39.5m 2.56% Added +29.9k +29,941
39 Modern Wealth Management, LLC 0.94% of their portfolio KANSAS CITY, MO 812,430812.4k $38.2m $38.2m 0.94% Added +619.9k +619,947
40 SouthState Bank Corp 1.65% of their portfolio Winter Haven, FL 803,656803.7k $37.8m $37.8m 1.65% Reduced -156.6k -156,553
41 Joseph Group Capital Management 12.34% of their portfolio COLUMBUS, OH 781,218781.2k $36.8m $36.8m 12.34% Added +14.7k +14,723
42 Bouchey Financial Group, Ltd. 2.86% of their portfolio TROY, NY 731,461731.5k $34.4m $34.4m 2.86% New
43 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 725,428725.4k $34.1m $34.1m 0.00% Added +290.6k +290,602
44 Cerity Partners LLC 0.06% of their portfolio NEW YORK, NY 709,047709.0k $33.4m $33.4m 0.06% Added +283.2k +283,151
45 Focus Partners Wealth 0.07% of their portfolio ST LOUIS, MO 703,523703.5k $33.1m $33.1m 0.07% Added +24.0k +24,011
46 Arlington Financial Advisors, LLC 5.35% of their portfolio SANTA BARBARA, CA 694,467694.5k $32.7m $32.7m 5.35% Added +183.8k +183,789
47 Hartford Financial Management Inc. 8.80% of their portfolio WEST HARTFORD, CT 683,541683.5k $32.2m $32.2m 8.80% Added +63.5k +63,512
48 Avidian Wealth Enterprises, LLC 1.17% of their portfolio Houston, TX 612,874612.9k $28.8m $28.8m 1.17% Added +36.4k +36,437
49 Royal Harbor Partners, LLC 10.48% of their portfolio HOUSTON, TX 609,435609.4k $28.7m $28.7m 10.48% Added +5.4k +5,446
50 McCarthy & Cox 7.50% of their portfolio MARYSVILLE, OH 608,221608.2k $28.6m $28.6m 7.50% Added +24.4k +24,430
51 VOISARD ASSET MANAGEMENT GROUP, INC. 7.35% of their portfolio Grand Rapids, MI 605,997606.0k $28.5m $28.5m 7.35% Reduced -43.0k -42,994
52 Forum Private Client Group LLC 10.80% of their portfolio FISHERS, IN 595,658595.7k $28.0m $28.0m 10.80% Added +28.3k +28,302
53 Destiny Wealth Partners, LLC 3.66% of their portfolio TAVARES, FL 578,252578.3k $27.2m $27.2m 3.66% Added +12.5k +12,497
54 SPC Financial, Inc. 2.23% of their portfolio ROCKVILLE, MD 566,008566.0k $26.6m $26.6m 2.23% Added +5.4k +5,393
55 TRUIST FINANCIAL CORP 0.04% of their portfolio CHARLOTTE, NC 564,486564.5k $26.6m $26.6m 0.04% Added +31.7k +31,747
56 Aspen Wealth Management LLC 6.51% of their portfolio FORT WORTH, TX 557,342557.3k $26.2m $26.2m 6.51% Added +6.8k +6,835
57 Continuum Advisory, LLC 3.15% of their portfolio EAGLE, ID 556,879556.9k $26.2m $26.2m 3.15% Added +63.7k +63,733
58 Steele Capital Management, Inc. 1.25% of their portfolio DUBUQUE, IA 554,683554.7k $26.1m $26.1m 1.25% Added +24.1k +24,080
59 KELLY FINANCIAL GROUP LLC 7.51% of their portfolio Wethersfield, CT 551,196551.2k $25.9m $25.9m 7.51% Added +29.7k +29,689
60 Kestra Advisory Services, LLC 0.13% of their portfolio AUSTIN, TX 550,029550.0k $25.9m $25.9m 0.13% Reduced -25.1k -25,082
61 Tarbox Family Office, Inc. 3.88% of their portfolio NEWPORT BEACH, CA 547,919547.9k $25.8m $25.8m 3.88% Added +138.6k +138,617
62 Triad Wealth Partners, LLC 5.11% of their portfolio LAWRENCE, KS 537,237537.2k $25.3m $25.3m 5.11% Added +62.0k +62,044
63 Bluespring Wealth Management, LLC 2.32% of their portfolio AUSTIN, TX 518,013518.0k $24.4m $24.4m 2.32% New
64 Aptus Capital Advisors, LLC 0.24% of their portfolio FAIRHOPE, AL 509,890509.9k $24.0m $24.0m 0.24% Added +39.7k +39,701
65 GUARDIAN WEALTH ADVISORS, LLC / NC 1.69% of their portfolio RALEIGH, NC 509,890509.9k $24.0m $24.0m 1.69% Added +39.7k +39,701
66 JANE STREET GROUP, LLC 0.04% of their portfolio NEW YORK, NY 505,139505.1k $23.8m $23.8m 0.04% Added +367.6k +367,551
67 IMA Advisory Services, Inc. 2.51% of their portfolio DENVER, CO 497,940497.9k $23.4m $23.4m 2.51% Added +21.4k +21,444
68 STIFEL FINANCIAL CORP 0.02% of their portfolio ST. LOUIS, MO 471,361471.4k $22.2m $22.2m 0.02% Added +61.5k +61,523
69 Blue Oak Capital, LLC 11.41% of their portfolio MENLO PARK, CA 461,416461.4k $21.7m $21.7m 11.41% Added +52.6k +52,589
70 Mascoma Wealth Management LLC 5.02% of their portfolio HANOVER, NH 459,044459.0k $21.6m $21.6m 5.02% Added +110.7k +110,713
71 VERUS CAPITAL PARTNERS, LLC 1.93% of their portfolio SCOTTSDALE, AZ 458,854458.9k $21.6m $21.6m 1.93% Added +28.7k +28,658
72 STEPHENS INC /AR/ 0.29% of their portfolio LITTLE ROCK, AR 451,295451.3k $21.2m $21.2m 0.29% Reduced -26.3k -26,312
73 KICKSTAND VENTURES, LLC. 4.96% of their portfolio PITTSFORD, NY 450,827450.8k $21.2m $21.2m 4.96% Added +33.7k +33,685
74 PNC Financial Services Group, Inc. 0.01% of their portfolio Pittsburgh, PA 438,284438.3k $20.6m $20.6m 0.01% Added +86.5k +86,509
75 Johnson Financial Group, Inc. 0.90% of their portfolio RACINE, WI 424,068424.1k $20.0m $20.0m 0.90% Added +70.9k +70,888
76 Spire Wealth Management 0.70% of their portfolio MCLEAN, VA 419,693419.7k $19.6m $19.6m 0.70% Reduced -55.4k -55,351
77 American Money Management, LLC 3.41% of their portfolio Rancho Santa Fe, CA 409,638409.6k $19.3m $19.3m 3.41% Added +13.9k +13,916
78 Walkner Condon Financial Advisors LLC 3.44% of their portfolio MADISON, WI 396,917396.9k $18.7m $18.7m 3.44% Added +6.9k +6,880
79 Stadion Money Management, LLC 1.46% of their portfolio WATKINSVILLE, GA 380,277380.3k $17.8m $17.8m 1.46% Reduced -13.8k -13,750
80 Mach-1 Financial Group, LLC 5.16% of their portfolio Rogers, AR 375,313375.3k $17.7m $17.7m 5.16% Added +25.9k +25,936
81 DAYMARK WEALTH PARTNERS, LLC 0.65% of their portfolio CINCINNATI, OH 365,515365.5k $17.2m $17.2m 0.65% Reduced -50.8k -50,849
82 Peterson Wealth Advisors, LLC 2.84% of their portfolio Orem, UT 365,188365.2k $17.2m $17.2m 2.84% Added +956 +956
83 Bond & Devick Financial Network, Inc. 5.63% of their portfolio ST. LOUIS PARK, MN 359,939359.9k $16.9m $16.9m 5.63% Added +21.3k +21,314
84 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 357,135357.1k $16.8m $16.8m 0.01% Added +306.2k +306,152
85 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 356,570356.6k $16.7m $16.7m 0.01% Added +139.3k +139,290
86 Waterloo Capital, L.P. 1.35% of their portfolio AUSTIN, TX 355,822355.8k $16.7m $16.7m 1.35% Added +169.0k +169,018
87 Magnus Financial Group LLC 1.45% of their portfolio NEW YORK, NY 350,182350.2k $16.5m $16.5m 1.45% Added +20.9k +20,867
88 Trinity Legacy Partners, LLC 3.90% of their portfolio HOUSTON, TX 345,840345.8k $16.1m $16.1m 3.90% Added +7.5k +7,534
89 TD Capital Management LLC 1.52% of their portfolio MEMPHIS, TN 341,903341.9k $16.1m $16.1m 1.52% Added +29.2k +29,177
90 HUB Investment Partners, LLC 0.56% of their portfolio AUSTIN, TX 339,497339.5k $16.0m $16.0m 0.56% Added +15.2k +15,199
91 RIVERCHASE WEALTH MANAGEMENT, LLC 9.83% of their portfolio Flower Mound, TX 329,290329.3k $15.5m $15.5m 9.83% Added +7.5k +7,476
92 Corient Private Wealth LP 0.02% of their portfolio MIAMI, FL 318,057318.1k $15.0m $15.0m 0.02% Added +57.7k +57,679
93 Econ Financial Services Corp 7.63% of their portfolio HARRISBURG, PA 314,859314.9k $14.8m $14.8m 7.63% Added +30.2k +30,241
94 Invst, LLC 1.79% of their portfolio INDIANAPOLIS, IN 304,697304.7k $14.3m $14.3m 1.79% New
95 COOPER/HAIMS ADVISORS, LLC 6.99% of their portfolio VICTOR, NY 301,687301.7k $14.2m $14.2m 6.99% Added +47.1k +47,072
96 Mutual Advisors, LLC 0.35% of their portfolio OMAHA, NE 299,748299.7k $14.0m $14.0m 0.35% Reduced -1.4k -1,413
97 FMA Wealth Management, LLC 10.42% of their portfolio DUXBURY, MA 299,205299.2k $14.1m $14.1m 10.42% Added +11.2k +11,240
98 Horizon Investments, LLC 0.22% of their portfolio Charlotte, NC 295,890295.9k $13.8m $13.8m 0.22% Added +21.0k +21,032
99 FOUNDERS FINANCIAL SECURITIES LLC 1.06% of their portfolio TOWSON, MD 295,250295.2k $13.9m $13.9m 1.06% Reduced -653 -653
100 FAS Wealth Partners, Inc. 1.00% of their portfolio LEAWOOD, KS 287,290287.3k $13.5m $13.5m 1.00% Added +11.1k +11,096