Vault-13

J P MORGAN EXCHANGE TRADED F JCPB

CORE PLUS BD ETF · ETP · CUSIP 46641Q670

388 institutional holders +17 vs Q2 2025
144,443,330144.4m shares reported held*
$6.9bnreported value*
45 new 244 added 74 reduced 24 sold out net bought ≈ $949.8m (+20.0m 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 ($25.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $47.49.

Trends to Q3 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: 371Q3 25: 388388Q3 22Q2 23Q1 24Q4 24Q3 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
Q3 2025388

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q4 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 25Q2 25: 257 bought or addedQ2 25: 105 cut or sold outQ3 25: 289 bought or addedQ3 25: 98 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 202314448
Q1 202417071
Q2 202418868
Q3 202422857
Q4 202421389
Q1 2025249103
Q2 2025257105
Q3 202528998

Biggest buyers

JPMORGAN CHASE & CO Added +4,078,448+4.1m
HB Wealth Management, LLC Added +2,659,142+2.7m
FACTORY MUTUAL INSURANCE CO Added +2,630,014+2.6m
MORGAN STANLEY Added +1,130,547+1.1m
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +833,135+833.1k
First Washington CORP New +819,415+819.4k
Alpine Bank Wealth Management Added +720,527+720.5k
Avantax Planning Partners, Inc. Added +680,141+680.1k
Modern Wealth Management, LLC Added +544,277+544.3k
Moss Adams Wealth Advisors LLC Added +364,556+364.6k

Biggest sellers

Vestmark Advisory Solutions, Inc. Reduced -1,402,356-1.4m
JANE STREET GROUP, LLC Sold out -505,139-505.1k
SouthState Bank Corp Reduced -395,505-395.5k
Mach-1 Financial Group, LLC Sold out -375,313-375.3k
Triad Wealth Partners, LLC Reduced -315,302-315.3k
ROYAL BANK OF CANADA Reduced -247,998-248.0k
AllGen Financial Advisors, Inc. Sold out -225,039-225.0k
Thrivent Financial for Lutherans Sold out -172,109-172.1k
Tradition Wealth Management, LLC Reduced -116,544-116.5k
Per Stirling Capital Management, LLC. Reduced -105,049-105.0k

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 HB Wealth Management, LLC 3.37% of their portfolio Atlanta, GA 10,425,82010.4m $495.7m $495.7m 3.37% Added +2.7m +2,659,142
2 BANK OF AMERICA CORP /DE/ 0.03% of their portfolio CHARLOTTE, NC 8,414,9568.4m $400.1m $400.1m 0.03% Added +356.0k +355,956
3 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 7,974,6248.0m $379.2m $379.2m 0.01% Added +4.1m +4,078,448
4 FACTORY MUTUAL INSURANCE CO 2.71% of their portfolio WALTHAM, MA 5,846,3145.8m $278.0m $278.0m 2.71% Added +2.6m +2,630,014
5 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 4,245,9194.2m $201.9m $201.9m 0.01% Added +1.1m +1,130,547
6 RAYMOND JAMES FINANCIAL INC 0.06% of their portfolio ST. PETERSBURG, FL 3,911,2883.9m $186.0m $186.0m 0.06% Added +139.4k +139,446
7 Legacy Wealth Management, LLC 9.93% of their portfolio MEMPHIS, TN 3,546,9743.5m $168.7m $168.7m 9.93% Added +232.0k +232,040
8 HighTower Advisors, LLC 0.17% of their portfolio CHICAGO, IL 3,064,9403.1m $145.7m $145.7m 0.17% Added +188.7k +188,695
9 Mariner, LLC 0.18% of their portfolio Overland Park, KS 2,938,8112.9m $139.7m $139.7m 0.18% Added +303.8k +303,831
10 Janney Montgomery Scott LLC 0.30% of their portfolio PHILADELPHIA, PA 2,656,8392.7m $126.3m $126.3m 0.30% Added +224.0k +223,958
11 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.08% of their portfolio MILWAUKEE, WI 2,494,0492.5m $118.6m $118.6m 0.08% Added +833.1k +833,135
12 Valeo Financial Advisors, LLC 2.51% of their portfolio CARMEL, IN 2,493,7182.5m $109.8m $109.8m 2.51% Added +250.1k +250,055
13 Moss Adams Wealth Advisors LLC 8.89% of their portfolio SEATTLE, WA 2,397,2252.4m $114.0m $114.0m 8.89% Added +364.6k +364,556
14 Summit Financial Strategies, Inc. 9.29% of their portfolio Columbus, OH 2,279,4962.3m $108.4m $108.4m 9.29% Added +130.9k +130,909
15 Savant Capital, LLC 0.60% of their portfolio ROCKFORD, IL 2,091,5162.1m $99.5m $99.5m 0.60% Added +218.9k +218,926
16 OSAIC HOLDINGS, INC. 0.13% of their portfolio SCOTTSDALE, AZ 1,940,3201.9m $91.9m $91.9m 0.13% Added +224.5k +224,462
17 Vestmark Advisory Solutions, Inc. 1.69% of their portfolio Wakefield, MA 1,862,3041.9m $88.6m $88.6m 1.69% Reduced -1.4m -1,402,356
18 ENVESTNET ASSET MANAGEMENT INC 0.03% of their portfolio Berwyn, PA 1,849,6371.8m $88.0m $88.0m 0.03% Added +345.1k +345,055
19 First Pacific Financial 11.54% of their portfolio VANCOUVER, WA 1,746,8541.7m $83.1m $83.1m 11.54% Added +61.9k +61,947
20 Grant Street Asset Management, Inc. 16.82% of their portfolio CANONSBURG, PA 1,674,2501.7m $79.6m $79.6m 16.82% Added +52.7k +52,657
21 WELLS FARGO & COMPANY/MN 0.02% of their portfolio SAN FRANCISCO, CA 1,633,8391.6m $77.7m $77.7m 0.02% Reduced -49.9k -49,891
22 CGN Advisors LLC 6.38% of their portfolio MANHATTAN, KS 1,630,3161.6m $77.5m $77.5m 6.38% Added +86.5k +86,470
23 Avantax Planning Partners, Inc. 2.16% of their portfolio DUBUQUE, IA 1,582,6201.6m $75.3m $75.3m 2.16% Added +680.1k +680,141
24 Alpine Bank Wealth Management 10.54% of their portfolio GRAND JUNCTION, CO 1,574,7421.6m $74.9m $74.9m 10.54% Added +720.5k +720,527
25 Bogart Wealth, LLC 2.81% of their portfolio MCLEAN, VA 1,457,5221.5m $69.3m $69.3m 2.81% Added +41.3k +41,326
26 Cetera Investment Advisers 0.08% of their portfolio SCHAUMBURG, IL 1,422,6761.4m $67.6m $67.6m 0.08% Added +312.8k +312,814
27 D.B. Root & Company, LLC 16.78% of their portfolio PITTSBURGH, PA 1,390,3391.4m $66.1m $66.1m 16.78% Added +124.9k +124,872
28 Capital Analysts, LLC 1.93% of their portfolio FORT WASHINGTON, PA 1,387,5941.4m $66.0m $66.0m 1.93% Added +137.6k +137,592
29 Modern Wealth Management, LLC 1.28% of their portfolio KANSAS CITY, MO 1,356,7071.4m $64.5m $64.5m 1.28% Added +544.3k +544,277
30 CAPTRUST FINANCIAL ADVISORS 0.13% of their portfolio RALEIGH, NC 1,312,9931.3m $62.4m $62.4m 0.13% Added +67.6k +67,551
31 Hughes Financial Services, LLC 9.87% of their portfolio HERNDON, VA 1,307,6741.3m $62.1m $62.1m 9.87% Added +45.4k +45,353
32 SENTINEL PENSION ADVISORS, LLC 9.62% of their portfolio WAKEFIELD, MA 1,265,2321.3m $60.2m $60.2m 9.62% Added +83.4k +83,359
33 McAdam, LLC 2.71% of their portfolio Philadelphia, PA 1,156,1051.2m $55.0m $55.0m 2.71% Added +86.6k +86,557
34 Allen Capital Group, LLC 5.24% of their portfolio GRAND ISLAND, NE 1,155,1111.2m $54.9m $54.9m 5.24% Added +60.5k +60,496
35 COMMONWEALTH EQUITY SERVICES, LLC 0.07% of their portfolio WALTHAM, MA 1,133,3771.1m $53.9m $53.9m 0.07% Added +113.2k +113,171
36 Wiser Wealth Management, Inc 12.18% of their portfolio MARIETTA, GA 1,120,5901.1m $53.3m $53.3m 12.18% Added +135.4k +135,398
37 Harbor Group, Inc. 7.48% of their portfolio BEDFORD, NH 988,844988.8k $47.0m $47.0m 7.48% Added +36.2k +36,205
38 Berger Financial Group, Inc 2.41% of their portfolio PLYMOUTH, MN 845,445845.4k $40.2m $40.2m 2.41% Added +5.8k +5,831
39 First Washington CORP 10.45% of their portfolio SEATTLE, WA 819,415819.4k $39.0m $39.0m 10.45% New
40 Joseph Group Capital Management 10.81% of their portfolio COLUMBUS, OH 805,960806.0k $38.3m $38.3m 10.81% Added +24.7k +24,742
41 Bouchey Financial Group, Ltd. 2.82% of their portfolio TROY, NY 768,113768.1k $36.5m $36.5m 2.82% Added +36.7k +36,652
42 Cerity Partners LLC 0.06% of their portfolio NEW YORK, NY 750,127750.1k $35.7m $35.7m 0.06% Added +41.1k +41,080
43 Tradition Wealth Management, LLC 2.62% of their portfolio EDINA, MN 745,141745.1k $35.4m $35.4m 2.62% Reduced -116.5k -116,544
44 Focus Partners Wealth 0.05% of their portfolio ST LOUIS, MO 712,690712.7k $33.9m $33.9m 0.05% Added +9.2k +9,167
45 Arlington Financial Advisors, LLC 4.92% of their portfolio SANTA BARBARA, CA 703,594703.6k $33.5m $33.5m 4.92% Added +9.1k +9,127
46 Hartford Financial Management Inc. 8.81% of their portfolio WEST HARTFORD, CT 699,982700.0k $33.3m $33.3m 8.81% Added +16.4k +16,441
47 Kestra Advisory Services, LLC 0.15% of their portfolio AUSTIN, TX 668,660668.7k $31.8m $31.8m 0.15% Added +118.6k +118,631
48 Bluespring Wealth Management, LLC 2.73% of their portfolio AUSTIN, TX 659,276659.3k $31.3m $31.3m 2.73% Added +141.3k +141,263
49 Avidian Wealth Enterprises, LLC 1.17% of their portfolio Houston, TX 654,249654.2k $31.1m $31.1m 1.17% Added +41.4k +41,375
50 STIFEL FINANCIAL CORP 0.03% of their portfolio ST. LOUIS, MO 648,389648.4k $30.8m $30.8m 0.03% Added +177.0k +177,028
51 McCarthy & Cox 6.85% of their portfolio MARYSVILLE, OH 631,833631.8k $30.0m $30.0m 6.85% Added +23.6k +23,612
52 Aspen Wealth Management LLC 6.60% of their portfolio FORT WORTH, TX 625,355625.4k $29.7m $29.7m 6.60% Added +68.0k +68,013
53 VOISARD ASSET MANAGEMENT GROUP, INC. 6.81% of their portfolio Grand Rapids, MI 618,637618.6k $29.4m $29.4m 6.81% Added +12.6k +12,640
54 Forum Private Client Group LLC 10.34% of their portfolio FISHERS, IN 610,110610.1k $29.0m $29.0m 10.34% Added +14.5k +14,452
55 KELLY FINANCIAL GROUP LLC 7.66% of their portfolio Wethersfield, CT 607,094607.1k $28.9m $28.9m 7.66% Added +55.9k +55,898
56 Continuum Advisory, LLC 3.03% of their portfolio EAGLE, ID 603,539603.5k $28.7m $28.7m 3.03% Added +46.7k +46,660
57 Royal Harbor Partners, LLC 9.63% of their portfolio HOUSTON, TX 597,287597.3k $28.4m $28.4m 9.63% Reduced -12.1k -12,148
58 Destiny Wealth Partners, LLC 3.45% of their portfolio TAVARES, FL 591,581591.6k $28.1m $28.1m 3.45% Added +13.3k +13,329
59 TRUIST FINANCIAL CORP 0.04% of their portfolio CHARLOTTE, NC 585,007585.0k $27.8m $27.8m 0.04% Added +20.5k +20,521
60 SPC Financial, Inc. 2.16% of their portfolio ROCKVILLE, MD 582,182582.2k $27.7m $27.7m 2.16% Added +16.2k +16,174
61 Tarbox Family Office, Inc. 4.06% of their portfolio NEWPORT BEACH, CA 582,071582.1k $27.7m $27.7m 4.06% Added +34.2k +34,152
62 PNC Financial Services Group, Inc. 0.02% of their portfolio Pittsburgh, PA 579,155579.2k $27.5m $27.5m 0.02% Added +140.9k +140,871
63 Aptus Capital Advisors, LLC 0.25% of their portfolio FAIRHOPE, AL 568,093568.1k $27.0m $27.0m 0.25% Added +58.2k +58,203
64 GUARDIAN WEALTH ADVISORS, LLC / NC 1.76% of their portfolio RALEIGH, NC 568,093568.1k $27.0m $27.0m 1.76% Added +58.2k +58,203
65 Steele Capital Management, Inc. 1.09% of their portfolio DUBUQUE, IA 519,157519.2k $24.7m $24.7m 1.09% Reduced -35.5k -35,526
66 VERUS CAPITAL PARTNERS, LLC 1.84% of their portfolio SCOTTSDALE, AZ 497,189497.2k $23.6m $23.6m 1.84% Added +38.3k +38,335
67 IMA Advisory Services, Inc. 2.37% of their portfolio DENVER, CO 495,239495.2k $23.5m $23.5m 2.37% Reduced -2.7k -2,701
68 JONES FINANCIAL COMPANIES LLLP 0.02% of their portfolio DES PERES, MO 483,680483.7k $22.9m $22.9m 0.02% Added +127.1k +127,110
69 CITADEL ADVISORS LLC 0.02% of their portfolio MIAMI, FL 480,836480.8k $22.9m $22.9m 0.02% Added +123.7k +123,701
70 KICKSTAND VENTURES, LLC. 5.02% of their portfolio PITTSFORD, NY 479,725479.7k $22.8m $22.8m 5.02% Added +28.9k +28,898
71 Johnson Financial Group, Inc. 0.85% of their portfolio RACINE, WI 477,932477.9k $22.7m $22.7m 0.85% Added +53.9k +53,864
72 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 477,430477.4k $22.7m $22.7m 0.00% Reduced -248.0k -247,998
73 STEPHENS INC /AR/ 0.28% of their portfolio LITTLE ROCK, AR 463,677463.7k $22.0m $22.0m 0.28% Added +12.4k +12,382
74 Mascoma Wealth Management LLC 4.85% of their portfolio HANOVER, NH 462,461462.5k $22.0m $22.0m 4.85% Added +3.4k +3,417
75 Waterloo Capital, L.P. 1.57% of their portfolio AUSTIN, TX 445,422445.4k $21.2m $21.2m 1.57% Added +89.6k +89,600
76 Walkner Condon Financial Advisors LLC 3.31% of their portfolio MADISON, WI 438,668438.7k $20.9m $20.9m 3.31% Added +41.8k +41,751
77 American Money Management, LLC 3.37% of their portfolio Rancho Santa Fe, CA 424,946424.9k $20.2m $20.2m 3.37% Added +15.3k +15,308
78 Spire Wealth Management 0.67% of their portfolio MCLEAN, VA 415,375415.4k $19.8m $19.8m 0.67% Reduced -4.3k -4,318
79 DAYMARK WEALTH PARTNERS, LLC 0.67% of their portfolio CINCINNATI, OH 415,078415.1k $19.7m $19.7m 0.67% Added +49.6k +49,563
80 SouthState Bank Corp 0.89% of their portfolio Winter Haven, FL 408,151408.2k $19.4m $19.4m 0.89% Reduced -395.5k -395,505
81 Bond & Devick Financial Network, Inc. 5.80% of their portfolio ST. LOUIS PARK, MN 405,343405.3k $19.3m $19.3m 5.80% Added +45.4k +45,404
82 Horizon Investments, LLC 0.25% of their portfolio Charlotte, NC 404,673404.7k $19.1m $19.1m 0.25% Added +108.8k +108,783
83 FOUNDERS FINANCIAL SECURITIES LLC 1.31% of their portfolio TOWSON, MD 403,792403.8k $19.2m $19.2m 1.31% Added +108.5k +108,542
84 Peterson Wealth Advisors, LLC 2.76% of their portfolio Orem, UT 389,503389.5k $18.5m $18.5m 2.76% Added +24.3k +24,315
85 Magnus Financial Group LLC 1.43% of their portfolio NEW YORK, NY 379,622379.6k $18.1m $18.1m 1.43% Added +29.4k +29,440
86 Corient Private Wealth LP 0.03% of their portfolio MIAMI, FL 376,065376.1k $17.9m $17.9m 0.03% Added +58.0k +58,008
87 TD Capital Management LLC 1.60% of their portfolio MEMPHIS, TN 374,238374.2k $17.8m $17.8m 1.60% Added +32.3k +32,335
88 Stadion Money Management, LLC 1.38% of their portfolio WATKINSVILLE, GA 363,981364.0k $17.2m $17.2m 1.38% Reduced -16.3k -16,296
89 HUB Investment Partners, LLC 0.62% of their portfolio AUSTIN, TX 355,898355.9k $16.9m $16.9m 0.62% Added +16.4k +16,401
90 Trinity Legacy Partners, LLC 3.83% of their portfolio HOUSTON, TX 349,001349.0k $16.6m $16.6m 3.83% Added +3.2k +3,161
91 RIVERCHASE WEALTH MANAGEMENT, LLC 9.40% of their portfolio Flower Mound, TX 348,966349.0k $16.6m $16.6m 9.40% Added +19.7k +19,676
92 Mutual Advisors, LLC 0.36% of their portfolio OMAHA, NE 344,002344.0k $16.5m $16.5m 0.36% Added +44.3k +44,254
93 FAGAN ASSOCIATES, INC. 2.24% of their portfolio TROY, NY 341,571341.6k $16.2m $16.2m 2.24% Added +163.1k +163,097
94 D.A. DAVIDSON & CO. 0.10% of their portfolio GREAT FALLS, MT 334,345334.3k $15.9m $15.9m 0.10% Added +104.0k +104,036
95 Econ Financial Services Corp 7.73% of their portfolio HARRISBURG, PA 326,184326.2k $15.5m $15.5m 7.73% Added +11.3k +11,325
96 Invst, LLC 1.76% of their portfolio INDIANAPOLIS, IN 325,286325.3k $15.5m $15.5m 1.76% Added +20.6k +20,589
97 FMA Wealth Management, LLC 10.07% of their portfolio DUXBURY, MA 308,522308.5k $14.7m $14.7m 10.07% Added +9.3k +9,317
98 BridgePort Financial Solutions, LLC 3.90% of their portfolio FAIRFIELD, IA 305,548305.5k $14.5m $14.5m 3.90% Added +34.4k +34,382
99 FAS Wealth Partners, Inc. 0.98% of their portfolio LEAWOOD, KS 304,496304.5k $14.5m $14.5m 0.98% Added +17.2k +17,206
100 COOPER/HAIMS ADVISORS, LLC 6.76% of their portfolio VICTOR, NY 304,184304.2k $14.5m $14.5m 6.76% Added +2.5k +2,497