Vault-13

J P MORGAN EXCHANGE TRADED F JCPB

CORE PLUS BD ETF · ETP · CUSIP 46641Q670

443 institutional holders +55 vs Q3 2025
172,473,601172.5m shares reported held*
$8.2bnreported value*
39 new 268 added 65 reduced 20 sold out net bought ≈ $937.4m (+19.8m 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 ($29.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $47.31.

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 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: 388Q4 25: 443443Q3 22Q2 23Q1 24Q4 24Q4 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
Q4 2025443

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q1 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 25Q3 25: 289 bought or addedQ3 25: 98 cut or sold outQ4 25: 307 bought or addedQ4 25: 85 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 202417071
Q2 202418868
Q3 202422857
Q4 202421389
Q1 2025249103
Q2 2025257105
Q3 202528998
Q4 202530785

Biggest buyers

Dynasty Wealth Management, LLC New +3,724,827+3.7m
MORGAN STANLEY Added +2,177,142+2.2m
HB Wealth Management, LLC Added +1,954,190+2.0m
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Added +1,840,452+1.8m
Confluence Wealth Services, Inc. New +1,439,759+1.4m
Alpine Bank Wealth Management Added +1,067,806+1.1m
Corient Private Wealth LP Added +1,048,229+1.0m
RAYMOND JAMES FINANCIAL INC Added +855,996+856.0k
WELLS FARGO & COMPANY/MN Added +815,763+815.8k
Mariner, LLC Added +694,145+694.1k

Biggest sellers

JPMORGAN CHASE & CO Reduced -3,493,659-3.5m
BANK OF AMERICA CORP /DE/ Reduced -2,502,865-2.5m
McCarthy & Cox Reduced -618,081-618.1k
Arlington Financial Advisors, LLC Reduced -533,822-533.8k
Savant Capital, LLC Reduced -502,100-502.1k
CITADEL ADVISORS LLC Sold out -480,836-480.8k
Econ Financial Services Corp Reduced -140,283-140.3k
OLD MISSION CAPITAL LLC Sold out -121,526-121.5k
GOLDMAN SACHS GROUP INC Reduced -115,761-115.8k
HighTower Advisors, LLC Reduced -100,416-100.4k

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 HB Wealth Management, LLC 3.80% of their portfolio Atlanta, GA 12,380,01012.4m $586.2m $586.2m 3.80% Added +2.0m +1,954,190
2 MORGAN STANLEY 0.02% of their portfolio NEW YORK, NY 6,423,0616.4m $304.1m $304.1m 0.02% Added +2.2m +2,177,142
3 BANK OF AMERICA CORP /DE/ 0.02% of their portfolio CHARLOTTE, NC 5,912,0915.9m $279.9m $279.9m 0.02% Reduced -2.5m -2,502,865
4 FACTORY MUTUAL INSURANCE CO 2.81% of their portfolio WALTHAM, MA 5,846,3145.8m $276.8m $276.8m 2.81% Unchanged
5 RAYMOND JAMES FINANCIAL INC 0.07% of their portfolio ST. PETERSBURG, FL 4,767,2844.8m $225.7m $225.7m 0.07% Added +856.0k +855,996
6 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 4,480,9654.5m $212.2m $212.2m 0.01% Reduced -3.5m -3,493,659
7 OpenArc Corporate Advisory, LLC 3.32% of their portfolio ATLANTA, GA 4,243,4894.2m $200.9m $200.9m 3.32% First filing
8 Legacy Wealth Management, LLC 10.18% of their portfolio MEMPHIS, TN 3,729,7503.7m $176.6m $176.6m 10.18% Added +182.8k +182,776
9 Dynasty Wealth Management, LLC 1.73% of their portfolio ST. PETERSBURG, FL 3,724,8273.7m $176.4m $176.4m 1.73% New
10 Mariner, LLC 0.20% of their portfolio Overland Park, KS 3,632,9563.6m $172.0m $172.0m 0.20% Added +694.1k +694,145
11 HighTower Advisors, LLC 0.15% of their portfolio CHICAGO, IL 2,964,5243.0m $140.4m $140.4m 0.15% Reduced -100.4k -100,416
12 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.08% of their portfolio MILWAUKEE, WI 2,835,7712.8m $134.3m $134.3m 0.08% Added +341.7k +341,722
13 Janney Montgomery Scott LLC 0.30% of their portfolio PHILADELPHIA, PA 2,799,5572.8m $132.6m $132.6m 0.30% Added +142.7k +142,718
14 Alpine Bank Wealth Management 17.70% of their portfolio GRAND JUNCTION, CO 2,642,5482.6m $125.1m $125.1m 17.70% Added +1.1m +1,067,806
15 Valeo Financial Advisors, LLC 2.59% of their portfolio CARMEL, IN 2,628,3082.6m $116.3m $116.3m 2.59% Added +134.6k +134,590
16 Moss Adams Wealth Advisors LLC 8.83% of their portfolio SEATTLE, WA 2,566,0572.6m $121.8m $121.8m 8.83% Added +168.8k +168,832
17 Summit Financial Strategies, Inc. 9.54% of their portfolio Columbus, OH 2,450,4602.5m $116.0m $116.0m 9.54% Added +171.0k +170,964
18 WELLS FARGO & COMPANY/MN 0.02% of their portfolio SAN FRANCISCO, CA 2,449,6022.4m $116.0m $116.0m 0.02% Added +815.8k +815,763
19 OSAIC HOLDINGS, INC. 0.16% of their portfolio SCOTTSDALE, AZ 2,251,0562.3m $106.6m $106.6m 0.16% Added +310.7k +310,736
20 ENVESTNET ASSET MANAGEMENT INC 0.03% of their portfolio Berwyn, PA 2,231,2702.2m $105.7m $105.7m 0.03% Added +381.6k +381,633
21 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.14% of their portfolio PLYMOUTH, MN 2,137,9362.1m $101.4m $101.4m 0.14% Added +1.8m +1,840,452
22 Vestmark Advisory Solutions, Inc. 1.32% of their portfolio Wakefield, MA 2,063,2422.1m $97.7m $97.7m 1.32% Added +200.9k +200,938
23 First Pacific Financial 11.90% of their portfolio VANCOUVER, WA 1,925,1571.9m $91.2m $91.2m 11.90% Added +178.3k +178,303
24 Cetera Investment Advisers 0.10% of their portfolio SCHAUMBURG, IL 1,886,1151.9m $89.3m $89.3m 0.10% Added +463.4k +463,439
25 Modern Wealth Management, LLC 1.58% of their portfolio KANSAS CITY, MO 1,830,3241.8m $86.7m $86.7m 1.58% Added +473.6k +473,617
26 Grant Street Asset Management, Inc. 16.29% of their portfolio CANONSBURG, PA 1,707,8581.7m $80.9m $80.9m 16.29% Added +33.6k +33,608
27 CGN Advisors LLC 6.40% of their portfolio MANHATTAN, KS 1,707,0361.7m $80.8m $80.8m 6.40% Added +76.7k +76,720
28 Avantax Planning Partners, Inc. 2.15% of their portfolio DUBUQUE, IA 1,626,9781.6m $77.0m $77.0m 2.15% Added +44.4k +44,358
29 Savant Capital, LLC 0.43% of their portfolio ROCKFORD, IL 1,589,4161.6m $75.3m $75.3m 0.43% Reduced -502.1k -502,100
30 Bogart Wealth, LLC 2.87% of their portfolio MCLEAN, VA 1,510,8821.5m $71.5m $71.5m 2.87% Added +53.4k +53,360
31 D.B. Root & Company, LLC 17.44% of their portfolio PITTSBURGH, PA 1,510,0921.5m $71.5m $71.5m 17.44% Added +119.8k +119,753
32 Capital Analysts, LLC 1.89% of their portfolio FORT WASHINGTON, PA 1,446,0551.4m $68.5m $68.5m 1.89% Added +58.5k +58,461
33 Confluence Wealth Services, Inc. 2.82% of their portfolio MCMURRAY, PA 1,439,7591.4m $68.2m $68.2m 2.82% New
34 Hughes Financial Services, LLC 10.66% of their portfolio HERNDON, VA 1,434,0231.4m $67.9m $67.9m 10.66% Added +126.3k +126,349
35 Corient Private Wealth LP 0.05% of their portfolio MIAMI, FL 1,424,2941.4m $67.1m $67.1m 0.05% Added +1.0m +1,048,229
36 CAPTRUST FINANCIAL ADVISORS 0.12% of their portfolio RALEIGH, NC 1,336,9961.3m $63.3m $63.3m 0.12% Added +24.0k +24,003
37 McAdam, LLC 2.72% of their portfolio Philadelphia, PA 1,253,4781.3m $59.4m $59.4m 2.72% Added +97.4k +97,373
38 Allen Capital Group, LLC 5.30% of their portfolio GRAND ISLAND, NE 1,217,6031.2m $57.7m $57.7m 5.30% Added +62.5k +62,492
39 SENTINEL PENSION ADVISORS, LLC 8.78% of their portfolio WAKEFIELD, MA 1,207,7321.2m $57.2m $57.2m 8.78% Reduced -57.5k -57,500
40 Wiser Wealth Management, Inc 12.52% of their portfolio MARIETTA, GA 1,189,5481.2m $56.3m $56.3m 12.52% Added +69.0k +68,958
41 COMMONWEALTH EQUITY SERVICES, LLC 0.07% of their portfolio WALTHAM, MA 1,181,0181.2m $55.9m $55.9m 0.07% Added +47.6k +47,641
42 Harbor Group, Inc. 7.21% of their portfolio BEDFORD, NH 1,016,0991.0m $48.1m $48.1m 7.21% Added +27.3k +27,255
43 MLG Wealth Management DBA Pine Grove Financial Group 5.12% of their portfolio WOODBURY, MN 896,338896.3k $42.4m $42.4m 5.12% First filing
44 Berger Financial Group, Inc 2.43% of their portfolio PLYMOUTH, MN 883,223883.2k $41.8m $41.8m 2.43% Added +37.8k +37,778
45 Bouchey Financial Group, Ltd. 3.12% of their portfolio TROY, NY 878,614878.6k $41.7m $41.7m 3.12% Added +110.5k +110,501
46 Cerity Partners LLC 0.06% of their portfolio NEW YORK, NY 868,015868.0k $41.1m $41.1m 0.06% Added +117.9k +117,888
47 Destiny Wealth Partners, LLC 4.67% of their portfolio TAVARES, FL 854,904854.9k $40.7m $40.7m 4.67% Added +263.3k +263,323
48 First Washington CORP 10.05% of their portfolio SEATTLE, WA 819,415819.4k $38.8m $38.8m 10.05% Unchanged
49 PNC Financial Services Group, Inc. 0.02% of their portfolio Pittsburgh, PA 793,326793.3k $37.6m $37.6m 0.02% Added +214.2k +214,171
50 Joseph Group Capital Management 9.86% of their portfolio COLUMBUS, OH 792,858792.9k $37.5m $37.5m 9.86% Reduced -13.1k -13,102
51 Kestra Advisory Services, LLC 0.15% of their portfolio AUSTIN, TX 778,685778.7k $36.9m $36.9m 0.15% Added +110.0k +110,025
52 STIFEL FINANCIAL CORP 0.03% of their portfolio ST. LOUIS, MO 767,451767.5k $36.3m $36.3m 0.03% Added +119.1k +119,062
53 Tradition Wealth Management, LLC 2.59% of their portfolio EDINA, MN 763,526763.5k $36.2m $36.2m 2.59% Added +18.4k +18,385
54 Focus Partners Wealth 0.04% of their portfolio ST LOUIS, MO 735,496735.5k $35.0m $35.0m 0.04% Added +22.8k +22,806
55 Hartford Financial Management Inc. 8.93% of their portfolio WEST HARTFORD, CT 725,735725.7k $34.4m $34.4m 8.93% Added +25.8k +25,753
56 Bluespring Wealth Management, LLC 2.92% of their portfolio AUSTIN, TX 712,631712.6k $33.9m $33.9m 2.92% Added +53.4k +53,355
57 Aspen Wealth Management LLC 7.03% of their portfolio FORT WORTH, TX 706,710706.7k $33.5m $33.5m 7.03% Added +81.4k +81,355
58 JONES FINANCIAL COMPANIES LLLP 0.02% of their portfolio DES PERES, MO 701,193701.2k $33.2m $33.2m 0.02% Added +217.5k +217,513
59 Avidian Wealth Enterprises, LLC 1.21% of their portfolio Houston, TX 701,185701.2k $33.2m $33.2m 1.21% Added +46.9k +46,936
60 Continuum Advisory, LLC 3.14% of their portfolio EAGLE, ID 661,446661.4k $31.3m $31.3m 3.14% Added +57.9k +57,907
61 VOISARD ASSET MANAGEMENT GROUP, INC. 6.68% of their portfolio Grand Rapids, MI 653,833653.8k $31.0m $31.0m 6.68% Added +35.2k +35,196
62 Forum Private Client Group LLC 10.35% of their portfolio FISHERS, IN 641,397641.4k $30.4m $30.4m 10.35% Added +31.3k +31,287
63 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 635,632635.6k $30.1m $30.1m 0.01% Added +158.2k +158,202
64 KELLY FINANCIAL GROUP LLC 7.66% of their portfolio Wethersfield, CT 633,585633.6k $30.1m $30.1m 7.66% Added +26.5k +26,491
65 KINTRA WEALTH, LLC 4.14% of their portfolio WILLIAMSPORT, PA 626,181626.2k $29.6m $29.6m 4.14% New
66 Crusonia Wealth Advisors LLC 6.45% of their portfolio DENVER, CO 618,792618.8k $29.3m $29.3m 6.45% First filing
67 TRUIST FINANCIAL CORP 0.04% of their portfolio CHARLOTTE, NC 609,777609.8k $28.9m $28.9m 0.04% Added +24.8k +24,770
68 Tarbox Family Office, Inc. 4.63% of their portfolio NEWPORT BEACH, CA 607,842607.8k $28.8m $28.8m 4.63% Added +25.8k +25,771
69 Royal Harbor Partners, LLC 9.39% of their portfolio HOUSTON, TX 600,032600.0k $28.4m $28.4m 9.39% Added +2.7k +2,745
70 46 Peaks LLC 20.85% of their portfolio NEWTOWN, PA 597,915597.9k $28.4m $28.4m 20.85% First filing
71 GUARDIAN WEALTH ADVISORS, LLC / NC 1.73% of their portfolio RALEIGH, NC 581,795581.8k $27.6m $27.6m 1.73% Added +13.7k +13,702
72 DAYMARK WEALTH PARTNERS, LLC 0.87% of their portfolio CINCINNATI, OH 576,707576.7k $27.3m $27.3m 0.87% Added +161.6k +161,629
73 Aptus Capital Advisors, LLC 0.23% of their portfolio FAIRHOPE, AL 575,252575.3k $27.2m $27.2m 0.23% Added +7.2k +7,159
74 AlphaCore Capital LLC 0.61% of their portfolio LA JOLLA, CA 574,494574.5k $27.3m $27.3m 0.61% New
75 IMA Advisory Services, Inc. 2.59% of their portfolio DENVER, CO 567,642567.6k $27.0m $27.0m 2.59% Added +72.4k +72,403
76 Mach-1 Financial Group, LLC 5.35% of their portfolio Rogers, AR 549,833549.8k $26.0m $26.0m 5.35% New
77 VERUS CAPITAL PARTNERS, LLC 1.70% of their portfolio SCOTTSDALE, AZ 536,367536.4k $25.4m $25.4m 1.70% Added +39.2k +39,178
78 Johnson Financial Group, Inc. 0.95% of their portfolio RACINE, WI 532,617532.6k $25.3m $25.3m 0.95% Added +54.7k +54,685
79 Walkner Condon Financial Advisors LLC 3.44% of their portfolio MADISON, WI 522,904522.9k $24.8m $24.8m 3.44% Added +84.2k +84,236
80 MML INVESTORS SERVICES, LLC 0.06% of their portfolio SPRINGFIELD, MA 521,244521.2k $24.7m $24.7m 0.06% Added +283.3k +283,268
81 Steele Capital Management, Inc. 1.02% of their portfolio DUBUQUE, IA 501,394501.4k $23.8m $23.8m 1.02% Reduced -17.8k -17,763
82 KICKSTAND VENTURES, LLC. 4.94% of their portfolio PITTSFORD, NY 495,483495.5k $23.5m $23.5m 4.94% Added +15.8k +15,758
83 Mascoma Wealth Management LLC 4.96% of their portfolio HANOVER, NH 488,955489.0k $23.2m $23.2m 4.96% Added +26.5k +26,494
84 STEPHENS INC /AR/ 0.28% of their portfolio LITTLE ROCK, AR 477,714477.7k $22.6m $22.6m 0.28% Added +14.0k +14,037
85 SMITHBRIDGE ASSET MANAGEMENT INC/DE 1.89% of their portfolio Chadds Ford, PA 466,152466.2k $22.1m $22.1m 1.89% Added +251.6k +251,598
86 Waterloo Capital, L.P. 1.55% of their portfolio AUSTIN, TX 452,260452.3k $21.4m $21.4m 1.55% Added +6.8k +6,838
87 FOUNDERS FINANCIAL SECURITIES LLC 1.26% of their portfolio TOWSON, MD 450,455450.5k $21.3m $21.3m 1.26% Added +46.7k +46,663
88 Horizon Investments, LLC 0.27% of their portfolio Charlotte, NC 449,407449.4k $21.3m $21.3m 0.27% Added +44.7k +44,734
89 American Money Management, LLC 3.31% of their portfolio Rancho Santa Fe, CA 445,324445.3k $21.1m $21.1m 3.31% Added +20.4k +20,378
90 Bond & Devick Financial Network, Inc. 5.93% of their portfolio ST. LOUIS PARK, MN 444,722444.7k $21.1m $21.1m 5.93% Added +39.4k +39,379
91 Peterson Wealth Advisors, LLC 2.80% of their portfolio Orem, UT 443,524443.5k $21.0m $21.0m 2.80% Added +54.0k +54,021
92 FAGAN ASSOCIATES, INC. 2.75% of their portfolio TROY, NY 434,858434.9k $20.6m $20.6m 2.75% Added +93.3k +93,287
93 CWM, LLC 0.06% of their portfolio OMAHA, NE 432,212432.2k $20.5m $20.5m 0.06% Added +130.5k +130,514
94 D.A. DAVIDSON & CO. 0.12% of their portfolio GREAT FALLS, MT 429,881429.9k $20.4m $20.4m 0.12% Added +95.5k +95,536
95 Blue Water Asset Management 7.27% of their portfolio GRAND RAPIDS, MI 426,891426.9k $20.2m $20.2m 7.27% First filing
96 Magnus Financial Group LLC 1.52% of their portfolio NEW YORK, NY 420,285420.3k $19.9m $19.9m 1.52% Added +40.7k +40,663
97 Spire Wealth Management 0.66% of their portfolio MCLEAN, VA 417,088417.1k $19.7m $19.7m 0.66% Added +1.7k +1,713
98 SouthState Bank Corp 0.85% of their portfolio Winter Haven, FL 402,337402.3k $19.1m $19.1m 0.85% Reduced -5.8k -5,814
99 TD Capital Management LLC 1.66% of their portfolio MEMPHIS, TN 395,905395.9k $18.7m $18.7m 1.66% Added +21.7k +21,667
100 Selby Wealth Management, LLC 7.40% of their portfolio EMERYVILLE, CA 387,675387.7k $18.4m $18.4m 7.40% First filing