Vault-13

J P MORGAN EXCHANGE TRADED F JCPB

CORE PLUS BD ETF · ETP · CUSIP 46641Q670

481 institutional holders +38 vs Q4 2025
198,086,060198.1m shares reported held*
$9.3bnreported value*
64 new 293 added 87 reduced 24 sold out net bought ≈ $1.3bn (+26.9m 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 ($33.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $47.16.

Trends to Q1 2026

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: 443Q1 26: 481481Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 2026481

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q2 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 25Q4 25: 307 bought or addedQ4 25: 85 cut or sold outQ1 26: 357 bought or addedQ1 26: 111 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 202418868
Q3 202422857
Q4 202421389
Q1 2025249103
Q2 2025257105
Q3 202528998
Q4 202530785
Q1 2026357111

Biggest buyers

Betterment LLC Added +6,127,011+6.1m
HB Wealth Management, LLC Added +2,042,169+2.0m
MORGAN STANLEY Added +1,939,353+1.9m
RAYMOND JAMES FINANCIAL INC Added +1,937,845+1.9m
LPL Financial LLC Added +1,367,293+1.4m
Mariner, LLC Added +1,094,659+1.1m
JPMORGAN CHASE & CO Added +1,062,316+1.1m
Janney Montgomery Scott LLC Added +769,266+769.3k
First Washington CORP Added +725,754+725.8k
Dynasty Wealth Management, LLC Added +715,921+715.9k

Biggest sellers

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -950,955-951.0k
Alpine Bank Wealth Management Reduced -718,882-718.9k
Focus Partners Wealth Reduced -635,009-635.0k
BANK OF AMERICA CORP /DE/ Reduced -535,437-535.4k
Corient Private Wealth LP Reduced -392,118-392.1k
Choice Wealth Advisors LLC Sold out -338,606-338.6k
Kestra Advisory Services, LLC Reduced -245,872-245.9k
Cerity Partners LLC Reduced -230,320-230.3k
SMITHBRIDGE ASSET MANAGEMENT INC/DE Reduced -219,683-219.7k
Thrivent Financial for Lutherans Sold out -199,752-199.8k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 HB Wealth Management, LLC 4.39% of their portfolio Atlanta, GA 14,422,17914.4m $676.2m $676.2m 4.39% Added +2.0m +2,042,169
2 MORGAN STANLEY 0.02% of their portfolio NEW YORK, NY 8,362,4148.4m $393.7m $393.7m 0.02% Added +1.9m +1,939,353
3 RAYMOND JAMES FINANCIAL INC 0.10% of their portfolio ST. PETERSBURG, FL 6,705,1296.7m $315.7m $315.7m 0.10% Added +1.9m +1,937,845
4 Betterment LLC 0.56% of their portfolio NEW YORK, NY 6,234,6526.2m $293.5m $293.5m 0.56% Added +6.1m +6,127,011
5 FACTORY MUTUAL INSURANCE CO 3.10% of their portfolio WALTHAM, MA 5,846,3145.8m $275.2m $275.2m 3.10% Unchanged
6 JPMORGAN CHASE & CO 0.02% of their portfolio NEW YORK, NY 5,543,2815.5m $260.1m $260.1m 0.02% Added +1.1m +1,062,316
7 BANK OF AMERICA CORP /DE/ 0.02% of their portfolio CHARLOTTE, NC 5,376,6545.4m $253.1m $253.1m 0.02% Reduced -535.4k -535,437
8 OpenArc Corporate Advisory, LLC 3.24% of their portfolio ATLANTA, GA 4,810,2724.8m $226.5m $226.5m 3.24% Added +566.8k +566,783
9 Mariner, LLC 0.26% of their portfolio Overland Park, KS 4,727,6154.7m $222.6m $222.6m 0.26% Added +1.1m +1,094,659
10 Dynasty Wealth Management, LLC 1.82% of their portfolio ST. PETERSBURG, FL 4,440,7484.4m $209.1m $209.1m 1.82% Added +715.9k +715,921
11 Legacy Wealth Management, LLC 10.62% of their portfolio MEMPHIS, TN 3,867,6343.9m $182.1m $182.1m 10.62% Added +137.9k +137,884
12 Janney Montgomery Scott LLC 0.42% of their portfolio PHILADELPHIA, PA 3,568,8233.6m $168.0m $168.0m 0.42% Added +769.3k +769,266
13 HighTower Advisors, LLC 0.16% of their portfolio CHICAGO, IL 3,223,7443.2m $151.8m $151.8m 0.16% Added +259.2k +259,220
14 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.09% of their portfolio MILWAUKEE, WI 3,072,6643.1m $144.7m $144.7m 0.09% Added +236.9k +236,893
15 Valeo Financial Advisors, LLC 3.07% of their portfolio CARMEL, IN 2,906,0522.9m $128.1m $128.1m 3.07% Added +277.7k +277,744
16 Summit Financial Strategies, Inc. 9.79% of their portfolio Columbus, OH 2,639,3642.6m $124.3m $124.3m 9.79% Added +188.9k +188,904
17 Moss Adams Wealth Advisors LLC 9.04% of their portfolio SEATTLE, WA 2,625,4012.6m $123.6m $123.6m 9.04% Added +59.3k +59,344
18 ENVESTNET ASSET MANAGEMENT INC 0.03% of their portfolio Berwyn, PA 2,614,8262.6m $123.1m $123.1m 0.03% Added +383.6k +383,556
19 WELLS FARGO & COMPANY/MN 0.02% of their portfolio SAN FRANCISCO, CA 2,405,0042.4m $113.2m $113.2m 0.02% Reduced -44.6k -44,598
20 Vestmark Advisory Solutions, Inc. 1.22% of their portfolio Wakefield, MA 2,339,1552.3m $110.1m $110.1m 1.22% Added +275.9k +275,913
21 OSAIC HOLDINGS, INC. 0.15% of their portfolio SCOTTSDALE, AZ 2,219,0072.2m $104.5m $104.5m 0.15% Reduced -32.0k -32,049
22 Modern Wealth Management, LLC 1.76% of their portfolio KANSAS CITY, MO 2,186,2662.2m $102.5m $102.5m 1.76% Added +355.9k +355,942
23 Cetera Investment Advisers 0.11% of their portfolio SCHAUMBURG, IL 2,096,4832.1m $98.7m $98.7m 0.11% Added +210.4k +210,368
24 Savant Capital, LLC 0.48% of their portfolio ROCKFORD, IL 2,093,9382.1m $98.6m $98.6m 0.48% Added +504.5k +504,522
25 First Pacific Financial 12.16% of their portfolio VANCOUVER, WA 2,005,6872.0m $94.4m $94.4m 12.16% Added +80.5k +80,530
26 Alpine Bank Wealth Management 13.17% of their portfolio GRAND JUNCTION, CO 1,923,6661.9m $90.6m $90.6m 13.17% Reduced -718.9k -718,882
27 Confluence Wealth Services, Inc. 3.34% of their portfolio MCMURRAY, PA 1,830,2461.8m $86.2m $86.2m 3.34% Added +390.5k +390,487
28 CGN Advisors LLC 6.70% of their portfolio MANHATTAN, KS 1,801,4941.8m $84.8m $84.8m 6.70% Added +94.5k +94,458
29 Grant Street Asset Management, Inc. 15.96% of their portfolio CANONSBURG, PA 1,759,6971.8m $82.8m $82.8m 15.96% Added +51.8k +51,839
30 Avantax Planning Partners, Inc. 2.16% of their portfolio DUBUQUE, IA 1,674,6131.7m $78.8m $78.8m 2.16% Added +47.6k +47,635
31 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 1,673,6541.7m $78.8m $78.8m 0.02% Added +1.4m +1,367,293
32 Bogart Wealth, LLC 2.85% of their portfolio MCLEAN, VA 1,570,6321.6m $73.9m $73.9m 2.85% Added +59.8k +59,750
33 Capital Analysts, LLC 1.92% of their portfolio FORT WASHINGTON, PA 1,552,5151.6m $73.1m $73.1m 1.92% Added +106.5k +106,460
34 First Washington CORP 20.58% of their portfolio SEATTLE, WA 1,545,1691.5m $72.7m $72.7m 20.58% Added +725.8k +725,754
35 D.B. Root & Company, LLC 17.33% of their portfolio PITTSBURGH, PA 1,540,5281.5m $72.5m $72.5m 17.33% Added +30.4k +30,436
36 Hughes Financial Services, LLC 10.90% of their portfolio HERNDON, VA 1,506,4981.5m $70.9m $70.9m 10.90% Added +72.5k +72,475
37 CAPTRUST FINANCIAL ADVISORS 0.12% of their portfolio RALEIGH, NC 1,490,2841.5m $70.2m $70.2m 0.12% Added +153.3k +153,288
38 Allen Capital Group, LLC 6.24% of their portfolio GRAND ISLAND, NE 1,470,6951.5m $69.2m $69.2m 6.24% Added +253.1k +253,092
39 COMMONWEALTH EQUITY SERVICES, LLC 0.09% of their portfolio WALTHAM, MA 1,367,9131.4m $64.4m $64.4m 0.09% Added +186.9k +186,895
40 McAdam, LLC 2.78% of their portfolio Philadelphia, PA 1,311,9321.3m $61.8m $61.8m 2.78% Added +58.5k +58,454
41 Wiser Wealth Management, Inc 13.05% of their portfolio MARIETTA, GA 1,285,3541.3m $60.5m $60.5m 13.05% Added +95.8k +95,806
42 SENTINEL PENSION ADVISORS, LLC 8.79% of their portfolio WAKEFIELD, MA 1,263,5621.3m $59.5m $59.5m 8.79% Added +55.8k +55,830
43 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.12% of their portfolio PLYMOUTH, MN 1,186,9811.2m $55.8m $55.8m 0.12% Reduced -951.0k -950,955
44 Harbor Group, Inc. 7.29% of their portfolio BEDFORD, NH 1,071,4381.1m $50.4m $50.4m 7.29% Added +55.3k +55,339
45 Corient Private Wealth LP 0.07% of their portfolio MIAMI, FL 1,032,1761.0m $48.6m $48.6m 0.07% Reduced -392.1k -392,118
46 Horizon Investments, LLC 0.52% of their portfolio Charlotte, NC 988,340988.3k $46.2m $46.2m 0.52% Added +538.9k +538,933
47 PNC Financial Services Group, Inc. 0.03% of their portfolio Pittsburgh, PA 966,425966.4k $45.5m $45.5m 0.03% Added +173.1k +173,099
48 JONES FINANCIAL COMPANIES LLLP 0.02% of their portfolio DES PERES, MO 939,980940.0k $43.9m $43.9m 0.02% Added +238.8k +238,787
49 Bouchey Financial Group, Ltd. 3.16% of their portfolio TROY, NY 912,812912.8k $43.0m $43.0m 3.16% Added +34.2k +34,198
50 Berger Financial Group, Inc 2.31% of their portfolio PLYMOUTH, MN 875,258875.3k $41.2m $41.2m 2.31% Reduced -8.0k -7,965
51 Destiny Wealth Partners, LLC 4.47% of their portfolio TAVARES, FL 868,586868.6k $40.9m $40.9m 4.47% Added +13.7k +13,682
52 Bluespring Wealth Management, LLC 3.37% of their portfolio AUSTIN, TX 830,813830.8k $39.1m $39.1m 3.37% Added +118.2k +118,182
53 Joseph Group Capital Management 9.70% of their portfolio COLUMBUS, OH 825,177825.2k $38.8m $38.8m 9.70% Added +32.3k +32,319
54 MML INVESTORS SERVICES, LLC 0.10% of their portfolio SPRINGFIELD, MA 798,274798.3k $37.6m $37.6m 0.10% Added +277.0k +277,030
55 Tradition Wealth Management, LLC 2.67% of their portfolio EDINA, MN 796,523796.5k $37.5m $37.5m 2.67% Added +33.0k +32,997
56 VOISARD ASSET MANAGEMENT GROUP, INC. 7.88% of their portfolio Grand Rapids, MI 784,246784.2k $36.9m $36.9m 7.88% Added +130.4k +130,413
57 STIFEL FINANCIAL CORP 0.03% of their portfolio ST. LOUIS, MO 782,995783.0k $36.9m $36.9m 0.03% Added +15.5k +15,544
58 Avidian Wealth Enterprises, LLC 1.15% of their portfolio Houston, TX 771,998772.0k $36.3m $36.3m 1.15% Added +70.8k +70,813
59 Aspen Wealth Management LLC 7.21% of their portfolio FORT WORTH, TX 767,937767.9k $36.2m $36.2m 7.21% Added +61.2k +61,227
60 DAYMARK WEALTH PARTNERS, LLC 1.11% of their portfolio CINCINNATI, OH 749,446749.4k $35.3m $35.3m 1.11% Added +172.7k +172,739
61 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 733,242733.2k $34.5m $34.5m 0.01% Added +97.6k +97,610
62 Continuum Advisory, LLC 3.22% of their portfolio EAGLE, ID 713,740713.7k $33.6m $33.6m 3.22% Added +52.3k +52,294
63 Hartford Financial Management Inc. 8.47% of their portfolio WEST HARTFORD, CT 706,122706.1k $33.2m $33.2m 8.47% Reduced -19.6k -19,613
64 Forum Private Client Group LLC 10.65% of their portfolio FISHERS, IN 678,514678.5k $32.0m $32.0m 10.65% Added +37.1k +37,117
65 KINTRA WEALTH, LLC 2.21% of their portfolio WILLIAMSPORT, PA 663,236663.2k $31.2m $31.2m 2.21% Added +37.1k +37,055
66 KELLY FINANCIAL GROUP LLC 7.74% of their portfolio Wethersfield, CT 653,344653.3k $30.8m $30.8m 7.74% Added +19.8k +19,759
67 Crusonia Wealth Advisors LLC 6.34% of their portfolio DENVER, CO 651,759651.8k $30.7m $30.7m 6.34% Added +33.0k +32,967
68 Apella Capital, LLC 0.45% of their portfolio WEST HARTFORD, CT 646,732646.7k $30.6m $30.6m 0.45% Added +384.4k +384,397
69 Cerity Partners LLC 0.04% of their portfolio NEW YORK, NY 637,695637.7k $30.0m $30.0m 0.04% Reduced -230.3k -230,320
70 Mach-1 Financial Group, LLC 10.25% of their portfolio Rogers, AR 618,151618.2k $29.1m $29.1m 10.25% Added +68.3k +68,318
71 Aptus Capital Advisors, LLC 0.24% of their portfolio FAIRHOPE, AL 614,474614.5k $28.9m $28.9m 0.24% Added +39.2k +39,222
72 GUARDIAN WEALTH ADVISORS, LLC / NC 1.84% of their portfolio RALEIGH, NC 614,474614.5k $28.9m $28.9m 1.84% Added +32.7k +32,679
73 46 Peaks LLC 20.94% of their portfolio NEWTOWN, PA 610,925610.9k $28.8m $28.8m 20.94% Added +13.0k +13,010
74 TRUIST FINANCIAL CORP 0.04% of their portfolio CHARLOTTE, NC 608,329608.3k $28.6m $28.6m 0.04% Reduced -1.4k -1,448
75 Tarbox Family Office, Inc. 4.57% of their portfolio NEWPORT BEACH, CA 597,818597.8k $28.1m $28.1m 4.57% Reduced -10.0k -10,024
76 VERUS CAPITAL PARTNERS, LLC 1.92% of their portfolio SCOTTSDALE, AZ 592,576592.6k $27.9m $27.9m 1.92% Added +56.2k +56,209
77 Walkner Condon Financial Advisors LLC 3.65% of their portfolio MADISON, WI 587,402587.4k $27.7m $27.7m 3.65% Added +64.5k +64,498
78 CWM, LLC 0.07% of their portfolio OMAHA, NE 582,362582.4k $27.4m $27.4m 0.07% Added +150.2k +150,150
79 IMA Advisory Services, Inc. 2.66% of their portfolio DENVER, CO 579,129579.1k $27.3m $27.3m 2.66% Added +11.5k +11,487
80 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 577,757577.8k $27.2m $27.2m 0.01% Added +449.9k +449,855
81 Johnson Financial Group, Inc. 0.98% of their portfolio RACINE, WI 576,938576.9k $27.2m $27.2m 0.98% Added +44.3k +44,321
82 AlphaCore Capital LLC 0.63% of their portfolio LA JOLLA, CA 562,109562.1k $26.5m $26.5m 0.63% Reduced -12.4k -12,385
83 Mascoma Wealth Management LLC 5.46% of their portfolio HANOVER, NH 561,371561.4k $26.4m $26.4m 5.46% Added +72.4k +72,416
84 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio NEW YORK, NY 543,683543.7k $25.6m $25.6m 0.01% New
85 D.A. DAVIDSON & CO. 0.15% of their portfolio GREAT FALLS, MT 540,435540.4k $25.4m $25.4m 0.15% Added +110.6k +110,554
86 Kestra Advisory Services, LLC 0.09% of their portfolio AUSTIN, TX 532,813532.8k $25.1m $25.1m 0.09% Reduced -245.9k -245,872
87 Spire Wealth Management 0.85% of their portfolio MCLEAN, VA 531,041531.0k $25.0m $25.0m 0.85% Added +114.0k +113,953
88 KICKSTAND VENTURES, LLC. 5.06% of their portfolio PITTSFORD, NY 510,234510.2k $24.0m $24.0m 5.06% Added +14.8k +14,751
89 FOUNDERS FINANCIAL SECURITIES LLC 1.34% of their portfolio TOWSON, MD 505,209505.2k $23.8m $23.8m 1.34% Added +54.8k +54,754
90 Magnus Financial Group LLC 1.89% of their portfolio NEW YORK, NY 493,777493.8k $23.2m $23.2m 1.89% Added +73.5k +73,492
91 Steele Capital Management, Inc. 0.94% of their portfolio DUBUQUE, IA 483,143483.1k $22.7m $22.7m 0.94% Reduced -18.3k -18,251
92 Baird Financial Group, Inc. 0.03% of their portfolio MILWAUKEE, WI 467,250467.2k $22.0m $22.0m 0.03% Added +251.6k +251,601
93 STEPHENS INC /AR/ 0.27% of their portfolio LITTLE ROCK, AR 464,349464.3k $21.9m $21.9m 0.27% Reduced -13.4k -13,365
94 Bond & Devick Financial Network, Inc. 6.01% of their portfolio ST. LOUIS PARK, MN 457,321457.3k $21.5m $21.5m 6.01% Added +12.6k +12,599
95 Blue Water Asset Management 7.37% of their portfolio GRAND RAPIDS, MI 453,035453.0k $21.3m $21.3m 7.37% Added +26.1k +26,144
96 LeClair Wealth Partners LLC 7.37% of their portfolio DUBLIN, OH 453,035453.0k $21.3m $21.3m 7.37% New
97 American Money Management, LLC 3.36% of their portfolio Rancho Santa Fe, CA 451,616451.6k $21.3m $21.3m 3.36% Added +6.3k +6,292
98 Peterson Wealth Advisors, LLC 2.82% of their portfolio Orem, UT 450,648450.6k $21.2m $21.2m 2.82% Added +7.1k +7,124
99 Waterloo Capital, L.P. 1.49% of their portfolio AUSTIN, TX 449,902449.9k $21.2m $21.2m 1.49% Reduced -2.4k -2,358
100 FAGAN ASSOCIATES, INC. 2.92% of their portfolio TROY, NY 445,325445.3k $21.0m $21.0m 2.92% Added +10.5k +10,467