Reported 712,631 shares, up 53,355 (8.1%) from the prior quarter.
Reported value 8.1%; share count 8.1% vs. the prior quarter.
Reported position value by quarter
Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.
| Date | Holding Value |
|---|---|
| 2025-06-30 | 24377692 |
| 2025-09-30 | 31348574 |
| 2025-12-31 | 33877745 |
| 2026-03-31 | 39114669 |
| 2026-06-30 | 61383856 |
Quarterly position history
How this manager's reported quarter-end position changed over time.
| Quarter | Activity | Shares | Change | % of reported 13F | Reported value | Filed | Source filing |
|---|---|---|---|---|---|---|---|
| Q2 2026 | Added | 1,307,709 | +476,896 (57.4%) | 1.18% | $61,383,856 | 2026-08-11 | |
| Q1 2026 | Added | 830,813 | +118,182 (16.6%) | 3.37% | $39,114,669 | 2026-04-14 | |
| Q4 2025 | Added | 712,631 | +53,355 (8.1%) | 2.92% | $33,877,745 | 2026-02-02 | |
| Q3 2025 | Added | 659,276 | +141,263 (27.3%) | 2.73% | $31,348,574 | 2025-11-13 | |
| Q2 2025 | New | 518,013 | +518,013 (0.0%) | 2.32% | $24,377,692 | 2025-08-06 |
Who else reported the position
463 managers reported J P MORGAN EXCHANGE TRADED F for Q4 2025.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| HB Wealth Management LLC | Added | 12,380,010 | +1,954,190 | 3.79% | $586,193,475 | 4 qtrs |
| MORGAN STANLEY | Added | 6,423,061 | +2,177,142 | 0.02% | $304,131,967 | 21 qtrs |
| Bank of America Corporation | Reduced | 5,912,091 | -2,502,865 | 0.02% | $279,937,520 | 14 qtrs |
| FACTORY MUTUAL INSURANCE CO | Unchanged | 5,846,314 | 0 | 2.81% | $276,822,968 | 4 qtrs |
| RAYMOND JAMES FINANCIAL INC | Added | 4,767,284 | +855,996 | 0.07% | $225,730,885 | 5 qtrs |
| JPMorgan Chase & Co | Added | 4,480,965 | +493,653 | 0.01% | $212,173,725 | 28 qtrs |
| OpenArc Corporate Advisory LLC | New | 4,243,489 | +4,243,489 | 3.32% | $200,929,204 | 1 qtr |
| Legacy Wealth Management Inc | Added | 3,729,750 | +182,776 | 10.18% | $176,603,651 | 15 qtrs |
| Dynasty Wealth Management LLC | New | 3,724,827 | +3,724,827 | 1.73% | $176,370,561 | 1 qtr |
| Mariner LLC | Added | 3,632,956 | +694,145 | 0.2% | $172,020,442 | 12 qtrs |
Filing details and methodology As reported
- Report period
- December 31, 2025
- Filed
- February 02, 2026
- Filing type
- 13F-HR
- Position type
- CORE PLUS BD ETF
Voting authority reported
- Sole
- 0
- Shared
- 0
- None
- 712,631
“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.
Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.