J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF is a security (CUSIP 46641Q670) tracked across SEC portfolio filings. 512 institutional managers reported $9.5B on Form 13F as of 2026-06-30; 1 registered fund positions totaling $2.6M via N-PORT as of 2026-03-31.
Showing 15 of 512 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| HB Wealth Management, LLC | Atlanta, GA | $730.9M | 15,629,633 |
| MORGAN STANLEY | NEW YORK, NY | $393.7M | 8,362,414 |
| FACTORY MUTUAL INSURANCE CO | WALTHAM, MA | $374.7M | 7,983,314 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $315.7M | 6,705,129 |
| JPMORGAN CHASE & CO | NEW YORK, NY | $260.1M | 5,543,281 |
| OpenArc Corporate Advisory, LLC | ATLANTA, GA | $254.2M | 5,415,913 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $253.1M | 5,376,654 |
| Mariner, LLC | Overland Park, KS | $222.6M | 4,727,615 |
| Dynasty Wealth Management, LLC | ST. PETERSBURG, FL | $209.1M | 4,440,748 |
| Legacy Wealth Management, Inc | MEMPHIS, TN | $190.5M | 4,057,660 |
| HighTower Advisors, LLC | CHICAGO, IL | $159.5M | 3,398,048 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | MILWAUKEE, WI | $144.7M | 3,072,664 |
| Valeo Financial Advisors, LLC | CARMEL, IN | $138.1M | 3,126,531 |
| Moss Adams Wealth Advisors LLC | SEATTLE, WA | $136.3M | 2,903,040 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $135.1M | 2,877,606 |
| Fund | Registrant | Value | % of fund |
|---|---|---|---|
| Morningstar Income and Growth ETF Asset Allocation Portfolio | ALPS VARIABLE INVESTMENT TRUST | $2.6M | 504.20% |