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Disclosery

JEMA J P MORGAN EXCHANGE TRADED F

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COM (fund)

69 managers (69 13F filers) reported a position in JEMA shares at 2024-12-31, 25,828,857 shares in all. 9 filers opened a position and 9 filers sold out during the quarter.

Managers
69
13F filers
69
New
9
Added
30
Reduced
16
Sold out
9
Shares held by filers
25,828,857

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO21,032,724$787M0.06%+1,496,16413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC923,415$34.5M0.01%13F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY797,215$29.8M<0.01%-806,65413F-HR/ATimelineGroup
Janney Montgomery Scott LLC526,595$19.7M0.05%+27,92313F-HRTimeline
Vestmark Advisory Solutions, Inc.493,123$18.4M0.64%+47,65313F-HRTimeline
KELLY FINANCIAL GROUP LLC350,628$13.1M4.67%13F-HRTimeline
Pallas Capital Advisors LLC252,792$9.46M0.4%+2,47113F-HRTimeline
LPL Financial LLC163,226$6.11M<0.01%+25,70513F-HRTimeline
Wagner Wealth Management, LLC158,790$5.94M1.53%+11,51213F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC148,551$5.56M0.23%+10,69613F-HR/ATimeline
MN Wealth Advisors, LLC144,305$5.4M3.04%+6,73213F-HRTimeline
Advantage Trust Co137,765$5.15M3.03%+1,25513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC106,022$3.97M0.02%+1,72113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC68,645$2.57M<0.01%+13,52813F-HRTimelineGroup
Perigon Wealth Management, LLC54,554$2.04M0.05%+32,11613F-HRTimeline
5T Wealth, LLC42,261$1.58M0.87%13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC38,532$1.44M<0.01%+80913F-HRTimeline
Blue Oak Capital, LLC37,698$1.41M0.86%13F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/35,485$1.33M0.62%+2,48113F-HRTimelineGroup
Cetera Investment Advisers28,080$1.05M<0.01%+7,26013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC23,336$873K0.03%-25713F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP21,259$795K<0.01%+97113F-HRTimelineGroup
Dynamic Advisor Solutions LLC18,589$695K0.03%+2,26113F-HRTimeline
MassMutual Private Wealth & Trust, FSB18,224$682K0.02%-79413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC14,093$527K<0.01%-20013F-HRTimelineGroup
3Chopt Investment Partners, LLC13,807$517K0.18%+1,04913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC13,072$489K<0.01%-469,76113F-HRTimelineGroup
GeoWealth Management, LLC12,974$485K0.02%-1,09613F-HRTimeline
MML INVESTORS SERVICES, LLC12,811$479K<0.01%+1,56413F-HRTimeline
M Holdings Securities, Inc.12,495$467K0.08%+73913F-HR/ATimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…11,879$444K<0.01%new13F-HR/ATimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…11,800$441K0.01%+15013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.11,421$427K<0.01%-1,43413F-HR/ATimelineGroup
LAKE STREET PRIVATE WEALTH, LLC11,395$426K0.07%+1,27713F-HRTimeline
Seneca House Advisors10,610$397K0.16%-1,39513F-HRTimeline
Wayfinding Financial, LLC10,028$375K0.2%new13F-HRTimeline
CWM, LLCin group CWM, LLC7,595$284K<0.01%+69213F-HRTimelineGroup
TBH Global Asset Management, LLC6,294$261K0.06%-20,84013F-HRTimeline
Farther Finance Advisors, LLC6,555$245K0.01%-4,41513F-HRTimeline
Private Advisor Group, LLC5,744$215K<0.01%-3,09113F-HRTimeline
Visionary Wealth Advisors5,577$209K0.01%+33913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,483$205K<0.01%+2,38713F-HRTimelineGroup
Greenwich Wealth Management LLC5,437$203K0.01%new13F-HRTimeline
IFP Advisors, Inc4,576$171K0.01%-23713F-HRTimeline
AdvisorNet Financial, Inc3,343$125K0.01%new13F-HRTimeline
COMERICA BANK3,240$121K<0.01%-7613F-HR/ATimeline
Geneos Wealth Management Inc.1,396$52.2K<0.01%+11613F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,201$44.9K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC754$28.2K<0.01%+113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA754$28K<0.01%+54013F-HRTimelineGroup
LGT Financial Advisors LLC611$22.8K0.05%-113F-HRTimeline
UBS Group AGin group UBS Group AG400$15K<0.01%new13F-HRTimelineGroup
Northwest Capital Management Inc400$15K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC232$8.68K<0.01%new13F-HRTimelineGroup
WealthShield Partners, LLC232$8.68K<0.01%013F-HRTimeline
Synergy Investment Management, LLC157$5.86K<0.01%13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…134$5.01K<0.01%+9113F-HRTimelineGroup
Principia Wealth Advisory, LLC111$4.15K<0.01%13F-HRTimeline
Sound Income Strategies, LLC100$3.74K<0.01%013F-HRTimeline
Tidemark, LLC87$3.25K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN70$2.62K<0.01%-14313F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management38$1.42K<0.01%+113F-HRTimelineGroup
Frazier Financial Advisors, LLC36$1.36K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC34$1.27K<0.01%013F-HRTimeline
CoreCap Advisors, LLC33$1.24K<0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC25$935<0.01%-1013F-HRTimeline
ROTHSCHILD INVESTMENT LLC8$299<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.1$37<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.