Skip to content
Disclosery

JEMA J P MORGAN EXCHANGE TRADED F

Follow

COM (fund)

69 managers (69 13F filers) reported a position in JEMA shares at 2025-03-31, 26,461,404 shares in all. 9 filers opened a position and 8 filers sold out during the quarter.

Managers
69
13F filers
69
New
9
Added
32
Reduced
16
Sold out
8
Shares held by filers
26,461,404

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 & CO20,628,397$789M0.06%-404,32713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,394,102$53.3M<0.01%+596,88713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC948,092$36.3M0.01%+24,67713F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.563,033$21.5M0.55%+69,91013F-HRTimeline
Janney Montgomery Scott LLC543,144$20.8M0.06%+16,54913F-HRTimeline
KELLY FINANCIAL GROUP LLC404,737$15.5M4.84%+54,10913F-HRTimeline
Pallas Capital Advisors LLC261,891$10M0.42%+9,09913F-HRTimeline
Wagner Wealth Management, LLC175,145$6.7M1.67%+16,35513F-HRTimeline
LPL Financial LLC165,454$6.33M<0.01%+2,22813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC140,423$5.37M0.01%+127,35113F-HR/ATimelineGroup
OLD MISSION CAPITAL LLC139,792$5.35M0.1%new13F-HRTimeline
Advantage Trust Co139,295$5.33M3.23%+1,53013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC125,073$4.79M0.03%+19,05113F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC119,124$4.56M0.2%-29,42713F-HR/ATimeline
Perigon Wealth Management, LLC91,844$3.51M0.09%+37,29013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC91,112$3.49M<0.01%+22,46713F-HRTimelineGroup
5T Wealth, LLC42,424$1.62M0.92%+16313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC40,959$1.57M<0.01%+2,42713F-HRTimeline
Cetera Investment Advisers39,688$1.52M<0.01%+11,60813F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/35,928$1.37M0.65%+44313F-HRTimelineGroup
Blue Oak Capital, LLC34,586$1.32M0.73%-3,11213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC22,152$848K0.03%-1,18413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP21,247$813K<0.01%-1213F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB17,646$675K0.02%-57813F-HRTimeline
Dynamic Advisor Solutions LLC17,257$660K0.02%-1,33213F-HRTimeline
MN Wealth Advisors, LLC16,539$633K0.37%-127,76613F-HRTimeline
3Chopt Investment Partners, LLC16,087$615K0.16%+2,28013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…15,981$611K<0.01%+4,10213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC15,829$606K<0.01%+1,73613F-HRTimelineGroup
MML INVESTORS SERVICES, LLC14,499$555K<0.01%+1,68813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.14,199$543K<0.01%+2,77813F-HRTimelineGroup
Nautilus Advisors LLC13,785$527K0.44%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP12,048$463K<0.01%+6,56513F-HR/ATimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…11,800$451K0.01%013F-HRTimelineGroup
M Holdings Securities, Inc.11,139$426K0.07%-1,35613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,932$418K<0.01%new13F-HRTimelineGroup
Wayfinding Financial, LLC10,356$396K0.17%+32813F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC10,128$387K0.06%-1,26713F-HRTimeline
Seneca House Advisors9,610$368K0.16%-1,00013F-HRTimeline
AMERIFLEX GROUP, INC.9,536$365K0.15%new13F-HRTimeline
GeoWealth Management, LLC9,032$346K0.01%-3,94213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC7,889$302K<0.01%new13F-HR/ATimelineGroup
Visionary Wealth Advisors7,641$292K0.02%+2,06413F-HRTimeline
Farther Finance Advisors, LLC7,293$281K0.01%+73813F-HRTimeline
CWM, LLCin group CWM, LLC6,643$254K<0.01%-95213F-HRTimelineGroup
Private Advisor Group, LLC6,354$243K<0.01%+61013F-HRTimeline
Geneos Wealth Management Inc.4,449$170K<0.01%+3,05313F-HRTimeline
IFP Advisors, Inc4,400$168K0.01%-17613F-HRTimeline
AdvisorNet Financial, Inc3,582$137K0.01%+23913F-HRTimeline
Olde Wealth Management, LLC1,675$64K0.02%new13F-HRTimeline
COMERICA BANK1,568$60K<0.01%-1,67213F-HRTimeline
UBS Group AGin group UBS Group AG1,478$56.5K<0.01%+1,07813F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC1,201$45.9K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC754$28.8K<0.01%013F-HRTimeline
LGT Financial Advisors LLC612$23.4K0.07%+113F-HRTimeline
Northwest Capital Management Inc400$15.3K0.01%013F-HRTimeline
NorthRock Partners, LLC338$12.9K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA257$10K<0.01%-49713F-HR/ATimelineGroup
WealthShield Partners, LLC232$8.88K<0.01%013F-HRTimeline
Synergy Investment Management, LLC157$5.99K<0.01%013F-HRTimeline
Sound Income Strategies, LLC100$3.83K<0.01%013F-HRTimeline
Tidemark, LLC87$3.33K<0.01%013F-HRTimeline
Rossby Financial, LCC76$2.89K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA67$2.56K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management47$1.8K<0.01%+913F-HRTimelineGroup
CoreCap Advisors, LLC33$1.26K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC25$957<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1$38<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.