Skip to content
Disclosery

JMEE J P MORGAN EXCHANGE TRADED F

Follow

COM (fund)

146 managers (148 13F filers) reported a position in JMEE shares at 2024-12-31, 19,694,877 shares in all. 34 filers opened a position and 6 filers sold out during the quarter.

Managers
146
13F filers
148
New
34
Added
62
Reduced
24
Sold out
6
Shares held by filers
19,694,877

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 & CO10,622,631$642M0.05%-74,42913F-HRTimelineGroup
LPL Financial LLC1,528,202$92.4M0.04%+427,62613F-HRTimeline
Syntegra Private Wealth Group, LLC820,004$49.6M5.6%+19,32713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.480,314$29.1M0.07%+264,47313F-HR/ATimelineGroup
CWM, LLCin group CWM, LLC418,170$25.3M0.1%+71,34613F-HRTimelineGroup
CGC Financial Services, LLC341,282$20.6M8.22%+14,22713F-HRTimeline
Wagner Wealth Management, LLC335,962$20.3M5.24%+24,87413F-HRTimeline
Total Wealth Planning, LLC335,511$20.3M3.16%new13F-HRTimeline
Advisory Resource Group254,602$15.4M3.27%+9,28513F-HRTimeline
Cetera Investment Advisers230,604$13.9M0.03%+74,36513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…194,102$11.7M0.01%+6,95713F-HRTimelineGroup
Systelligence, LLC189,624$11.5M2.83%-16,10213F-HRTimeline
B & T Capital Management DBA Alpha Capi…185,590$11.2M2.06%new13F-HRTimeline
Redhawk Wealth Advisors, Inc.162,474$9.82M1.33%+63,53813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC160,658$9.71M<0.01%13F-HR/ATimelineGroup
Choice Wealth Advisors LLC148,361$8.97M4.58%-1,03113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC138,619$8.38M0.01%+8,82913F-HRTimeline
Independent Advisor Alliance130,880$7.91M0.1%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA128,432$7.77M<0.01%+48,41613F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC125,000$7.56M0.01%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding121,156$7.33M+21,338Timeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC117,896$7.13M3.32%+3,96313F-HRTimeline
VALICENTI ADVISORY SERVICES INC115,864$7.01M1.74%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP114,745$6.94M0.01%+73,59913F-HRTimelineGroup
Freedom Financial Partners LLC84,213$5.09M2.46%13F-HRTimeline
VERUS CAPITAL PARTNERS, LLC81,394$4.92M0.47%+36,72513F-HR/ATimeline
CREATIVE FINANCIAL DESIGNS INC /ADV78,667$4.76M0.39%+8,38013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP78,372$4.74M<0.01%+17,14513F-HRTimelineGroup
UBS Group AGin group UBS Group AG75,352$4.56M<0.01%+9,84513F-HRTimelineGroup
Janney Montgomery Scott LLC73,900$4.47M0.01%+51,05713F-HRTimeline
Lakeridge Wealth Management LLC71,738$4.34M2.24%+8,02513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding71,143$4.3M+13,513Timeline
Stewardship Advisors, LLC71,033$4.3M1.19%-6513F-HRTimeline
Fortitude Financial, LLC66,009$3.99M2.23%13F-HRTimeline
WEST MICHIGAN ADVISORS, LLC65,181$3.94M1.19%+2,67213F-HRTimeline
Bond & Devick Financial Network, Inc.62,883$3.83M1.64%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC61,510$3.72M0.01%+26,31213F-HRTimelineGroup
Destiny Wealth Partners, LLC60,503$3.66M0.6%+17613F-HRTimeline
Scarborough Advisors, LLC60,467$3.66M0.52%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…59,062$3.57M0.01%new13F-HR/ATimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC58,910$3.56M<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…48,820$3.1M0.18%+7,28813F-HRTimeline
PCG Wealth Advisors, LLC46,194$2.79M1.03%+2,09113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/43,365$2.62M<0.01%new13F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.40,619$2.46M0.02%+7,59213F-HRTimelineGroup
Vienna Asset Management LLC39,286$2.38M1.61%new13F-HRTimeline
NWAM LLC39,263$2.37M0.15%+3,63713F-HRTimeline
ASHTON THOMAS SECURITIES, LLC33,498$2.03M0.56%+1,59813F-HRTimeline
Merit Financial Group, LLC33,339$2.02M0.04%+19,39413F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…31,583$1.91M0.81%13F-HRTimeline
Avestar Capital, LLC30,596$1.85M0.17%new13F-HRTimeline
Ruggaard & Associates LLC29,548$1.79M0.78%-62713F-HRTimeline
Cambridge Investment Research Advisors,…28,843$1.74M0.01%+7,73713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\27,582$1.67M<0.01%-4,70213F-HRTimelineGroup
Asset Allocation Strategies LLC24,786$1.52M0.36%+4,09713F-HRTimeline
Fermata Advisors, LLC24,469$1.48M0.28%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.23,392$1.41M0.01%new13F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…22,678$1.37M0.12%+7,27413F-HRTimelineGroup
Visionary Wealth Advisors22,226$1.34M0.08%+60113F-HRTimeline
Triad Wealth Partners, LLC22,188$1.34M0.48%-23,02613F-HRTimeline
Leo Wealth, LLC21,399$1.29M0.12%+4,35213F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC20,128$1.22M0.02%-2,25013F-HRTimelineGroup
SMITH, MOORE & CO.19,848$1.2M0.11%new13F-HRTimeline
Wells Trecaso Financial Group, LLC19,024$1.15M0.38%+2,80513F-HRTimeline
Triumph Capital Management17,897$1.08M0.37%+2,22213F-HRTimeline
Private Advisor Group, LLC17,763$1.07M0.01%+1,28613F-HRTimeline
MGO ONE SEVEN LLC15,900$961K0.04%-1213F-HRTimeline
Atria Wealth Solutions, Inc.15,708$950K0.01%+1,34013F-HRTimeline
Total Clarity Wealth Management, Inc.14,924$902K0.29%new13F-HRTimeline
Cordgrass Capital Advisors, LLC14,822$896K0.26%new13F-HRTimeline
Rooted Wealth Advisors, Inc.14,115$855K0.33%+1,40813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…13,353$807K0.02%+3,23713F-HRTimelineGroup
COZAD ASSET MANAGEMENT INC12,812$775K0.07%+3,45713F-HRTimeline
Summit Wealth Partners, LLC11,693$707K0.15%-71313F-HRTimeline
ROCKLAND TRUST CO11,455$693K0.04%-1,36513F-HRTimeline
NewEdge Advisors, LLC11,102$671K<0.01%-76713F-HRTimeline
Legacy Private Trust Co.10,354$626K0.04%new13F-HRTimeline
IFG Advisory, LLC10,246$620K0.04%new13F-HRTimeline
SFG Wealth Management, LLC.10,152$614K0.32%+2,04513F-HRTimeline
Bluesphere Advisors LLC10,063$608K0.3%+2,71113F-HRTimeline
Creative Planningin group Creative Planning9,379$567K<0.01%-54313F-HRTimelineGroup
Arete Wealth Advisors, LLC9,326$565K0.04%+2,83313F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.9,104$551K<0.01%-33213F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd9,085$549K0.01%new13F-HRTimelineGroup
Modus Advisors, LLC8,780$531K0.17%+5,46413F-HRTimeline
Western Wealth Management, LLC8,646$523K0.03%new13F-HR/ATimeline
O'Dell Group, LLC7,683$465K0.1%+7213F-HRTimeline
HighTower Advisors, LLC7,393$447K<0.01%new13F-HRTimeline
PAX Financial Group, LLC7,135$431K0.08%-25113F-HRTimeline
MML INVESTORS SERVICES, LLC6,954$421K<0.01%+1,22513F-HRTimeline
Cornerstone Wealth Management, LLC6,853$414K0.03%+1,58513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…6,839$414K<0.01%-2,33413F-HRTimelineGroup
Elios Financial Group Inc.6,793$411K0.19%+2613F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…5,770$349K0.01%-12,03813F-HRTimelineGroup
PRIVATE TRUST CO NA5,581$337K0.03%-87613F-HRTimeline
Advisory Services Network, LLC5,578$337K0.01%new13F-HRTimeline
MN Wealth Advisors, LLC5,557$336K0.19%+11413F-HRTimeline
Strategic Financial Concepts, LLC5,556$336K0.06%new13F-HR/ATimeline
World Investment Advisors5,431$328K0.01%-24013F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC5,401$327K0.04%new13F-HRTimeline
Dynamic Advisor Solutions LLC5,326$322K0.01%+78513F-HRTimeline
Global Retirement Partners, LLC4,745$287K0.01%+54013F-HRTimeline
Mascagni Wealth Management, Inc.4,861$272K0.27%13F-HR/ATimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…4,016$243K0.1%+30913F-HRTimelineGroup
Breakwater Capital Group4,002$242K0.05%+22513F-HRTimeline
NESTEGG ADVISORS, INC.3,870$242K0.24%13F-HRTimeline
Sequent Planning LLC3,972$240K0.09%+8713F-HRTimeline
Northwest Capital Management Inc3,925$237K0.1%013F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC3,857$233K0.08%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC3,854$233K0.1%new13F-HRTimeline
SPINNAKER TRUST3,554$215K0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,503$151K<0.01%013F-HR/ATimelineGroup
Glass Jacobson Investment Advisors llc2,100$127K0.04%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HAZLETT, BURT & WATSON, INC.1,810$109K0.05%013F-HRTimeline
COMERICA BANK1,648$99.7K<0.01%+23013F-HR/ATimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,535$93.4K<0.01%013F-HRTimelineGroup
Qube Research & Technologies Ltd1,475$89.2K<0.01%-9113F-HRTimeline
Center for Financial Planning, Inc.1,223$74K0.01%013F-HRTimeline
Golden State Wealth Management, LLC1,219$73.7K0.01%13F-HRTimeline
AMERIFLEX GROUP, INC.1,101$68.8K0.03%13F-HRTimeline
IFP Advisors, Inc953$57.6K<0.01%+23413F-HRTimeline
Steward Partners Investment Advisory, L…799$48.3K<0.01%+32913F-HRTimeline
MAI Capital Management772$46.7K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC649$39.2K<0.01%-1013F-HRTimelineGroup
Concord Wealth Partnersin group Concord Wealth Partners367$22.2K<0.01%+16113F-HRTimelineGroup
CoreCap Advisors, LLC361$21.8K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC297$18K<0.01%new13F-HRTimelineGroup
Strategic Investment Solutions, Inc. /IL216$13.1K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC191$11.6K<0.01%new13F-HRTimeline
MeadowBrook Investment Advisors LLC141$8.53K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.100$6.05K<0.01%new13F-HRTimeline
Avior Wealth Management, LLC81$4.94K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC64$3.85K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management53$3.21K<0.01%new13F-HRTimelineGroup
Financial Management Professionals, Inc.50$3.02K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC52$3K<0.01%-21413F-HRTimelineGroup
FMR LLCin group FMR LLC43$2.6K<0.01%013F-HRTimelineGroup
Sunbelt Securities, Inc.41$2.48K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…38$2.3K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…33$2K<0.01%new13F-HRTimeline
Nova Wealth Management, Inc.32$1.94K<0.01%13F-HRTimeline
EASTERN BANK27$1.63K<0.01%013F-HRTimeline
McIlrath & Eck, LLC15$927<0.01%013F-HRTimeline
NorthRock Partners, LLC8$488<0.01%-913F-HR/ATimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…1$53<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$8<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.