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Disclosery

JMEE J P MORGAN EXCHANGE TRADED F

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COM (fund)

149 managers (151 13F filers) reported a position in JMEE shares at 2025-03-31, 22,645,740 shares in all. 22 filers opened a position and 19 filers sold out during the quarter.

Managers
149
13F filers
151
New
22
Added
71
Reduced
34
Sold out
19
Shares held by filers
22,645,740

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 & CO10,502,045$588M0.04%-120,58613F-HRTimelineGroup
LPL Financial LLC1,749,301$97.9M0.04%+221,09913F-HRTimeline
Crestwood Advisors Group, LLC1,136,446$63.6M1.21%new13F-HRTimeline
Syntegra Private Wealth Group, LLC755,850$42.3M4.95%-64,15413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…690,688$38.7M0.83%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.534,473$29.9M0.07%+54,15913F-HRTimelineGroup
Cetera Investment Advisers509,316$28.5M0.06%+278,71213F-HRTimeline
CWM, LLCin group CWM, LLC443,375$24.8M0.1%+25,20513F-HRTimelineGroup
Total Wealth Planning, LLC396,884$22.2M3.4%+61,37313F-HRTimeline
Wagner Wealth Management, LLC365,501$20.5M5.1%+29,53913F-HRTimeline
CGC Financial Services, LLC349,276$19.6M7.73%+7,99413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC345,822$19.4M0.01%+185,16413F-HRTimelineGroup
Meridian Financial Partners LLC261,978$14.7M7.44%new13F-HRTimeline
Advisory Resource Group236,038$13.2M2.69%-18,56413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…220,555$12.3M0.01%+26,45313F-HRTimelineGroup
B & T Capital Management DBA Alpha Capi…204,176$11.4M2.17%+18,58613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP203,711$11.4M0.01%+88,96613F-HR/ATimelineGroup
Systelligence, LLC194,384$10.9M2.61%+4,76013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC174,259$9.76M0.01%+35,64013F-HRTimeline
Choice Wealth Advisors LLC153,944$8.62M4.49%+5,58313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA149,866$8.39M<0.01%+21,43413F-HR/ATimelineGroup
Bond & Devick Financial Network, Inc.145,081$8.12M2.95%+82,19813F-HRTimeline
VERUS CAPITAL PARTNERS, LLC141,706$7.93M0.79%+60,31213F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding137,387$7.69M+16,231Timeline
Kestra Advisory Services, LLCgroup of 2 filers holding96,350$6.65M+25,207Timeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC105,826$5.92M2.72%-12,07013F-HRTimeline
Schwallier Wealth Management LLC95,487$5.35M3.95%new13F-HRTimeline
Freedom Financial Partners LLC89,443$5.01M2.33%+5,23013F-HRTimeline
Tradition Wealth Management, LLC88,812$4.97M0.44%new13F-HRTimeline
Janney Montgomery Scott LLC85,597$4.79M0.01%+11,69713F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV84,912$4.75M0.38%+6,24513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP83,777$4.69M<0.01%+5,40513F-HRTimelineGroup
Lakeridge Wealth Management LLC75,382$4.22M2.11%+3,64413F-HRTimeline
Stewardship Advisors, LLC73,380$4.11M1.11%+2,34713F-HRTimeline
WEST MICHIGAN ADVISORS, LLC68,346$3.83M1.27%+3,16513F-HRTimeline
Fortitude Financial, LLC67,249$3.76M3.59%+1,24013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…65,440$3.66M0.01%+6,37813F-HRTimeline
Scarborough Advisors, LLC64,531$3.61M0.51%+4,06413F-HRTimeline
Destiny Wealth Partners, LLC62,239$3.48M0.55%+1,73613F-HRTimeline
UBS Group AGin group UBS Group AG61,381$3.44M<0.01%-13,97113F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC61,021$3.42M<0.01%new13F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC60,024$3.36M<0.01%+1,11413F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC58,969$3.3M0.01%-2,54113F-HR/ATimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.48,398$2.71M0.01%new13F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.45,013$2.52M0.02%+4,39413F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/44,469$2.48M<0.01%+1,10413F-HRTimelineGroup
Atlas Legacy Advisors, LLC42,159$2.42M0.62%new13F-HRTimeline
PCG Wealth Advisors, LLC42,163$2.36M0.82%-4,03113F-HRTimeline
NWAM LLC40,711$2.28M0.2%+1,44813F-HRTimeline
Merit Financial Group, LLC36,921$2.07M0.03%+3,58213F-HRTimeline
SMITH, MOORE & CO.35,354$1.98M0.18%+15,50613F-HRTimeline
ASHTON THOMAS SECURITIES, LLC35,243$1.97M0.55%+1,74513F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…35,154$1.97M0.17%+12,47613F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.34,026$1.9M0.01%+10,63413F-HRTimeline
Ruggaard & Associates LLC31,848$1.78M0.78%+2,30013F-HRTimeline
Cambridge Investment Research Advisors,…30,553$1.71M0.01%+1,71013F-HRTimeline
Asset Allocation Strategies LLC30,048$1.68M0.42%+5,26213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\28,122$1.57M<0.01%+54013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…26,181$1.47M<0.01%new13F-HRTimelineGroup
Fermata Advisors, LLC25,639$1.44M0.26%+1,17013F-HRTimeline
Wells Trecaso Financial Group, LLC24,723$1.38M0.46%+5,69913F-HRTimeline
Visionary Wealth Advisors24,344$1.36M0.08%+2,11813F-HRTimeline
Avestar Capital, LLC22,830$1.28M0.12%-7,76613F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…22,800$1.28M0.54%-8,78313F-HRTimeline
Private Advisor Group, LLC21,446$1.2M0.01%+3,68313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…20,482$1.15M0.03%+7,12913F-HRTimelineGroup
Redhawk Wealth Advisors, Inc.19,078$1.07M0.14%-143,39613F-HRTimeline
Triumph Capital Management18,862$1.06M0.35%+96513F-HRTimeline
Kendall Capital Management17,535$982K0.29%new13F-HRTimeline
Legacy Private Trust Co.17,184$962K0.07%+6,83013F-HRTimeline
Total Clarity Wealth Management, Inc.14,782$894K0.29%-14213F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC15,350$859K0.12%+9,94913F-HRTimeline
Cordgrass Capital Advisors, LLC14,822$830K0.24%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC14,439$808K0.03%new13F-HR/ATimeline
Rooted Wealth Advisors, Inc.15,591$793K0.34%+1,47613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC13,596$761K0.01%-6,53213F-HRTimelineGroup
COZAD ASSET MANAGEMENT INC11,558$647K0.06%-1,25413F-HRTimeline
Atria Wealth Solutions, Inc.11,491$643K0.01%-4,21713F-HRTimeline
&PARTNERS11,389$635K0.01%new13F-HRTimeline
Summit Wealth Partners, LLC11,210$628K0.13%-48313F-HRTimeline
IFG Advisory, LLC10,778$603K0.03%+53213F-HRTimeline
ROCKLAND TRUST CO10,212$572K0.03%-1,24313F-HRTimeline
NewEdge Advisors, LLC9,959$558K<0.01%-1,14313F-HRTimeline
Triad Wealth Partners, LLC9,747$546K0.17%-12,44113F-HRTimeline
Western Wealth Management, LLC9,704$543K0.04%+1,05813F-HRTimeline
Modus Advisors, LLC9,349$523K0.17%+56913F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.9,104$510K<0.01%013F-HRTimelineGroup
PAX Financial Group, LLC8,736$489K0.09%+1,60113F-HRTimeline
Arete Wealth Advisors, LLC8,735$489K0.04%-59113F-HRTimeline
Balance Wealth Partners LLC8,425$472K0.31%13F-HRTimeline
MGO ONE SEVEN LLC7,950$445K0.02%-7,95013F-HRTimeline
MML INVESTORS SERVICES, LLC7,486$419K<0.01%+53213F-HRTimeline
HighTower Advisors, LLC7,194$403K<0.01%-19913F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC7,112$398K0.02%new13F-HRTimeline
Creative Planningin group Creative Planning6,882$385K<0.01%-2,49713F-HRTimelineGroup
Elios Financial Group Inc.6,517$365K0.18%-27613F-HRTimeline
Strategic Financial Concepts, LLC6,421$359K0.07%+86513F-HRTimeline
Cornerstone Wealth Management, LLC5,961$334K0.02%-89213F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…5,854$328K0.15%+1,83813F-HRTimelineGroup
World Investment Advisors5,585$313K0.01%+15413F-HRTimeline
PRIVATE TRUST CO NA5,515$309K0.03%-6613F-HRTimeline
Dynamic Advisor Solutions LLC5,473$306K0.01%+14713F-HRTimeline
Mascagni Wealth Management, Inc.4,861$272K0.27%013F-HR/ATimeline
AWM CAPITAL, LLC4,484$251K0.03%new13F-HRTimeline
Capital Advisors Wealth Management, LLC4,400$246K0.04%new13F-HRTimeline
Breakwater Capital Group4,391$246K0.04%+38913F-HRTimeline
Vienna Asset Management LLC4,235$237K0.19%-35,05113F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC4,106$230K0.07%+24913F-HRTimeline
Heritage Wealth Management, Inc.3,997$224K0.08%new13F-HRTimeline
Sequent Planning LLC3,974$222K0.08%+213F-HRTimeline
Northwest Capital Management Inc3,925$220K0.09%013F-HRTimeline
NESTEGG ADVISORS, INC.3,870$217K0.23%013F-HRTimeline
Advisory Services Network, LLC3,620$203K<0.01%-1,95813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,503$140K<0.01%013F-HRTimelineGroup
Glass Jacobson Investment Advisors llc2,100$127K0.04%013F-HRTimeline
COMERICA BANK2,203$123K<0.01%+55513F-HRTimeline
AMERIFLEX GROUP, INC.2,109$118K0.05%+1,00813F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,885$105K0.05%+7513F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,535$75.3K<0.01%013F-HRTimelineGroup
Center for Financial Planning, Inc.1,223$68.5K0.01%013F-HRTimeline
Golden State Wealth Management, LLC991$55.5K0.01%-22813F-HR/ATimeline
Steward Partners Investment Advisory, L…789$44.2K<0.01%-1013F-HRTimeline
IFP Advisors, Inc773$43.2K<0.01%-18013F-HRTimeline
MAI Capital Management772$43.2K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC649$39.2K<0.01%013F-HRTimelineGroup
Stone House Investment Management, LLC691$38.7K0.01%new13F-HRTimeline
Crewe Advisors LLC515$28.8K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC402$23K<0.01%+35013F-HRTimelineGroup
Global Wealth Strategies & Associates400$22.4K0.01%new13F-HRTimeline
AE Wealth Management LLC360$20.2K<0.01%new13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners332$18.6K<0.01%-3513F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…220$12.3K<0.01%new13F-HRTimelineGroup
Strategic Investment Solutions, Inc. /IL216$12.1K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.177$9.91K<0.01%+7713F-HRTimeline
MeadowBrook Investment Advisors LLC141$7.89K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC135$7.58K<0.01%-5613F-HRTimeline
Financial Management Professionals, Inc.50$2.8K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC43$2.41K<0.01%013F-HRTimelineGroup
Sunbelt Securities, Inc.41$2.29K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…38$2.13K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…33$1.85K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.30$1.68K<0.01%-213F-HR/ATimeline
Arax Advisory Partners29$1.62K<0.01%new13F-HRTimeline
EASTERN BANK27$1.51K<0.01%013F-HRTimeline
McIlrath & Eck, LLC15$858<0.01%013F-HRTimeline
NorthRock Partners, LLC8$452<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…1$49<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.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-48,82013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.