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Disclosery

JMEE J P MORGAN EXCHANGE TRADED F

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COM (fund)

145 managers (146 13F filers) reported a position in JMEE shares at 2025-06-30, 23,275,167 shares in all. 16 filers opened a position and 23 filers sold out during the quarter.

Managers
145
13F filers
146
New
16
Added
72
Reduced
39
Sold out
23
Shares held by filers
23,275,167

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 & CO10,512,654$622M0.04%+10,60913F-HRTimelineGroup
LPL Financial LLC1,976,433$117M0.04%+227,13213F-HRTimeline
Crestwood Advisors Group, LLC859,938$50.9M0.91%-276,50813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…845,752$50.1M1.11%+155,06413F-HRTimelineGroup
Syntegra Private Wealth Group, LLC799,983$47.4M4.83%+44,13313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.584,916$34.6M0.06%+50,44313F-HR/ATimelineGroup
Cetera Investment Advisers579,860$34.3M0.06%+70,54413F-HRTimeline
CWM, LLCin group CWM, LLC463,991$27.5M0.1%+20,61613F-HRTimelineGroup
Total Wealth Planning, LLC442,415$26.2M3.31%+45,53113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC408,759$24.2M0.01%+62,93713F-HRTimelineGroup
Wagner Wealth Management, LLC387,521$22.9M5.23%+22,02013F-HRTimeline
CGC Financial Services, LLC368,650$21.8M7.37%+19,37413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP288,256$17.1M0.01%+84,54513F-HRTimelineGroup
Advisory Resource Group286,683$17M3.26%+50,64513F-HRTimeline
Meridian Financial Partners LLC285,065$16.9M7.93%+23,08713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…258,682$15.3M0.01%+38,12713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC210,980$12.5M0.02%+36,72113F-HRTimeline
B & T Capital Management DBA Alpha Capi…197,209$11.7M2.01%-6,96713F-HRTimeline
Choice Wealth Advisors LLC156,587$9.27M4.19%+2,64313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA155,929$9.23M<0.01%+6,06313F-HR/ATimelineGroup
Bond & Devick Financial Network, Inc.154,248$9.13M3.04%+9,16713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding140,176$8.3M+2,789Timeline
VERUS CAPITAL PARTNERS, LLC132,146$7.82M0.7%-9,56013F-HR/ATimeline
Schwallier Wealth Management LLC120,470$7.13M4.36%+24,98313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding114,928$6.8M+18,578Timeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC108,351$6.42M2.7%+2,52513F-HRTimeline
Tradition Wealth Management, LLC98,232$5.82M0.46%+9,42013F-HRTimeline
Freedom Financial Partners LLC93,241$5.52M2.33%+3,79813F-HRTimeline
Legacy Private Trust Co.89,163$5.28M0.34%+71,97913F-HRTimeline
Scarborough Advisors, LLC83,493$4.94M0.98%+18,96213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV81,215$4.81M0.35%-3,69713F-HRTimeline
Systelligence, LLC80,142$4.75M0.88%-114,24213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP79,897$4.73M<0.01%-3,88013F-HRTimelineGroup
Lakeridge Wealth Management LLC77,720$4.6M2.12%+2,33813F-HRTimeline
American Trust75,645$4.48M0.42%new13F-HRTimeline
Stewardship Advisors, LLC74,076$4.39M1.11%+69613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC69,098$4.09M<0.01%+8,07713F-HRTimelineGroup
WEST MICHIGAN ADVISORS, LLC69,047$4.09M1.15%+70113F-HRTimeline
Private Advisor Group, LLC68,860$4.08M0.02%+47,41413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…61,922$3.78M0.01%-3,51813F-HRTimeline
Destiny Wealth Partners, LLC63,706$3.77M0.51%+1,46713F-HRTimeline
Janney Montgomery Scott LLC56,849$3.37M0.01%-28,74813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC56,348$3.34M<0.01%-3,67613F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.52,710$3.12M0.03%+7,69713F-HRTimelineGroup
UBS Group AGin group UBS Group AG50,255$2.98M<0.01%-11,12613F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.49,854$2.95M0.02%+15,82813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.46,424$2.75M<0.01%-1,97413F-HRTimelineGroup
Atlas Legacy Advisors, LLC45,021$2.67M0.59%+2,86213F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…41,172$2.44M0.18%+6,01813F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/37,388$2.21M<0.01%-7,08113F-HR/ATimelineGroup
Merit Financial Group, LLC34,273$2.03M0.02%-2,64813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…32,626$1.93M0.04%+12,14413F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC30,691$1.82M<0.01%-28,27813F-HRTimelineGroup
ASHTON THOMAS SECURITIES, LLC28,823$1.71M0.41%-6,42013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\28,120$1.66M<0.01%-213F-HRTimelineGroup
Ruggaard & Associates LLC28,071$1.66M0.67%-3,77713F-HRTimeline
SMITH, MOORE & CO.27,836$1.65M0.14%-7,51813F-HRTimeline
Avestar Capital, LLC27,155$1.61M0.12%+4,32513F-HRTimeline
Cambridge Investment Research Advisors,…27,137$1.61M<0.01%-3,41613F-HRTimeline
Wells Trecaso Financial Group, LLC26,064$1.54M0.48%+1,34113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…25,725$1.52M0.04%new13F-HRTimelineGroup
Asset Allocation Strategies LLC24,162$1.43M0.32%-5,88613F-HRTimeline
Total Clarity Wealth Management, Inc.22,670$1.34M0.38%+7,88813F-HRTimeline
Fermata Advisors, LLC21,297$1.26M0.34%-4,34213F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…19,165$1.15M0.45%-3,63513F-HRTimeline
WBH ADVISORY INC19,148$1.13M0.1%new13F-HRTimeline
Global Retirement Partners, LLC18,921$1.12M0.03%13F-HRTimeline
Leo Wealth, LLC18,776$1.11M0.09%new13F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC18,489$1.09M0.14%+3,13913F-HRTimeline
Rooted Wealth Advisors, Inc.16,940$1.03M0.36%+1,34913F-HRTimeline
Cordgrass Capital Advisors, LLC17,227$1.02M0.28%+2,40513F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC14,711$871K0.03%+27213F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC13,699$811K0.01%+10313F-HRTimelineGroup
BARNES PETTEY FINANCIAL ADVISORS, LLC12,811$759K0.51%new13F-HRTimeline
&PARTNERS12,182$731K0.01%+79313F-HRTimeline
WealthPlan Investment Management, LLC11,876$703K0.05%new13F-HRTimeline
Summit Wealth Partners, LLC11,801$699K0.13%+59113F-HRTimeline
IFG Advisory, LLC11,741$695K0.03%+96313F-HRTimeline
NWAM LLC10,691$641K0.04%-30,02013F-HR/ATimeline
Western Wealth Management, LLC10,524$623K0.04%+82013F-HRTimeline
ROCKLAND TRUST CO9,731$576K0.03%-48113F-HRTimeline
Arete Wealth Advisors, LLC8,886$526K0.04%+15113F-HRTimeline
Harbor Asset Planning, Inc.8,746$518K0.49%13F-HRTimeline
PAX Financial Group, LLC8,735$517K0.1%-113F-HRTimeline
MML INVESTORS SERVICES, LLC8,463$501K<0.01%+97713F-HRTimeline
COZAD ASSET MANAGEMENT INC8,228$487K0.04%-3,33013F-HR/ATimeline
MGO ONE SEVEN LLC8,083$479K0.02%+13313F-HRTimeline
NewEdge Advisors, LLC7,844$464K<0.01%-2,11513F-HRTimeline
Elios Financial Group Inc.7,543$447K0.2%+1,02613F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC7,283$431K0.19%new13F-HRTimeline
Creative Planningin group Creative Planning6,936$411K<0.01%+5413F-HRTimelineGroup
Triad Wealth Partners, LLC6,289$372K0.08%-3,45813F-HRTimeline
HighTower Advisors, LLC6,119$362K<0.01%-1,07513F-HRTimeline
Cornerstone Wealth Management, LLC5,961$353K0.02%013F-HRTimeline
Heritage Wealth Management, Inc.5,558$329K0.11%+1,56113F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…5,544$328K0.12%-31013F-HRTimelineGroup
World Investment Advisors5,514$326K0.01%-7113F-HRTimeline
PRIVATE TRUST CO NA5,268$312K0.03%-24713F-HRTimeline
Capital Advisors Wealth Management, LLC5,133$304K0.05%+73313F-HRTimeline
Advisory Services Network, LLC4,920$295K<0.01%+1,30013F-HRTimeline
Dynamic Advisor Solutions LLC4,853$287K0.01%-62013F-HRTimeline
Northwest Capital Management Inc4,826$286K0.15%+90113F-HRTimeline
Sequent Planning LLC4,734$280K0.09%+76013F-HRTimeline
Mascagni Wealth Management, Inc.4,390$260K0.22%-47113F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO4,140$245K<0.01%new13F-HRTimelineGroup
MAI Capital Management4,041$239K<0.01%+3,26913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC3,989$236K<0.01%new13F-HRTimelineGroup
NESTEGG ADVISORS, INC.3,870$229K0.22%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,842$228K<0.01%+1,33913F-HRTimelineGroup
SPINNAKER TRUST3,554$210K0.01%new13F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.3,489$207K<0.01%-5,61513F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.3,406$202K<0.01%new13F-HRTimelineGroup
Stone House Investment Management, LLC3,246$192K0.04%+2,55513F-HRTimeline
Glass Jacobson Investment Advisors llc2,100$124K0.05%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,885$111K0.05%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,535$90.9K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,421$84.1K<0.01%+63213F-HRTimeline
Center for Financial Planning, Inc.1,223$72.4K0.01%013F-HRTimeline
COMERICA BANK1,043$61.8K<0.01%-1,16013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…916$54.2K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc913$54K<0.01%+14013F-HRTimeline
Golden State Wealth Management, LLC670$39.7K<0.01%-32113F-HRTimeline
Banco de Sabadell, S.A517$31K0.02%new13F-HRTimeline
Crewe Advisors LLC515$30.5K<0.01%013F-HRTimeline
Arax Advisory Partners416$24.6K<0.01%+38713F-HRTimeline
Farther Finance Advisors, LLC409$24.2K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC402$24K<0.01%013F-HRTimelineGroup
Qube Research & Technologies Ltd353$20.9K<0.01%new13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners341$20.2K<0.01%+913F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC324$19.2K<0.01%-32513F-HRTimelineGroup
FMR LLCin group FMR LLC303$17.9K<0.01%+26013F-HRTimelineGroup
AE Wealth Management LLC290$17.2K<0.01%-7013F-HRTimeline
Private Wealth Asset Management, LLC238$14.1K<0.01%new13F-HRTimeline
Strategic Investment Solutions, Inc. /IL216$12.8K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.195$11.5K<0.01%+1813F-HRTimeline
Aptus Capital Advisors, LLC135$8.02K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…53$3.14K<0.01%+2013F-HRTimeline
Financial Management Professionals, Inc.50$2.96K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.41$2.48K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…38$2.25K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.33$1.95K<0.01%+313F-HRTimeline
McIlrath & Eck, LLC15$908<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…1$52<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$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.