Skip to content
Disclosery

JMEE J P MORGAN EXCHANGE TRADED F

Follow

COM (fund)

150 managers (151 13F filers) reported a position in JMEE shares at 2025-09-30, 23,646,371 shares in all. 18 filers opened a position and 11 filers sold out during the quarter.

Managers
150
13F filers
151
New
18
Added
67
Reduced
47
Sold out
11
Shares held by filers
23,646,371

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 & CO10,536,082$668M0.04%+23,42813F-HR/ATimelineGroup
LPL Financial LLC1,817,047$115M0.03%-159,38613F-HRTimeline
Crestwood Advisors Group, LLC935,867$59.4M1.01%+75,92913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…854,787$54.2M1.09%+9,03513F-HRTimelineGroup
Syntegra Private Wealth Group, LLC819,349$52M4.9%+19,36613F-HRTimeline
Cetera Investment Advisers550,870$34.9M0.04%-28,99013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.481,078$30.2M0.04%-103,83813F-HRTimelineGroup
Total Wealth Planning, LLC475,078$30.1M3.49%+32,66313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC449,211$28.5M0.01%+40,45213F-HRTimelineGroup
CWM, LLCin group CWM, LLC432,695$27.4M0.08%-31,29613F-HRTimelineGroup
Wagner Wealth Management, LLC392,621$24.9M5.78%+5,10013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp359,712$22.8M<0.01%new13F-HRTimelineGroup
CGC Financial Services, LLC335,783$21.3M5.87%-32,86713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP326,344$20.7M0.01%+38,08813F-HRTimelineGroup
Meridian Financial Partners LLC304,985$19.5M8.08%+19,92013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…251,604$16M0.01%-7,07813F-HRTimelineGroup
Advisory Resource Group243,414$15.4M2.77%-43,26913F-HRTimeline
VERUS CAPITAL PARTNERS, LLC230,866$14.6M1.14%+98,72013F-HR/ATimeline
Capital Advisors Wealth Management, LLC202,383$12.8M1.83%+197,25013F-HRTimeline
B & T Capital Management DBA Alpha Capi…202,076$12.8M2.03%+4,86713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC198,960$12.6M0.02%-12,02013F-HRTimeline
Bond & Devick Financial Network, Inc.167,126$10.6M3.19%+12,87813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA161,159$10.2M<0.01%+5,23013F-HRTimelineGroup
Choice Wealth Advisors LLC157,394$9.98M4.28%+80713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC150,987$9.58M<0.01%+10,81113F-HRTimelineGroup
FLYNN ZITO CAPITAL MANAGEMENT, LLC126,657$8.03M2.97%+18,30613F-HRTimeline
Schwallier Wealth Management LLC116,895$7.41M4.63%-3,57513F-HRTimeline
Tradition Wealth Management, LLC113,990$7.23M0.53%+15,75813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding100,310$6.36M-14,618Timeline
Scarborough Advisors, LLC97,553$6.19M1.09%+14,06013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV89,633$5.69M0.38%+8,41813F-HRTimeline
Legacy Private Trust Co.89,104$5.65M0.34%-5913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP85,296$5.41M<0.01%+5,39913F-HRTimelineGroup
Lakeridge Wealth Management LLC77,886$4.94M2.2%+16613F-HRTimeline
Stewardship Advisors, LLC74,559$4.73M1.12%+48313F-HRTimeline
American Trust72,035$4.57M0.39%-3,61013F-HRTimeline
Private Advisor Group, LLC68,442$4.34M0.02%-41813F-HRTimeline
WealthPlan Investment Management, LLC65,926$4.18M0.28%+54,05013F-HRTimeline
Destiny Wealth Partners, LLC65,772$4.17M0.51%+2,06613F-HRTimeline
Janney Montgomery Scott LLC56,630$3.59M0.01%-21913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.54,340$3.45M0.03%+1,63013F-HRTimelineGroup
ASHTON THOMAS SECURITIES, LLC51,758$3.28M0.46%+22,93513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC49,819$3.16M<0.01%-6,52913F-HRTimelineGroup
UBS Group AGin group UBS Group AG48,078$3.05M<0.01%-2,17713F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.47,419$3.01M<0.01%+99513F-HRTimelineGroup
Atlas Legacy Advisors, LLC47,408$3.01M0.58%+2,38713F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…43,970$2.79M0.19%+2,79813F-HRTimelineGroup
PCG Wealth Advisors, LLC40,155$2.55M0.74%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/39,076$2.48M<0.01%+1,68813F-HRTimelineGroup
Freedom Financial Partners LLC37,917$2.41M0.92%-55,32413F-HRTimeline
WEST MICHIGAN ADVISORS, LLC36,653$2.32M0.56%-32,39413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…36,586$2.32M0.04%+3,96013F-HRTimelineGroup
Merit Financial Group, LLC31,444$1.99M0.02%-2,82913F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…31,115$1.97M<0.01%new13F-HRTimelineGroup
Ruggaard & Associates LLC28,281$1.79M0.67%+21013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\28,120$1.78M<0.01%013F-HRTimelineGroup
Cambridge Investment Research Advisors,…27,889$1.77M<0.01%+75213F-HRTimeline
Avestar Capital, LLC26,305$1.67M0.12%-85013F-HRTimeline
Total Clarity Wealth Management, Inc.24,396$1.55M0.41%+1,72613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…23,611$1.49M<0.01%-38,31113F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC22,259$1.41M0.16%+3,77013F-HRTimeline
Fermata Advisors, LLC21,851$1.39M0.35%+55413F-HRTimeline
WBH ADVISORY INC21,560$1.37M0.1%+2,41213F-HRTimeline
MML INVESTORS SERVICES, LLC21,218$1.35M<0.01%+12,75513F-HRTimeline
Plan Group Financial, LLC20,922$1.33M0.36%new13F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC19,474$1.24M0.04%+4,76313F-HRTimeline
Asset Allocation Strategies LLC19,314$1.23M0.24%-4,84813F-HRTimeline
&PARTNERS18,143$1.15M0.01%+5,96113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC18,031$1.15M0.01%+4,33213F-HRTimelineGroup
Rooted Wealth Advisors, Inc.17,599$1.13M0.34%+65913F-HRTimeline
Cordgrass Capital Advisors, LLC17,628$1.12M0.28%+40113F-HRTimeline
Global Retirement Partners, LLC17,467$1.11M0.02%-1,45413F-HRTimeline
NWAM LLC15,448$983K0.05%+4,75713F-HR/ATimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC13,912$882K0.48%+1,10113F-HRTimeline
IFG Advisory, LLC12,806$812K0.04%+1,06513F-HRTimeline
Summit Wealth Partners, LLC11,990$761K0.14%+18913F-HRTimeline
Wells Trecaso Financial Group, LLC11,278$715K0.34%-14,78613F-HRTimeline
Western Wealth Management, LLC10,682$678K0.04%+15813F-HRTimeline
ROCKLAND TRUST CO9,256$587K0.02%-47513F-HRTimeline
HRT FINANCIAL LP9,249$586K<0.01%new13F-HRTimeline
PAX Financial Group, LLC8,966$569K0.1%+23113F-HRTimeline
Arete Wealth Advisors, LLC8,882$563K0.04%-413F-HRTimeline
Harbor Asset Planning, Inc.8,746$555K0.5%013F-HRTimeline
NewEdge Advisors, LLC8,436$535K<0.01%+59213F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…8,070$512K0.01%-17,65513F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,051$511K<0.01%-61,04713F-HRTimelineGroup
MGO ONE SEVEN LLC7,993$507K0.01%-9013F-HRTimeline
Triad Wealth Partners, LLC7,384$468K0.06%+1,09513F-HRTimeline
Heritage Wealth Management, Inc.6,935$440K0.13%+1,37713F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC6,850$434K0.17%-43313F-HRTimeline
Cornerstone Wealth Management, LLC6,796$431K0.02%+83513F-HRTimeline
Krilogy Financial LLC6,424$407K0.02%new13F-HRTimeline
COZAD ASSET MANAGEMENT INC6,244$396K0.03%-1,98413F-HRTimeline
HighTower Advisors, LLC6,165$391K<0.01%+4613F-HRTimeline
World Investment Advisors5,584$354K0.01%+7013F-HRTimeline
Advisory Services Network, LLC5,509$349K0.01%+58913F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…5,502$349K0.12%-4213F-HRTimelineGroup
United Advisor Group, LLC5,157$327K0.04%new13F-HRTimeline
Creative Planningin group Creative Planning5,144$326K<0.01%-1,79213F-HRTimelineGroup
MTM FINANCIAL GROUP, LLC5,142$326K0.16%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO5,083$322K<0.01%+94313F-HRTimelineGroup
Sequent Planning LLC4,971$315K0.09%+23713F-HRTimeline
PRIVATE TRUST CO NA4,911$311K0.03%-35713F-HRTimeline
SMITH, MOORE & CO.4,837$307K0.02%-22,99913F-HRTimeline
Dynamic Advisor Solutions LLC4,687$297K0.01%-16613F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.4,476$284K0.25%new13F-HRTimeline
MAI Capital Management4,041$256K<0.01%013F-HRTimeline
NESTEGG ADVISORS, INC.3,870$245K0.22%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.3,758$238K<0.01%+35213F-HRTimelineGroup
SPINNAKER TRUST3,554$225K0.01%013F-HRTimeline
Stone House Investment Management, LLC3,549$225K0.04%+30313F-HRTimeline
Intrua Financial, LLC3,528$224K0.03%new13F-HRTimeline
Ausdal Financial Partners, Inc.3,492$222K0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,379$214K<0.01%-46313F-HR/ATimelineGroup
Garden State Investment Advisory Servic…3,261$207K0.05%new13F-HRTimeline
Breakwater Capital Group3,254$206K0.03%new13F-HRTimeline
Triumph Capital Management3,170$201K0.05%new13F-HR/ATimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,340$148K<0.01%new13F-HRTimelineGroup
Glass Jacobson Investment Advisors llc2,100$133K0.05%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,735$111K0.04%-15013F-HRTimeline
Steward Partners Investment Advisory, L…1,574$99.8K<0.01%+15313F-HRTimeline
Center for Financial Planning, Inc.1,223$77.6K0.01%013F-HRTimeline
COMERICA BANK1,032$65.5K<0.01%-1113F-HRTimeline
Tripletail Wealth Management, LLC926$59.2K0.07%new13F-HRTimeline
IFP Advisors, Inc771$48.9K<0.01%-14213F-HR/ATimeline
Golden State Wealth Management, LLC727$46.1K0.01%+5713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC544$34.5K<0.01%+22013F-HRTimelineGroup
Banco de Sabadell, S.A517$33K0.02%013F-HRTimeline
Crewe Advisors LLC515$32.7K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd502$31.8K<0.01%+14913F-HRTimeline
Main Street Group, LTD468$29.7K0.01%new13F-HRTimeline
FMR LLCin group FMR LLC447$28.4K<0.01%+14413F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC402$25K<0.01%013F-HRTimelineGroup
Aptus Capital Advisors, LLC385$24.4K<0.01%+25013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…349$22.1K<0.01%-56713F-HRTimelineGroup
Private Wealth Asset Management, LLC238$15.1K<0.01%013F-HRTimeline
Arax Advisory Partners230$14.6K<0.01%-18613F-HRTimeline
Strategic Investment Solutions, Inc. /IL216$13.7K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC198$12.5K<0.01%-21113F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners126$7.99K<0.01%-21513F-HRTimelineGroup
KERR FINANCIAL PLANNING Corp100$6.26K0.01%13F-HR/ATimeline
HARBOUR INVESTMENTS, INC.77$4.88K<0.01%-11813F-HRTimeline
AE Wealth Management LLC70$4.44K<0.01%-22013F-HRTimeline
Capital Investment Advisory Services, L…53$3.36K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.50$3.17K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.41$2.6K<0.01%013F-HRTimeline
McIlrath & Eck, LLC15$972<0.01%013F-HRTimeline
Grey Fox Wealth Advisors, LLC5$317<0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…1$56<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$9<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.