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Disclosery

JMEE J P MORGAN EXCHANGE TRADED F

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COM (fund)

174 managers (176 13F filers) reported a position in JMEE shares at 2025-12-31, 24,739,662 shares in all. 26 filers opened a position and 13 filers sold out during the quarter.

Managers
174
13F filers
176
New
26
Added
80
Reduced
42
Sold out
13
Shares held by filers
24,739,662

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 & CO10,515,410$677M0.05%-20,67213F-HRTimelineGroup
LPL Financial LLC1,950,272$126M0.03%+133,22513F-HRTimeline
Crestwood Advisors Group, LLC994,466$64M1.07%+58,59913F-HRTimeline
CWM, LLCin group CWM, LLC958,735$61.7M0.17%+526,04013F-HRTimelineGroup
Cetera Investment Advisers660,274$42.5M0.05%+109,40413F-HRTimeline
Syntegra Private Wealth Group, LLC618,971$39.8M3.66%-200,37813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…538,219$34.7M0.67%-316,56813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.426,672$27.5M0.04%-54,40613F-HRTimelineGroup
Wagner Wealth Management, LLC412,867$26.6M5.65%+20,24613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP406,149$26.1M0.02%+79,80513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC385,040$24.8M0.01%-64,17113F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp367,095$23.6M<0.01%+7,38313F-HRTimelineGroup
Meridian Financial Partners LLC326,779$22.5M8.91%+21,79413F-HRTimeline
CGC Financial Services, LLC342,326$22M5.9%+6,54313F-HRTimeline
SHP Wealth Management318,729$20.5M1.6%13F-HRTimeline
VERUS CAPITAL PARTNERS, LLC257,739$16.6M1.11%+26,87313F-HR/ATimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…257,389$16.6M0.01%+5,78513F-HR/ATimelineGroup
Advisory Resource Group244,813$15.8M2.77%+1,39913F-HRTimeline
Capital Advisors Wealth Management, LLC213,965$13.8M1.88%+11,58213F-HRTimeline
B & T Capital Management DBA Alpha Capi…207,629$13.4M1.88%+5,55313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC204,913$13.2M0.02%+5,95313F-HRTimeline
Bond & Devick Financial Network, Inc.178,387$11.5M3.23%+11,26113F-HRTimeline
Choice Wealth Advisors LLC157,589$10.1M4.01%+19513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA153,321$9.87M<0.01%-7,83813F-HRTimelineGroup
Retirement Management Systems Inc.146,208$9.41M2.41%13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC137,350$8.84M<0.01%-13,63713F-HRTimelineGroup
FLYNN ZITO CAPITAL MANAGEMENT, LLC130,990$8.43M3.01%+4,33313F-HRTimeline
Macco Financial Group, Inc.130,271$8.39M7.21%13F-HRTimeline
Tradition Wealth Management, LLC118,511$7.63M0.55%+4,52113F-HRTimeline
Capital Developers, LLC111,485$7.18M6.43%13F-HRTimeline
Stewardship Advisors, LLC106,104$6.83M1.58%+31,54513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding105,261$6.78M+4,951Timeline
Private Advisor Group, LLC104,876$6.75M0.03%+36,43413F-HRTimeline
WealthPlan Investment Management, LLC104,671$6.74M0.43%+38,74513F-HRTimeline
Scarborough Advisors, LLC99,565$6.41M1.08%+2,01213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV98,264$6.33M0.4%+8,63113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP97,103$6.25M0.01%+11,80713F-HRTimelineGroup
Legacy Private Trust Co.91,585$5.9M0.35%+2,48113F-HRTimeline
Lakeridge Wealth Management LLC81,121$5.22M2.37%+3,23513F-HRTimeline
Destiny Wealth Partners, LLC67,907$4.62M0.53%+2,13513F-HRTimeline
MML INVESTORS SERVICES, LLC65,760$4.23M0.01%+44,54213F-HRTimeline
Schwallier Wealth Management LLC59,179$3.99M2.55%-57,71613F-HRTimeline
American Trust60,271$3.88M0.33%-11,76413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.55,341$3.56M0.02%+1,00113F-HRTimelineGroup
ASHTON THOMAS SECURITIES, LLC51,976$3.35M0.64%+21813F-HRTimeline
Atlas Legacy Advisors, LLC51,619$3.32M0.58%+4,21113F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…51,568$3.32M0.4%13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.49,647$3.2M<0.01%+2,22813F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…47,448$3.05M0.03%+10,86213F-HRTimelineGroup
UBS Group AGin group UBS Group AG47,125$3.03M<0.01%-95313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC43,436$3M<0.01%-6,38313F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/45,153$2.91M<0.01%+6,07713F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC45,017$2.9M0.05%new13F-HR/ATimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …43,902$2.83M0.02%13F-HR/ATimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding41,782$2.69M-2,188Timeline
Fortitude Financial, LLC40,736$2.62M2.23%new13F-HRTimeline
Curry Webb Wealth Management LLC38,317$2.47M1.22%13F-HRTimeline
WEST MICHIGAN ADVISORS, LLC36,747$2.37M0.54%+9413F-HRTimeline
Total Clarity Wealth Management, Inc.36,398$2.34M0.57%+12,00213F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC32,685$2.1M0.23%+10,42613F-HRTimeline
Plan Group Financial, LLC31,240$2.01M0.52%+10,31813F-HRTimeline
Ruggaard & Associates LLC28,591$1.84M0.72%+31013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\28,568$1.84M<0.01%+44813F-HRTimelineGroup
Cambridge Investment Research Advisors,…28,424$1.83M<0.01%+53513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…25,957$1.74M<0.01%+2,34613F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC26,617$1.71M0.05%+7,14313F-HRTimeline
Avestar Capital, LLC26,578$1.71M0.12%+27313F-HRTimeline
Modern Wealth Management, LLC26,171$1.68M0.03%new13F-HRTimeline
McLaughlin Asset Management, Inc.26,065$1.68M1.5%13F-HRTimeline
Merit Financial Group, LLC25,418$1.64M0.01%-6,02613F-HRTimeline
WBH ADVISORY INC25,319$1.63M0.12%+3,75913F-HRTimeline
Total Wealth Planning, LLC25,295$1.63M3.48%-449,78313F-HRTimeline
INTEGRITY WEALTH ADVISORS, INC.24,423$1.57M1.1%new13F-HRTimeline
Fermata Advisors, LLC23,063$1.48M0.36%+1,21213F-HRTimeline
Freedom Financial Partners LLC22,263$1.43M0.52%-15,65413F-HRTimeline
Asset Allocation Strategies LLC20,955$1.35M0.25%+1,64113F-HRTimeline
Rothschild Wealth LLC20,726$1.33M0.13%new13F-HR/ATimeline
Rooted Wealth Advisors, Inc.19,152$1.31M0.37%+1,55313F-HRTimeline
SilverOak Wealth Management LLC19,930$1.28M0.2%new13F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC19,006$1.22M0.6%+5,09413F-HRTimeline
Cordgrass Capital Advisors, LLC18,887$1.22M0.29%+1,25913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…17,731$1.14M<0.01%-13,38413F-HRTimelineGroup
&PARTNERS17,412$1.12M0.01%-73113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC16,942$1.09M0.01%-1,08913F-HRTimelineGroup
Global Retirement Partners, LLC16,748$1.08M0.02%-71913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC16,450$1.06M<0.01%new13F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers13,957$899K<0.01%new13F-HRTimelineGroup
IFG Advisory, LLC13,906$895K0.04%+1,10013F-HRTimeline
Allegheny Financial Group13,895$895K0.13%new13F-HRTimeline
United Advisor Group, LLC13,416$864K0.11%+8,25913F-HRTimeline
PCG Wealth Advisors, LLC12,791$823K0.23%-27,36413F-HRTimeline
Summit Wealth Partners, LLC11,585$746K0.14%-40513F-HRTimeline
Western Wealth Management, LLC11,167$719K0.03%+48513F-HRTimeline
Everest Financial Group LLC11,087$714K0.16%13F-HRTimeline
MGO ONE SEVEN LLC9,805$631K0.01%+1,81213F-HRTimeline
Vise Technologies, Inc.9,703$625K0.01%new13F-HRTimeline
Harbor Asset Planning, Inc.9,459$609K0.52%+71313F-HRTimeline
PAX Financial Group, LLC9,438$608K0.1%+47213F-HRTimeline
Heritage Wealth Management, Inc.8,803$567K0.16%+1,86813F-HRTimeline
ROCKLAND TRUST CO8,546$550K0.02%-71013F-HRTimeline
NewEdge Advisors, LLC8,200$528K<0.01%-23613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/7,874$507K<0.01%new13F-HRTimelineGroup
AVAII WEALTH MANAGEMENT, LLC7,349$473K0.17%+49913F-HRTimeline
EARNED WEALTH ADVISORS, LLC6,850$441K0.03%new13F-HR/ATimeline
Cornerstone Wealth Management, LLC6,731$433K0.02%-6513F-HRTimeline
Krilogy Financial LLC6,320$430K0.01%-10413F-HRTimeline
HighTower Advisors, LLC6,671$429K<0.01%+50613F-HRTimeline
MTM FINANCIAL GROUP, LLC6,516$419K0.2%+1,37413F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…5,832$375K0.13%+33013F-HRTimelineGroup
HighPoint Advisor Group LLC5,712$368K0.01%new13F-HRTimeline
COZAD ASSET MANAGEMENT INC5,693$367K0.03%-55113F-HRTimeline
Sequent Planning LLC5,588$360K0.09%+61713F-HRTimeline
Triad Wealth Partners, LLC5,587$360K0.03%-1,79713F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.5,344$344K<0.01%+1,58613F-HRTimelineGroup
World Investment Advisors5,289$340K0.01%-29513F-HR/ATimeline
SFAM, LLC5,220$336K0.31%13F-HRTimeline
Advisory Services Network, LLC5,217$336K<0.01%-29213F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO5,083$327K<0.01%013F-HRTimelineGroup
Dynamic Advisor Solutions LLC4,889$315K0.01%+20213F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.4,884$314K0.27%+40813F-HRTimeline
Creative Planningin group Creative Planning4,859$313K<0.01%-28513F-HRTimelineGroup
Keating Financial Advisory Services, In…4,675$301K0.04%13F-HRTimeline
PRIVATE TRUST CO NA4,239$273K0.02%-67213F-HRTimeline
SMITH, MOORE & CO.4,118$265K0.02%-71913F-HRTimeline
Orion Porfolio Solutions, LLC4,052$261K<0.01%new13F-HRTimeline
MAI Capital Management4,041$260K<0.01%013F-HRTimeline
NESTEGG ADVISORS, INC.3,870$249K0.21%013F-HRTimeline
Intrua Financial, LLC3,593$231K0.03%+6513F-HRTimeline
Janney Montgomery Scott LLC3,576$230K<0.01%-53,05413F-HRTimeline
WealthPLAN Partners, LLC3,562$229K0.03%new13F-HRTimeline
Stone House Investment Management, LLC3,558$229K0.04%+913F-HRTimeline
SPINNAKER TRUST3,554$229K0.01%013F-HRTimeline
Ausdal Financial Partners, Inc.3,458$223K0.01%-3413F-HRTimeline
Breakwater Capital Group3,450$222K0.03%+19613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…3,412$220K<0.01%new13F-HRTimelineGroup
Garden State Investment Advisory Servic…3,347$216K0.05%+8613F-HRTimeline
Steward Partners Investment Advisory, L…3,154$203K<0.01%+1,58013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,870$185K<0.01%-50913F-HR/ATimelineGroup
Triumph Capital Management2,784$179K0.04%-38613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,424$156K<0.01%+8413F-HRTimelineGroup
Greenline Wealth Management LLC2,245$145K0.15%13F-HRTimeline
Glass Jacobson Investment Advisors llc2,100$135K0.05%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,735$112K0.04%013F-HRTimeline
Garton & Associates Financial Advisors …1,383$89K0.05%13F-HRTimeline
Center for Financial Planning, Inc.1,223$78.7K0.01%013F-HRTimeline
Root Financial Partners, LLC1,162$74.8K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC768$49.5K<0.01%+32113F-HRTimelineGroup
IFP Advisors, Inc747$48.1K<0.01%-2413F-HRTimeline
Golden State Wealth Management, LLC702$45.2K<0.01%-2513F-HRTimeline
GODSEY & GIBB, INC695$44.7K<0.01%new13F-HRTimeline
Qube Research & Technologies Ltd572$36.8K<0.01%+7013F-HRTimeline
COMERICA BANK518$33.3K<0.01%-51413F-HRTimeline
Banco de Sabadell, S.A517$33K0.02%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC402$26K<0.01%013F-HR/ATimelineGroup
Smartleaf Asset Management LLC398$25.9K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC387$24.9K<0.01%+213F-HRTimeline
AE Wealth Management LLC329$21.2K<0.01%+25913F-HRTimeline
Private Wealth Asset Management, LLC238$15.3K<0.01%013F-HRTimeline
Arax Advisory Partners230$14.8K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL216$13.9K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN201$12.9K<0.01%+20113F-HRTimelineGroup
Farther Finance Advisors, LLC196$12.6K<0.01%-213F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners126$8.11K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC109$7.02K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.77$4.96K<0.01%013F-HRTimeline
Larson Financial Group LLC57$3.67K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…54$3.45K<0.01%+113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…50$3.22K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.41$2.64K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…38$2.45K<0.01%new13F-HRTimeline
Financial Management Professionals, Inc.32$2.06K<0.01%-1813F-HRTimeline
Crews Bank & Trust19$1.22K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC17$1.09K<0.01%new13F-HRTimeline
McIlrath & Eck, LLC16$998<0.01%+113F-HRTimeline