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Disclosery

JMEE J P MORGAN EXCHANGE TRADED F

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COM (fund)

176 managers (178 13F filers) reported a position in JMEE shares at 2026-03-31, 28,496,027 shares in all. 16 filers opened a position and 10 filers sold out during the quarter.

Managers
176
13F filers
178
New
16
Added
89
Reduced
50
Sold out
10
Shares held by filers
28,496,027

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 & CO10,519,966$684M0.05%+4,55613F-HR/ATimelineGroup
FMR LLCin group FMR LLC2,405,634$161M0.01%+2,404,86613F-HRTimelineGroup
LPL Financial LLC2,132,205$142M0.04%+181,93313F-HRTimeline
CWM, LLCin group CWM, LLC1,053,780$70.4M0.18%+95,04513F-HRTimelineGroup
Crestwood Advisors Group, LLC1,003,350$67M1.13%+8,88413F-HRTimeline
Cetera Investment Advisers680,755$45.5M0.05%+20,48113F-HRTimeline
Syntegra Private Wealth Group, LLC617,077$41.2M3.91%-1,89413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp562,789$37.6M0.01%+195,69413F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…555,081$37.1M0.67%+16,86213F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP459,413$30.1M0.01%+53,26413F-HRTimelineGroup
Wagner Wealth Management, LLC431,428$28.8M5.82%+18,56113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.416,078$27.8M0.04%-10,59413F-HRTimelineGroup
Arkadios Wealth Advisors407,600$27.2M0.45%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC399,611$26.7M0.01%+14,57113F-HRTimelineGroup
Meridian Financial Partners LLC337,943$22.9M8.72%+11,16413F-HRTimeline
CGC Financial Services, LLC339,541$22.7M6.55%-2,78513F-HRTimeline
SHP Wealth Management322,252$21.5M1.62%+3,52313F-HRTimeline
Independent Advisor Alliance283,108$18.9M0.2%new13F-HRTimeline
VERUS CAPITAL PARTNERS, LLC272,585$18.2M1.25%+14,84613F-HRTimeline
Advisory Resource Group258,399$17.3M2.97%+13,58613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…257,582$17.2M0.01%+19313F-HRTimelineGroup
Retirement Management Systems Inc.215,235$14.4M3.46%+69,02713F-HRTimeline
B & T Capital Management DBA Alpha Capi…209,699$14M2.03%+2,07013F-HRTimeline
WealthPlan Investment Management, LLC197,056$13.2M0.73%+92,38513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA184,225$12.3M<0.01%+30,90413F-HRTimelineGroup
Bond & Devick Financial Network, Inc.175,432$11.7M3.27%-2,95513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC174,978$11.7M0.02%-29,93513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC139,486$9.31M<0.01%+2,13613F-HRTimelineGroup
Tradition Wealth Management, LLC127,984$8.55M0.61%+9,47313F-HRTimeline
Capital Developers, LLC111,827$7.47M6.72%+34213F-HRTimeline
Private Advisor Group, LLC107,480$7.18M0.03%+2,60413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding107,421$7.17M+2,160Timeline
Macco Financial Group, Inc.106,864$7.14M5.4%-23,40713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP105,757$7.06M0.01%+8,65413F-HRTimelineGroup
Scarborough Advisors, LLC100,019$6.68M0.73%+45413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV98,791$6.6M0.4%+52713F-HRTimeline
Legacy Private Trust Co.93,277$6.23M0.38%+1,69213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…92,998$6.21M0.07%+45,55013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC91,655$6.12M0.02%+25,89513F-HRTimeline
Stewardship Advisors, LLC89,363$5.97M1.37%-16,74113F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC86,249$5.76M1.84%-44,74113F-HRTimeline
Lakeridge Wealth Management LLC81,690$5.45M2.35%+56913F-HRTimeline
Destiny Wealth Partners, LLC66,088$4.41M0.48%-1,81913F-HRTimeline
Plan Group Financial, LLC60,830$4.06M0.95%+29,59013F-HRTimeline
Modern Wealth Management, LLC58,236$3.92M0.07%+32,06513F-HRTimeline
American Trust57,600$3.85M0.34%-2,67113F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC56,765$3.79M1.65%+37,75913F-HRTimeline
Schwallier Wealth Management LLC56,020$3.74M2.73%-3,15913F-HRTimeline
Platform Technology Partners54,707$3.65M0.7%new13F-HRTimeline
ASHTON THOMAS SECURITIES, LLC53,881$3.6M0.45%+1,90513F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…53,580$3.6M0.42%+2,01213F-HRTimeline
Atlas Legacy Advisors, LLC52,887$3.53M0.65%+1,26813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.49,410$3.3M0.01%-23713F-HRTimelineGroup
UBS Group AGin group UBS Group AG49,119$3.28M<0.01%+1,99413F-HRTimelineGroup
Allegheny Financial Group47,348$3.16M0.43%+33,45313F-HRTimeline
Kingsview Wealth Management, LLC47,187$3.15M0.04%new13F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …45,079$3.01M0.02%+1,17713F-HRTimelineGroup
Total Clarity Wealth Management, Inc.44,604$2.98M0.7%+8,20613F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding40,993$2.74M-789Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC40,980$2.74M<0.01%-2,45613F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…39,571$2.64M0.01%+11,14713F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/39,487$2.63M<0.01%-5,66613F-HRTimelineGroup
GREENWOOD CAPITAL ASSOCIATES LLC36,520$2.44M0.27%+3,83513F-HRTimeline
Curry Webb Wealth Management LLC36,234$2.42M1.14%-2,08313F-HRTimeline
Choice Wealth Advisors LLC36,183$2.42M0.95%-121,40613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC33,077$2.21M<0.01%+16,62713F-HRTimelineGroup
SilverOak Wealth Management LLC30,260$2.02M0.32%+10,33013F-HRTimeline
INTEGRITY WEALTH ADVISORS, INC.29,822$1.99M1.2%+5,39913F-HRTimeline
Fermata Advisors, LLC29,090$1.94M0.44%+6,02713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\28,655$1.91M<0.01%+8713F-HRTimelineGroup
Asset Allocation Strategies LLC28,071$1.87M0.33%+7,11613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…27,573$1.86M<0.01%+1,61613F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC27,562$1.84M0.06%+94513F-HRTimeline
Avestar Capital, LLC27,390$1.83M0.13%+81213F-HRTimeline
Ruggaard & Associates LLC27,260$1.82M0.72%-1,33113F-HRTimeline
WBH ADVISORY INC26,139$1.76M0.13%+82013F-HRTimeline
McLaughlin Asset Management, Inc.26,045$1.74M1.66%-2013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers25,862$1.73M<0.01%+11,90513F-HRTimelineGroup
Merit Financial Group, LLC24,218$1.62M0.01%-1,20013F-HRTimeline
Fortitude Financial, LLC23,992$1.6M0.85%-16,74413F-HRTimeline
WEST MICHIGAN ADVISORS, LLC23,327$1.56M0.34%-13,42013F-HRTimeline
Arete Wealth Advisors, LLC23,066$1.54M0.12%new13F-HR/ATimeline
NewEdge Advisors, LLC21,650$1.45M0.01%+13,45013F-HR/ATimeline
Rooted Wealth Advisors, Inc.19,695$1.43M0.38%+54313F-HRTimeline
Rothschild Wealth LLC20,446$1.37M0.12%-28013F-HRTimeline
Capital Advisors Wealth Management, LLC20,281$1.35M0.18%-193,68413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC18,765$1.26M0.01%+1,82313F-HRTimelineGroup
Cordgrass Capital Advisors, LLC18,155$1.21M0.28%-73213F-HRTimeline
WealthPLAN Partners, LLC16,280$1.09M0.21%+12,71813F-HRTimeline
MGO ONE SEVEN LLC15,622$1.04M0.02%+5,81713F-HRTimeline
United Advisor Group, LLC13,625$910K0.11%+20913F-HRTimeline
PAX Financial Group, LLC13,486$900K0.15%+4,04813F-HRTimeline
Freedom Financial Partners LLC12,746$851K0.3%-9,51713F-HRTimeline
Summit Wealth Partners, LLC11,529$770K0.12%-5613F-HRTimeline
Western Wealth Management, LLC11,522$769K0.03%+35513F-HR/ATimeline
Gateway Wealth Partners, LLC10,822$723K0.03%new13F-HRTimeline
Harbor Asset Planning, Inc.9,776$653K0.55%+31713F-HRTimeline
Vise Technologies, Inc.9,703$625K0.01%013F-HRTimeline
ROCKLAND TRUST CO9,159$612K0.02%+61313F-HRTimeline
Keating Financial Advisory Services, In…9,035$603K0.1%+4,36013F-HRTimeline
Heritage Wealth Management, Inc.9,011$602K0.3%+20813F-HRTimeline
MTM FINANCIAL GROUP, LLC8,158$545K0.26%+1,64213F-HRTimeline
Everest Financial Group LLC7,913$528K0.09%-3,17413F-HRTimeline
Cornerstone Wealth Management, LLC7,556$505K0.03%+82513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/7,301$487K<0.01%-57313F-HRTimelineGroup
EARNED WEALTH ADVISORS, LLC6,879$459K0.03%+2913F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC6,873$459K0.16%-47613F-HRTimeline
Mariner, LLCin group Mariner, LLC6,617$442K<0.01%new13F-HRTimelineGroup
Krilogy Financial LLC6,173$438K0.01%-14713F-HRTimeline
&PARTNERS6,519$435K<0.01%-10,89313F-HRTimeline
HighTower Advisors, LLC6,274$419K<0.01%-39713F-HRTimeline
COZAD ASSET MANAGEMENT INC6,212$415K0.03%+51913F-HRTimeline
Advisory Services Network, LLC5,929$396K0.01%+71213F-HRTimeline
HighPoint Advisor Group LLC5,712$381K0.02%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.5,669$379K<0.01%+32513F-HRTimelineGroup
Sequent Planning LLC5,656$378K0.09%+6813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC5,606$374K<0.01%new13F-HRTimelineGroup
Triad Wealth Partners, LLC5,475$366K0.03%-11213F-HRTimeline
Creative Planningin group Creative Planning5,298$354K<0.01%+43913F-HRTimelineGroup
SFAM, LLC5,220$349K0.32%013F-HRTimeline
Steward Partners Investment Advisory, L…5,184$346K<0.01%+2,03013F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.5,115$342K0.27%+23113F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO5,083$339K<0.01%013F-HRTimelineGroup
Dynamic Advisor Solutions LLC4,970$332K0.01%+8113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.4,692$313K<0.01%new13F-HRTimelineGroup
PRIVATE TRUST CO NA4,446$297K0.03%+20713F-HRTimeline
World Investment Advisors4,311$288K<0.01%-97813F-HRTimeline
MAI Capital Management4,092$273K<0.01%+5113F-HRTimeline
Sowell Financial Services LLC4,089$273K0.01%new13F-HRTimeline
Garden State Investment Advisory Servic…4,059$271K0.06%+71213F-HRTimeline
SMITH, MOORE & CO.4,009$268K0.02%-10913F-HRTimeline
PCG Wealth Advisors, LLC4,008$268K0.07%-8,78313F-HRTimeline
Ausdal Financial Partners, Inc.3,949$264K0.01%+49113F-HRTimeline
NESTEGG ADVISORS, INC.3,870$258K0.23%013F-HRTimeline
Breakwater Capital Group3,622$242K0.03%+17213F-HRTimeline
Stone House Investment Management, LLC3,595$240K0.04%+3713F-HRTimeline
Intrua Financial, LLC3,593$240K0.03%013F-HRTimeline
SPINNAKER TRUST3,554$237K0.01%013F-HRTimeline
Alteri Wealth LLC3,381$226K0.07%new13F-HRTimeline
Signal Advisors Wealth, LLC3,310$221K0.02%new13F-HRTimeline
Janney Montgomery Scott LLC3,178$212K<0.01%-39813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,907$194K<0.01%+3713F-HRTimelineGroup
Triumph Capital Management2,256$151K0.03%-52813F-HRTimeline
Glass Jacobson Investment Advisors llc2,100$140K0.05%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,092$140K<0.01%-33213F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.1,735$116K0.04%013F-HRTimeline
Center for Financial Planning, Inc.1,223$81.7K0.01%013F-HRTimeline
IFP Advisors, Inc747$49.9K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC702$46.9K0.01%013F-HRTimeline
GODSEY & GIBB, INC695$46.4K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.565$37.7K0.01%new13F-HRTimeline
Banco de Sabadell, S.A517$34K0.02%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC508$34K<0.01%+10613F-HRTimelineGroup
AE Wealth Management LLC340$22.7K<0.01%+1113F-HRTimeline
Qube Research & Technologies Ltd289$19.3K<0.01%-28313F-HRTimeline
Aptus Capital Advisors, LLC287$19.2K<0.01%-10013F-HRTimeline
Private Wealth Asset Management, LLC238$15.9K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC243$15.8K<0.01%-15513F-HRTimeline
Arax Advisory Partners230$15.4K<0.01%013F-HRTimeline
Abound Wealth Management229$15.3K<0.01%new13F-HRTimeline
Strategic Investment Solutions, Inc. /IL216$14.4K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC186$12.5K<0.01%-1013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN164$10.9K<0.01%-3713F-HR/ATimelineGroup
HARBOUR INVESTMENTS, INC.139$9.3K<0.01%+6213F-HRTimeline
IFG Advisory, LLC103$6.9K0.02%-13,80313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC98$6.54K<0.01%-1113F-HRTimeline
TopTier Wealth Management, LLC72$4.81K<0.01%new13F-HRTimeline
Larson Financial Group LLC57$3.81K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…54$3.58K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…50$3.36K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.41$2.74K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.32$2.14K<0.01%013F-HRTimeline
CoreCap Advisors, LLC25$1.67K<0.01%+813F-HRTimeline
Crews Bank & Trust19$1.27K<0.01%013F-HRTimeline
McIlrath & Eck, LLC15$1.03K<0.01%-113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…14$935<0.01%new13F-HRTimelineGroup