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Disclosery

JMTG J P MORGAN EXCHANGE TRADED F

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MORTGAGE BACKED (fund)

96 managers (97 13F filers) reported a position in JMTG shares at 2025-06-30, 44,512,741 shares in all. 93 filers opened a position and 0 filers sold out during the quarter.

Managers
96
13F filers
97
New
93
Added
0
Reduced
0
Sold out
0
Shares held by filers
44,512,741

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 & CO10,818,420$543M0.04%new13F-HRTimelineGroup
NorthRock Partners, LLC7,711,342$387M10.09%new13F-HR/ATimeline
LPL Financial LLC4,689,747$235M0.08%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,498,838$176M0.04%new13F-HRTimelineGroup
Hamilton Capital, LLC3,030,509$152M8.36%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,815,302$141M0.23%new13F-HRTimeline
Avalon Trust Co1,265,990$63.5M4.65%new13F-HRTimeline
Abacus Planning Group, Inc.923,948$46.4M6.9%new13F-HR/ATimeline
Kestra Advisory Services, LLCgroup of 2 filers holding787,338$39.5MnewTimeline
Goelzer Investment Management, Inc.762,196$38.3M2.1%new13F-HRTimeline
OneDigital Investment Advisors LLC759,985$38.1M0.42%new13F-HRTimeline
Bill Few Associates, Inc.720,573$36.2M10.24%new13F-HRTimeline
Cambridge Investment Research Advisors,…707,098$35.5M0.11%new13F-HRTimeline
Curi Capital, LLC505,766$25.4M0.48%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC478,775$24M0.01%new13F-HRTimelineGroup
Brueske Advisory Services, LLC471,317$23.7M16.08%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN451,500$22.7M<0.01%new13F-HRTimelineGroup
NorthCoast Asset Management LLC428,791$21.5M0.09%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY399,529$20.1M<0.01%new13F-HRTimelineGroup
Choice Wealth Advisors LLC312,589$15.7M7.09%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.293,703$14.7M0.03%new13F-HR/ATimelineGroup
Sanctuary Advisors, LLC286,369$14.4M0.09%new13F-HRTimeline
UBS Group AGin group UBS Group AG278,982$14M<0.01%new13F-HRTimelineGroup
Modern Wealth Management, LLC272,786$13.7M0.34%new13F-HR/ATimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP236,825$11.9M0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC158,356$7.95M0.01%new13F-HRTimeline
Integrated Wealth Concepts LLC112,637$5.65M0.06%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.87,535$4.39M0.04%new13F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.84,052$4.22M0.02%new13F-HRTimeline
Cornerstone Wealth Management, LLC80,164$4.02M0.24%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…74,185$3.72M<0.01%new13F-HRTimelineGroup
Allen Capital Group, LLC71,467$3.59M0.37%new13F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…65,113$3.27M0.05%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC52,546$2.64M<0.01%new13F-HRTimelineGroup
CHOREO, LLC50,552$2.54M0.04%new13F-HRTimeline
Private Advisor Group, LLC48,162$2.42M0.01%new13F-HRTimeline
ESL Trust Services, LLC43,356$2.18M0.44%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC42,892$2.15M<0.01%new13F-HRTimelineGroup
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA42,463$2.13M0.14%new13F-HRTimelineGroup
Keel Point, LLC41,992$2.11M0.14%new13F-HRTimeline
Vise Technologies, Inc.40,365$2.03M0.08%13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP39,288$1.96M<0.01%new13F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC38,064$1.91M<0.01%new13F-HRTimelineGroup
Cadence Wealth Management LLC37,003$1.86M1.23%new13F-HRTimeline
YARGER WEALTH STRATEGIES, LLC34,712$1.74M0.91%new13F-HRTimeline
DAVENPORT & Co LLC33,158$1.66M0.01%new13F-HRTimeline
Western Wealth Management, LLC32,823$1.65M0.1%new13F-HRTimeline
Marks Group Wealth Management, Inc29,007$1.46M0.14%new13F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC25,271$1.27M0.22%new13F-HRTimeline
PFG Advisors24,472$1.23M0.06%new13F-HRTimeline
Beacon Pointe Advisors, LLC24,392$1.22M0.01%new13F-HRTimeline
J. W. Coons Advisors, LLC17,355$871K0.2%new13F-HRTimeline
Creative Planningin group Creative Planning17,028$855K<0.01%new13F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV14,673$736K0.05%new13F-HRTimeline
AAF Wealth Management, LLC12,577$631K0.29%new13F-HRTimeline
&PARTNERS12,134$609K<0.01%new13F-HRTimeline
Diversified Portfolios, Inc.11,731$589K0.06%new13F-HRTimeline
GRIES FINANCIAL LLC11,551$580K0.11%new13F-HRTimeline
Cetera Investment Advisers11,172$561K<0.01%new13F-HRTimeline
World Investment Advisors10,376$521K0.01%new13F-HRTimeline
Summit Trail Advisors, LLC10,326$518K0.01%new13F-HRTimeline
Atria Wealth Solutions, Inc.9,869$495K0.01%new13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC8,401$422K<0.01%new13F-HR/ATimelineGroup
NewEdge Advisors, LLC7,492$376K<0.01%new13F-HRTimeline
Good Life Advisors, LLC5,553$279K0.02%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.5,095$256K<0.01%new13F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…4,922$247K<0.01%new13F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth4,176$210K<0.01%new13F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC1,864$93.6K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,827$92K<0.01%new13F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,748$87.8K<0.01%new13F-HRTimelineGroup
Marshall & Sterling Wealth Advisors Inc.1,603$80.5K0.05%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,025$51.4K<0.01%new13F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.992$49.8K0.06%13F-HRTimeline
Steward Partners Investment Advisory, L…927$46.5K<0.01%new13F-HRTimeline
AE Wealth Management LLC678$34K<0.01%new13F-HRTimeline
Signature Resources Capital Management,…653$32.8K0.02%new13F-HRTimeline
Blume Capital Management, Inc.643$32.3K0.01%new13F-HRTimeline
LRI Investments, LLC591$29.7K<0.01%new13F-HRTimeline
Delos Wealth Advisors, LLC579$29.1K0.02%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC476$24K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC444$22.3K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC421$21.2K<0.01%13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC284$14.3K<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC270$13.6K<0.01%new13F-HRTimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC262$13.1K<0.01%new13F-HRTimeline
AllSquare Wealth Management LLC160$8.03K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA153$8K<0.01%new13F-HR/ATimelineGroup
Allworth Financial LP129$6.47K<0.01%new13F-HRTimeline
Founders Financial Alliance, LLC90$4.52K<0.01%new13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.81$4.08K<0.01%new13F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC70$4K<0.01%new13F-HRTimelineGroup
Strategic Wealth Partners, Ltd.46$2.31K<0.01%13F-HRTimeline
Sound Income Strategies, LLC27$1.35K<0.01%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.22$1.1K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.