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Disclosery

JPEF J P MORGAN EXCHANGE TRADED F

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EQUITY FOCUS ETF (fund)

94 managers (94 13F filers) reported a position in JPEF shares at 2024-12-31, 7,370,300 shares in all. 32 filers opened a position and 3 filers sold out during the quarter.

Managers
94
13F filers
94
New
32
Added
39
Reduced
11
Sold out
3
Shares held by filers
7,370,300

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC888,922$59.7M0.02%13F-HR/ATimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…867,405$58.2M0.11%-112,56413F-HRTimelineGroup
LPL Financial LLC684,680$45.9M0.02%+46,49113F-HRTimeline
Beaumont Financial Advisors, LLC466,974$31.3M2.35%+111,34213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC413,463$27.7M0.04%+64,06713F-HRTimeline
MML INVESTORS SERVICES, LLC341,509$22.9M0.08%+194,49513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.330,343$22.2M0.05%+120,50013F-HR/ATimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.296,775$19.9M0.28%new13F-HRTimelineGroup
Investment Planning Advisors, Inc.265,768$17.8M7.79%+105,76713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC211,396$14.2M<0.01%+65,71513F-HRTimelineGroup
Cetera Investment Advisers201,430$13.5M0.03%+69,81113F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…162,299$10.9M0.45%+7,28513F-HRTimelineGroup
Janney Montgomery Scott LLC156,736$10.5M0.03%+56,45913F-HRTimeline
MONECO ADVISORS, LLC145,558$9.77M1.03%+50,58413F-HR/ATimeline
COZAD ASSET MANAGEMENT INC134,203$9.01M0.84%+41,25313F-HRTimeline
NOVEM GROUP129,246$8.67M1.29%13F-HRTimeline
Empire Life Investments Inc.122,400$8.21M0.52%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP122,227$8.2M0.01%+70,14513F-HRTimelineGroup
SPC Financial, Inc.114,688$7.7M0.67%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA103,856$6.97M<0.01%+58,94913F-HRTimelineGroup
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…89,274$5.99M0.51%+98013F-HRTimelineGroup
IFP Advisors, Inc81,932$5.5M0.18%+2,27713F-HRTimeline
SFG Wealth Management, LLC.75,748$5.08M2.67%+3,95513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…72,759$4.88M<0.01%+12,82013F-HRTimelineGroup
CASTLE WEALTH MANAGEMENT LLC67,448$4.53M1.78%-3,59213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP65,624$4.4M0.01%+20,92413F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…50,804$3.41M0.11%13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO42,075$2.82M<0.01%-11,04213F-HRTimelineGroup
Vienna Asset Management LLC38,960$2.61M1.77%new13F-HRTimeline
Kingsview Wealth Management, LLC37,207$2.5M0.05%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP35,432$2.38M<0.01%new13F-HRTimelineGroup
D.A. DAVIDSON & CO.31,716$2.13M0.02%+1,66113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC30,496$2.05M<0.01%-1,10913F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC29,728$2M0.12%+7,54013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC28,315$1.9M<0.01%+19,33313F-HRTimelineGroup
MBL Wealth, LLC27,823$1.87M0.19%+9,73313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding26,880$1.8M+23,802Timeline
Eldridge Investment Advisors, Inc.26,020$1.75M0.41%new13F-HRTimeline
Cambridge Investment Research Advisors,…25,972$1.74M0.01%+19,99513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …21,031$1.41M0.04%new13F-HRTimelineGroup
Crestwood Advisors Group, LLC20,148$1.35M0.03%+13,63213F-HRTimeline
Good Life Advisors, LLC18,686$1.25M0.09%+40713F-HRTimeline
Sigma Planning Corp17,615$1.18M0.04%-52713F-HRTimeline
BridgePort Financial Solutions, LLC15,985$1.06M0.48%13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.14,193$952K0.01%+4,62413F-HRTimelineGroup
DAVENPORT & Co LLC14,182$952K0.01%+10,00613F-HRTimeline
Capital Advisors, Ltd. LLC14,014$940K0.12%+3,99713F-HRTimeline
World Investment Advisors13,139$882K0.02%+14513F-HRTimeline
Fort Point Capital Partners LLC12,111$813K0.09%+1,07713F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.11,453$774K<0.01%013F-HRTimelineGroup
Tyler-Stone Wealth Management11,328$760K0.14%+7,54813F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC9,052$607K0.08%new13F-HRTimeline
OneDigital Investment Advisors LLC8,890$597K0.01%+2,90113F-HRTimeline
Private Advisor Group, LLC8,642$580K<0.01%+16413F-HRTimeline
INTEGRITY WEALTH ADVISORS, INC.8,228$552K0.41%13F-HRTimeline
CORA CAPITAL ADVISORS LLC7,830$525K0.25%new13F-HRTimeline
Csenge Advisory Group7,662$514K0.03%new13F-HRTimeline
Capital Advisors Wealth Management, LLC7,306$490K0.09%+1,13113F-HRTimeline
HARBOUR INVESTMENTS, INC.6,767$454K0.01%new13F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI5,715$384K0.02%+1,61513F-HRTimeline
Snowden Capital Advisors LLC5,253$353K0.01%new13F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.4,883$328K0.15%-37513F-HRTimeline
Herold Advisors, Inc.4,704$316K0.07%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,485$301K<0.01%-63,77513F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,316$290K<0.01%new13F-HR/ATimeline
OLD MISSION CAPITAL LLC3,987$268K0.01%-8,10113F-HRTimeline
Advisory Alpha, LLC3,738$251K0.01%-18913F-HRTimeline
WNY Asset Management, LLC3,472$233K0.03%-59213F-HRTimeline
Modern Wealth Management, LLC3,445$231K0.01%new13F-HR/ATimeline
Mariner, LLCin group Mariner, LLC3,437$231K<0.01%new13F-HRTimelineGroup
GENTRY PRIVATE WEALTH, LLC3,299$221K0.92%013F-HRTimeline
Tennessee Valley Asset Management Partn…3,026$203K0.03%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…3,024$203K0.01%new13F-HRTimelineGroup
Institute for Wealth Management, LLC.3,012$202K0.03%new13F-HRTimeline
Carnegie Lake Advisors LLC2,990$201K0.08%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC2,836$190K0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA2,017$135K0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…1,854$124K<0.01%+13913F-HRTimeline
COMERICA BANK1,833$123K<0.01%new13F-HR/ATimeline
UBS Group AGin group UBS Group AG1,332$89.4K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC1,123$75.4K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\799$53.6K<0.01%+613F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…714$47.9K<0.01%new13F-HR/ATimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC571$38.3K<0.01%013F-HRTimelineGroup
Financial Network Wealth Advisors LLC502$33.7K0.06%new13F-HRTimeline
Qube Research & Technologies Ltd501$33.6K<0.01%-99913F-HRTimeline
BLAIR WILLIAM & CO/IL500$33.6K<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.278$18.7K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.151$10.1K<0.01%new13F-HRTimeline
AE Wealth Management LLC70$4.69K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC47$3.15K<0.01%+613F-HRTimelineGroup
MAI Capital Management20$1.34K<0.01%new13F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC13$873<0.01%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.