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Disclosery

JPEF J P MORGAN EXCHANGE TRADED F

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EQUITY FOCUS ETF (fund)

105 managers (105 13F filers) reported a position in JPEF shares at 2025-03-31, 9,770,623 shares in all. 20 filers opened a position and 9 filers sold out during the quarter.

Managers
105
13F filers
105
New
20
Added
53
Reduced
18
Sold out
9
Shares held by filers
9,770,623

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,783,361$114M0.04%+894,43913F-HRTimelineGroup
MML INVESTORS SERVICES, LLC1,000,182$63.7M0.21%+658,67313F-HRTimeline
LPL Financial LLC741,474$47.2M0.02%+56,79413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC487,379$31M0.04%+73,91613F-HRTimeline
Investment Planning Advisors, Inc.445,768$28.4M11.53%+180,00013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.432,898$27.6M0.06%+102,55513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC378,178$24.1M0.01%+166,78213F-HRTimelineGroup
Beaumont Financial Advisors, LLC345,965$22M1.73%-121,00913F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.305,316$19.4M0.3%+8,54113F-HRTimelineGroup
Cetera Investment Advisers272,186$17.3M0.03%+70,75613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP232,625$14.7M0.01%+110,39813F-HR/ATimelineGroup
AVANTAX ADVISORY SERVICES, INC.224,649$14.3M0.09%new13F-HRTimeline
Janney Montgomery Scott LLC219,773$14M0.04%+63,03713F-HRTimeline
MONECO ADVISORS, LLC207,484$13.2M1.37%+61,92613F-HR/ATimeline
NOVEM GROUP180,300$11.5M1.62%+51,05413F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…171,945$10.9M0.45%+9,64613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA169,423$10.8M<0.01%+65,56713F-HR/ATimelineGroup
Balance Wealth Partners LLC160,467$10.2M6.64%13F-HRTimeline
COZAD ASSET MANAGEMENT INC136,202$8.67M0.87%+1,99913F-HRTimeline
Empire Life Investments Inc.121,530$7.74M0.5%-87013F-HRTimeline
SPC Financial, Inc.120,144$7.65M0.67%+5,45613F-HRTimeline
IFP Advisors, Inc88,142$5.61M0.17%+6,21013F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…87,044$5.54M0.47%-2,23013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…82,903$5.28M<0.01%+10,14413F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC73,301$4.67M0.02%+46,42113F-HRTimelineGroup
DAVENPORT & Co LLC72,067$4.59M0.03%+57,88513F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC71,834$4.57M1.79%+4,38613F-HRTimeline
SFG Wealth Management, LLC.64,952$4.13M2.02%-10,79613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP64,489$4.11M0.01%-1,13513F-HRTimelineGroup
Vienna Asset Management LLC60,015$3.82M3.02%+21,05513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO52,375$3.33M<0.01%+10,30013F-HRTimelineGroup
D.A. DAVIDSON & CO.51,796$3.3M0.03%+20,08013F-HRTimeline
Kingsview Wealth Management, LLC51,042$3.25M0.06%+13,83513F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC50,289$3.2M0.2%+20,56113F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…48,642$3.1M0.1%-2,16213F-HRTimelineGroup
Good Life Advisors, LLC47,679$3.04M0.21%+28,99313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.44,046$2.8M0.03%+29,85313F-HRTimelineGroup
Cambridge Investment Research Advisors,…41,418$2.64M0.01%+15,44613F-HRTimeline
MBL Wealth, LLC39,000$2.48M0.25%+11,17713F-HRTimeline
Crestwood Advisors Group, LLC38,954$2.48M0.05%+18,80613F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC37,519$2.39M1.01%new13F-HR/ATimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP36,602$2.33M<0.01%+1,17013F-HRTimelineGroup
Tyler-Stone Wealth Management29,982$1.91M0.34%+18,65413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC29,498$1.88M<0.01%-99813F-HR/ATimelineGroup
BridgePort Financial Solutions, LLC25,230$1.61M0.72%+9,24513F-HRTimeline
Ignite Planners, LLC24,636$1.57M0.31%new13F-HRTimeline
Eldridge Investment Advisors, Inc.23,568$1.5M0.35%-2,45213F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …23,188$1.48M0.04%+2,15713F-HRTimelineGroup
Capital Advisors, Ltd. LLC16,498$1.05M0.14%+2,48413F-HRTimeline
Fort Point Capital Partners LLC14,916$950K0.11%+2,80513F-HRTimeline
Herold Advisors, Inc.13,392$853K0.19%+8,68813F-HRTimeline
World Investment Advisors13,139$836K0.02%013F-HRTimeline
CORA CAPITAL ADVISORS LLC12,320$784K0.38%+4,49013F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…10,843$690K0.34%new13F-HRTimelineGroup
INTEGRITY WEALTH ADVISORS, INC.10,592$674K0.49%+2,36413F-HRTimeline
Private Advisor Group, LLC8,813$561K<0.01%+17113F-HRTimeline
Capital Advisors Wealth Management, LLC8,690$553K0.1%+1,38413F-HRTimeline
Snowden Capital Advisors LLC8,342$531K0.02%+3,08913F-HRTimeline
Csenge Advisory Group8,620$519K0.03%+95813F-HRTimeline
First Citizens Financial Corp8,110$516K0.29%new13F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC7,976$508K0.06%-1,07613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,806$497K<0.01%-20,50913F-HRTimelineGroup
OneDigital Investment Advisors LLC7,699$490K0.01%-1,19113F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC7,349$468K<0.01%new13F-HRTimelineGroup
Modern Wealth Management, LLC6,907$440K0.01%+3,46213F-HR/ATimeline
KINGSWOOD WEALTH ADVISORS, LLC6,607$421K0.04%new13F-HR/ATimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,353$404K<0.01%+2,03713F-HRTimeline
WNY Asset Management, LLC6,183$394K0.05%+2,71113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC5,108$325K<0.01%new13F-HR/ATimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.5,548$318K<0.01%-5,90513F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…4,965$316K0.01%+1,94113F-HRTimelineGroup
DENVER WEALTH MANAGEMENT, INC.4,883$311K0.14%013F-HRTimeline
HARBOUR INVESTMENTS, INC.4,627$295K0.01%-2,14013F-HRTimeline
Mariner, LLCin group Mariner, LLC4,259$271K<0.01%+82213F-HRTimelineGroup
Atlas Private Wealth Advisors4,200$267K0.04%new13F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI4,173$266K0.01%-1,54213F-HRTimeline
Steward Partners Investment Advisory, L…4,081$260K<0.01%+2,22713F-HRTimeline
CWM, LLCin group CWM, LLC3,915$249K<0.01%new13F-HRTimelineGroup
Carnegie Lake Advisors LLC3,775$240K0.1%+78513F-HRTimeline
Advisory Alpha, LLC3,738$238K0.01%013F-HR/ATimeline
CAPTRUST FINANCIAL ADVISORS3,736$238K<0.01%new13F-HRTimeline
Southland Equity Partners LLC3,387$216K0.05%new13F-HRTimeline
GENTRY PRIVATE WEALTH, LLC3,299$210K0.17%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC2,836$181K0.01%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,011$128K<0.01%new13F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.2,000$127K<0.01%new13F-HRTimelineGroup
PRIVATE TRUST CO NA1,994$127K0.01%-2313F-HRTimeline
COMERICA BANK1,807$115K<0.01%-2613F-HRTimeline
UBS Group AGin group UBS Group AG1,458$92.8K<0.01%+12613F-HRTimelineGroup
Continuum Advisory, LLC874$55.6K0.01%new13F-HRTimeline
3Chopt Investment Partners, LLC845$53.8K0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\799$50.8K<0.01%013F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.722$46K0.02%new13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…714$45.4K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC571$38.3K<0.01%013F-HRTimelineGroup
Financial Network Wealth Advisors LLC502$32K0.04%013F-HRTimeline
BLAIR WILLIAM & CO/IL500$31.8K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.278$17.7K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.191$12K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
AE Wealth Management LLC67$4.25K<0.01%-313F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.56$3.56K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC41$2.61K<0.01%-613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY35$2.23K<0.01%new13F-HRTimelineGroup
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC13$828<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.