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Disclosery

JPEF J P MORGAN EXCHANGE TRADED F

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EQUITY FOCUS ETF (fund)

106 managers (109 13F filers) reported a position in JPEF shares at 2025-06-30, 11,945,245 shares in all. 13 filers opened a position and 10 filers sold out during the quarter.

Managers
106
13F filers
109
New
13
Added
50
Reduced
24
Sold out
10
Shares held by filers
11,945,245

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
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,958,565$137M0.05%+175,20413F-HRTimelineGroup
LPL Financial LLC1,195,133$83.8M0.03%+453,65913F-HRTimeline
MML INVESTORS SERVICES, LLC1,076,371$75.5M0.22%+76,18913F-HRTimeline
Beaumont Financial Advisors, LLC699,354$49.1M3.55%+353,38913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.558,669$39.2M0.07%+125,77113F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC532,493$37.3M0.05%+45,11413F-HRTimeline
Investment Planning Advisors, Inc.482,072$33.8M11.95%+36,30413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP367,880$25.7M0.02%+135,25513F-HRTimelineGroup
Cetera Investment Advisers334,092$23.4M0.04%+61,90613F-HRTimeline
Balance Wealth Partners LLC326,863$22.9M13.42%+166,39613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…322,194$22.6M0.05%new13F-HR/ATimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.314,949$22.1M0.3%+9,63313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC291,588$20.5M0.01%-86,59013F-HRTimelineGroup
Leverty Financial Group, LLC285,994$20.1M5.99%new13F-HRTimeline
Janney Montgomery Scott LLC253,545$17.8M0.05%+33,77213F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.236,329$16.6M0.09%+11,68013F-HRTimeline
MONECO ADVISORS, LLC227,618$16M1.49%+20,13413F-HRTimeline
NOVEM GROUP184,183$12.9M1.64%+3,88313F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…169,821$11.9M0.44%-2,12413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA163,896$11.5M<0.01%-5,52713F-HR/ATimelineGroup
COZAD ASSET MANAGEMENT INC137,753$9.66M0.84%+1,55113F-HR/ATimeline
SPC Financial, Inc.127,614$8.95M0.75%+7,47013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding95,344$6.69M+22,043Timeline
Empire Life Investments Inc.84,300$5.91M0.38%-37,23013F-HRTimeline
BridgePort Financial Solutions, LLC78,776$5.53M1.84%+53,54613F-HRTimeline
DAVENPORT & Co LLC76,280$5.35M0.03%+4,21313F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC74,549$5.23M1.9%+2,71513F-HRTimeline
D.A. DAVIDSON & CO.71,651$5.03M0.04%+19,85513F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding71,540$5.02M-15,504Timeline
MBL Wealth, LLC70,565$4.95M0.47%+31,56513F-HRTimeline
IFP Advisors, Inc70,280$4.93M0.14%-17,86213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO69,703$4.89M<0.01%+17,32813F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…69,335$4.86M<0.01%-13,56813F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP61,921$4.34M0.01%-2,56813F-HRTimelineGroup
Kingsview Wealth Management, LLC57,043$4M0.07%+6,00113F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding49,560$3.48M+918Timeline
Crestwood Advisors Group, LLC44,743$3.14M0.06%+5,78913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.40,273$2.82M0.02%-3,77313F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC39,719$2.79M0.19%-10,57013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP39,283$2.76M<0.01%+2,68113F-HRTimelineGroup
FLAGSHIP WEALTH ADVISORS, LLC37,652$2.64M1%+13313F-HRTimeline
Cambridge Investment Research Advisors,…36,008$2.53M0.01%-5,41013F-HRTimeline
Good Life Advisors, LLC34,844$2.44M0.15%-12,83513F-HRTimeline
Tyler-Stone Wealth Management33,602$2.36M0.38%+3,62013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …24,732$1.73M0.04%+1,54413F-HRTimelineGroup
Ignite Planners, LLC24,014$1.7M0.3%-62213F-HR/ATimeline
INTEGRITY WEALTH ADVISORS, INC.18,330$1.29M0.9%+7,73813F-HRTimeline
Capital Advisors, Ltd. LLC17,359$1.22M0.15%+86113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…16,120$1.13M<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…15,764$1.11M0.01%+11,68313F-HRTimeline
Fort Point Capital Partners LLC15,387$1.08M0.11%+47113F-HRTimeline
Herold Advisors, Inc.15,315$1.07M0.23%+1,92313F-HRTimeline
Morangie Management LLC15,020$1.05M0.91%new13F-HRTimeline
World Investment Advisors13,139$922K0.02%013F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…11,352$796K0.34%+50913F-HRTimelineGroup
Private Advisor Group, LLC10,436$732K<0.01%+1,62313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC9,373$657K<0.01%-20,12513F-HRTimelineGroup
Capital Advisors Wealth Management, LLC9,292$652K0.1%+60213F-HRTimeline
5T Wealth, LLC8,959$628K0.32%new13F-HRTimeline
Csenge Advisory Group8,620$578K0.03%013F-HRTimeline
First Citizens Financial Corp8,110$569K0.31%013F-HRTimeline
OneDigital Investment Advisors LLC8,008$562K0.01%+30913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…7,344$520K<0.01%+99113F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC7,349$515K<0.01%013F-HRTimelineGroup
Southland Equity Partners LLC7,187$504K0.11%+3,80013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…7,136$501K0.01%+2,17113F-HRTimelineGroup
Snowden Capital Advisors LLC6,943$487K0.01%-1,39913F-HRTimeline
Modern Wealth Management, LLC6,907$484K0.01%013F-HR/ATimeline
Atlas Private Wealth Advisors6,490$455K0.06%+2,29013F-HRTimeline
WNY Asset Management, LLC6,079$426K0.05%-10413F-HRTimeline
CORA CAPITAL ADVISORS LLC6,024$423K0.19%-6,29613F-HRTimeline
Vienna Asset Management LLC5,222$366K0.25%-54,79313F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.4,973$349K0.02%new13F-HRTimelineGroup
DENVER WEALTH MANAGEMENT, INC.4,883$342K0.14%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV4,759$334K<0.01%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC4,747$333K0.03%-1,86013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC4,596$322K0.04%-3,38013F-HRTimeline
Advisory Alpha, LLC4,553$319K0.01%+81513F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV4,357$306K0.04%new13F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI4,200$295K0.02%+2713F-HRTimeline
Mariner, LLCin group Mariner, LLC4,157$292K<0.01%-10213F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS4,064$285K<0.01%+32813F-HRTimeline
HARBOUR INVESTMENTS, INC.4,021$282K0.01%-60613F-HRTimeline
Carnegie Lake Advisors LLC3,775$265K0.1%013F-HRTimeline
GENTRY PRIVATE WEALTH, LLC3,299$231K0.18%013F-HRTimeline
CWM, LLCin group CWM, LLC3,132$220K<0.01%-78313F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC2,836$199K0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA1,994$140K0.01%013F-HRTimeline
3Chopt Investment Partners, LLC1,877$132K0.03%+1,03213F-HRTimeline
COMERICA BANK1,869$131K<0.01%+6213F-HRTimeline
UBS Group AGin group UBS Group AG1,189$83.4K<0.01%-26913F-HRTimelineGroup
Global Retirement Partners, LLC1,046$73.4K<0.01%13F-HRTimeline
HAZLETT, BURT & WATSON, INC.827$58K0.02%+10513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\799$56K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC787$55.2K<0.01%new13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…714$50.1K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC571$40K<0.01%013F-HRTimelineGroup
Financial Network Wealth Advisors LLC502$35.2K0.04%013F-HRTimeline
DiNuzzo Private Wealth, Inc.278$19.5K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.270$18.9K0.01%new13F-HRTimeline
AE Wealth Management LLC67$4.69K<0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.56$3.93K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC41$2.88K<0.01%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY35$2.46K<0.01%013F-HRTimelineGroup
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC13$912<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.