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Disclosery

JPEF J P MORGAN EXCHANGE TRADED F

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EQUITY FOCUS ETF (fund)

115 managers (118 13F filers) reported a position in JPEF shares at 2025-09-30, 11,032,062 shares in all. 16 filers opened a position and 3 filers sold out during the quarter.

Managers
115
13F filers
118
New
16
Added
35
Reduced
44
Sold out
3
Shares held by filers
11,032,062

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 INC2,177,270$161M0.05%+218,70513F-HRTimelineGroup
LPL Financial LLC1,180,869$87.5M0.03%-14,26413F-HRTimeline
MML INVESTORS SERVICES, LLC895,791$66.4M0.18%-180,58013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC552,813$41M0.05%+20,32013F-HRTimeline
Cetera Investment Advisers540,522$40M0.05%+206,43013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.542,682$39.5M0.06%-15,98713F-HRTimelineGroup
Beaumont Financial Advisors, LLC519,939$38.5M2.58%-179,41513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP467,570$34.6M0.02%+99,69013F-HRTimelineGroup
Balance Wealth Partners LLC344,092$25.5M6.3%+17,22913F-HRTimeline
Leverty Financial Group, LLC320,995$23.8M6.17%+35,00113F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.311,055$23M0.27%-3,89413F-HRTimelineGroup
Janney Montgomery Scott LLC299,140$22.2M0.05%+45,59513F-HRTimeline
MONECO ADVISORS, LLC223,779$16.6M1.38%-3,83913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA215,570$16M<0.01%+51,67413F-HRTimelineGroup
NOVEM GROUP182,244$13.5M1.61%-1,93913F-HRTimeline
SPC Financial, Inc.142,141$10.5M0.82%+14,52713F-HRTimeline
COZAD ASSET MANAGEMENT INC140,892$10.4M0.83%+3,13913F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…117,817$8.73M0.3%-52,00413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC115,023$8.52M<0.01%-176,56513F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding103,888$7.7M+8,544Timeline
DAVENPORT & Co LLC81,440$6.03M0.03%+5,16013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…78,159$5.79M<0.01%+8,82413F-HRTimelineGroup
MBL Wealth, LLC73,404$5.44M0.48%+2,83913F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC72,725$5.39M1.82%-1,82413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO71,237$5.28M<0.01%+1,53413F-HR/ATimelineGroup
Empire Life Investments Inc.69,700$5.16M0.3%-14,60013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding66,446$4.92M+16,886Timeline
Investment Planning Advisors, Inc.61,351$4.55M1.43%-420,72113F-HRTimeline
D.A. DAVIDSON & CO.59,803$4.43M0.03%-11,84813F-HRTimeline
SFG Wealth Management, LLC.55,964$4.15M1.8%new13F-HRTimeline
Crestwood Advisors Group, LLC54,972$4.07M0.07%+10,22913F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding54,939$4.07M-16,601Timeline
IFP Advisors, Inc49,752$3.69M0.1%-20,52813F-HR/ATimeline
Cambridge Investment Research Advisors,…49,694$3.68M0.01%+13,68613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP46,091$3.41M<0.01%-15,83013F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC41,925$3.11M0.19%+2,20613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP39,072$2.89M<0.01%-21113F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.38,260$2.83M0.02%-2,01313F-HRTimelineGroup
FLAGSHIP WEALTH ADVISORS, LLC37,623$2.79M0.92%-2913F-HRTimeline
Kingsview Wealth Management, LLC35,559$2.63M0.04%-21,48413F-HRTimeline
Mutual Advisors, LLC32,970$2.46M0.05%new13F-HRTimeline
D L CARLSON INVESTMENT GROUP INC31,465$2.33M0.39%new13F-HRTimeline
Steward Partners Investment Advisory, L…27,739$2.06M0.01%+11,97513F-HRTimeline
Farther Finance Advisors, LLC23,592$1.75M0.03%+22,80513F-HRTimeline
Ignite Planners, LLC23,164$1.72M0.28%-85013F-HRTimeline
INTEGRITY WEALTH ADVISORS, INC.18,402$1.36M0.49%+7213F-HRTimeline
Herold Advisors, Inc.16,292$1.21M0.28%+97713F-HRTimeline
Capital Advisors, Ltd. LLC16,292$1.21M0.14%-1,06713F-HRTimeline
First Citizens Financial Corp15,762$1.17M0.58%+7,65213F-HRTimeline
Morangie Management LLC15,020$1.11M0.96%013F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…13,389$992K0.36%+2,03713F-HRTimelineGroup
World Investment Advisors13,125$972K0.02%-1413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC11,411$845K<0.01%new13F-HRTimelineGroup
Southland Equity Partners LLC10,926$810K0.16%+3,73913F-HRTimeline
Capital Advisors Wealth Management, LLC10,503$778K0.11%+1,21113F-HRTimeline
CORA CAPITAL ADVISORS LLC10,199$756K0.32%+4,17513F-HRTimeline
Private Advisor Group, LLC10,139$751K<0.01%-29713F-HRTimeline
Apexium Financial, LP10,134$751K0.04%new13F-HRTimeline
5T Wealth, LLC9,697$718K0.31%+73813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,253$611K<0.01%-7,86713F-HRTimelineGroup
Snowden Capital Advisors LLC8,029$595K0.02%+1,08613F-HRTimeline
OneDigital Investment Advisors LLC8,008$593K0.01%013F-HRTimeline
Csenge Advisory Group7,801$578K0.03%-81913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV7,331$543K<0.01%+2,57213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…7,317$542K0.01%+18113F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…7,168$532K<0.01%-17613F-HRTimeline
Modern Wealth Management, LLC6,907$512K0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…6,719$498K0.01%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,825$432K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG5,546$411K<0.01%+4,35713F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.4,973$368K0.02%013F-HRTimelineGroup
DENVER WEALTH MANAGEMENT, INC.4,883$362K0.13%013F-HRTimeline
Atlas Private Wealth Advisors4,847$359K0.09%-1,64313F-HRTimeline
WNY Asset Management, LLC4,520$335K0.03%-1,55913F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC4,519$335K0.03%-7713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY4,489$333K<0.01%+4,45413F-HR/ATimelineGroup
RESOURCES MANAGEMENT CORP /CT/ /ADV4,357$323K0.04%013F-HR/ATimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …4,300$319K0.01%-20,43213F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC4,289$318K0.02%-45813F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC4,248$315K<0.01%-3,10113F-HRTimelineGroup
PARSONS CAPITAL MANAGEMENT INC/RI4,198$311K0.02%-213F-HRTimeline
Mariner, LLCin group Mariner, LLC4,012$297K<0.01%-14513F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.3,871$287K0.01%-15013F-HRTimeline
Advisory Alpha, LLC3,571$265K0.01%-98213F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV3,442$255K0.1%new13F-HRTimeline
GENTRY PRIVATE WEALTH, LLC3,299$244K0.17%013F-HRTimeline
Vienna Asset Management LLC3,286$243K0.15%-1,93613F-HRTimeline
Carnegie Lake Advisors LLC3,180$236K0.09%-59513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC3,138$232K<0.01%-6,23513F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS2,887$214K<0.01%-1,17713F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC2,836$210K0.01%013F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC2,725$202K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,479$184K0.01%new13F-HRTimelineGroup
3Chopt Investment Partners, LLC1,877$139K0.03%013F-HRTimeline
COMERICA BANK1,869$138K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA1,714$127K0.01%-28013F-HRTimeline
Global Retirement Partners, LLC1,046$77.5K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\799$59.2K<0.01%013F-HRTimelineGroup
Qube Research & Technologies Ltd724$53.6K<0.01%new13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…714$52.9K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC700$52K<0.01%-2,43213F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC571$42.3K<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN546$40.5K<0.01%new13F-HRTimelineGroup
Financial Network Wealth Advisors LLC502$37.2K0.04%013F-HRTimeline
DiNuzzo Private Wealth, Inc.278$20.2K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.270$20K0.01%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/200$14.8K<0.01%new13F-HR/ATimelineGroup
HAZLETT, BURT & WATSON, INC.162$12K<0.01%-66513F-HRTimeline
Root Financial Partners, LLC154$11.4K<0.01%new13F-HRTimeline
AE Wealth Management LLC67$4.95K<0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.56$4.15K<0.01%013F-HRTimelineGroup
Advisory Services Network, LLC55$4.08K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC41$3.04K<0.01%013F-HRTimelineGroup
Realta Investment Advisors22$1.63K<0.01%new13F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC13$964<0.01%013F-HRTimeline