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Disclosery

JPEF J P MORGAN EXCHANGE TRADED F

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EQUITY FOCUS ETF (fund)

121 managers (124 13F filers) reported a position in JPEF shares at 2025-12-31, 11,377,714 shares in all. 12 filers opened a position and 6 filers sold out during the quarter.

Managers
121
13F filers
124
New
12
Added
57
Reduced
34
Sold out
6
Shares held by filers
11,377,714

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 INC2,219,880$166M0.05%+42,61013F-HRTimelineGroup
LPL Financial LLC1,203,838$89.9M0.02%+22,96913F-HRTimeline
MML INVESTORS SERVICES, LLC872,986$65.2M0.16%-22,80513F-HRTimeline
Cetera Investment Advisers551,670$41.2M0.05%+11,14813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC530,018$39.6M0.05%-22,79513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.519,190$38.8M0.06%-23,49213F-HRTimelineGroup
Beaumont Financial Advisors, LLC513,115$38.3M2.52%-6,82413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP512,759$38.3M0.02%+45,18913F-HRTimelineGroup
Balance Wealth Partners LLC363,655$27.2M8.72%+19,56313F-HRTimeline
Leverty Financial Group, LLC322,105$24.1M5.75%+1,11013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.319,251$23.8M0.27%+8,19613F-HRTimelineGroup
Janney Montgomery Scott LLC241,963$18.1M0.04%-57,17713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA232,478$17.4M<0.01%+16,90813F-HRTimelineGroup
MONECO ADVISORS, LLC232,019$17.3M1.38%+8,24013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…220,287$16.5M0.03%new13F-HRTimelineGroup
NOVEM GROUP181,327$13.5M1.57%-91713F-HRTimeline
AlphaCore Capital LLC143,956$10.8M0.24%new13F-HRTimeline
COZAD ASSET MANAGEMENT INC140,740$10.5M0.81%-15213F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…119,713$8.94M0.29%+1,89613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC113,630$8.49M<0.01%-1,39313F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding104,977$7.84M+1,089Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…93,254$6.96M<0.01%+15,09513F-HR/ATimelineGroup
DAVENPORT & Co LLC88,240$6.59M0.04%+6,80013F-HRTimeline
Crestwood Advisors Group, LLC83,606$6.24M0.1%+28,63413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO79,092$5.91M<0.01%+7,85513F-HRTimelineGroup
MBL Wealth, LLC75,575$5.64M0.45%+2,17113F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC69,038$5.16M1.71%-3,68713F-HRTimeline
Investment Planning Advisors, Inc.63,724$4.76M1.39%+2,37313F-HRTimeline
Cambridge Investment Research Advisors,…63,019$4.71M0.01%+13,32513F-HRTimeline
D.A. DAVIDSON & CO.61,332$4.58M0.03%+1,52913F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding54,762$4.09M-11,684Timeline
IFP Advisors, Inc49,871$3.72M0.08%+11913F-HRTimeline
Empire Life Investments Inc.44,279$3.31M0.19%-25,42113F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding44,112$3.29M-10,827Timeline
THOROUGHBRED FINANCIAL SERVICES, LLC38,689$2.89M0.17%-3,23613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP38,271$2.86M<0.01%-80113F-HRTimelineGroup
FLAGSHIP WEALTH ADVISORS, LLC37,738$2.82M0.82%+11513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.36,535$2.73M0.02%-1,72513F-HRTimelineGroup
SFG Wealth Management, LLC.36,366$2.72M1.07%-19,59813F-HRTimeline
Mutual Advisors, LLC36,126$2.7M0.06%+3,15613F-HRTimeline
D L CARLSON INVESTMENT GROUP INC34,220$2.56M0.43%+2,75513F-HRTimeline
Kingsview Wealth Management, LLC34,199$2.55M0.04%-1,36013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP32,644$2.44M<0.01%-13,44713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN31,659$2.36M<0.01%+31,11313F-HRTimelineGroup
Steward Partners Investment Advisory, L…30,619$2.29M0.01%+2,88013F-HRTimeline
Farther Finance Advisors, LLC26,553$1.98M0.02%+2,96113F-HRTimeline
Ignite Planners, LLC22,814$1.72M0.26%-35013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…21,365$1.6M<0.01%+13,11213F-HRTimelineGroup
Herold Advisors, Inc.17,908$1.34M0.3%+1,61613F-HRTimeline
First Citizens Financial Corp17,443$1.3M0.64%+1,68113F-HRTimeline
Capital Advisors, Ltd. LLC15,294$1.14M0.13%-99813F-HRTimeline
Morangie Management LLC15,020$1.12M0.89%013F-HRTimeline
CORA CAPITAL ADVISORS LLC14,777$1.1M0.43%+4,57813F-HRTimeline
Southland Equity Partners LLC14,555$1.09M0.21%+3,62913F-HRTimeline
5T Wealth, LLC13,415$1M0.4%+3,71813F-HRTimeline
World Investment Advisors13,217$987K0.02%+9213F-HR/ATimeline
Willow Financial LLC12,952$967K0.98%13F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…12,865$961K0.35%-52413F-HRTimelineGroup
Capital Advisors Wealth Management, LLC10,928$816K0.11%+42513F-HRTimeline
Private Advisor Group, LLC10,280$768K<0.01%+14113F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV10,231$764K0.29%+6,78913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…10,134$756K<0.01%new13F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…9,613$718K0.01%+2,29613F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC9,478$708K0.02%+6,99913F-HR/ATimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC9,235$690K<0.01%+3,41013F-HRTimelineGroup
Modern Wealth Management, LLC8,674$648K0.01%+1,76713F-HRTimeline
INTEGRITY WEALTH ADVISORS, INC.8,441$630K0.44%-9,96113F-HRTimeline
OneDigital Investment Advisors LLC8,093$604K0.01%+8513F-HRTimeline
Snowden Capital Advisors LLC7,864$587K0.02%-16513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV7,383$551K<0.01%+5213F-HRTimeline
Csenge Advisory Group7,309$546K0.02%-49213F-HRTimeline
Atlas Private Wealth Advisors5,987$447K0.1%+1,14013F-HRTimeline
Vienna Asset Management LLC5,631$421K0.24%+2,34513F-HRTimeline
Orion Porfolio Solutions, LLC5,431$406K<0.01%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC5,224$390K<0.01%new13F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.4,973$371K0.02%013F-HRTimelineGroup
DENVER WEALTH MANAGEMENT, INC.4,883$365K0.13%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY4,605$344K<0.01%+11613F-HR/ATimelineGroup
PARSONS CAPITAL MANAGEMENT INC/RI4,469$334K0.02%+27113F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC4,366$326K0.03%-15313F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV4,357$325K0.04%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC4,248$317K<0.01%013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,197$316K<0.01%-2,97113F-HRTimeline
NCP Inc.4,154$310K0.25%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC4,139$309K<0.01%+12713F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …3,830$286K0.01%-47013F-HRTimelineGroup
Advisory Alpha, LLC3,729$279K0.01%+15813F-HRTimeline
HARBOUR INVESTMENTS, INC.3,639$272K0.01%-23213F-HRTimeline
NORTHLAND SECURITIES, INC.3,392$253K0.24%13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.3,302$247K0.01%new13F-HRTimelineGroup
GoalVest Advisory LLC3,299$246K0.05%new13F-HRTimeline
GENTRY PRIVATE WEALTH, LLC3,299$246K0.16%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC3,216$240K0.01%-1,07313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC2,950$220K<0.01%+22513F-HRTimeline
CIBC WORLD MARKET INC.2,874$215K<0.01%new13F-HRTimeline
HBK Sorce Advisory LLC2,818$213K<0.01%new13F-HRTimeline
Carnegie Lake Advisors LLC2,850$213K0.08%-33013F-HRTimeline
UBS Group AGin group UBS Group AG2,089$156K<0.01%-3,45713F-HRTimelineGroup
3Chopt Investment Partners, LLC1,885$141K0.03%+813F-HRTimeline
COMERICA BANK1,869$140K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,797$134K0.01%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,721$129K<0.01%+1,52113F-HRTimelineGroup
PRIVATE TRUST CO NA1,714$128K0.01%013F-HRTimeline
Qube Research & Technologies Ltd933$69.7K<0.01%+20913F-HRTimeline
Root Financial Partners, LLC879$65.7K<0.01%+72513F-HRTimeline
Global Retirement Partners, LLC872$65.1K<0.01%-17413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\804$60.1K<0.01%+513F-HRTimelineGroup
GODSEY & GIBB, INC773$57.7K0.01%new13F-HRTimeline
1015 Capital Partners, LLC750$56K0.06%13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…714$53.3K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC700$52K<0.01%013F-HRTimelineGroup
Financial Network Wealth Advisors LLC502$37.5K0.04%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…391$29.2K<0.01%-6,32813F-HRTimelineGroup
DiNuzzo Private Wealth, Inc.278$20.8K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.270$20.2K0.01%013F-HRTimeline
Realta Investment Advisors203$15.2K<0.01%+18113F-HRTimeline
HAZLETT, BURT & WATSON, INC.116$9K<0.01%-4613F-HRTimeline
AE Wealth Management LLC114$8.5K<0.01%+4713F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.56$4.18K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC41$3.06K<0.01%013F-HRTimelineGroup
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC13$971<0.01%013F-HRTimeline