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Disclosery

JPIE J P MORGAN EXCHANGE TRADED F

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ETF (fund)

267 managers (270 13F filers) reported a position in JPIE shares at 2024-12-31, 42,023,385 shares in all. 33 filers opened a position and 13 filers sold out during the quarter.

Managers
267
13F filers
270
New
33
Added
137
Reduced
53
Sold out
13
Shares held by filers
42,023,385

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
WEST MICHIGAN ADVISORS, LLC7,622$349K0.11%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.7,180$328K<0.01%-5,14413F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC7,172$327K0.04%+1,51913F-HRTimeline
Legacy Financial Strategies, LLC6,920$316K0.07%+33213F-HRTimeline
Matisse Capital6,700$306K0.16%013F-HRTimeline
Essex LLC6,545$299K0.06%new13F-HRTimeline
Prentice Wealth Management LLC6,507$297K0.09%-178,51013F-HRTimeline
COMERICA BANK6,475$295K<0.01%+42113F-HR/ATimeline
Advisory Alpha, LLC6,375$291K0.01%-2,20713F-HRTimeline
Manchester Capital Management LLC6,200$283K0.03%013F-HRTimeline
EHRLICH FINANCIAL GROUP6,034$275K0.2%013F-HRTimeline
Global Retirement Partners, LLC5,945$271K0.01%+89013F-HRTimeline
SeaCrest Wealth Management, LLC5,780$264K0.03%+1,39013F-HRTimeline
IFP Advisors, Inc5,755$263K0.01%+51913F-HRTimeline
Confluence Wealth Services, Inc.5,675$260K0.02%+25113F-HRTimeline
Burt Wealth Advisors5,681$259K0.07%013F-HRTimeline
Transform Wealth, LLC5,640$259K0.01%+49213F-HRTimeline
CHOREO, LLC5,540$254K<0.01%013F-HRTimeline
Penney Financial, LLC5,485$250K0.17%+71013F-HRTimeline
AdvisorNet Financial, Inc5,422$247K0.02%+1,26313F-HRTimeline
MONEY CONCEPTS CAPITAL CORP5,291$241K0.02%new13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP5,247$239K<0.01%new13F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.5,225$238K0.02%+7513F-HRTimelineGroup
LaSalle St. Investment Advisors, LLC5,155$235K0.07%+2413F-HRTimeline
Dynamic Financial Group5,135$234K0.24%13F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC4,913$224K0.04%+12513F-HRTimeline
Argent Advisors, Inc.4,726$216K0.08%-1,59013F-HRTimeline
49 WEALTH MANAGEMENT, LLC4,705$215K0.03%-9,99613F-HRTimeline
&PARTNERS4,693$214K<0.01%new13F-HRTimeline
MGO ONE SEVEN LLC4,689$214K0.01%-2,57713F-HRTimeline
Burns Matteson Capital Management, LLC4,440$203K0.11%013F-HRTimeline
ADG Wealth Management Group, LLC4,429$202K0.18%13F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC4,389$200K0.1%-66213F-HRTimeline
Van Hulzen Asset Management, LLC3,894$178K0.01%new13F-HRTimeline
NorthRock Partners, LLC2,331$107K<0.01%013F-HR/ATimeline
CENTRAL TRUST Co2,333$106K<0.01%+1,08513F-HRTimeline
Sunbelt Securities, Inc.1,402$64.2K0.01%+513F-HRTimeline
EPG Wealth Management LLC1,300$59.3K0.02%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,288$58.8K<0.01%-19113F-HRTimelineGroup
NFSG Corp1,030$47K0.01%+26013F-HRTimeline
Mascoma Wealth Management LLC1,000$45.6K0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC1,000$45.6K0.02%+20013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC921$42K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA867$39.6K<0.01%+9613F-HRTimeline
LGT Financial Advisors LLC859$39.2K0.09%-16013F-HRTimeline
Wilmington Savings Fund Society, FSB813$37.1K<0.01%-913F-HRTimeline
MidAtlantic Capital Management, Inc.764$34.9K0.03%new13F-HRTimeline
Steward Partners Investment Advisory, L…584$26.6K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC500$22.8K0.01%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC488$22.3K<0.01%new13F-HRTimelineGroup
NEW WAVE WEALTH ADVISORS LLC317$14.5K0.01%new13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …238$10.9K<0.01%013F-HRTimelineGroup
Centricity Wealth Management, LLC218$9.95K0.01%13F-HRTimeline
Salomon & Ludwin, LLC210$9.58K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG170$7.75K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC162$7.39K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC100$4.56K<0.01%013F-HRTimelineGroup
Riggs Asset Managment Co. Inc.84$3.85K<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC72$3.29K<0.01%13F-HRTimeline
Sound Income Strategies, LLC57$2.6K<0.01%013F-HRTimeline
WealthShield Partners, LLC53$2.43K<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC25$1.13K<0.01%new13F-HR/ATimeline
Spire Wealth Managementin group Spire Wealth Management11$502<0.01%013F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.9$411<0.01%013F-HRTimeline
FMR LLCin group FMR LLC2$91<0.01%+113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$21<0.01%-113F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.