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Disclosery

JPIN J P MORGAN EXCHANGE TRADED F

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COM (fund)

100 managers (101 13F filers) reported a position in JPIN shares at 2024-12-31, 3,901,486 shares in all. 10 filers opened a position and 7 filers sold out during the quarter.

Managers
100
13F filers
101
New
10
Added
35
Reduced
30
Sold out
7
Shares held by filers
3,901,486

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
UBS Group AGin group UBS Group AG569,615$30.5M0.01%-48,51713F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…556,019$29.8M0.06%-28,27113F-HR/ATimeline
MORGAN STANLEYin group MORGAN STANLEY309,110$16.6M<0.01%-16,32413F-HR/ATimelineGroup
Cerity Partners LLCin group Cerity Partners LLC239,479$12.8M0.03%-29,66613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/231,717$12.4M<0.01%-187,02713F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS156,890$8.4M0.02%+12,09213F-HRTimeline
Sterneck Capital Management, LLC153,283$8.21M4.44%+3,31613F-HRTimeline
LPL Financial LLC143,759$7.7M<0.01%+3,50713F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth116,719$6.25M0.02%new13F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO115,073$6.16M<0.01%+18,19413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA108,816$5.83M<0.01%+13,09113F-HRTimelineGroup
LexAurum Advisors, LLC99,390$5.32M1.05%+8,86313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC96,024$5.14M<0.01%13F-HR/ATimelineGroup
Savoie Capital LLC93,330$5M0.6%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…76,418$4.09M0.01%-18,05213F-HRTimelineGroup
WEALTHEDGE INVESTMENT ADVISORS, LLC54,838$2.94M1.32%13F-HRTimeline
Allworth Financial LP53,621$2.92M0.02%+6913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC54,275$2.91M<0.01%+48,28613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.37,541$2.01M<0.01%+70313F-HR/ATimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC36,300$1.94M<0.01%new13F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC32,621$1.75M0.05%-6,76813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN28,690$1.54M<0.01%-1,74313F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…28,574$1.53M<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…28,435$1.52M0.01%+4213F-HRTimeline
Empire Financial Management Company, LLC22,071$1.18M0.37%+35513F-HRTimeline
5T Wealth, LLC19,370$1.04M0.57%13F-HRTimeline
Stonehearth Capital Management, LLC18,815$1.01M0.4%-3813F-HRTimeline
Apella Capital, LLC18,591$996K0.04%+7613F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding18,141$972K-528Timeline
RVW Wealth, LLC17,596$942K0.09%+8613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV16,383$877K<0.01%-1,77813F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC15,278$818K0.1%013F-HRTimeline
NewEdge Advisors, LLC14,856$796K<0.01%+9,32213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management14,753$790K0.02%-2913F-HRTimelineGroup
Blue Oak Capital, LLC13,246$709K0.43%13F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …12,820$687K0.16%+1,28613F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC12,450$667K0.03%+1,10113F-HR/ATimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC11,900$637K<0.01%-3,11313F-HRTimelineGroup
Vise Technologies, Inc.10,746$576K0.05%-5313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC10,588$567K<0.01%+6,25913F-HRTimelineGroup
Edge Financial Advisors LLC10,399$557K0.5%+10813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP10,277$550K<0.01%+5,70613F-HRTimelineGroup
SYNOVUS FINANCIAL CORP10,130$543K0.01%-8,99213F-HRTimeline
Vawter Financial, Ltd.9,773$523K0.31%013F-HRTimeline
Cetera Investment Advisers9,305$498K<0.01%-43013F-HRTimeline
Kathmere Capital Management, LLC9,231$494K0.04%+35213F-HRTimeline
HHM Wealth Advisors, LLC9,116$488K0.07%-1,55713F-HRTimeline
Independent Wealth Network Inc.8,930$478K0.19%+2,73313F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.8,758$469K0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC8,745$468K<0.01%-3,57413F-HRTimeline
Gimbal Financial7,946$426K0.35%013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC7,839$420K0.05%+6013F-HRTimeline
RHS Financial, LLC7,696$412K0.21%-3,78113F-HRTimeline
MN Wealth Advisors, LLC7,555$405K0.23%+80513F-HRTimeline
Cambridge Investment Research Advisors,…7,352$394K<0.01%+22913F-HRTimeline
COMERICA BANK7,129$382K<0.01%013F-HR/ATimeline
Schiavi & Co LLC7,076$379K0.15%013F-HRTimeline
Worth Financial Advisory Group, LLC6,834$366K0.23%-38713F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC6,252$335K0.01%new13F-HRTimelineGroup
MML INVESTORS SERVICES, LLC5,806$311K<0.01%+20213F-HRTimeline
Modern Wealth Management, LLC5,605$300K0.01%new13F-HR/ATimeline
Mendel Money Management5,522$296K0.13%-18713F-HRTimeline
Advisory Services Network, LLC5,071$272K0.01%new13F-HRTimeline
Wealthspire Advisors, LLC4,977$267K<0.01%+2113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …4,882$261K0.01%+3913F-HRTimelineGroup
American Trust4,798$257K0.02%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC4,697$252K0.01%-1,03813F-HRTimelineGroup
BELLEVUE ASSET MANAGEMENT, LLC4,280$229K0.12%-4413F-HRTimeline
Trilogy Capital Inc.4,155$223K0.01%-3,96713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC4,117$221K<0.01%-1,31313F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,082$165K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,228$119K<0.01%-91713F-HRTimelineGroup
FMR LLCin group FMR LLC1,725$92.4K<0.01%+1,13913F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC1,600$86K<0.01%+3013F-HRTimelineGroup
MAI Capital Management1,529$81.9K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC1,319$70.6K<0.01%+19413F-HRTimeline
HM PAYSON & CO1,000$53.6K<0.01%013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV900$48K0.01%-85013F-HRTimeline
SYM FINANCIAL Corp843$45.2K0.01%013F-HRTimeline
Smithfield Trust Co681$36K<0.01%-17113F-HRTimeline
Eagle Bay Advisors LLC526$28.2K0.02%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…479$25.7K<0.01%+213F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC401$21.5K<0.01%013F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT359$19.2K<0.01%013F-HRTimeline
AE Wealth Management LLC351$18.8K<0.01%new13F-HRTimeline
EPG Wealth Management LLC340$18.2K<0.01%+613F-HRTimeline
Founders Financial Alliance, LLC335$17.9K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC310$17K<0.01%013F-HRTimelineGroup
Beacon Capital Management, LLC272$14.6K<0.01%+413F-HRTimeline
GeoWealth Management, LLC223$11.9K<0.01%+5713F-HRTimeline
Coppell Advisory Solutions LLC215$11.5K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…170$9.11K<0.01%-17713F-HRTimeline
Qube Research & Technologies Ltd83$4.45K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…34$1.82K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC30$1.61K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC30$1.61K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC12$653<0.01%013F-HRTimeline
Park Square Financial Group, LLC10$536<0.01%13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…5$268<0.01%-213F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.