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Disclosery

JPIN J P MORGAN EXCHANGE TRADED F

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COM (fund)

99 managers (100 13F filers) reported a position in JPIN shares at 2025-03-31, 3,948,999 shares in all. 10 filers opened a position and 10 filers sold out during the quarter.

Managers
99
13F filers
100
New
10
Added
30
Reduced
40
Sold out
10
Shares held by filers
3,948,999

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
WEALTH ENHANCEMENT ADVISORY SERVICES, L…501,889$28.7M0.05%-54,13013F-HRTimeline
UBS Group AGin group UBS Group AG482,109$27.5M0.01%-87,50613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY300,262$17.2M<0.01%-8,84813F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC233,667$13.4M0.03%-5,81213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/232,955$13.3M<0.01%+1,23813F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS158,516$9.06M0.02%+1,62613F-HRTimeline
Sterneck Capital Management, LLC156,170$8.92M4.82%+2,88713F-HRTimeline
LPL Financial LLC136,872$7.82M<0.01%-6,88713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC133,980$7.66M0.01%+97,68013F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth114,559$6.55M0.02%-2,16013F-HR/ATimelineGroup
FLOW TRADERS U.S. LLC112,559$6.43M0.27%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO108,970$6.23M<0.01%-6,10313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC108,947$6.23M<0.01%+12,92313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA104,482$5.97M<0.01%-4,33413F-HR/ATimelineGroup
LexAurum Advisors, LLC101,755$5.81M1.11%+2,36513F-HRTimeline
Savoie Capital LLC93,330$5M0.6%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…62,161$3.55M0.01%-14,25713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.60,512$3.46M0.01%+22,97113F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC52,263$2.99M0.01%-2,01213F-HR/ATimelineGroup
Allworth Financial LP48,795$2.9M0.02%-4,82613F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC45,726$2.61M1.18%-9,11213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN36,916$2.11M<0.01%+8,22613F-HRTimelineGroup
Steward Partners Investment Advisory, L…29,413$1.68M0.01%+97813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…28,928$1.65M<0.01%+35413F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC27,660$1.58M0.05%-4,96113F-HRTimelineGroup
AlphaCore Capital LLC22,457$1.28M0.11%new13F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC21,813$1.25M0.05%+9,36313F-HR/ATimeline
Empire Financial Management Company, LLC21,249$1.21M0.38%-82213F-HRTimeline
5T Wealth, LLC19,066$1.09M0.62%-30413F-HRTimeline
Stonehearth Capital Management, LLC18,771$1.07M0.44%-4413F-HRTimeline
Apella Capital, LLC18,327$1.01M0.03%-26413F-HRTimeline
Blue Oak Capital, LLC16,708$955K0.53%+3,46213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management16,581$947K0.03%+1,82813F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV16,265$929K<0.01%-11813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP14,863$855K<0.01%+4,58613F-HR/ATimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding14,263$815K-3,878Timeline
RVW Wealth, LLC14,233$813K0.08%-3,36313F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …13,612$778K0.18%+79213F-HRTimelineGroup
SIGNET FINANCIAL MANAGEMENT, LLC13,482$770K0.1%-1,79613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC12,349$706K<0.01%+44913F-HRTimelineGroup
NewEdge Advisors, LLC11,193$640K<0.01%-3,66313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC11,119$635K<0.01%+53113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC10,435$596K<0.01%+1,69013F-HRTimeline
Kathmere Capital Management, LLC10,403$594K0.05%+1,17213F-HRTimeline
SYNOVUS FINANCIAL CORP10,052$574K0.01%-7813F-HRTimeline
Vawter Financial, Ltd.9,773$558K0.31%013F-HRTimeline
Edge Financial Advisors LLC9,694$554K0.35%-70513F-HRTimeline
Cetera Investment Advisers9,487$542K<0.01%+18213F-HRTimeline
Independent Wealth Network Inc.9,350$534K0.21%+42013F-HRTimeline
HHM Wealth Advisors, LLC8,831$505K0.07%-28513F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.8,758$500K0.01%013F-HRTimelineGroup
Gimbal Financial7,946$454K0.41%013F-HRTimeline
RHS Financial, LLC7,928$453K0.25%+23213F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC7,608$435K0.05%-23113F-HRTimeline
Cambridge Investment Research Advisors,…7,167$410K<0.01%-18513F-HRTimeline
Schiavi & Co LLC7,076$404K0.15%013F-HRTimeline
Worth Financial Advisory Group, LLC6,940$397K0.25%+10613F-HRTimeline
MML INVESTORS SERVICES, LLC6,735$385K<0.01%+92913F-HRTimeline
MN Wealth Advisors, LLC6,704$383K0.23%-85113F-HRTimeline
Modern Wealth Management, LLC5,605$320K0.01%013F-HR/ATimeline
COMERICA BANK5,344$305K<0.01%-1,78513F-HRTimeline
Mendel Money Management5,227$299K0.14%-29513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC4,041$231K<0.01%-7613F-HRTimelineGroup
GWN SECURITIES INC.3,664$221K0.01%new13F-HRTimeline
Trilogy Capital Inc.3,855$220K0.01%-30013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC3,678$210K0.11%-60213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,082$176K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,153$123K<0.01%-7513F-HRTimelineGroup
3Chopt Investment Partners, LLC2,055$117K0.03%new13F-HRTimeline
NorthRock Partners, LLC1,661$94.9K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,605$92K<0.01%+513F-HRTimelineGroup
MAI Capital Management1,529$87.4K<0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT1,520$86.9K0.01%+1,16113F-HRTimeline
HM PAYSON & CO1,000$57.1K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC972$55.7K<0.01%-34713F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV900$51K0.01%013F-HRTimeline
SYM FINANCIAL Corp843$48.2K0.01%013F-HRTimeline
Financially Speaking Inc769$43.9K0.03%new13F-HRTimeline
Smithfield Trust Co681$39K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC681$38.9K<0.01%-1,04413F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…480$27.4K<0.01%+113F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC401$22.9K<0.01%013F-HRTimelineGroup
N.E.W. Advisory Services LLC365$20.9K<0.01%new13F-HRTimeline
AE Wealth Management LLC351$20.1K<0.01%013F-HRTimeline
EPG Wealth Management LLC342$19.5K0.01%+213F-HRTimeline
Founders Financial Alliance, LLC335$19.1K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC310$18K<0.01%013F-HRTimelineGroup
Beacon Capital Management, LLC273$15.6K<0.01%+113F-HRTimeline
SVB WEALTH LLC216$12.3K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC100$5.71K<0.01%new13F-HRTimeline
Qube Research & Technologies Ltd83$4.74K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.80$4.57K<0.01%new13F-HRTimeline
GeoWealth Management, LLC78$4.43K<0.01%-14513F-HRTimeline
Aptus Capital Advisors, LLC27$1.54K<0.01%-313F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC27$1.54K<0.01%-313F-HRTimeline
Frazier Financial Advisors, LLC12$698<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…10$571<0.01%+513F-HRTimelineGroup
Park Square Financial Group, LLC10$571<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.