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Disclosery

JPIN J P MORGAN EXCHANGE TRADED F

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COM (fund)

105 managers (106 13F filers) reported a position in JPIN shares at 2025-06-30, 3,702,021 shares in all. 13 filers opened a position and 10 filers sold out during the quarter.

Managers
105
13F filers
106
New
13
Added
27
Reduced
41
Sold out
10
Shares held by filers
3,702,021

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
WEALTH ENHANCEMENT ADVISORY SERVICES, L…488,451$31.5M0.05%-13,43813F-HRTimeline
UBS Group AGin group UBS Group AG477,080$30.6M0.01%-5,02913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY299,386$19.2M<0.01%-87613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/219,536$14.1M<0.01%-13,41913F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC209,350$13.4M0.02%-24,31713F-HRTimelineGroup
Sterneck Capital Management, LLC161,839$10.4M5.27%+5,66913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS157,813$10.1M0.02%-70313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO139,228$8.93M<0.01%+30,25813F-HRTimelineGroup
LPL Financial LLC134,848$8.65M<0.01%-2,02413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC115,859$7.43M<0.01%+6,91213F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth105,622$6.77M0.01%-8,93713F-HRTimelineGroup
Financially Speaking Inc105,134$6.74M4.44%+104,36513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA102,337$6.56M<0.01%-2,14513F-HR/ATimelineGroup
Savoie Capital LLC93,330$5.99M0.74%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.88,579$5.68M0.01%+28,06713F-HR/ATimelineGroup
LexAurum Advisors, LLC69,349$4.45M0.7%-32,40613F-HRTimeline
Allworth Financial LP48,835$3.13M0.02%+4013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN37,904$2.43M<0.01%+98813F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…29,617$1.9M<0.01%+68913F-HR/ATimelineGroup
5T Wealth, LLC29,564$1.9M0.97%+10,49813F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC29,129$1.87M0.78%-16,59713F-HRTimeline
Steward Partners Investment Advisory, L…27,163$1.74M0.01%-2,25013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC24,268$1.56M0.04%-3,39213F-HRTimelineGroup
AlphaCore Capital LLC22,457$1.44M0.05%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…22,249$1.43M<0.01%-39,91213F-HRTimelineGroup
Empire Financial Management Company, LLC20,849$1.34M0.39%-40013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC20,150$1.29M<0.01%+9,71513F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC20,114$1.29M0.05%-1,69913F-HRTimeline
Apella Capital, LLC18,311$1.16M0.03%-1613F-HRTimeline
Vise Technologies, Inc.17,869$1.15M0.05%13F-HRTimeline
Stonehearth Capital Management, LLC17,492$1.12M0.46%-1,27913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP16,980$1.08M<0.01%+2,11713F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV15,832$1.02M<0.01%-43313F-HRTimeline
RVW Wealth, LLC13,919$893K0.08%-31413F-HRTimeline
Blue Oak Capital, LLC13,734$881K0.46%-2,97413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding13,148$843K-1,115Timeline
NewEdge Advisors, LLC12,237$785K<0.01%+1,04413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC11,734$752K<0.01%-61513F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC11,574$742K<0.01%+45513F-HRTimelineGroup
Kathmere Capital Management, LLC11,381$730K0.06%+97813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management10,629$682K0.02%-5,95213F-HRTimelineGroup
SIGNET FINANCIAL MANAGEMENT, LLC10,311$661K0.08%-3,17113F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …9,706$622K0.13%-3,90613F-HRTimelineGroup
Edge Financial Advisors LLC9,653$620K0.33%-4113F-HRTimeline
SYNOVUS FINANCIAL CORP9,636$618K0.01%-41613F-HRTimeline
RHS Financial, LLC9,375$601K0.34%+1,44713F-HRTimeline
Independent Wealth Network Inc.9,193$590K0.21%-15713F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.8,758$562K0.01%013F-HRTimelineGroup
MN Wealth Advisors, LLC8,533$547K0.32%+1,82913F-HRTimeline
Private Advisor Group, LLC8,293$532K<0.01%new13F-HRTimeline
Gimbal Financial7,946$510K0.31%013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC7,610$488K0.06%+213F-HRTimeline
HHM Wealth Advisors, LLC7,585$486K0.06%-1,24613F-HRTimeline
Cambridge Investment Research Advisors,…7,365$472K<0.01%+19813F-HRTimeline
Schiavi & Co LLC7,076$454K0.15%013F-HRTimeline
Worth Financial Advisory Group, LLC6,656$427K0.26%-28413F-HRTimeline
MML INVESTORS SERVICES, LLC6,157$395K<0.01%-57813F-HRTimeline
Cetera Investment Advisers6,084$390K<0.01%-3,40313F-HRTimeline
Modern Wealth Management, LLC5,606$360K0.01%+113F-HR/ATimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,492$352K<0.01%-128,48813F-HRTimelineGroup
COMERICA BANK5,344$343K<0.01%013F-HRTimeline
Mendel Money Management5,014$322K0.14%-21313F-HRTimeline
American Trust4,301$276K0.03%new13F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC4,047$260K0.13%+36913F-HRTimeline
Trilogy Capital Inc.3,930$252K0.01%+7513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC3,907$251K<0.01%-13413F-HRTimelineGroup
INTERACTIVE FINANCIAL ADVISORS, INC.3,613$232K0.11%new13F-HRTimeline
Facet Wealth, Inc.3,564$225K0.01%new13F-HRTimeline
3Chopt Investment Partners, LLC3,340$214K0.05%+1,28513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.3,323$213K<0.01%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC3,311$212K<0.01%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,232$207K<0.01%+15013F-HRTimelineGroup
Summit Wealth Partners, LLC3,149$202K0.04%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,126$136K<0.01%-2713F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC1,628$104K<0.01%+2313F-HRTimelineGroup
MAI Capital Management1,529$98K<0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC1,048$68.8K0.02%new13F-HRTimeline
Global Retirement Partners, LLC1,059$67.9K<0.01%13F-HRTimeline
Farther Finance Advisors, LLC912$58.5K<0.01%-6013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV900$58K0.01%013F-HRTimeline
SYM FINANCIAL Corp843$54.1K0.01%013F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC718$46K0.01%new13F-HRTimeline
Smithfield Trust Co681$44K<0.01%013F-HRTimeline
IFP Advisors, Inc555$35.6K<0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…501$32.1K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC492$31.6K<0.01%-18913F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…486$31.2K<0.01%+613F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC401$25.7K<0.01%013F-HRTimelineGroup
N.E.W. Advisory Services LLC365$23.4K<0.01%013F-HRTimeline
AE Wealth Management LLC351$22.5K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.332$21.3K<0.01%13F-HRTimeline
CWM, LLCin group CWM, LLC310$20K<0.01%013F-HRTimelineGroup
Beacon Capital Management, LLC277$17.7K<0.01%+413F-HRTimeline
Clearstead Advisors, LLC100$6.41K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd83$5.32K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.80$5.13K<0.01%013F-HRTimeline
GeoWealth Management, LLC77$4.94K<0.01%-113F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.52$3.33K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC45$2.89K<0.01%new13F-HRTimelineGroup
Aptus Capital Advisors, LLC27$1.73K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC27$1.73K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC12$795<0.01%013F-HRTimeline
Park Square Financial Group, LLC10$641<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4$257<0.01%-613F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.