Skip to content
Disclosery

JPLD J P MORGAN EXCHANGE TRADED F

Follow

ETF (fund)

161 managers (161 13F filers) reported a position in JPLD shares at 2026-06-30, 63,530,319 shares in all. 34 filers opened a position and 18 filers sold out during the quarter.

Managers
161
13F filers
161
New
34
Added
70
Reduced
37
Sold out
18
Shares held by filers
63,530,319

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO43,927,253$2.29B0.13%-1,403,12513F-HRTimelineGroup
FMR LLCin group FMR LLC2,401,346$125M0.01%+2,396,65513F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS1,569,546$81.9M0.13%-57,43413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,528,082$79.8M<0.01%+84,27713F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp1,114,155$58.1M0.17%+453,26513F-HRTimelineGroup
LPL Financial LLC1,040,372$54.3M0.01%-114,43413F-HRTimeline
Schiavi & Co LLC972,807$50.8M13.42%+77,18713F-HRTimeline
Composition Wealth, LLC970,536$50.7M0.59%+52,23913F-HRTimeline
UBS Group AGin group UBS Group AG908,104$47.4M0.01%+72,89613F-HRTimelineGroup
Wealthquest Corp696,093$36.3M2.29%new13F-HRTimeline
MBM WEALTH CONSULTANTS, LLC513,387$26.8M5.17%+174,31413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/399,217$20.8M<0.01%-3,60013F-HRTimelineGroup
Scott Capital Advisors, LLC321,805$16.8M2.63%+282,60213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP297,241$15.5M0.01%+40,66613F-HRTimelineGroup
Essential Planning, LLC.296,964$15.5M4.38%+68,10713F-HRTimeline
TD Capital Management LLC273,341$14.3M1.17%+9,62213F-HRTimeline
Spinnaker Investment Group, LLC269,007$14M2.25%new13F-HRTimeline
Per Stirling Capital Management, LLC.263,352$13.7M1.31%new13F-HRTimeline
Intellus Advisors LLC244,244$12.7M1.55%+10,79813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC235,613$12.3M<0.01%-2,46113F-HRTimelineGroup
FMA Wealth Management, LLC233,539$12.2M7.8%-4,16213F-HRTimeline
Stonebridge Financial Group, LLC231,761$12.1M0.92%-19,66513F-HRTimeline
HighTower Advisors, LLC211,649$11M0.01%+1,99313F-HRTimeline
Bulwark Capital Corp196,887$10.3M5.78%-39,32713F-HRTimeline
Wealth Advisors of Tampa Bay, LLC192,111$10M3.07%+7,17713F-HRTimeline
OakTrust Wealth Advisors, LLC184,590$9.63M8.3%+19,60813F-HRTimeline
Private Advisor Group, LLC181,890$9.49M0.04%+3,64713F-HRTimeline
Juno Financial Group LLC177,780$9.28M3.29%+11,33513F-HRTimeline
Kraft, Davis & Associates, LLC175,879$9.14M1.91%+131,60513F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC153,466$8.01M1.43%+18,48313F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC141,013$7.36M0.21%+3,89413F-HRTimeline
Cetera Investment Advisers140,347$7.32M0.01%+19,79713F-HRTimeline
MONECO ADVISORS, LLC137,540$7.18M0.44%+29,95113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC115,846$6.05M0.01%-7,84813F-HRTimeline
Whipplewood Advisors, LLC115,738$6.04M4.07%-34,61613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.115,505$6.03M0.01%+29,03913F-HRTimelineGroup
Apella Capital, LLC99,443$5.17M0.07%-28313F-HRTimeline
KINTRA WEALTH, LLC98,702$5.14M0.27%new13F-HRTimeline
Bleakley Financial Group, LLC93,775$4.89M0.06%-2,56513F-HRTimeline
Sunrise Financial Services, LLC93,755$4.89M2.91%+8,02113F-HRTimeline
Steward Partners Investment Advisory, L…86,516$4.52M0.02%+28613F-HRTimeline
WBH ADVISORY INC85,565$4.47M0.3%new13F-HRTimeline
AE Wealth Management LLC83,636$4.36M0.02%+2,85413F-HRTimeline
Members Advisory Group LLC81,398$4.25M1.19%-3,29513F-HRTimeline
Turning Point Benefit Group, Inc.76,806$4M1.72%new13F-HRTimeline
Grey Ledge Advisors, LLC75,720$3.95M0.79%+5,23713F-HRTimeline
Diversified Portfolios, Inc.59,893$3.13M0.23%+3,88613F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …57,903$3.02M0.06%-8,62313F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.56,391$2.94M0.02%-24,15813F-HRTimelineGroup
Nautilus Advisors LLC56,020$2.91M1.72%-5,47113F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC54,982$2.87M0.09%+24,16013F-HRTimelineGroup
Insight Wealth Partners, LLC53,268$2.78M0.37%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC53,257$2.78M0.11%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.48,689$2.54M0.04%+12,08813F-HRTimeline
Rossby Financial, LCC48,568$2.53M0.46%+19,82913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC47,835$2.5M<0.01%+7,58313F-HRTimelineGroup
WINEBRENNER CAPITAL MANAGEMENT LLC45,345$2.37M1.44%-6213F-HRTimeline
Cedarwood Wealth LLC43,630$2.28M1.72%new13F-HRTimeline
Savvy Advisors, Inc.42,564$2.22M0.05%+4,68413F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC41,833$2.18M0.07%-1,85713F-HRTimelineGroup
KANE INVESTMENT MANAGEMENT, INC.41,226$2.15M0.92%+4,91313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…40,808$2.13M<0.01%+9,16513F-HRTimelineGroup
&PARTNERS36,067$1.88M0.01%+3,10213F-HRTimeline
MML INVESTORS SERVICES, LLC35,931$1.88M<0.01%+13,96313F-HRTimeline
D.A. DAVIDSON & CO.35,216$1.84M0.01%-40913F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…30,517$1.59M0.02%+32013F-HRTimelineGroup
BFSG, LLC28,856$1.51M0.13%+25,08513F-HRTimeline
IRON Financial LLC26,202$1.37M0.56%+36813F-HRTimeline
Cambridge Investment Research Advisors,…25,980$1.36M<0.01%+3,13913F-HR/ATimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …25,775$1.35M0.19%-25,04013F-HRTimelineGroup
Saiph Capital, LLC24,668$1.29M0.39%+3613F-HRTimeline
TCP Asset Management, LLC24,151$1.26M0.14%-16,89413F-HRTimeline
Janney Montgomery Scott LLC23,924$1.25M<0.01%-46,20213F-HRTimeline
HAZLETT, BURT & WATSON, INC.22,960$1.2M0.32%+4,55813F-HRTimeline
Accretive Wealth Partners, LLC21,441$1.12M0.27%-3,37213F-HRTimeline
PRAIRIEVIEW WEALTH PARTNERS, LLC21,115$1.1M0.82%+3,76813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP20,600$1.08M<0.01%+3,40213F-HRTimelineGroup
WCG Wealth Advisors LLC19,246$1M0.02%+18613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP18,500$966K<0.01%-40313F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…18,078$943K<0.01%013F-HRTimelineGroup
PROTECTIVE LIFE CORP17,813$930K6.64%-10,61513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …16,725$873K0.01%+7,99513F-HRTimelineGroup
KWB Wealth16,643$869K0.07%+4,50013F-HRTimeline
Galvin, Gaustad & Stein, LLC16,470$860K0.06%new13F-HRTimeline
WJ Wealth Management, LLC16,089$840K0.33%-1,18213F-HRTimeline
J.W. COLE ADVISORS, INC.15,414$804K0.01%new13F-HRTimeline
Valor Advisors LLC15,232$795K0.59%-7,61613F-HRTimeline
BlueStem Wealth Partners, LLC15,059$786K0.08%+3,25013F-HRTimeline
Vawter Financial, Ltd.12,991$678K0.26%+9413F-HRTimeline
PRIVATE TRUST CO NA12,526$654K0.05%013F-HRTimeline
Cedar Mountain Advisors, LLC12,267$640K0.11%+11,31613F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers10,806$564K<0.01%new13F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC10,510$548K<0.01%+73413F-HRTimelineGroup
Lakeside Advisors, INC.10,500$548K0.34%new13F-HRTimeline
Cloud Capital Management, LLC10,454$545K0.2%-2013F-HRTimeline
Moors & Cabot, Inc.10,370$541K0.02%new13F-HRTimeline
Cottage Street Advisors LLC10,027$523K0.2%new13F-HRTimeline
Trellis Wealth Advisors LLC9,841$514K0.18%new13F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…9,746$509K0.01%+52813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA9,451$493K<0.01%+1,21813F-HRTimelineGroup
PFG Advisors9,446$493K0.02%+32813F-HRTimeline
Creative Planningin group Creative Planning9,390$490K<0.01%+14113F-HRTimelineGroup
Arax Advisory Partners8,633$451K<0.01%+2,34213F-HRTimeline
IHT Wealth Management, LLC8,596$449K0.01%new13F-HRTimeline
CIBC WORLD MARKET INC.7,911$413K<0.01%-31213F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.7,901$412K<0.01%+60313F-HRTimelineGroup
Family Office Research LLC7,736$404K0.15%013F-HRTimeline
Diversified Enterprises, LLC7,195$376K0.02%+40613F-HRTimeline
HUB Investment Partners, LLC7,102$371K0.01%new13F-HRTimeline
PLANNING DIRECTIONS INC6,871$359K0.17%+2,72613F-HRTimeline
Centerpoint Advisory Group6,821$356K0.23%-1,17413F-HRTimeline
HARBOUR INVESTMENTS, INC.6,670$348K<0.01%+1,47013F-HRTimeline
Sandy Cove Advisors, LLC6,571$343K0.09%+16013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN6,398$334K<0.01%+5,53613F-HRTimelineGroup
Martin Investment Management, LLC6,093$318K0.11%013F-HRTimeline
PFG Investments, LLC5,303$277K0.01%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,251$274K<0.01%-4,84113F-HRTimelineGroup
Beacon Financial Advisory LLC5,200$271K0.05%+27513F-HRTimeline
McHugh Group, LLC5,000$261K0.13%new13F-HRTimeline
Maridea Wealth Management LLC4,850$253K0.03%-2,50413F-HRTimeline
Perigon Wealth Management, LLC4,793$250K<0.01%-52413F-HRTimeline
Rollins Financial Advisors, LLC4,775$249K0.03%-7,62913F-HRTimeline
GWN SECURITIES INC.4,767$249K0.04%+71313F-HRTimeline
Fortis Group Advisors, LLC4,592$240K0.04%new13F-HRTimeline
Western Wealth Management, LLC4,384$229K0.01%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding4,128$215K+133Timeline
Continuum Advisory, LLC2,795$146K0.01%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC2,582$135K<0.01%new13F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,127$111K<0.01%+1913F-HRTimelineGroup
Archer Investment Corp2,040$106K0.02%013F-HR/ATimeline
Integrated Wealth Concepts LLC1,876$97.9K<0.01%new13F-HRTimeline
IMA Advisory Services, Inc.1,700$88.7K0.01%new13F-HRTimeline
Geneos Wealth Management Inc.1,594$83.2K<0.01%013F-HRTimeline
Portfolio Resources Advisor Group, Inc.1,538$80.3K0.07%013F-HRTimeline
BLUELINE ADVISORS LLC1,322$69K0.05%new13F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC1,214$63.4K0.01%-11413F-HRTimeline
NewEdge Advisors, LLC1,128$58.9K<0.01%+48013F-HRTimeline
Global Retirement Partners, LLC1,102$57.5K<0.01%13F-HRTimeline
Graney & King, LLC1,099$57.4K0.02%013F-HRTimeline
Bogart Wealth, LLC1,000$52.2K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV931$48.6K<0.01%+1913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\894$46.7K<0.01%+23513F-HRTimelineGroup
Wagner Wealth Management, LLC862$45K0.01%013F-HRTimeline
Allworth Financial LP723$37.7K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC590$30.8K<0.01%new13F-HRTimeline
MCF Advisors LLC575$30K<0.01%+713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…478$24.9K<0.01%new13F-HRTimelineGroup
Nemes Rush Group LLC384$20K<0.01%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS296$15.4K<0.01%new13F-HRTimeline
Strengthening Families & Communities, L…251$13.1K<0.01%new13F-HRTimeline
NFSG Corp230$12K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC218$11.4K<0.01%013F-HRTimeline
Triumph Capital Management200$10.4K<0.01%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…133$6.94K0.02%013F-HR/ATimelineGroup
ASSETMARK, INCin group ASSETMARK, INC110$5.74K<0.01%-7213F-HRTimelineGroup
OAKWORTH CAPITAL, INC.85$4.44K<0.01%013F-HRTimeline
Elevated Capital Advisors, LLC62$3.24K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…54$2.82K<0.01%new13F-HRTimelineGroup
Cape Investment Advisory, Inc.51$2.66K<0.01%new13F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …2$104<0.01%-875,68613F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1$52<0.01%new13F-HRTimeline