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Disclosery

JPLD J P MORGAN EXCHANGE TRADED F

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ETF (fund)

76 managers (76 13F filers) reported a position in JPLD shares at 2024-12-31, 13,817,863 shares in all. 14 filers opened a position and 5 filers sold out during the quarter.

Managers
76
13F filers
76
New
14
Added
26
Reduced
18
Sold out
5
Shares held by filers
13,817,863

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
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO8,426,500$434M0.03%013F-HRTimelineGroup
Essential Planning, LLC.869,449$44.9M0.29%+858,62513F-HRTimeline
M&T Bank Corpin group M&T Bank Corp855,538$44.1M0.15%new13F-HRTimelineGroup
Composition Wealth, LLC580,867$29.9M0.61%+32,79413F-HRTimeline
LPL Financial LLC305,777$15.8M0.01%+46,01313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/292,332$15.1M<0.01%+68,74813F-HRTimelineGroup
FMA Wealth Management, LLC229,938$11.8M8.82%+2,04013F-HRTimeline
Stonebridge Financial Group, LLC220,901$11.4M1.25%13F-HRTimeline
MBM WEALTH CONSULTANTS, LLC217,095$11.2M3.33%+40,48613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY202,540$10.4M<0.01%+7,94513F-HR/ATimelineGroup
Intellus Advisors LLC192,193$9.9M1.71%13F-HRTimeline
BlueStem Wealth Partners, LLC162,210$8.36M1.1%13F-HRTimeline
HighTower Advisors, LLC131,099$6.75M0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN91,656$4.72M<0.01%-17913F-HRTimelineGroup
Wealth Advisors of Tampa Bay, LLC84,650$4.36M1.87%+1,30213F-HRTimeline
MONECO ADVISORS, LLC77,870$4.01M0.42%-12,58513F-HR/ATimeline
TD Capital Management LLC71,627$3.69M0.37%+64,34813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC71,269$3.67M<0.01%13F-HR/ATimelineGroup
Members Advisory Group LLC60,228$3.1M1.27%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …49,624$2.56M0.07%new13F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS49,067$2.53M0.01%-7,65913F-HRTimeline
MIdWestOne Financial Group, Inc.40,444$2.08M0.29%-55913F-HRTimeline
D.A. DAVIDSON & CO.37,868$1.95M0.02%+9,09613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC36,319$1.87M<0.01%+5,19913F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC34,725$1.79M0.45%-25,94313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.30,540$1.57M<0.01%-2,25513F-HR/ATimelineGroup
Saiph Capital, LLC26,505$1.37M0.62%+913F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC25,689$1.33M0.1%+7,59913F-HRTimelineGroup
WINEBRENNER CAPITAL MANAGEMENT LLC24,871$1.28M0.99%13F-HRTimeline
Cetera Investment Advisers24,729$1.27M<0.01%+6,00113F-HRTimeline
OneDigital Investment Advisors LLC23,845$1.23M0.01%013F-HRTimeline
Grey Ledge Advisors, LLC23,362$1.2M0.31%new13F-HRTimeline
Private Advisor Group, LLC20,933$1.08M0.01%+16,87413F-HRTimeline
&PARTNERS18,172$936K0.01%-10013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC17,921$923K<0.01%-10,96013F-HRTimelineGroup
Cambridge Investment Research Advisors,…16,458$848K<0.01%+12,40313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC16,295$840K<0.01%+7,43213F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP13,635$702K<0.01%+3,10813F-HRTimelineGroup
WCG Wealth Advisors LLC10,772$555K0.04%new13F-HRTimeline
Centerpoint Advisory Group9,809$505K0.49%13F-HRTimeline
FLOW TRADERS U.S. LLC9,651$497K0.02%-6,48413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP9,144$471K<0.01%-14,73113F-HRTimelineGroup
PFG Advisors9,118$470K0.03%013F-HRTimeline
PFG Investments, LLC8,855$456K0.03%+35013F-HRTimeline
MML INVESTORS SERVICES, LLC8,336$429K<0.01%+25713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…8,223$424K<0.01%-81813F-HRTimelineGroup
FOSTER & MOTLEY INC7,730$398K0.03%new13F-HRTimeline
UBS Group AGin group UBS Group AG6,502$335K<0.01%-19413F-HRTimelineGroup
Creative Planningin group Creative Planning6,016$310K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA5,921$305K0.03%+1913F-HRTimeline
FRG Family Wealth Advisors LLC5,800$299K0.05%013F-HRTimeline
Swisher Financial Concepts, Inc.5,727$295K0.35%-6,79613F-HRTimeline
HRT FINANCIAL LP5,389$277K<0.01%new13F-HRTimeline
Family Office Research LLC4,312$222K0.1%13F-HRTimeline
KWB Wealth3,986$208K0.03%-21313F-HRTimeline
NewEdge Advisors, LLC3,987$205K<0.01%-33713F-HRTimeline
Steward Partners Investment Advisory, L…2,655$137K<0.01%+1,78513F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC2,080$107K0.06%13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,017$104K<0.01%+1813F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,343$69.2K<0.01%+27613F-HRTimeline
Geneos Wealth Management Inc.1,209$62.3K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV833$42.9K<0.01%-5713F-HRTimeline
Allworth Financial LP723$37.3K<0.01%-19313F-HRTimeline
MAI Capital Management663$34.2K<0.01%new13F-HRTimeline
GoalVest Advisory LLC565$29.1K0.01%+713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…530$27.3K<0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA410$21K<0.01%-3,02613F-HRTimelineGroup
Global Retirement Partners, LLC388$20K<0.01%+413F-HRTimeline
CWM, LLCin group CWM, LLC126$6K<0.01%013F-HRTimelineGroup
GPS Wealth Strategies Group, LLC101$5.19K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC64$3.3K<0.01%new13F-HRTimelineGroup
Cape Investment Advisory, Inc.51$2.63K<0.01%new13F-HRTimeline
IFP Advisors, Inc41$2.11K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.23$1.18K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC22$1.13K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.