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Disclosery

JPLD J P MORGAN EXCHANGE TRADED F

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ETF (fund)

80 managers (80 13F filers) reported a position in JPLD shares at 2025-03-31, 15,833,230 shares in all. 13 filers opened a position and 8 filers sold out during the quarter.

Managers
80
13F filers
80
New
13
Added
44
Reduced
12
Sold out
8
Shares held by filers
15,833,230

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
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO8,816,974$458M0.03%+390,47413F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp1,002,881$52.1M0.19%+147,34313F-HRTimelineGroup
UBS Group AGin group UBS Group AG978,968$50.9M0.01%+972,46613F-HRTimelineGroup
Schiavi & Co LLC703,993$36.6M13.43%new13F-HRTimeline
Composition Wealth, LLC600,504$31.2M0.63%+19,63713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/386,539$20.1M<0.01%+94,20713F-HRTimelineGroup
LPL Financial LLC311,681$16.2M0.01%+5,90413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY297,109$15.4M<0.01%+94,56913F-HRTimelineGroup
Stonebridge Financial Group, LLC257,656$13.4M1.43%+36,75513F-HRTimeline
HighTower Advisors, LLC247,299$12.9M0.02%+116,20013F-HRTimeline
MBM WEALTH CONSULTANTS, LLC231,678$12M3.56%+14,58313F-HRTimeline
FMA Wealth Management, LLC230,299$12M9.21%+36113F-HRTimeline
Intellus Advisors LLC198,782$10.3M1.81%+6,58913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC177,363$9.22M<0.01%+106,09413F-HRTimelineGroup
TD Capital Management LLC161,962$8.42M0.85%+90,33513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN93,504$4.86M<0.01%+1,84813F-HRTimelineGroup
Wealth Advisors of Tampa Bay, LLC88,558$4.61M1.87%+3,90813F-HRTimeline
MONECO ADVISORS, LLC67,870$3.53M0.37%-10,00013F-HR/ATimeline
Members Advisory Group LLC62,419$3.25M1.36%+2,19113F-HRTimeline
Grey Ledge Advisors, LLC61,708$3.21M0.84%+38,34613F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …61,592$3.2M0.09%+11,96813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC61,025$3.17M<0.01%+24,70613F-HRTimeline
Coppell Advisory Solutions LLC45,069$2.66M0.37%new13F-HRTimeline
MIdWestOne Financial Group, Inc.39,359$2.05M0.29%-1,08513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC39,103$2.03M<0.01%+22,80813F-HR/ATimelineGroup
D.A. DAVIDSON & CO.38,528$2M0.02%+66013F-HRTimeline
Essential Planning, LLC.38,430$2M0.81%-831,01913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.38,126$1.98M<0.01%+7,58613F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC37,787$1.96M<0.01%new13F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS37,377$1.94M<0.01%-11,69013F-HRTimeline
Cetera Investment Advisers33,822$1.76M<0.01%+9,09313F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC31,168$1.62M1.46%+6,29713F-HRTimeline
Saiph Capital, LLC26,054$1.35M0.65%-45113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP24,543$1.28M<0.01%+10,90813F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC24,372$1.27M<0.01%+16,03613F-HRTimeline
Nautilus Advisors LLC20,498$1.07M0.88%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC20,191$1.05M<0.01%+2,27013F-HRTimelineGroup
&PARTNERS19,031$989K0.01%+85913F-HRTimeline
FLOW TRADERS U.S. LLC18,710$973K0.04%+9,05913F-HRTimeline
Cambridge Investment Research Advisors,…17,572$914K<0.01%+1,11413F-HRTimeline
Private Advisor Group, LLC15,319$797K<0.01%-5,61413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.12,669$659K0.01%new13F-HRTimelineGroup
WCG Wealth Advisors LLC12,009$624K0.05%+1,23713F-HR/ATimeline
KANE INVESTMENT MANAGEMENT, INC.11,906$619K0.3%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…9,869$513K<0.01%+1,64613F-HRTimelineGroup
Centerpoint Advisory Group9,679$503K0.49%-13013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP9,391$488K<0.01%+24713F-HRTimelineGroup
PFG Advisors9,118$474K0.03%013F-HRTimeline
PFG Investments, LLC9,103$473K0.03%+24813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC8,279$430K<0.01%new13F-HRTimelineGroup
FOSTER & MOTLEY INC7,730$402K0.03%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC7,653$398K0.01%new13F-HRTimelineGroup
COMERICA BANK7,250$377K<0.01%new13F-HRTimeline
BlueStem Wealth Partners, LLC6,982$363K0.05%-155,22813F-HRTimeline
Creative Planningin group Creative Planning6,016$313K<0.01%013F-HRTimelineGroup
Swisher Financial Concepts, Inc.6,016$313K0.26%+28913F-HRTimeline
PRIVATE TRUST CO NA5,764$300K0.03%-15713F-HRTimeline
Vawter Financial, Ltd.4,800$250K0.14%new13F-HRTimeline
KWB Wealth4,050$209K0.03%+6413F-HRTimeline
Farther Finance Advisors, LLC3,000$156K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…2,715$141K<0.01%+6013F-HRTimeline
NewEdge Advisors, LLC2,126$111K<0.01%-1,86113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,035$106K<0.01%+1813F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,829$95.1K<0.01%+48613F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC1,726$89.8K0.04%-35413F-HR/ATimeline
Geneos Wealth Management Inc.1,209$62.9K<0.01%013F-HRTimeline
Rossby Financial, LCC968$50.2K0.02%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV842$43.8K<0.01%+913F-HRTimeline
Allworth Financial LP723$37.5K<0.01%013F-HRTimeline
Arax Advisory Partners697$36.2K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA655$34K<0.01%+24513F-HR/ATimelineGroup
GoalVest Advisory LLC571$29.7K0.01%+613F-HRTimeline
CWM, LLCin group CWM, LLC126$7K<0.01%013F-HRTimelineGroup
GPS Wealth Strategies Group, LLC102$5.29K<0.01%+113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC64$3.3K<0.01%013F-HRTimelineGroup
Cape Investment Advisory, Inc.51$2.65K<0.01%013F-HRTimeline
IFP Advisors, Inc41$2.13K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.23$1.19K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC20$1.04K<0.01%-213F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.