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Disclosery

JPLD J P MORGAN EXCHANGE TRADED F

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ETF (fund)

95 managers (95 13F filers) reported a position in JPLD shares at 2025-06-30, 27,283,855 shares in all. 19 filers opened a position and 6 filers sold out during the quarter.

Managers
95
13F filers
95
New
19
Added
45
Reduced
19
Sold out
6
Shares held by filers
27,283,855

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
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO19,325,509$1.01B0.07%+10,508,53513F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,035,961$54.1M0.01%+56,99313F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp972,751$50.8M0.17%-30,13013F-HRTimelineGroup
Schiavi & Co LLC722,313$37.7M12.8%+18,32013F-HRTimeline
Composition Wealth, LLC698,739$36.5M0.61%+98,23513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY488,696$25.5M<0.01%+191,58713F-HRTimelineGroup
LPL Financial LLC421,394$22M0.01%+109,71313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/405,944$21.2M<0.01%+19,40513F-HRTimelineGroup
MBM WEALTH CONSULTANTS, LLC240,514$12.6M3.36%+8,83613F-HRTimeline
HighTower Advisors, LLC233,185$12.2M0.02%-14,11413F-HRTimeline
FMA Wealth Management, LLC232,824$12.2M9%+2,52513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC209,844$11M<0.01%+32,48113F-HRTimelineGroup
Intellus Advisors LLC201,974$10.5M1.57%+3,19213F-HRTimeline
Stonebridge Financial Group, LLC199,767$10.4M1.01%-57,88913F-HRTimeline
TD Capital Management LLC185,521$9.69M0.91%+23,55913F-HRTimeline
Bulwark Capital Corp120,248$6.28M5.29%13F-HRTimeline
Wealth Advisors of Tampa Bay, LLC104,688$5.47M2.06%+16,13013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN95,442$4.98M<0.01%+1,93813F-HRTimelineGroup
Grey Ledge Advisors, LLC81,329$4.25M1.04%+19,62113F-HRTimeline
MONECO ADVISORS, LLC69,728$3.64M0.34%+1,85813F-HRTimeline
Private Advisor Group, LLC67,179$3.51M0.02%+51,86013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…62,376$3.26M0.45%new13F-HRTimeline
Members Advisory Group LLC61,139$3.19M1.2%-1,28013F-HRTimeline
OLD MISSION CAPITAL LLC60,965$3.18M0.08%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …58,916$3.08M0.07%-2,67613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC54,155$2.83M<0.01%-6,87013F-HRTimeline
Essential Planning, LLC.53,090$2.77M1.03%+14,66013F-HRTimeline
Cetera Investment Advisers44,386$2.32M<0.01%+10,56413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC41,108$2.15M<0.01%+3,32113F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP40,967$2.14M<0.01%+16,42413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.40,461$2.11M<0.01%+2,33513F-HR/ATimelineGroup
WINEBRENNER CAPITAL MANAGEMENT LLC39,716$2.07M1.67%+8,54813F-HRTimeline
Nautilus Advisors LLC38,796$2.03M1.49%+18,29813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…38,731$2.02M<0.01%new13F-HRTimelineGroup
MIdWestOne Financial Group, Inc.36,514$1.91M0.25%-2,84513F-HRTimeline
D.A. DAVIDSON & CO.35,998$1.88M0.01%-2,53013F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.32,415$1.69M0.89%+20,50913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS32,146$1.68M<0.01%-5,23113F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC27,592$1.44M0.06%new13F-HRTimelineGroup
&PARTNERS26,537$1.41M0.01%+7,50613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC26,286$1.37M<0.01%+6,09513F-HRTimelineGroup
Saiph Capital, LLC24,760$1.29M0.5%-1,29413F-HRTimeline
MML INVESTORS SERVICES, LLC23,177$1.21M<0.01%-1,19513F-HRTimeline
HRT FINANCIAL LP21,047$1.1M<0.01%new13F-HRTimeline
Cambridge Investment Research Advisors,…20,294$1.06M<0.01%+2,72213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.16,375$855K0.01%+3,70613F-HRTimelineGroup
WCG Wealth Advisors LLC11,928$623K0.04%-8113F-HRTimeline
Jaffetilchin Investment Partners, LLC11,526$602K0.04%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP11,002$575K<0.01%+1,61113F-HRTimelineGroup
COMERICA BANK9,869$515K<0.01%+2,61913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…9,798$512K<0.01%-7113F-HRTimelineGroup
Centerpoint Advisory Group9,660$505K0.44%-1913F-HRTimeline
PFG Advisors9,118$476K0.02%013F-HRTimeline
MBE Wealth Management, LLC8,653$452K0.2%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.8,417$440K<0.01%new13F-HRTimeline
Diversified Portfolios, Inc.8,388$438K0.04%new13F-HRTimeline
XY Planning Network, Inc.8,359$437K0.15%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC8,319$435K<0.01%+4013F-HRTimelineGroup
Good Life Advisors, LLC7,726$404K0.03%new13F-HRTimeline
Janney Montgomery Scott LLC7,039$368K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA6,401$334K0.03%+63713F-HRTimeline
J.W. COLE ADVISORS, INC.6,232$325K0.01%new13F-HRTimeline
Creative Planningin group Creative Planning6,016$314K<0.01%013F-HRTimelineGroup
BlueStem Wealth Partners, LLC5,902$308K0.04%-1,08013F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…5,683$297K<0.01%new13F-HRTimelineGroup
Swisher Financial Concepts, Inc.5,592$292K0.19%-42413F-HRTimeline
KWB Wealth5,544$288K0.04%+1,49413F-HRTimeline
Beacon Financial Advisory LLC5,187$271K0.07%new13F-HRTimeline
McLean Asset Management Corp4,992$260K0.07%new13F-HRTimeline
PFG Investments, LLC4,101$214K0.01%-5,00213F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC3,875$202K<0.01%-3,77813F-HRTimelineGroup
NewEdge Advisors, LLC2,896$151K<0.01%+77013F-HRTimeline
Steward Partners Investment Advisory, L…2,716$142K<0.01%+113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,337$122K<0.01%+1,68213F-HR/ATimelineGroup
Arax Advisory Partners2,115$110K0.01%+1,41813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,054$107K<0.01%+1913F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.2,026$106K<0.01%+19713F-HRTimeline
Geneos Wealth Management Inc.1,757$91.8K<0.01%+54813F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC1,726$90.1K0.03%013F-HRTimeline
Rossby Financial, LCC968$50.6K0.02%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV851$44.5K<0.01%+913F-HRTimeline
Allworth Financial LP723$37.8K<0.01%013F-HRTimeline
Global Retirement Partners, LLC624$32.6K<0.01%13F-HRTimeline
GoalVest Advisory LLC577$30.1K0.01%+613F-HRTimeline
HAZLETT, BURT & WATSON, INC.384$20K0.01%new13F-HRTimeline
AE Wealth Management LLC361$18.9K<0.01%+34113F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…281$14.7K<0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…249$13K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC126$7K<0.01%013F-HRTimelineGroup
GPS Wealth Strategies Group, LLC103$5.38K<0.01%+113F-HRTimeline
Cape Investment Advisory, Inc.51$2.66K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC42$2.19K<0.01%-2213F-HRTimelineGroup
IFP Advisors, Inc41$2.14K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.23$1.2K<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.