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Disclosery

JPLD J P MORGAN EXCHANGE TRADED F

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ETF (fund)

146 managers (146 13F filers) reported a position in JPLD shares at 2026-03-31, 61,246,941 shares in all. 39 filers opened a position and 12 filers sold out during the quarter.

Managers
146
13F filers
146
New
39
Added
68
Reduced
24
Sold out
12
Shares held by filers
61,246,941

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 & CO45,330,378$2.37B0.16%+7,798,91213F-HR/ATimelineGroup
CAPTRUST FINANCIAL ADVISORS1,626,980$84.9M0.15%+1,597,04913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,443,805$75.4M<0.01%+89,08013F-HRTimelineGroup
LPL Financial LLC1,154,806$60.3M0.02%+333,50813F-HRTimeline
M&T Bank Corpin group M&T Bank Corp1,067,270$55.7M0.18%+20,84513F-HR/ATimelineGroup
Composition Wealth, LLC918,297$47.9M0.66%+26,98513F-HRTimeline
Schiavi & Co LLC895,620$46.7M13.88%+89,68913F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …875,688$45.6M0.08%+875,28513F-HRTimelineGroup
UBS Group AGin group UBS Group AG835,208$43.6M0.01%-212,32713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/402,817$21M<0.01%+13,69413F-HRTimelineGroup
MBM WEALTH CONSULTANTS, LLC339,073$17.7M4.06%+34,92313F-HRTimeline
TD Capital Management LLC263,719$13.8M1.24%+12,76013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP256,575$13.4M0.01%+121,75113F-HRTimelineGroup
Stonebridge Financial Group, LLC251,426$13.1M1.08%+31,67113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC238,074$12.4M<0.01%+14,01813F-HRTimelineGroup
FMA Wealth Management, LLC237,701$12.4M8.25%+1,54513F-HRTimeline
Bulwark Capital Corp236,214$12.3M7.6%+97,73813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC233,532$12.2M0.01%+118,48213F-HRTimelineGroup
Intellus Advisors LLC233,446$12.2M1.66%+15,31313F-HRTimeline
Essential Planning, LLC.228,857$11.9M3.8%+67,14113F-HRTimeline
HighTower Advisors, LLC209,656$10.9M0.01%-78,48113F-HRTimeline
Boulder Wealth Advisors, LLC189,278$9.88M3.94%+153,03213F-HRTimeline
Wealth Advisors of Tampa Bay, LLC184,934$9.65M3.19%+68,07013F-HRTimeline
Private Advisor Group, LLC178,243$9.3M0.04%+71,75713F-HRTimeline
Juno Financial Group LLC166,445$8.69M3.41%new13F-HRTimeline
OakTrust Wealth Advisors, LLC164,982$8.61M7.84%+42,86213F-HRTimeline
Whipplewood Advisors, LLC150,354$7.85M4.07%new13F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC137,119$7.16M0.2%new13F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC134,983$7.04M1.49%-28,64913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC123,694$6.46M0.01%+56,24613F-HRTimeline
Cetera Investment Advisers120,550$6.29M0.01%-19,57113F-HRTimeline
MONECO ADVISORS, LLC107,589$5.62M0.44%+14,99713F-HRTimeline
Apella Capital, LLC99,726$5.21M0.08%new13F-HRTimeline
Bleakley Financial Group, LLC96,340$5.03M0.08%+5,99213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.86,466$4.51M0.01%+9,54013F-HRTimelineGroup
Steward Partners Investment Advisory, L…86,230$4.5M0.02%+83,13213F-HRTimeline
Sunrise Financial Services, LLC85,734$4.47M3.17%new13F-HRTimeline
Members Advisory Group LLC84,693$4.42M1.52%+14,06513F-HRTimeline
AE Wealth Management LLC80,782$4.22M0.02%+1,78713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.80,549$4.22M0.03%+14,74913F-HRTimelineGroup
Grey Ledge Advisors, LLC70,483$3.68M0.83%-45,06813F-HRTimeline
Janney Montgomery Scott LLC70,126$3.66M0.01%+34,53413F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …66,526$3.47M0.07%+3,49613F-HRTimelineGroup
Nautilus Advisors LLC61,491$3.21M2.2%-6,39413F-HRTimeline
Diversified Portfolios, Inc.56,007$2.92M0.24%+35,65413F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …50,815$2.65M0.42%+36,33913F-HRTimelineGroup
WINEBRENNER CAPITAL MANAGEMENT LLC45,407$2.37M1.52%-74713F-HRTimeline
Kraft, Davis & Associates, LLC44,274$2.32M0.49%new13F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC43,690$2.28M0.08%new13F-HRTimelineGroup
FLOW TRADERS U.S. LLC41,080$2.14M0.07%-308,20413F-HRTimeline
TCP Asset Management, LLC41,045$2.14M0.28%-11,17913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC40,252$2.1M<0.01%+3,28513F-HRTimelineGroup
Scott Capital Advisors, LLC39,203$2.04M0.41%new13F-HRTimeline
Savvy Advisors, Inc.37,880$1.98M0.05%+4,32113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…36,601$1.91M0.03%new13F-HRTimelineGroup
KANE INVESTMENT MANAGEMENT, INC.36,313$1.9M0.97%+2,71613F-HRTimeline
D.A. DAVIDSON & CO.35,625$1.86M0.01%+1,24413F-HRTimeline
&PARTNERS32,965$1.72M0.01%+1,35913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…31,643$1.65M<0.01%-16,88813F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC30,822$1.61M0.06%+4,76813F-HRTimelineGroup
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…30,197$1.58M0.03%+3,59413F-HRTimelineGroup
Rossby Financial, LCC28,739$1.5M0.31%+27,77113F-HRTimeline
PROTECTIVE LIFE CORP28,428$1.48M4.93%new13F-HRTimeline
IRON Financial LLC25,834$1.35M0.59%new13F-HRTimeline
Accretive Wealth Partners, LLC24,813$1.29M0.37%new13F-HRTimeline
Saiph Capital, LLC24,632$1.29M0.49%-4113F-HRTimeline
Valor Advisors LLC22,848$1.2M1.01%013F-HRTimeline
Cambridge Investment Research Advisors,…22,841$1.19M<0.01%-20,18813F-HRTimeline
MML INVESTORS SERVICES, LLC21,968$1.15M<0.01%-71913F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC20,967$1.09M0.12%new13F-HRTimelineGroup
WCG Wealth Advisors LLC19,060$995K0.03%+3,96113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP18,903$987K<0.01%+1,54913F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.18,402$962K0.3%+11,61713F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…18,078$943K<0.01%+8,88313F-HRTimelineGroup
PRAIRIEVIEW WEALTH PARTNERS, LLC17,347$905K0.74%+8,83913F-HRTimeline
WJ Wealth Management, LLC17,271$901K0.42%-46613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP17,198$898K<0.01%-6313F-HRTimelineGroup
HRT FINANCIAL LP17,187$896K<0.01%new13F-HRTimeline
Vawter Financial, Ltd.12,897$673K0.28%+1,51213F-HR/ATimeline
PRIVATE TRUST CO NA12,526$654K0.06%+3,04713F-HRTimeline
Rollins Financial Advisors, LLC12,404$647K0.1%new13F-HRTimeline
KWB Wealth12,143$636K0.06%-813F-HRTimeline
OLD MISSION CAPITAL LLC12,026$628K0.01%new13F-HRTimeline
BlueStem Wealth Partners, LLC11,809$616K0.07%+1,79613F-HRTimeline
Cloud Capital Management, LLC10,474$546K0.24%+9813F-HRTimeline
Jaffetilchin Investment Partners, LLC10,415$544K0.03%+2,02113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,092$527K<0.01%-42,39313F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC9,776$510K<0.01%+19413F-HRTimelineGroup
Creative Planningin group Creative Planning9,249$483K<0.01%+1,01213F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…9,218$481K0.01%new13F-HRTimelineGroup
PFG Advisors9,118$476K0.02%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp8,954$467K<0.01%-27413F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …8,730$456K0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA8,233$430K<0.01%+66813F-HRTimelineGroup
CIBC WORLD MARKET INC.8,223$429K<0.01%+3,98913F-HRTimeline
Centerpoint Advisory Group7,995$417K0.31%-70313F-HRTimeline
Family Office Research LLC7,736$404K0.18%013F-HRTimeline
Maridea Wealth Management LLC7,354$384K0.06%+66513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.7,298$381K<0.01%new13F-HRTimelineGroup
Diversified Enterprises, LLC6,789$354K0.02%+13413F-HRTimeline
Sandy Cove Advisors, LLC6,411$335K0.1%new13F-HRTimeline
Arax Advisory Partners6,291$328K0.01%+2,64613F-HRTimeline
Martin Investment Management, LLC6,093$318K0.1%+1,25513F-HRTimeline
Perigon Wealth Management, LLC5,317$278K0.01%new13F-HRTimeline
PFG Investments, LLC5,303$277K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.5,200$271K<0.01%+1,48813F-HRTimeline
Beacon Financial Advisory LLC4,925$257K0.06%-2,70413F-HRTimeline
FMR LLCin group FMR LLC4,691$245K<0.01%+3,65713F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC4,369$228K<0.01%-89,73213F-HRTimelineGroup
PLANNING DIRECTIONS INC4,145$216K0.11%+4213F-HRTimeline
GWN SECURITIES INC.4,054$212K0.04%-4013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding3,995$209K+1,429Timeline
BFSG, LLC3,771$197K0.02%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,108$110K<0.01%+1813F-HRTimelineGroup
Archer Investment Corp2,040$106K0.02%new13F-HRTimeline
Geneos Wealth Management Inc.1,594$83.2K<0.01%013F-HRTimeline
Portfolio Resources Advisor Group, Inc.1,538$80.3K0.08%013F-HRTimeline
ALERUS FINANCIAL NA1,529$79.8K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC1,424$74.1K<0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,338$69.8K<0.01%new13F-HRTimelineGroup
FLAGSHIP WEALTH ADVISORS, LLC1,328$69.4K0.03%-28413F-HRTimeline
Graney & King, LLC1,099$57.4K0.03%new13F-HRTimeline
Bogart Wealth, LLC1,000$52.2K<0.01%new13F-HRTimeline
Cedar Mountain Advisors, LLC951$49.6K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV912$47.6K<0.01%+11413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN862$45K<0.01%-2,70613F-HR/ATimelineGroup
Wagner Wealth Management, LLC862$45K0.01%new13F-HRTimeline
Allworth Financial LP723$37.7K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\659$34.4K<0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC648$33.8K<0.01%+9813F-HR/ATimeline
GoalVest Advisory LLC595$31.1K0.01%+613F-HRTimeline
MCF Advisors LLC568$29.7K<0.01%new13F-HRTimeline
Nemes Rush Group LLC384$20K<0.01%new13F-HRTimeline
BARD ASSOCIATES INC261$13.6K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC244$12.7K<0.01%013F-HRTimelineGroup
NFSG Corp230$12K<0.01%013F-HRTimeline
Advisory Services Network, LLC221$11.5K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC218$11.4K<0.01%new13F-HRTimeline
Triumph Capital Management200$10.4K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC182$9.5K<0.01%013F-HRTimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…133$6.94K<0.01%new13F-HRTimelineGroup
BOK Financial Private Wealth, Inc.96$5.01K<0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.85$4.44K<0.01%013F-HRTimeline
Elevated Capital Advisors, LLC62$3.24K<0.01%013F-HRTimeline
Waverly Advisors, LLC29$1.51K<0.01%new13F-HRTimeline
Merkkuri Wealth Advisors LLC0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.