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Disclosery

JPMB J P MORGAN EXCHANGE TRADED F

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USD EMRNG MKT (fund)

47 managers (47 13F filers) reported a position in JPMB shares at 2024-12-31, 12,837,611 shares in all. 5 filers opened a position and 8 filers sold out during the quarter.

Managers
47
13F filers
47
New
5
Added
19
Reduced
12
Sold out
8
Shares held by filers
12,837,611

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
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHC…8,153,500$310M9.92%-2,652,60013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,076,888$41M0.01%-5,15813F-HRTimelineGroup
RiverFront Investment Group, LLC1,033,698$39.3M0.89%+99,10213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO808,212$30.7M<0.01%+772,24413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC381,056$14.5M0.01%13F-HR/ATimelineGroup
LPL Financial LLC235,638$8.96M<0.01%+4,19013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA199,604$7.59M<0.01%-3,28913F-HRTimelineGroup
Cambria Investment Management, L.P.124,466$4.73M0.29%-1,29513F-HRTimeline
Janney Montgomery Scott LLC120,051$4.57M0.01%-1,18413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC103,549$3.94M0.01%+79,43713F-HRTimelineGroup
GeoWealth Management, LLC86,596$3.29M0.11%-23,47013F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.72,088$2.74M1.34%-7,62713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP41,048$1.56M<0.01%+58313F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…40,209$1.53M<0.01%-11,95513F-HRTimelineGroup
ARQ WEALTH ADVISORS, LLC37,943$1.45M0.55%+5,94813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP36,389$1.38M<0.01%-3,26813F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.35,326$1.34M0.01%+2,55713F-HRTimelineGroup
Forthright Family Wealth Advisory LLC32,642$1.24M0.81%+19,58413F-HRTimeline
OLD MISSION CAPITAL LLC31,300$1.19M0.03%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY29,338$1.12M<0.01%+28,56513F-HR/ATimelineGroup
Sharkey, Howes & Javer17,255$656K0.09%+1,18113F-HRTimeline
Focus Financial Network, Inc.16,661$637K0.03%+54313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…16,574$630K<0.01%+5,77713F-HR/ATimeline
Steward Partners Investment Advisory, L…16,359$622K0.01%+13613F-HRTimeline
Pure Financial Advisors, LLC15,499$590K0.01%+1,11013F-HRTimeline
Prospera Financial Services Inc10,903$415K0.01%+25413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/10,449$397K<0.01%-3,39113F-HRTimelineGroup
WEDBUSH SECURITIES INC9,094$346K0.01%-2,22313F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC8,572$326K<0.01%new13F-HRTimelineGroup
Koshinski Asset Management, Inc.8,507$324K0.03%+17413F-HRTimeline
Convergence Financial, LLC7,592$289K0.06%+22413F-HRTimeline
COMERICA BANK6,373$242K<0.01%013F-HR/ATimeline
GAMMA Investing LLC6,326$241K0.02%+2,19113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,228$161K<0.01%+53613F-HR/ATimelineGroup
CWM, LLCin group CWM, LLC898$34K<0.01%new13F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC883$33.6K<0.01%013F-HRTimeline
MATHER GROUP, LLC.798$30.4K<0.01%-9113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…357$13.6K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc196$7.46K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management161$6.12K<0.01%013F-HRTimelineGroup
CAROLINAS WEALTH CONSULTING LLC141$5.39K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\107$4.07K<0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC90$3.41K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN41$1.54K<0.01%013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5$190<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC1$38<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.