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Disclosery

JPMB J P MORGAN EXCHANGE TRADED F

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USD EMRNG MKT (fund)

48 managers (48 13F filers) reported a position in JPMB shares at 2025-03-31, 3,829,627 shares in all. 8 filers opened a position and 7 filers sold out during the quarter.

Managers
48
13F filers
48
New
8
Added
21
Reduced
11
Sold out
7
Shares held by filers
3,829,627

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
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,096,718$42.3M0.01%+19,83013F-HRTimelineGroup
RiverFront Investment Group, LLC1,094,983$42.2M0.94%+61,28513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC382,714$14.8M0.01%+1,65813F-HRTimelineGroup
LPL Financial LLC252,236$9.72M<0.01%+16,59813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA201,025$7.75M<0.01%+1,42113F-HR/ATimelineGroup
Cambria Investment Management, L.P.124,696$4.78M0.33%+23013F-HRTimeline
Janney Montgomery Scott LLC120,172$4.63M0.01%+12113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO87,527$3.37M<0.01%-720,68513F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.52,153$2.01M0.02%+16,82713F-HRTimelineGroup
ARQ WEALTH ADVISORS, LLC49,779$1.92M0.71%+11,83613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP41,418$1.6M<0.01%+37013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP38,190$1.47M<0.01%+1,80113F-HRTimelineGroup
Forthright Family Wealth Advisory LLC32,938$1.27M0.84%+29613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY29,231$1.13M<0.01%-10713F-HRTimelineGroup
Sharkey, Howes & Javer22,280$859K0.12%+5,02513F-HRTimeline
Focus Financial Network, Inc.17,861$689K0.03%+1,20013F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.17,003$655K0.31%-55,08513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…16,760$646K<0.01%+18613F-HRTimeline
Steward Partners Investment Advisory, L…16,042$618K0.01%-31713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/15,341$591K<0.01%+4,89213F-HRTimelineGroup
GAMMA Investing LLC14,316$552K0.04%+7,99013F-HR/ATimeline
Pure Financial Advisors, LLC13,974$539K0.01%-1,52513F-HRTimeline
GeoWealth Management, LLC13,610$525K0.02%-72,98613F-HRTimeline
Prospera Financial Services Inc10,943$422K0.01%+4013F-HRTimeline
Koshinski Asset Management, Inc.8,507$328K0.03%013F-HRTimeline
WEDBUSH SECURITIES INC8,170$315K0.01%-92413F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC7,768$299K<0.01%new13F-HRTimelineGroup
Convergence Financial, LLC7,760$299K0.06%+16813F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC7,652$295K<0.01%-92013F-HR/ATimelineGroup
Sowell Financial Services LLC7,263$280K0.01%new13F-HRTimeline
COMERICA BANK6,174$238K<0.01%-19913F-HRTimeline
Marcum Wealth, LLC6,015$232K0.02%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,545$175K<0.01%+31713F-HRTimelineGroup
CWM, LLCin group CWM, LLC952$37K<0.01%+5413F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC883$34K<0.01%013F-HRTimeline
MATHER GROUP, LLC.738$28.4K<0.01%-6013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC395$15K<0.01%new13F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management161$6.21K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC154$5.94K<0.01%new13F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC141$5.44K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\107$4.12K<0.01%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/107$4.12K<0.01%new13F-HRTimelineGroup
SIGNATUREFD, LLC90$3.45K<0.01%013F-HRTimeline
AlphaCore Capital LLC87$3.35K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG42$1.62K<0.01%new13F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5$190<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$37<0.01%-4013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.