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Disclosery

JPME J P MORGAN EXCHANGE TRADED F

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DIVERSFED RTRN (fund)

104 managers (106 13F filers) reported a position in JPME shares at 2026-06-30, 2,483,595 shares in all. 6 filers opened a position and 11 filers sold out during the quarter.

Managers
104
13F filers
106
New
6
Added
36
Reduced
36
Sold out
11
Shares held by filers
2,483,595

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
MORGAN STANLEYin group MORGAN STANLEY471,309$58.5M<0.01%+59,87213F-HRTimelineGroup
HighTower Advisors, LLC356,443$44.3M0.04%+1,18613F-HRTimeline
LPL Financial LLC261,929$32.5M0.01%+11,15313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP159,646$19.9M0.01%+26,18313F-HRTimelineGroup
Cambridge Investment Research Advisors,…124,896$15.5M0.03%+1,73613F-HR/ATimeline
Cerity Partners LLCin group Cerity Partners LLC87,670$10.9M0.01%-4,80413F-HRTimelineGroup
Kingsview Wealth Management, LLC75,738$9.41M0.11%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC74,404$9.24M<0.01%+54,73713F-HRTimelineGroup
RVW Wealth, LLC63,776$7.92M0.52%+14613F-HRTimeline
Manske Wealth Management63,388$7.87M1.96%+3,54413F-HRTimeline
Sanctuary Advisors, LLC55,464$6.89M0.03%+82613F-HRTimeline
1900 WEALTH MANAGEMENT LLC46,317$5.75M0.32%-2713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA42,466$5.28M<0.01%-12,13313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/35,326$4.39M<0.01%+98413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP32,481$4.03M<0.01%+16,80313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.32,288$4.01M<0.01%+2,65513F-HRTimelineGroup
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC23,200$2.88M2.31%+31013F-HRTimeline
Vantus Wealth LLC20,319$2.52M1.35%13F-HRTimeline
KWB Wealth20,296$2.52M0.22%+79213F-HRTimeline
APPLETON PARTNERS INC/MA20,152$2.5M0.15%-72,42713F-HRTimeline
Advyzon Investment Management, LLC20,052$2.49M0.18%+1,58913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC19,903$2.47M<0.01%+2,02213F-HRTimeline
Dynamic Advisor Solutions LLC18,507$2.3M0.07%-1,46413F-HRTimeline
Trilogy Capital Inc.17,932$2.23M0.09%-9013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC17,241$2.14M<0.01%+10,45313F-HRTimelineGroup
Cassilly Financial Group LLC16,053$1.99M1.45%+42613F-HR/ATimeline
Empirical Asset Management, LLC15,560$1.93M0.44%+67313F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers14,785$1.84M<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…14,521$1.8M<0.01%+4,68413F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC14,301$1.78M0.04%-1,45813F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding13,534$1.68M-1,432Timeline
Apella Capital, LLC11,330$1.41M0.02%-28013F-HRTimeline
Archford Capital Strategies, LLC10,693$1.33M0.13%013F-HRTimeline
HARBOUR INVESTMENTS, INC.10,423$1.29M0.02%+41913F-HRTimeline
Goldstein Advisors, LLC10,068$1.25M0.11%-55813F-HRTimeline
FSM Wealth Advisors, LLC10,064$1.25M0.13%-6813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC9,150$1.14M<0.01%+2,27813F-HRTimelineGroup
Richard P Slaughter Associates Inc8,810$1.09M0.22%-37513F-HRTimeline
Gallacher Capital Management LLC8,708$1.08M0.61%-3,42513F-HRTimeline
CHOREO, LLC7,736$961K0.01%-45513F-HRTimeline
Cetera Investment Advisers7,474$928K<0.01%-1913F-HRTimeline
Modern Wealth Management, LLC7,123$885K0.01%-14,80713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO6,793$848K<0.01%-43513F-HRTimelineGroup
LANDMARK WEALTH MANAGEMENT, INC.6,517$810K0.27%-113F-HRTimeline
Private Advisor Group, LLC6,510$809K<0.01%-12,71713F-HRTimeline
Cosner Financial Group, LLC5,807$721K0.37%-20213F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC5,787$719K0.3%-29713F-HRTimeline
COMPASS CAPITAL MANAGEMENT, INC5,320$661K0.04%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,114$635K0.01%+1,08613F-HRTimelineGroup
CPWA, LLC4,976$618K0.72%+5813F-HRTimeline
NOTTINGHAM ADVISORS, INC.4,896$609K0.07%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC4,829$599K0.03%+35413F-HRTimeline
LWM Advisory Services, LLC4,726$587K1.05%-5,74813F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.4,373$543K<0.01%+3,35413F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding4,373$543K-432Timeline
Traub Capital Management LLC4,372$543K0.48%+10213F-HRTimeline
N.E.W. Advisory Services LLC4,347$540K0.04%+713F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.4,311$536K0.01%013F-HRTimelineGroup
Entelevest, LLC3,970$493K0.43%-9413F-HRTimeline
Summit Financial, LLC3,946$490K0.01%+7713F-HRTimeline
McLaughlin Asset Management, Inc.3,895$484K0.37%-8113F-HR/ATimeline
ADAMSBROWN WEALTH CONSULTANTS LLC3,536$439K0.08%+613F-HRTimeline
OneDigital Investment Advisors LLC3,233$402K<0.01%-23813F-HRTimeline
Janney Montgomery Scott LLC2,928$364K<0.01%+56613F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.2,593$322K0.24%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,424$301K0.01%+413F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…2,187$272K<0.01%-2,49013F-HRTimelineGroup
Layline Advisors, LLC2,154$268K0.24%13F-HRTimeline
Curry Webb Wealth Management LLC1,994$248K0.1%-10713F-HRTimeline
PFG Advisors1,870$232K0.01%-40713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,802$224K<0.01%-313F-HRTimelineGroup
PRIVATE TRUST CO NA1,663$207K0.02%-15413F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.1,625$202K0.01%-1,23413F-HRTimelineGroup
FMR LLCin group FMR LLC1,576$196K<0.01%+29113F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,035$129K<0.01%013F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT936$116K0.01%013F-HRTimeline
Global Retirement Partners, LLC923$115K<0.01%13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO915$114K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC905$112K<0.01%+7013F-HRTimeline
Farther Finance Advisors, LLC643$79.9K<0.01%-10213F-HRTimeline
Steward Partners Investment Advisory, L…571$70.9K<0.01%013F-HRTimeline
IFP Advisors, Inc325$40.4K<0.01%+113F-HRTimeline
Asset Dedication, LLC234$29.1K<0.01%013F-HRTimeline
Pflug Koory, LLC200$24.8K0.01%013F-HRTimeline
Crewe Advisors LLC143$17.8K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC129$16.1K<0.01%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS107$13.2K<0.01%new13F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC89$11.1K<0.01%-1913F-HRTimelineGroup
Capital Investment Advisory Services, L…82$10.2K<0.01%-413F-HRTimeline
Golden State Wealth Management, LLC82$10.2K<0.01%013F-HRTimeline
Napier Financial, LLC52$6.46K<0.01%013F-HRTimeline
UBS Group AGgroup of 2 filers holding50$6.21K-2Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN50$6.21K<0.01%+113F-HRTimelineGroup
Allworth Financial LP43$5.34K<0.01%new13F-HRTimeline
Greykasell Wealth Strategies, Inc.34$4.28K<0.01%013F-HRTimeline
MCF Advisors LLC26$3.23K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.21$2.61K<0.01%013F-HRTimeline
Parallel Advisors, LLC17$2.14K<0.01%013F-HRTimeline
True Wealth Design, LLC17$2.11K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC8$994<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC6$794<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3$373<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1$124<0.01%013F-HRTimeline
Coppell Advisory Solutions LLC25$649Knew13F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.