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Disclosery

JPME J P MORGAN EXCHANGE TRADED F

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DIVERSFED RTRN (fund)

88 managers (89 13F filers) reported a position in JPME shares at 2024-12-31, 3,050,820 shares in all. 7 filers opened a position and 4 filers sold out during the quarter.

Managers
88
13F filers
89
New
7
Added
31
Reduced
29
Sold out
4
Shares held by filers
3,050,820

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
Cerity Partners LLCin group Cerity Partners LLC688,074$70.5M0.15%-4,20613F-HRTimelineGroup
HighTower Advisors, LLC292,701$30M0.04%+53013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY281,305$28.8M<0.01%-7,17913F-HR/ATimelineGroup
LPL Financial LLC230,050$23.6M0.01%+14,75313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC226,475$23.2M0.71%+1,50113F-HRTimelineGroup
Trilogy Capital Inc.143,328$14.7M0.76%-1,66613F-HRTimeline
Teamwork Financial Advisors, LLC126,823$13M1.69%+8,69313F-HRTimeline
Dynamic Advisor Solutions LLC105,315$10.8M0.47%+8,77413F-HRTimeline
APPLETON PARTNERS INC/MA86,798$8.89M0.66%-1,25813F-HRTimeline
RVW Wealth, LLC72,808$7.46M0.7%-56413F-HRTimeline
Cambridge Investment Research Advisors,…59,993$6.15M0.02%+13,71713F-HRTimeline
Manske Wealth Management48,125$4.93M1.96%13F-HRTimeline
Sanctuary Advisors, LLC45,578$4.86M0.03%+62613F-HRTimeline
1900 WEALTH MANAGEMENT LLC47,289$4.85M0.41%-25313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA44,168$4.53M<0.01%+95013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC43,519$4.46M<0.01%-29,23913F-HRTimelineGroup
N.E.W. Advisory Services LLC41,527$4.26M0.4%-9,28413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding28,777$2.95M+2,304Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/27,777$2.85M<0.01%+5,50713F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP26,894$2.76M<0.01%+13,91213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC25,198$2.58M<0.01%+1,70213F-HRTimeline
MAS Advisors LLC17,559$1.8M3.02%new13F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC17,021$1.74M1.9%13F-HRTimeline
KWB Wealth16,494$1.73M0.21%+96113F-HRTimeline
Private Advisor Group, LLC16,693$1.71M0.01%-4213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO16,591$1.7M<0.01%+1,07513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC16,409$1.68M<0.01%13F-HR/ATimelineGroup
LWM Advisory Services, LLC15,522$1.59M1.11%+1,40013F-HRTimeline
Richard P Slaughter Associates Inc13,710$1.4M0.31%+51513F-HRTimeline
Gallacher Capital Management LLC13,373$1.37M0.68%-35913F-HRTimeline
Apella Capital, LLC12,413$1.27M0.05%-1,04313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP11,826$1.21M<0.01%+1,82013F-HRTimelineGroup
Goldstein Advisors, LLC11,519$1.18M0.17%-42513F-HRTimeline
GeoWealth Management, LLC11,189$1.15M0.04%-55813F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC10,137$1.04M0.04%+1,32513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC9,742$998K<0.01%+16313F-HRTimelineGroup
Atria Wealth Solutions, Inc.9,596$983K0.01%+1313F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.9,479$971K0.01%-2013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…9,328$956K<0.01%-61313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.8,847$907K<0.01%+2,73813F-HR/ATimelineGroup
Gateway Wealth Partners, LLC8,579$879K0.23%-39,12913F-HRTimeline
CHOREO, LLC8,191$839K0.01%-70613F-HRTimeline
MML INVESTORS SERVICES, LLC8,000$820K<0.01%+17313F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC7,308$748K0.05%+7113F-HRTimeline
HARBOUR INVESTMENTS, INC.6,863$703K0.02%+17413F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.6,698$686K0.33%-29813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…6,411$657K<0.01%-7,77313F-HRTimelineGroup
Cosner Financial Group, LLC6,300$646K0.41%+3413F-HRTimeline
Cetera Investment Advisers6,225$638K<0.01%+1513F-HRTimeline
NOTTINGHAM ADVISORS, INC.5,505$564K0.07%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC4,968$509K<0.01%-2,83313F-HRTimelineGroup
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…4,734$485K0.04%+11813F-HRTimelineGroup
ZEGA Investments, LLC4,270$456K0.14%13F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC4,017$412K0.14%-54913F-HRTimeline
FSM Wealth Advisors, LLC3,170$335K0.08%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,895$297K0.02%-50413F-HRTimelineGroup
PFG Advisors2,863$293K0.02%-10213F-HRTimeline
Mariner, LLCin group Mariner, LLC2,413$247K<0.01%-42413F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,793$184K<0.01%+93313F-HRTimelineGroup
Sanctuary Wealth Management, L.L.C.1,654$170K0.11%-16713F-HRTimeline
Steward Partners Investment Advisory, L…1,038$106K<0.01%new13F-HRTimeline
AE Wealth Management LLC958$98.2K<0.01%new13F-HRTimeline
ALBION FINANCIAL GROUP /UT936$95.9K0.01%013F-HRTimeline
FMR LLCin group FMR LLC924$94.7K<0.01%+9113F-HRTimelineGroup
Global Retirement Partners, LLC897$91.9K<0.01%-4213F-HRTimeline
UBS Group AGin group UBS Group AG653$66.9K<0.01%new13F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC505$51.7K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA391$40.1K<0.01%-12113F-HRTimeline
MAI Capital Management316$32.4K<0.01%new13F-HRTimeline
IFP Advisors, Inc314$32.2K<0.01%+213F-HRTimeline
Asset Dedication, LLC234$24K<0.01%013F-HRTimeline
Coppell Advisory Solutions LLC198$20.3K<0.01%013F-HRTimeline
CoreFirst Bank & Trust156$16K0.01%new13F-HRTimeline
Rise Advisors, LLC94$9.68K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC82$8.4K<0.01%13F-HRTimeline
Avior Wealth Management, LLC78$7.99K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN47$4.8K<0.01%+4613F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC36$3.69K<0.01%013F-HRTimelineGroup
Investors Research Corp36$3.69K<0.01%013F-HRTimeline
Tortoise Investment Management, LLC25$2.56K<0.01%013F-HR/ATimeline
FSA Wealth Management LLC25$2.56K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.21$2.15K<0.01%13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC13$1.33K<0.01%-213F-HRTimeline
Park Square Financial Group, LLC7$717<0.01%13F-HRTimeline
Frazier Financial Advisors, LLC6$636<0.01%013F-HRTimeline
NewEdge Advisors, LLC2$205<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1$102<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.