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Disclosery

JPME J P MORGAN EXCHANGE TRADED F

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DIVERSFED RTRN (fund)

87 managers (88 13F filers) reported a position in JPME shares at 2025-03-31, 2,970,119 shares in all. 9 filers opened a position and 8 filers sold out during the quarter.

Managers
87
13F filers
88
New
9
Added
33
Reduced
29
Sold out
8
Shares held by filers
2,970,119

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
Cerity Partners LLCin group Cerity Partners LLC702,656$70.7M0.15%+14,58213F-HRTimelineGroup
HighTower Advisors, LLC299,534$30.1M0.04%+6,83313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY281,809$28.3M<0.01%+50413F-HRTimelineGroup
LPL Financial LLC222,291$22.4M0.01%-7,75913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC219,073$22M0.66%-7,40213F-HRTimelineGroup
Dynamic Advisor Solutions LLC139,692$14M0.46%+34,37713F-HRTimeline
APPLETON PARTNERS INC/MA87,687$8.82M0.68%+88913F-HRTimeline
Cambridge Investment Research Advisors,…86,439$8.69M0.03%+26,44613F-HRTimeline
N.E.W. Advisory Services LLC85,676$8.62M0.66%+44,14913F-HRTimeline
RVW Wealth, LLC69,200$6.96M0.66%-3,60813F-HRTimeline
1900 WEALTH MANAGEMENT LLC49,100$4.94M0.41%+1,81113F-HRTimeline
Manske Wealth Management48,865$4.91M1.86%+74013F-HRTimeline
Sanctuary Advisors, LLC45,463$4.57M0.03%-11513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA45,070$4.53M<0.01%+90213F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP43,326$4.33M<0.01%+16,43213F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/30,364$3.05M<0.01%+2,58713F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding29,428$2.96M+651Timeline
Trilogy Capital Inc.27,990$2.82M0.15%-115,33813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC27,579$2.77M<0.01%+2,38113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC26,846$2.7M<0.01%-16,67313F-HR/ATimelineGroup
Good Life Advisors, LLC26,546$2.67M0.19%new13F-HRTimeline
MAS Advisors LLC25,303$2.54M3.91%+7,74413F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC21,154$2.13M2.25%+4,13313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP18,763$1.89M<0.01%+6,93713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO17,975$1.81M<0.01%+1,38413F-HRTimelineGroup
KWB Wealth17,401$1.78M0.22%+90713F-HRTimeline
Private Advisor Group, LLC17,131$1.72M0.01%+43813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC16,307$1.64M<0.01%-10213F-HRTimelineGroup
LWM Advisory Services, LLC15,100$1.52M1.05%-42213F-HRTimeline
Gallacher Capital Management LLC13,307$1.34M0.65%-6613F-HRTimeline
Richard P Slaughter Associates Inc12,562$1.26M0.3%-1,14813F-HRTimeline
Goldstein Advisors, LLC11,602$1.17M0.17%+8313F-HRTimeline
Apella Capital, LLC12,144$1.16M0.04%-26913F-HRTimeline
Archford Capital Strategies, LLC10,693$1.08M0.16%new13F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC10,401$1.05M0.04%+26413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC9,875$993K<0.01%+13313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,786$985K<0.01%+93913F-HRTimelineGroup
Atria Wealth Solutions, Inc.9,768$982K0.01%+17213F-HRTimeline
MML INVESTORS SERVICES, LLC9,335$939K<0.01%+1,33513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…9,084$914K<0.01%-24413F-HRTimelineGroup
CHOREO, LLC8,191$824K0.01%013F-HRTimeline
FSM Wealth Advisors, LLC8,171$822K0.18%+5,00113F-HRTimeline
Gateway Wealth Partners, LLC7,710$775K0.17%-86913F-HRTimeline
HARBOUR INVESTMENTS, INC.6,722$676K0.02%-14113F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.6,698$674K0.32%013F-HRTimeline
Cosner Financial Group, LLC6,223$626K0.38%-7713F-HRTimeline
Cetera Investment Advisers5,698$573K<0.01%-52713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,615$565K<0.01%-79613F-HRTimelineGroup
NOTTINGHAM ADVISORS, INC.5,329$536K0.08%-17613F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.5,162$519K0.01%-4,31713F-HRTimelineGroup
Astoria Portfolio Advisors LLC.5,179$499K0.17%new13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC4,889$491K0.03%-2,41913F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…4,453$448K0.04%-28113F-HRTimelineGroup
ADAMSBROWN WEALTH CONSULTANTS LLC3,954$398K0.12%-6313F-HRTimeline
GeoWealth Management, LLC3,782$380K0.02%-7,40713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,752$277K0.02%-14313F-HRTimelineGroup
PFG Advisors2,715$273K0.02%-14813F-HRTimeline
Teamwork Financial Advisors, LLC2,216$223K0.03%-124,60713F-HRTimeline
B. Riley Wealth Advisors, Inc.2,212$222K0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,793$184K<0.01%013F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT1,610$162K0.01%+67413F-HRTimeline
Steward Partners Investment Advisory, L…1,038$104K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC940$94.5K<0.01%+1613F-HRTimelineGroup
AE Wealth Management LLC866$87.1K<0.01%-9213F-HRTimeline
PRIVATE TRUST CO NA612$61.5K0.01%+22113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC540$54.3K<0.01%+50413F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC505$50.8K<0.01%013F-HRTimelineGroup
3Chopt Investment Partners, LLC372$37.4K0.01%new13F-HRTimeline
MAI Capital Management316$31.8K<0.01%013F-HRTimeline
IFP Advisors, Inc315$31.7K<0.01%+113F-HRTimeline
Wayfinding Financial, LLC281$28K0.01%new13F-HRTimeline
Asset Dedication, LLC234$23.5K<0.01%013F-HRTimeline
SVB WEALTH LLC192$19.3K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC191$19.1K<0.01%new13F-HRTimeline
Rise Advisors, LLC95$9.54K<0.01%+113F-HRTimeline
Golden State Wealth Management, LLC82$8.25K<0.01%013F-HR/ATimeline
Investors Research Corp36$3.62K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC29$2.92K<0.01%new13F-HRTimeline
FSA Wealth Management LLC25$2.51K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.21$2.11K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC13$1.31K<0.01%013F-HRTimeline
Park Square Financial Group, LLC7$704<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC6$627<0.01%013F-HRTimeline
NewEdge Advisors, LLC2$201<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1$101<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$57<0.01%-4613F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.