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Disclosery

JPME J P MORGAN EXCHANGE TRADED F

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DIVERSFED RTRN (fund)

89 managers (90 13F filers) reported a position in JPME shares at 2025-06-30, 2,306,039 shares in all. 9 filers opened a position and 9 filers sold out during the quarter.

Managers
89
13F filers
90
New
9
Added
29
Reduced
35
Sold out
9
Shares held by filers
2,306,039

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 STANLEY429,945$44.6M<0.01%+148,13613F-HRTimelineGroup
HighTower Advisors, LLC294,604$30.6M0.04%-4,93013F-HRTimeline
LPL Financial LLC230,072$23.9M0.01%+7,78113F-HRTimeline
Dynamic Advisor Solutions LLC150,959$15.7M0.48%+11,26713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC100,162$10.4M0.02%-602,49413F-HRTimelineGroup
Cambridge Investment Research Advisors,…93,781$9.72M0.03%+7,34213F-HRTimeline
APPLETON PARTNERS INC/MA88,477$9.18M0.65%+79013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC72,513$7.52M0.2%-146,56013F-HRTimelineGroup
RVW Wealth, LLC68,206$7.07M0.6%-99413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP65,542$6.78M0.01%+22,21613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA59,164$6.13M<0.01%+14,09413F-HR/ATimelineGroup
Manske Wealth Management54,160$5.62M1.86%+5,29513F-HRTimeline
1900 WEALTH MANAGEMENT LLC47,540$4.93M0.37%-1,56013F-HRTimeline
Sanctuary Advisors, LLC45,824$4.75M0.03%+36113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC36,200$3.75M<0.01%+8,62113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/29,977$3.11M<0.01%-38713F-HRTimelineGroup
Good Life Advisors, LLC27,463$2.85M0.18%+91713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding23,693$2.46M-5,735Timeline
Trilogy Capital Inc.22,674$2.35M0.11%-5,31613F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC22,270$2.31M2.25%+1,11613F-HRTimeline
MAS Advisors LLC21,838$2.26M3.7%-3,46513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP20,327$2.11M<0.01%+1,56413F-HRTimelineGroup
Private Advisor Group, LLC19,003$1.97M0.01%+1,87213F-HRTimeline
KWB Wealth17,998$1.81M0.22%+59713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC15,531$1.61M<0.01%-77613F-HRTimelineGroup
LWM Advisory Services, LLC15,077$1.56M1.08%-2313F-HRTimeline
Gallacher Capital Management LLC13,226$1.37M0.63%-8113F-HRTimeline
Apella Capital, LLC12,100$1.27M0.03%-4413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.11,990$1.24M<0.01%+2,20413F-HR/ATimelineGroup
Goldstein Advisors, LLC11,442$1.19M0.16%-16013F-HRTimeline
FSM Wealth Advisors, LLC10,851$1.14M0.18%+2,68013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC10,945$1.13M<0.01%+1,07013F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC10,729$1.11M0.04%+32813F-HRTimeline
Archford Capital Strategies, LLC10,693$1.11M0.14%013F-HRTimeline
MML INVESTORS SERVICES, LLC10,355$1.07M<0.01%+1,02013F-HRTimeline
Richard P Slaughter Associates Inc9,764$1.01M0.21%-2,79813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…9,039$937K<0.01%-4513F-HRTimelineGroup
CHOREO, LLC8,191$849K0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO7,614$790K<0.01%-10,36113F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,254$752K<0.01%+1,63913F-HRTimelineGroup
N.E.W. Advisory Services LLC6,993$725K0.07%-78,68313F-HRTimeline
HARBOUR INVESTMENTS, INC.6,754$700K0.02%+3213F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.6,517$676K0.29%-18113F-HRTimeline
Cosner Financial Group, LLC6,199$643K0.36%-2413F-HRTimeline
Astoria Portfolio Advisors LLC.5,189$551K0.15%+1013F-HRTimeline
NOTTINGHAM ADVISORS, INC.5,229$542K0.08%-10013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.5,100$529K0.01%-6213F-HRTimelineGroup
Cetera Investment Advisers4,948$513K<0.01%-75013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC4,889$507K0.04%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC4,723$490K<0.01%new13F-HRTimelineGroup
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…4,590$476K0.04%+13713F-HRTimelineGroup
Traub Capital Management LLC4,150$430K0.4%13F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC3,955$410K0.12%+113F-HRTimeline
GeoWealth Management, LLC3,291$341K0.01%-49113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,576$267K0.01%-17613F-HRTimelineGroup
PFG Advisors2,576$267K0.01%-13913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,490$155K<0.01%-30313F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,095$114K<0.01%+5713F-HRTimeline
FMR LLCin group FMR LLC957$99.2K<0.01%+1713F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT936$97.1K0.01%-67413F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO915$94.9K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC905$93.9K<0.01%13F-HRTimeline
AE Wealth Management LLC864$89.6K<0.01%-213F-HRTimeline
PRIVATE TRUST CO NA531$55.1K0.01%-8113F-HRTimeline
UBS Group AGin group UBS Group AG504$52.3K<0.01%new13F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC470$48.7K<0.01%-3513F-HRTimelineGroup
IFP Advisors, Inc317$32.8K<0.01%+213F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…302$31.4K<0.01%new13F-HRTimelineGroup
COMERICA BANK286$29.7K<0.01%new13F-HRTimeline
MAI Capital Management275$28.5K<0.01%-4113F-HRTimeline
Asset Dedication, LLC234$24.3K<0.01%013F-HRTimeline
Clearstead Advisors, LLC229$23.7K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC169$17.5K<0.01%-2213F-HRTimeline
Talon Private Wealth, LLC136$14.1K<0.01%new13F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC128$13.3K<0.01%new13F-HRTimeline
Team Financial Group, LLC114$11.8K0.01%new13F-HRTimeline
Rise Advisors, LLC95$9.89K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC82$8.5K<0.01%013F-HRTimeline
Investors Research Corp36$3.73K<0.01%013F-HRTimeline
FSA Wealth Management LLC25$2.59K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.21$2.18K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN19$1.97K<0.01%+1813F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC13$1.35K<0.01%013F-HRTimeline
Park Square Financial Group, LLC7$726<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC6$650<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3$311<0.01%-53713F-HRTimelineGroup
NewEdge Advisors, LLC2$207<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1$104<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.