Skip to content
Disclosery

JPME J P MORGAN EXCHANGE TRADED F

Follow

DIVERSFED RTRN (fund)

93 managers (94 13F filers) reported a position in JPME shares at 2025-09-30, 2,316,273 shares in all. 12 filers opened a position and 6 filers sold out during the quarter.

Managers
93
13F filers
94
New
12
Added
27
Reduced
35
Sold out
6
Shares held by filers
2,316,273

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 STANLEY438,632$47.6M<0.01%+8,68713F-HR/ATimelineGroup
HighTower Advisors, LLC313,601$34M0.04%+18,99713F-HRTimeline
LPL Financial LLC227,100$24.6M0.01%-2,97213F-HRTimeline
Dynamic Advisor Solutions LLC155,608$16.9M0.49%+4,64913F-HRTimeline
Cambridge Investment Research Advisors,…111,752$12.1M0.03%+17,97113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC98,920$10.7M0.02%-1,24213F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP96,016$10.4M0.01%+30,47413F-HRTimelineGroup
APPLETON PARTNERS INC/MA89,679$9.72M0.65%+1,20213F-HRTimeline
RVW Wealth, LLC67,171$7.28M0.57%-1,03513F-HRTimeline
Sanctuary Advisors, LLC67,014$7.27M0.04%+21,19013F-HR/ATimeline
Manske Wealth Management53,798$5.83M1.79%-36213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA50,829$5.51M<0.01%-8,33513F-HRTimelineGroup
1900 WEALTH MANAGEMENT LLC47,542$5.16M0.35%+213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/36,574$3.97M<0.01%+6,59713F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC23,080$2.5M<0.01%-13,12013F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC22,122$2.4M2.22%-14813F-HRTimeline
MAS Advisors LLC21,838$2.37M3.75%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP21,743$2.36M<0.01%+1,41613F-HRTimelineGroup
Trilogy Capital Inc.20,795$2.26M0.1%-1,87913F-HRTimeline
Private Advisor Group, LLC19,694$2.14M0.01%+69113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC19,611$2.13M0.05%-52,90213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC18,956$2.06M<0.01%+3,42513F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding18,781$2.04M-4,912Timeline
KWB Wealth18,005$1.87M0.21%+713F-HRTimeline
LWM Advisory Services, LLC15,500$1.68M0.98%+42313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.13,163$1.42M<0.01%+1,17313F-HRTimelineGroup
Gallacher Capital Management LLC12,104$1.31M0.52%-1,12213F-HRTimeline
Apella Capital, LLC12,098$1.29M0.03%-213F-HRTimeline
Goldstein Advisors, LLC11,022$1.2M0.15%-42013F-HRTimeline
Archford Capital Strategies, LLC10,693$1.16M0.14%013F-HRTimeline
FSM Wealth Advisors, LLC10,537$1.14M0.16%-31413F-HRTimeline
Empirical Asset Management, LLC9,871$1.07M0.3%new13F-HRTimeline
Richard P Slaughter Associates Inc9,521$1.03M0.22%-24313F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC9,405$1.02M0.03%-1,32413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…8,830$958K<0.01%-20913F-HRTimelineGroup
CHOREO, LLC8,191$888K0.01%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC7,560$820K<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO7,525$816K<0.01%-8913F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,186$779K<0.01%-6813F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.6,938$752K0.02%+18413F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.6,518$707K0.28%+113F-HRTimeline
Cetera Investment Advisers5,442$590K<0.01%+49413F-HRTimeline
NOTTINGHAM ADVISORS, INC.5,229$567K0.08%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC4,889$530K0.03%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.4,455$483K0.01%-64513F-HRTimelineGroup
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…4,426$480K0.03%-16413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC4,211$457K<0.01%-51213F-HRTimelineGroup
Traub Capital Management LLC4,150$450K0.45%013F-HRTimeline
CoreCap Advisors, LLC4,101$445K0.02%new13F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC3,909$424K0.12%-4613F-HRTimeline
COMPASS CAPITAL MANAGEMENT, INC3,370$365K0.02%new13F-HRTimeline
GeoWealth Management, LLC3,054$331K0.01%-23713F-HRTimeline
Merit Financial Group, LLC2,835$307K<0.01%new13F-HR/ATimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC2,725$296K<0.01%new13F-HRTimelineGroup
MML INVESTORS SERVICES, LLC2,699$293K<0.01%-7,65613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC2,672$290K<0.01%-8,27313F-HRTimelineGroup
PFG Advisors2,531$274K0.01%-4513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,495$271K0.01%-8113F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.2,443$265K0.01%new13F-HRTimelineGroup
Advyzon Investment Management, LLC2,113$229K0.04%new13F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.2,046$222K0.2%new13F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…2,028$220K0.01%new13F-HRTimelineGroup
Cosner Financial Group, LLC6,204$219K0.12%+513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,533$166K<0.01%+4313F-HRTimelineGroup
PRIVATE TRUST CO NA1,165$126K0.01%+63413F-HRTimeline
FMR LLCin group FMR LLC1,162$126K<0.01%+20513F-HRTimelineGroup
Steward Partners Investment Advisory, L…956$104K<0.01%-13913F-HRTimeline
ALBION FINANCIAL GROUP /UT936$102K0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO915$99.2K<0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC910$98.7K<0.01%+513F-HRTimeline
AE Wealth Management LLC858$93K<0.01%-613F-HRTimeline
N.E.W. Advisory Services LLC833$90.4K0.01%-6,16013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.499$54.1K<0.01%new13F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC470$51K<0.01%013F-HRTimelineGroup
MAI Capital Management408$44.2K<0.01%+13313F-HRTimeline
IFP Advisors, Inc342$37.1K<0.01%+2513F-HR/ATimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…304$33K<0.01%+213F-HRTimelineGroup
COMERICA BANK286$31K<0.01%013F-HRTimeline
Asset Dedication, LLC234$25.4K<0.01%013F-HRTimeline
Clearstead Advisors, LLC229$24.8K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC174$18.9K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC126$13.6K<0.01%-4313F-HRTimeline
Team Financial Group, LLC114$12.4K0.01%013F-HRTimeline
Rise Advisors, LLC96$10.4K<0.01%+113F-HRTimeline
Golden State Wealth Management, LLC82$8.89K<0.01%013F-HRTimeline
Abich Financial Wealth Management LLC27$2.93K<0.01%13F-HRTimeline
FSA Wealth Management LLC25$2.71K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.21$2.28K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC8$868<0.01%-513F-HRTimeline
Frazier Financial Advisors, LLC6$684<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3$325<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1$108<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$48<0.01%-1913F-HRTimelineGroupAmount filed as zero, left out of ratios.