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Disclosery

JPME J P MORGAN EXCHANGE TRADED F

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DIVERSFED RTRN (fund)

102 managers (103 13F filers) reported a position in JPME shares at 2025-12-31, 2,460,144 shares in all. 12 filers opened a position and 8 filers sold out during the quarter.

Managers
102
13F filers
103
New
12
Added
41
Reduced
27
Sold out
8
Shares held by filers
2,460,144

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
MORGAN STANLEYin group MORGAN STANLEY446,483$48.5M<0.01%+7,85113F-HR/ATimelineGroup
HighTower Advisors, LLC338,574$36.8M0.04%+24,97313F-HRTimeline
LPL Financial LLC244,782$26.6M0.01%+17,68213F-HRTimeline
Dynamic Advisor Solutions LLC153,652$16.7M0.54%-1,95613F-HRTimeline
Cambridge Investment Research Advisors,…123,107$13.4M0.04%+11,35513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP111,159$12.1M0.01%+15,14313F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC94,460$10.3M0.01%-4,46013F-HRTimelineGroup
APPLETON PARTNERS INC/MA91,742$9.97M0.66%+2,06313F-HRTimeline
Sanctuary Advisors, LLC69,363$7.54M0.04%+2,34913F-HRTimeline
RVW Wealth, LLC65,362$7.1M0.54%-1,80913F-HRTimeline
Manske Wealth Management54,840$5.96M1.76%+1,04213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA53,518$5.82M<0.01%+2,68913F-HRTimelineGroup
1900 WEALTH MANAGEMENT LLC47,544$5.17M0.33%+213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/38,217$4.15M<0.01%+1,64313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC23,691$2.57M<0.01%+61113F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC22,717$2.47M2.22%+59513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP22,389$2.43M<0.01%+64613F-HRTimelineGroup
Trilogy Capital Inc.19,841$2.16M0.1%-95413F-HRTimeline
KWB Wealth19,504$2.12M0.2%+1,49913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC19,068$2.07M<0.01%+11213F-HRTimelineGroup
Private Advisor Group, LLC19,015$2.07M0.01%-67913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.18,374$2M<0.01%+5,21113F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC16,846$1.83M0.04%-2,76513F-HRTimelineGroup
Empirical Asset Management, LLC16,177$1.76M0.5%+6,30613F-HRTimeline
LWM Advisory Services, LLC16,110$1.75M1.03%+61013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding15,820$1.72M-2,961Timeline
Vantus Wealth LLC15,685$1.7M1.26%13F-HRTimeline
Advyzon Investment Management, LLC15,375$1.67M0.19%+13,26213F-HRTimeline
Cassilly Financial Group LLC15,335$1.67M1.47%13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC14,349$1.56M<0.01%new13F-HRTimelineGroup
Gallacher Capital Management LLC13,332$1.45M0.56%+1,22813F-HRTimeline
Apella Capital, LLC11,905$1.29M0.03%-19313F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC11,240$1.22M0.03%+1,83513F-HRTimeline
Archford Capital Strategies, LLC10,693$1.16M0.14%013F-HRTimeline
Goldstein Advisors, LLC10,544$1.15M0.13%-47813F-HRTimeline
FSM Wealth Advisors, LLC10,040$1.09M0.15%-49713F-HRTimeline
Richard P Slaughter Associates Inc9,286$1.01M0.21%-23513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…8,886$966K<0.01%+5613F-HR/ATimelineGroup
CHOREO, LLC8,191$898K0.01%013F-HRTimeline
N.E.W. Advisory Services LLC7,711$838K0.06%+6,87813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO7,373$801K<0.01%-15213F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.7,019$763K0.02%+8113F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP7,000$761K<0.01%new13F-HRTimelineGroup
LANDMARK WEALTH MANAGEMENT, INC.6,518$708K0.27%013F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC6,316$686K0.32%13F-HRTimeline
Cosner Financial Group, LLC6,213$675K0.34%+913F-HRTimeline
Cetera Investment Advisers6,163$670K<0.01%+72113F-HRTimeline
COMPASS CAPITAL MANAGEMENT, INC5,320$578K0.03%+1,95013F-HRTimeline
CoreCap Advisors, LLC5,260$572K0.02%+1,15913F-HRTimeline
NOTTINGHAM ADVISORS, INC.4,896$532K0.07%-33313F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC4,826$524K0.03%-6313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,575$497K<0.01%-2,61113F-HRTimelineGroup
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…4,497$489K0.03%+7113F-HRTimelineGroup
Entelevest, LLC4,442$483K0.5%13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.4,441$483K0.01%-1413F-HRTimelineGroup
Traub Capital Management LLC4,150$451K0.43%013F-HRTimeline
McLaughlin Asset Management, Inc.4,124$448K0.4%13F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC3,538$384K0.11%-37113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,096$336K0.01%+1,56313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,648$288K<0.01%-1,56313F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.2,638$287K0.01%+19513F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,490$271K0.01%-513F-HRTimelineGroup
LUTS & GREENLEIGH GROUP, INC.2,459$267K0.23%+41313F-HRTimeline
PFG Advisors2,339$254K0.01%-19213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC2,114$230K<0.01%-55813F-HRTimelineGroup
Curry Webb Wealth Management LLC2,101$228K0.11%13F-HRTimeline
ProCore Advisors, LLC2,082$226K0.23%13F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…1,989$216K0.01%-3913F-HRTimelineGroup
MLG Wealth Management DBA Pine Grove Fi…1,948$212K0.03%13F-HRTimeline
OneDigital Investment Advisors LLC1,873$203K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA1,209$131K0.01%+4413F-HRTimeline
FMR LLCin group FMR LLC1,139$124K<0.01%-2313F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.1,020$111K<0.01%+52113F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT936$102K0.01%013F-HRTimeline
Global Retirement Partners, LLC916$99.5K<0.01%+613F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO915$99.4K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC858$93.2K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC793$86.2K<0.01%+61913F-HRTimeline
Steward Partners Investment Advisory, L…542$58.9K<0.01%-41413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC450$48.9K<0.01%-2013F-HRTimelineGroup
MAI Capital Management408$44.3K<0.01%013F-HRTimeline
IFP Advisors, Inc320$34.8K<0.01%-2213F-HRTimeline
COMERICA BANK286$31.1K<0.01%013F-HRTimeline
Asset Dedication, LLC234$25.4K<0.01%013F-HRTimeline
Pflug Koory, LLC200$21.7K0.01%new13F-HRTimeline
Smartleaf Asset Management LLC129$14.1K<0.01%+313F-HRTimeline
Team Financial Group, LLC115$12.5K0.01%+113F-HRTimeline
Golden State Wealth Management, LLC82$8.91K<0.01%013F-HRTimeline
Root Financial Partners, LLC36$3.91K<0.01%new13F-HRTimeline
Greykasell Wealth Strategies, Inc.34$3.72K<0.01%new13F-HRTimeline
WealthShield Partners, LLC34$3.69K<0.01%new13F-HRTimeline
Allworth Financial LP25$2.72K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC21$2.28K<0.01%+1813F-HRTimelineGroup
IMG Wealth Management, Inc.21$2.28K<0.01%013F-HRTimeline
Parallel Advisors, LLC17$1.87K<0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC8$869<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC6$690<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…6$652<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC4$435<0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.3$326<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1$109<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$64<0.01%+113F-HRTimelineGroup