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Disclosery

JPME J P MORGAN EXCHANGE TRADED F

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DIVERSFED RTRN (fund)

109 managers (112 13F filers) reported a position in JPME shares at 2026-03-31, 2,358,675 shares in all. 15 filers opened a position and 6 filers sold out during the quarter.

Managers
109
13F filers
112
New
15
Added
34
Reduced
36
Sold out
6
Shares held by filers
2,358,675

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
MORGAN STANLEYin group MORGAN STANLEY411,437$47.1M<0.01%-35,04613F-HRTimelineGroup
HighTower Advisors, LLC355,257$40.7M0.04%+16,68313F-HRTimeline
LPL Financial LLC250,776$28.7M0.01%+5,99413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP133,463$15.1M0.01%+22,30413F-HRTimelineGroup
Cambridge Investment Research Advisors,…123,160$14.1M0.04%+5313F-HRTimeline
APPLETON PARTNERS INC/MA92,579$10.6M0.74%+83713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC92,474$10.6M0.02%-1,98613F-HRTimelineGroup
RVW Wealth, LLC63,630$7.29M0.57%-1,73213F-HRTimeline
Manske Wealth Management59,844$6.85M1.92%+5,00413F-HRTimeline
Sanctuary Advisors, LLC54,638$6.26M0.03%-14,72513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA54,599$6.25M<0.01%+1,08113F-HRTimelineGroup
1900 WEALTH MANAGEMENT LLC46,344$5.31M0.34%-1,20013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/34,342$3.93M<0.01%-3,87513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.29,633$3.4M<0.01%+11,25913F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.24,064$2.76M0.02%new13F-HRTimelineGroup
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC22,890$2.62M2.32%+17313F-HRTimeline
Modern Wealth Management, LLC21,930$2.52M0.04%new13F-HRTimeline
Dynamic Advisor Solutions LLC19,971$2.29M0.07%-133,68113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC19,667$2.25M<0.01%+59913F-HRTimelineGroup
Private Advisor Group, LLC19,227$2.2M0.01%+21213F-HRTimeline
KWB Wealth19,504$2.12M0.21%013F-HRTimeline
Advyzon Investment Management, LLC18,463$2.11M0.19%+3,08813F-HRTimeline
Trilogy Capital Inc.18,022$2.06M0.09%-1,81913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC17,881$2.05M<0.01%-5,81013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC15,759$1.8M0.04%-1,08713F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP15,678$1.8M<0.01%-6,71113F-HRTimelineGroup
Cassilly Financial Group LLC15,627$1.79M1.55%+29213F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding14,966$1.71M-854Timeline
Empirical Asset Management, LLC14,887$1.7M0.45%-1,29013F-HRTimeline
Apella Capital, LLC11,610$1.4M0.02%-29513F-HRTimeline
Gallacher Capital Management LLC12,133$1.39M0.53%-1,19913F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC11,353$1.3M0.03%+11313F-HRTimeline
Archford Capital Strategies, LLC10,693$1.22M0.14%013F-HRTimeline
Goldstein Advisors, LLC10,626$1.22M0.14%+8213F-HRTimeline
LWM Advisory Services, LLC10,474$1.2M1.28%-5,63613F-HRTimeline
FSM Wealth Advisors, LLC10,132$1.16M0.15%+9213F-HRTimeline
HARBOUR INVESTMENTS, INC.10,004$1.15M0.02%+2,98513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…9,837$1.13M<0.01%+95113F-HRTimelineGroup
Richard P Slaughter Associates Inc9,185$1.05M0.23%-10113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC8,600$985K<0.01%new13F-HRTimelineGroup
CHOREO, LLC8,191$938K0.01%013F-HRTimeline
Cetera Investment Advisers7,493$858K<0.01%+1,33013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO7,228$813K<0.01%-14513F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC6,872$794K<0.01%+4,22413F-HR/ATimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC6,788$777K<0.01%-7,56113F-HRTimelineGroup
LANDMARK WEALTH MANAGEMENT, INC.6,518$746K0.28%013F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC6,084$697K0.32%-23213F-HRTimeline
Cosner Financial Group, LLC6,009$688K0.38%-20413F-HRTimeline
COMPASS CAPITAL MANAGEMENT, INC5,320$609K0.04%013F-HRTimeline
CPWA, LLC4,918$595K0.71%13F-HRTimeline
CoreCap Advisors, LLC5,059$579K0.02%-20113F-HRTimeline
NOTTINGHAM ADVISORS, INC.4,896$561K0.07%013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding4,805$550K+308Timeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,677$536K<0.01%+10213F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC4,475$512K0.03%-35113F-HRTimeline
N.E.W. Advisory Services LLC4,340$497K0.04%-3,37113F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.4,311$494K0.01%-13013F-HRTimelineGroup
Traub Capital Management LLC4,270$489K0.49%+12013F-HRTimeline
Entelevest, LLC4,064$466K0.48%-37813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,028$461K0.01%+93213F-HRTimelineGroup
McLaughlin Asset Management, Inc.3,976$455K0.44%-14813F-HRTimeline
Summit Financial, LLC3,869$443K0.01%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC3,827$438K<0.01%new13F-HRTimelineGroup
ADAMSBROWN WEALTH CONSULTANTS LLC3,530$404K0.11%-813F-HRTimeline
OneDigital Investment Advisors LLC3,471$398K<0.01%+1,59813F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.2,859$327K0.02%+22113F-HRTimelineGroup
LUTS & GREENLEIGH GROUP, INC.2,593$297K0.24%+13413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,420$277K0.01%-7013F-HR/ATimelineGroup
Janney Montgomery Scott LLC2,362$271K<0.01%new13F-HRTimeline
PFG Advisors2,277$261K0.01%-6213F-HRTimeline
Layline Advisors, LLC2,149$246K0.28%13F-HRTimeline
Curry Webb Wealth Management LLC2,101$241K0.11%013F-HRTimeline
Gateway Wealth Partners, LLC1,974$226K0.01%new13F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…1,945$223K0.03%-313F-HRTimeline
PRIVATE TRUST CO NA1,817$208K0.02%+60813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,805$207K<0.01%-30913F-HRTimelineGroup
FMR LLCin group FMR LLC1,285$147K<0.01%+14613F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,035$119K<0.01%new13F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.1,019$117K<0.01%-113F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT936$107K0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO915$105K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC835$95.6K<0.01%-2313F-HRTimeline
Farther Finance Advisors, LLC745$85.7K<0.01%-4813F-HRTimeline
Steward Partners Investment Advisory, L…571$65.4K<0.01%+2913F-HRTimeline
CITIGROUP INCin group CITIGROUP INC450$51.5K<0.01%013F-HRTimelineGroup
MAI Capital Management408$46.7K<0.01%013F-HRTimeline
IFP Advisors, Inc324$37.1K<0.01%+413F-HRTimeline
Asset Dedication, LLC234$26.8K<0.01%013F-HRTimeline
Pflug Koory, LLC200$22.9K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC195$22.3K<0.01%new13F-HRTimelineGroup
Smartleaf Asset Management LLC129$14.5K<0.01%013F-HRTimeline
Team Financial Group, LLC115$13.2K0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC108$12.4K<0.01%13F-HRTimelineGroup
Capital Investment Advisory Services, L…86$9.85K<0.01%+8013F-HRTimeline
Golden State Wealth Management, LLC82$9.39K<0.01%013F-HRTimeline
Napier Financial, LLC52$5.96K<0.01%new13F-HRTimeline
UBS Group AGgroup of 2 filers holding52$5.96KnewTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN49$5.63K<0.01%+4813F-HR/ATimelineGroup
Greykasell Wealth Strategies, Inc.34$3.93K<0.01%013F-HRTimeline
WealthShield Partners, LLC34$3.89K<0.01%013F-HRTimeline
MCF Advisors LLC26$2.98K<0.01%new13F-HRTimeline
IMG Wealth Management, Inc.21$2.4K<0.01%013F-HRTimeline
Parallel Advisors, LLC17$1.98K<0.01%013F-HR/ATimeline
True Wealth Design, LLC17$1.95K<0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC8$962<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC6$729<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3$344<0.01%-1813F-HRTimelineGroup
Strategic Wealth Partners, Ltd.3$344<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1$115<0.01%013F-HRTimeline