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Disclosery

JPSE J P MORGAN EXCHANGE TRADED F

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DIVERSFD EQT ETF (fund)

116 managers (117 13F filers) reported a position in JPSE shares at 2026-06-30, 7,970,007 shares in all. 8 filers opened a position and 6 filers sold out during the quarter.

Managers
116
13F filers
117
New
8
Added
44
Reduced
49
Sold out
6
Shares held by filers
7,970,007

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Koss-Olinger Consulting, LLC1,075,753$64.7M4.98%+47,55513F-HRTimeline
LPL Financial LLC866,298$52.1M0.01%-40,82313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC475,290$28.6M0.01%-263,29813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/415,702$25M<0.01%-195,17713F-HRTimelineGroup
Hartford Financial Management Inc.322,294$19.4M4.33%-6,81113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY309,893$18.6M<0.01%+37,32713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA294,425$17.7M<0.01%-5,11013F-HRTimelineGroup
Aprio Wealth Management, LLC257,360$15.5M0.77%-59,24813F-HRTimeline
Goldstein Advisors, LLC230,728$13.9M1.27%+6713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…219,139$13.2M0.01%+5,57813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO194,646$11.7M<0.01%+39,18413F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…189,522$11.4M0.3%-80913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP182,399$11M0.01%+47,57113F-HRTimelineGroup
Sprinkle Financial Consultants LLC179,745$10.8M4.24%+4,92213F-HRTimeline
Sanctuary Advisors, LLC177,474$10.7M0.05%+158,25613F-HRTimeline
Integrated Wealth Concepts LLC169,257$10.2M0.05%+115,26413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC165,572$9.96M<0.01%+36,91213F-HRTimelineGroup
Keystone Financial Services, LLC161,413$9.71M5.83%+10913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP161,891$9.71M<0.01%+26,76213F-HRTimelineGroup
MAGNOLIA CAPITAL ADVISORS LLC149,258$8.98M1.54%+9,33713F-HRTimeline
Financial Solutions Advisory Group, Inc.145,788$8.67M1.1%-1,08513F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …141,751$8.53M0.11%+1,44413F-HRTimelineGroup
Ipsen Advisor Group LLC116,107$6.99M4.49%+52313F-HRTimeline
DAVENPORT & Co LLC94,588$5.69M0.03%-13,16413F-HRTimeline
Capital Advisors Wealth Management, LLC91,151$5.48M0.64%+22413F-HRTimeline
Kingsview Wealth Management, LLC73,986$4.45M0.05%+1,14913F-HRTimeline
First Pacific Financial70,723$4.26M0.51%-1,22013F-HRTimeline
Family Capital Management, Inc.65,362$3.93M1.52%-62513F-HRTimeline
QUANTUM FINANCIAL PARTNERS LLC56,119$3.38M1.73%13F-HRTimeline
Cetera Investment Advisers53,531$3.22M<0.01%-2513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…44,845$2.7M<0.01%+31,29413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC43,455$2.61M<0.01%+1,36713F-HRTimeline
Cambridge Investment Research Advisors,…42,802$2.58M0.01%-3,56513F-HR/ATimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC41,525$2.5M2%+49313F-HRTimeline
LexAurum Advisors, LLC35,118$2.11M0.24%-2,66513F-HRTimeline
APPLETON PARTNERS INC/MA35,055$2.11M0.13%-155,66913F-HRTimeline
Vantus Wealth LLC34,408$2.07M1.11%13F-HRTimeline
Advyzon Investment Management, LLC33,839$2.04M0.15%+1,11613F-HRTimeline
J.W. COLE ADVISORS, INC.31,825$1.91M0.03%+8913F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…30,136$1.81M0.1%-3,68013F-HRTimelineGroup
KWB Wealth27,808$1.67M0.14%+47913F-HRTimeline
Cornerstone Wealth Management, LLC25,823$1.55M0.07%-1,09813F-HRTimeline
Financial Engines Advisors L.L.C.23,531$1.42M<0.01%+32113F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC18,980$1.14M0.18%-1,92713F-HRTimeline
GTS SECURITIES LLC18,972$1.14M0.02%-6913F-HRTimeline
Gallacher Capital Management LLC15,047$905K0.51%+1,59013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV14,285$859K<0.01%-3313F-HR/ATimeline
Cordgrass Capital Advisors, LLC13,478$811K0.3%-3813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC13,336$802K0.02%+40813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.13,267$798K<0.01%+4,08113F-HRTimelineGroup
McLaughlin Asset Management, Inc.11,863$714K0.55%+413F-HR/ATimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP11,300$680K<0.01%-25,10013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC11,157$671K<0.01%+2,08213F-HRTimeline
NOTTINGHAM ADVISORS, INC.11,034$655K0.08%013F-HRTimeline
Modern Wealth Management, LLC10,634$640K0.01%-10,13013F-HRTimeline
Western Wealth Management, LLC10,554$635K0.02%-43113F-HRTimeline
Go Invest LLC10,462$629K0.15%-49613F-HRTimeline
NewEdge Advisors, LLC10,454$629K<0.01%-6,99413F-HRTimeline
Private Advisor Group, LLC10,434$628K<0.01%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding10,098$608K-386Timeline
MONEY CONCEPTS CAPITAL CORP9,681$582K0.03%+5,42113F-HRTimeline
COMPASS CAPITAL MANAGEMENT, INC9,225$555K0.03%-2,94513F-HRTimeline
KPP Advisory Services LLC8,926$537K0.07%013F-HRTimeline
HighTower Advisors, LLC8,573$516K<0.01%-55013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP8,546$514K<0.01%+1413F-HRTimelineGroup
Miller Global Investments, LLC8,365$503K0.42%-29013F-HRTimeline
PINNACLE ASSOCIATES LTD7,975$480K0.01%-99013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…7,975$480K0.03%-99013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth7,440$448K<0.01%-59313F-HRTimelineGroup
TITLEIST ASSET MANAGEMENT, LLC7,391$445K0.03%-8013F-HRTimeline
Summit Financial, LLC7,359$443K<0.01%-10913F-HRTimeline
Aviance Capital Partners, LLC7,113$428K0.04%013F-HRTimeline
LWM Advisory Services, LLC7,091$427K0.76%-3,20413F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.6,056$362K0.22%-23113F-HRTimeline
Redwood Financial Network Corp5,816$350K0.19%-48513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…5,654$340K<0.01%+1613F-HRTimelineGroup
Intrua Financial, LLC5,498$331K0.03%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,318$317K<0.01%-613F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC5,263$316K0.02%+313F-HRTimeline
Trademark Financial Management, LLC5,060$304K0.12%+1,20713F-HRTimeline
WealthPlan Investment Management, LLC4,807$289K0.01%-17613F-HRTimeline
Creative Planningin group Creative Planning4,498$271K<0.01%+213F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.4,452$268K<0.01%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC4,383$264K<0.01%-3,64113F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV4,159$250K0.01%-14413F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC3,530$212K0.01%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC3,432$206K<0.01%new13F-HRTimelineGroup
Centerpoint Advisory Group3,384$204K0.13%new13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC3,370$203K<0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC3,048$149K0.05%+3,04513F-HRTimeline
FMR LLCin group FMR LLC2,120$128K<0.01%+12713F-HRTimelineGroup
Founders Financial Alliance, LLC1,600$96.3K0.01%new13F-HRTimeline
ALBION FINANCIAL GROUP /UT1,573$94.6K0.01%013F-HRTimeline
Horizon Investments, LLC1,272$76.5K<0.01%-1,27213F-HRTimeline
Private Wealth Management Group, LLC1,253$75.4K0.02%013F-HRTimeline
N.E.W. Advisory Services LLC1,170$70.4K<0.01%+113F-HRTimeline
PRIVATE TRUST CO NA837$50.4K<0.01%-33513F-HRTimeline
AE Wealth Management LLC795$47.8K<0.01%+40213F-HRTimeline
Lodestone Wealth Management LLC661$39.8K0.01%+213F-HRTimeline
Farther Finance Advisors, LLC620$37.3K<0.01%+3213F-HRTimeline
Aptus Capital Advisors, LLC407$24.5K<0.01%+113F-HRTimeline
IFP Advisors, Inc369$22.2K<0.01%-4913F-HRTimeline
Steward Partners Investment Advisory, L…352$21.2K<0.01%-6213F-HRTimeline
Bell Investment Advisors, Inc174$10.5K<0.01%-1413F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…155$9.33K<0.01%+113F-HRTimelineGroup
Rossby Financial, LCC152$9.14K<0.01%+1913F-HRTimeline
SIGNATUREFD, LLC130$7.82K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC110$6.59K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\72$4.33K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc60$3.61K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV17$1.02K<0.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.11$1K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG8$481<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN7$446<0.01%-1913F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1$60<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.3$00%013F-HRTimelineValue filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them.