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Disclosery

JPSE J P MORGAN EXCHANGE TRADED F

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DIVERSFD EQT ETF (fund)

103 managers (104 13F filers) reported a position in JPSE shares at 2024-12-31, 8,268,374 shares in all. 7 filers opened a position and 5 filers sold out during the quarter.

Managers
103
13F filers
104
New
7
Added
39
Reduced
31
Sold out
5
Shares held by filers
8,268,374

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,395,139$65.3M0.02%13F-HR/ATimelineGroup
Koss-Olinger Consulting, LLC1,237,906$57.9M5.08%+26,01413F-HRTimeline
LPL Financial LLC615,084$28.8M0.01%+62,03913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/549,113$25.7M<0.01%+64,06713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA451,851$21.2M<0.01%-28,54113F-HRTimelineGroup
Capital Advisors Wealth Management, LLC383,263$17.9M3.19%+141,63713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY281,574$13.2M<0.01%+23,09013F-HR/ATimelineGroup
Goldstein Advisors, LLC228,895$10.7M1.56%+8,83813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP195,428$9.15M0.01%+4,59913F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…177,479$8.31M0.36%-28513F-HRTimeline
APPLETON PARTNERS INC/MA176,944$8.28M0.61%-75713F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …163,753$7.67M0.12%-3,10413F-HRTimelineGroup
Hartford Financial Management Inc.161,040$7.54M1.54%-90313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…149,682$7.01M0.01%+6,97813F-HRTimelineGroup
Financial Advocates Investment Manageme…140,254$6.57M0.37%-14,65513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.136,428$6.39M0.01%+51,75513F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC134,086$6.28M<0.01%-4,54713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC124,924$5.85M<0.01%-30,81913F-HRTimelineGroup
Keystone Financial Services, LLC124,623$5.83M5.35%13F-HRTimeline
Sprinkle Financial Consultants LLC107,185$5.02M3.42%+7,79813F-HRTimeline
Ipsen Advisor Group LLC103,437$4.84M4.14%13F-HRTimeline
DAVENPORT & Co LLC97,532$4.57M0.03%+5,01713F-HRTimeline
First Pacific Financial80,658$3.78M0.88%-62113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP70,948$3.32M<0.01%+27,62213F-HRTimelineGroup
Integrated Wealth Concepts LLC61,925$2.9M0.03%-3,21513F-HRTimeline
Teamwork Financial Advisors, LLC57,904$2.71M0.35%-275,22113F-HRTimeline
Kingsview Wealth Management, LLC53,516$2.51M0.05%+54313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC48,054$2.25M<0.01%+77213F-HRTimeline
Family Capital Management, Inc.45,479$2.13M1.29%+3,39513F-HRTimeline
Cetera Investment Advisers45,044$2.11M<0.01%-1,37913F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC31,382$1.47M1.6%13F-HRTimeline
MML INVESTORS SERVICES, LLC29,821$1.4M<0.01%+33313F-HRTimeline
Cornerstone Wealth Management, LLC28,359$1.33M0.09%+6,94113F-HRTimeline
KWB Wealth26,489$1.27M0.16%+2913F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…27,153$1.27M0.11%+2,23013F-HRTimelineGroup
LexAurum Advisors, LLC26,724$1.25M0.25%+82013F-HRTimeline
Cambridge Investment Research Advisors,…25,294$1.18M<0.01%-1,61613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV24,791$1.16M<0.01%-1,41013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding24,197$1.13M+2,246Timeline
NewEdge Advisors, LLC23,107$1.08M0.01%-4,74913F-HRTimeline
LWM Advisory Services, LLC22,553$1.06M0.73%+2,28213F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC22,435$1.05M0.18%+47013F-HRTimeline
Atria Wealth Solutions, Inc.21,348$999K0.01%+70513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…19,174$898K<0.01%-2,27713F-HRTimelineGroup
GTS SECURITIES LLC19,144$896K0.04%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC17,027$797K0.05%+3013F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.16,821$787K0.41%+19213F-HRTimeline
Gallacher Capital Management LLC16,349$765K0.38%-61613F-HRTimeline
ZEGA Investments, LLC15,797$757K0.22%13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO16,139$755K<0.01%-1,44113F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.15,693$735K0.01%-8613F-HRTimelineGroup
Redwood Financial Network Corp14,869$696K0.52%+413F-HRTimeline
Cordgrass Capital Advisors, LLC14,621$684K0.2%-8,23313F-HRTimeline
HILL ISLAND FINANCIAL LLC14,323$670K0.2%+3813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC13,513$633K0.02%+9313F-HRTimeline
NOTTINGHAM ADVISORS, INC.11,034$516K0.07%013F-HRTimeline
KPP Advisory Services LLC9,556$447K0.11%-12713F-HRTimeline
Beck Bode, LLC9,501$445K0.08%-5,02213F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth9,009$422K<0.01%+14913F-HR/ATimelineGroup
PINNACLE ASSOCIATES LTD8,859$415K0.01%-2,34613F-HRTimeline
Pinnacle Wealth Management Advisory Gro…8,859$415K0.04%013F-HRTimeline
Mendel Money Management8,738$409K0.18%+72513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…8,063$377K0.01%-2613F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV7,938$372K0.03%-3,59413F-HRTimeline
Prospera Financial Services Inc7,746$363K0.01%+83113F-HRTimeline
Centerpoint Advisory Group6,627$310K0.3%13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC5,582$261K0.01%13F-HRTimeline
Intrua Financial, LLC5,506$258K0.04%013F-HRTimeline
Mariner, LLCin group Mariner, LLC5,393$252K<0.01%new13F-HRTimelineGroup
N.E.W. Advisory Services LLC4,983$233K0.02%-35213F-HRTimeline
HighTower Advisors, LLC4,941$231K<0.01%-35513F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP4,900$229K<0.01%new13F-HRTimelineGroup
Choice Wealth Advisors LLC4,618$216K0.11%013F-HRTimeline
ALBION FINANCIAL GROUP /UT1,573$73.6K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,444$67.6K<0.01%-76713F-HRTimelineGroup
FMR LLCin group FMR LLC1,243$58.2K<0.01%+10013F-HRTimelineGroup
PRIVATE TRUST CO NA1,127$52.8K0.01%-13613F-HRTimeline
CRITERION CAPITAL ADVISORS, LLC805$35.1K0.02%013F-HRTimeline
UBS Group AGin group UBS Group AG436$20.4K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc421$19.7K<0.01%+1313F-HRTimeline
Aptus Capital Advisors, LLC409$19.1K<0.01%+313F-HRTimeline
SALEM INVESTMENT COUNSELORS INC400$18.7K<0.01%-40013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Bell Investment Advisors, Inc368$17.2K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC282$13.2K<0.01%013F-HRTimelineGroup
Golden State Wealth Management, LLC273$12.8K<0.01%13F-HRTimeline
AE Wealth Management LLC232$10.9K<0.01%new13F-HRTimeline
Transcendent Capital Group LLC227$10.6K0.01%+10113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV205$9.6K<0.01%+15113F-HRTimeline
Farther Finance Advisors, LLC191$8.94K<0.01%013F-HRTimeline
SIGNATUREFD, LLC130$6.08K<0.01%new13F-HRTimeline
GeoWealth Management, LLC110$5.17K<0.01%+7013F-HRTimeline
Steward Partners Investment Advisory, L…89$4.17K<0.01%+4613F-HRTimeline
Coppell Advisory Solutions LLC80$3.74K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc65$3.04K<0.01%013F-HRTimeline
Global Retirement Partners, LLC51$2.39K<0.01%013F-HRTimeline
COMERICA BANK50$2.34K<0.01%new13F-HR/ATimeline
WealthShield Partners, LLC32$1.5K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC2$94<0.01%13F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC1$48<0.01%new13F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1$47<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$6<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.
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.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.