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Disclosery

JPSE J P MORGAN EXCHANGE TRADED F

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DIVERSFD EQT ETF (fund)

104 managers (105 13F filers) reported a position in JPSE shares at 2025-03-31, 8,423,421 shares in all. 9 filers opened a position and 6 filers sold out during the quarter.

Managers
104
13F filers
105
New
9
Added
44
Reduced
34
Sold out
6
Shares held by filers
8,423,421

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,322,004$57.6M0.02%-73,13513F-HRTimelineGroup
Koss-Olinger Consulting, LLC1,268,046$55.3M4.66%+30,14013F-HRTimeline
LPL Financial LLC645,954$28.2M0.01%+30,87013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/564,189$24.6M<0.01%+15,07613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA461,206$20.1M<0.01%+9,35513F-HR/ATimelineGroup
Capital Advisors Wealth Management, LLC449,072$19.6M3.46%+65,80913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY281,272$12.3M<0.01%-30213F-HRTimelineGroup
Goldstein Advisors, LLC242,632$10.6M1.55%+13,73713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP213,857$9.32M0.01%+18,42913F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…185,657$8.09M0.36%+8,17813F-HRTimeline
APPLETON PARTNERS INC/MA182,293$7.95M0.61%+5,34913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…163,771$7.14M0.01%+14,08913F-HRTimelineGroup
Hartford Financial Management Inc.159,518$6.95M1.44%-1,52213F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …157,499$6.87M0.11%-6,25413F-HRTimelineGroup
Keystone Financial Services, LLC143,175$6.24M5.28%+18,55213F-HRTimeline
Financial Advocates Investment Manageme…140,620$6.13M0.43%+36613F-HRTimeline
Sprinkle Financial Consultants LLC132,558$5.78M3.67%+25,37313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC126,946$5.53M<0.01%-7,14013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC125,761$5.47M<0.01%+83713F-HRTimelineGroup
Ipsen Advisor Group LLC106,947$4.66M4.01%+3,51013F-HRTimeline
DAVENPORT & Co LLC100,610$4.39M0.03%+3,07813F-HRTimeline
Kingsview Wealth Management, LLC85,899$3.74M0.07%+32,38313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP75,267$3.27M<0.01%+4,31913F-HR/ATimelineGroup
First Pacific Financial72,104$3.14M0.64%-8,55413F-HRTimeline
Integrated Wealth Concepts LLC64,618$2.82M0.03%+2,69313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC52,505$2.29M<0.01%+4,45113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.51,130$2.23M<0.01%-85,29813F-HRTimelineGroup
Family Capital Management, Inc.47,924$2.09M1.29%+2,44513F-HRTimeline
Cetera Investment Advisers47,377$2.07M<0.01%+2,33313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC39,576$1.73M<0.01%new13F-HRTimelineGroup
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC39,181$1.71M1.8%+7,79913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…38,423$1.67M<0.01%+19,24913F-HRTimelineGroup
MML INVESTORS SERVICES, LLC32,688$1.43M<0.01%+2,86713F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…29,742$1.3M0.11%+2,58913F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO28,455$1.24M<0.01%+12,31613F-HRTimelineGroup
KWB Wealth25,659$1.2M0.14%-83013F-HRTimeline
LexAurum Advisors, LLC27,405$1.19M0.23%+68113F-HRTimeline
Cornerstone Wealth Management, LLC27,094$1.18M0.08%-1,26513F-HRTimeline
Cambridge Investment Research Advisors,…26,172$1.14M<0.01%+87813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding25,498$1.11M+1,301Timeline
NewEdge Advisors, LLC23,260$1.01M0.01%+15313F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC22,798$994K0.18%+36313F-HRTimeline
Atria Wealth Solutions, Inc.22,400$976K0.01%+1,05213F-HRTimeline
LWM Advisory Services, LLC21,873$953K0.66%-68013F-HRTimeline
Teamwork Financial Advisors, LLC20,487$893K0.12%-37,41713F-HRTimeline
GTS SECURITIES LLC18,972$827K0.04%-17213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV16,980$740K<0.01%-7,81113F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.16,662$726K0.38%-15913F-HRTimeline
Gallacher Capital Management LLC16,301$711K0.35%-4813F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.14,855$648K0.01%-83813F-HRTimelineGroup
Redwood Financial Network Corp14,537$634K0.48%-33213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC13,513$589K0.02%013F-HRTimeline
Cordgrass Capital Advisors, LLC12,271$535K0.15%-2,35013F-HRTimeline
ZEGA Investments, LLC11,447$499K0.15%-4,35013F-HRTimeline
NOTTINGHAM ADVISORS, INC.11,034$481K0.07%013F-HRTimeline
N.E.W. Advisory Services LLC9,987$435K0.03%+5,00413F-HRTimeline
Mendel Money Management9,470$413K0.2%+73213F-HRTimeline
KPP Advisory Services LLC9,321$406K0.08%-23513F-HRTimeline
PINNACLE ASSOCIATES LTD8,859$386K0.01%013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…8,859$386K0.04%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth8,559$373K<0.01%-45013F-HR/ATimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…8,081$352K0.01%+1813F-HRTimelineGroup
Prospera Financial Services Inc7,757$338K0.01%+1113F-HRTimeline
Beck Bode, LLC7,435$324K0.06%-2,06613F-HRTimeline
Aviance Capital Partners, LLC7,113$310K0.04%new13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV6,986$305K0.02%-95213F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC6,764$294K0.02%-10,26313F-HRTimeline
Centerpoint Advisory Group6,550$286K0.28%-7713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,391$279K<0.01%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC5,844$255K<0.01%+45113F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC5,514$240K0.01%-6813F-HRTimeline
Intrua Financial, LLC5,498$240K0.04%-813F-HRTimeline
HighTower Advisors, LLC4,873$212K<0.01%-6813F-HRTimeline
Choice Wealth Advisors LLC4,618$201K0.1%013F-HRTimeline
Everhart Financial Group, Inc.4,611$201K0.03%new13F-HRTimeline
ALBION FINANCIAL GROUP /UT3,004$131K0.01%+1,43113F-HRTimeline
CWM, LLCin group CWM, LLC2,108$92K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC1,303$56.8K<0.01%+6013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,175$51.2K<0.01%-26913F-HRTimelineGroup
PRIVATE TRUST CO NA1,101$48K<0.01%-2613F-HRTimeline
Wayfinding Financial, LLC620$27K0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG436$19K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc422$18.4K<0.01%+113F-HRTimeline
Aptus Capital Advisors, LLC416$18.1K<0.01%+713F-HRTimeline
Bell Investment Advisors, Inc368$16K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC282$13.2K<0.01%013F-HRTimelineGroup
Golden State Wealth Management, LLC273$11.9K<0.01%013F-HR/ATimeline
AE Wealth Management LLC232$10.1K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…226$9.85K0.01%new13F-HRTimeline
Farther Finance Advisors, LLC194$8.48K<0.01%+313F-HRTimeline
SIGNATUREFD, LLC130$5.67K<0.01%013F-HRTimeline
Rossby Financial, LCC82$3.43K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc65$2.83K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV54$2.35K<0.01%-15113F-HRTimeline
COMERICA BANK50$2.18K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…46$2K<0.01%-4313F-HRTimeline
WealthShield Partners, LLC32$1.4K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC3$132<0.01%+113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1$44<0.01%013F-HRTimeline
GeoWealth Management, LLC0$16<0.01%-11013F-HRTimelineAmount filed as zero, left out of ratios.
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$2<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.
HAZLETT, BURT & WATSON, INC.11$00%new13F-HRTimelineValue 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$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.