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Disclosery

JPSE J P MORGAN EXCHANGE TRADED F

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DIVERSFD EQT ETF (fund)

102 managers (103 13F filers) reported a position in JPSE shares at 2025-06-30, 7,724,844 shares in all. 5 filers opened a position and 7 filers sold out during the quarter.

Managers
102
13F filers
103
New
5
Added
37
Reduced
42
Sold out
7
Shares held by filers
7,724,844

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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, LLC1,248,672$56.8M4.66%-19,37413F-HRTimeline
LPL Financial LLC832,355$37.9M0.01%+186,40113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC796,316$36.2M0.01%-525,68813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/571,912$26M<0.01%+7,72313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA316,645$14.4M<0.01%-144,56113F-HR/ATimelineGroup
Hartford Financial Management Inc.315,333$14.3M3.92%+155,81513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY263,455$12M<0.01%-17,81713F-HRTimelineGroup
Goldstein Advisors, LLC242,683$11M1.48%+5113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP223,080$10.1M0.01%+9,22313F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…190,340$8.66M0.01%+26,56913F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…188,962$8.6M0.33%+3,30513F-HRTimeline
APPLETON PARTNERS INC/MA182,143$8.29M0.59%-15013F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …156,068$7.1M0.11%-1,43113F-HRTimelineGroup
Keystone Financial Services, LLC150,714$6.86M5.21%+7,53913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC130,614$5.95M<0.01%+4,85313F-HRTimelineGroup
Sprinkle Financial Consultants LLC126,612$5.76M3.52%-5,94613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC121,567$5.53M<0.01%-5,37913F-HRTimelineGroup
Ipsen Advisor Group LLC111,067$5.05M3.85%+4,12013F-HRTimeline
DAVENPORT & Co LLC108,166$4.92M0.03%+7,55613F-HRTimeline
Kingsview Wealth Management, LLC104,901$4.77M0.08%+19,00213F-HRTimeline
Financial Advocates Investment Manageme…95,024$4.32M0.35%-45,59613F-HRTimeline
Capital Advisors Wealth Management, LLC90,974$4.14M0.65%-358,09813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP82,138$3.74M<0.01%+6,87113F-HRTimelineGroup
First Pacific Financial73,466$3.34M0.49%+1,36213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC70,919$3.23M<0.01%+18,41413F-HRTimeline
Integrated Wealth Concepts LLC61,460$2.8M0.03%-3,15813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.53,301$2.42M<0.01%+2,17113F-HR/ATimelineGroup
Cetera Investment Advisers51,050$2.32M<0.01%+3,67313F-HRTimeline
Family Capital Management, Inc.50,328$2.29M1.2%+2,40413F-HRTimeline
LexAurum Advisors, LLC45,552$2.07M0.33%+18,14713F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC41,146$1.87M1.83%+1,96513F-HRTimeline
MML INVESTORS SERVICES, LLC36,179$1.65M<0.01%+3,49113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…34,391$1.56M<0.01%-4,03213F-HRTimelineGroup
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…33,819$1.54M0.12%+4,07713F-HRTimelineGroup
Cornerstone Wealth Management, LLC28,835$1.31M0.08%+1,74113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO27,229$1.24M<0.01%-1,22613F-HRTimelineGroup
Financial Engines Advisors L.L.C.26,460$1.2M<0.01%new13F-HRTimeline
KWB Wealth26,623$1.16M0.14%+96413F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC23,697$1.08M0.19%+89913F-HRTimeline
Cambridge Investment Research Advisors,…23,663$1.08M<0.01%-2,50913F-HRTimeline
NewEdge Advisors, LLC22,601$1.03M0.01%-65913F-HRTimeline
LWM Advisory Services, LLC21,972$1000K0.69%+9913F-HRTimeline
Cordgrass Capital Advisors, LLC19,370$881K0.24%+7,09913F-HRTimeline
GTS SECURITIES LLC18,972$863K0.04%013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding16,707$760K-8,791Timeline
INTERACTIVE FINANCIAL ADVISORS, INC.16,507$751K0.37%-15513F-HRTimeline
J.W. COLE ADVISORS, INC.16,188$736K0.02%new13F-HRTimeline
Gallacher Capital Management LLC15,973$727K0.34%-32813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC14,788$673K0.02%+1,27513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV14,241$648K<0.01%-2,73913F-HRTimeline
Redwood Financial Network Corp14,131$643K0.43%-40613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,810$537K<0.01%-27,76613F-HRTimelineGroup
NOTTINGHAM ADVISORS, INC.11,034$502K0.07%013F-HRTimeline
Mendel Money Management9,961$453K0.2%+49113F-HRTimeline
HighTower Advisors, LLC9,737$443K<0.01%+4,86413F-HRTimeline
KPP Advisory Services LLC8,961$408K0.07%-36013F-HR/ATimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.8,876$404K0.01%-5,97913F-HRTimelineGroup
PINNACLE ASSOCIATES LTD8,859$403K0.01%013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…8,859$403K0.03%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…8,112$369K0.01%+3113F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth7,635$347K<0.01%-92413F-HRTimelineGroup
Prospera Financial Services Inc7,441$339K0.01%-31613F-HRTimeline
Aviance Capital Partners, LLC7,113$324K0.04%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,202$291K<0.01%-18913F-HRTimeline
Mariner, LLCin group Mariner, LLC6,286$286K<0.01%+44213F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC6,263$284K0.02%-50113F-HRTimeline
Centerpoint Advisory Group5,866$267K0.23%-68413F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV5,787$263K0.02%-1,19913F-HRTimeline
Intrua Financial, LLC5,498$250K0.04%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC5,444$248K0.01%-7013F-HRTimeline
Teamwork Financial Advisors, LLC5,253$239K0.03%-15,23413F-HRTimeline
Atria Wealth Solutions, Inc.5,133$233K0.01%-17,26713F-HRTimeline
Beck Bode, LLC5,103$232K0.04%-2,33213F-HRTimeline
ALBION FINANCIAL GROUP /UT1,573$71.6K<0.01%-1,43113F-HRTimeline
CWM, LLCin group CWM, LLC1,234$56K<0.01%-87413F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,175$53.4K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA1,101$50.1K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC1,046$47.6K<0.01%-25713F-HRTimelineGroup
AMERIFLEX GROUP, INC.941$42.8K0.02%new13F-HRTimeline
UBS Group AGin group UBS Group AG436$19.8K<0.01%013F-HRTimelineGroup
Aptus Capital Advisors, LLC417$19K<0.01%+113F-HRTimeline
IFP Advisors, Inc413$18.8K<0.01%-913F-HRTimeline
N.E.W. Advisory Services LLC349$15.9K<0.01%-9,63813F-HRTimeline
Smallwood Wealth Investment Management,…276$12.6K0.01%+5013F-HRTimeline
Bell Investment Advisors, Inc253$11.5K<0.01%-11513F-HRTimeline
AE Wealth Management LLC232$10.6K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…201$9.14K<0.01%+15513F-HRTimeline
SIGNATUREFD, LLC130$5.91K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/111$5.05K<0.01%new13F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC103$4.68K<0.01%-17913F-HRTimelineGroup
Rossby Financial, LCC96$4.36K<0.01%+1413F-HRTimeline
AdvisorNet Financial, Inc65$2.96K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV54$2.46K<0.01%013F-HRTimeline
WealthShield Partners, LLC32$1.46K<0.01%013F-HRTimeline
Beacon Capital Management, LLC23$1.05K<0.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.11$1K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN20$897<0.01%+2013F-HRTimelineGroup
Farther Finance Advisors, LLC3$152<0.01%-19113F-HRTimeline
Medallion Wealth Advisors, LLC3$140<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1$45<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.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.