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Disclosery

JPSE J P MORGAN EXCHANGE TRADED F

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DIVERSFD EQT ETF (fund)

101 managers (102 13F filers) reported a position in JPSE shares at 2025-09-30, 7,579,751 shares in all. 11 filers opened a position and 10 filers sold out during the quarter.

Managers
101
13F filers
102
New
11
Added
35
Reduced
39
Sold out
10
Shares held by filers
7,579,751

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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, LLC1,240,196$56.4M4.66%-8,47613F-HRTimeline
LPL Financial LLC861,259$42.9M0.01%+28,90413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC768,099$38.3M0.01%-28,21713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/577,634$28.8M<0.01%+5,72213F-HR/ATimelineGroup
Hartford Financial Management Inc.320,994$16M4.23%+5,66113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA301,851$15M<0.01%-14,79413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY263,208$13.1M<0.01%-24713F-HR/ATimelineGroup
Goldstein Advisors, LLC236,319$11.8M1.43%-6,36413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC196,437$9.78M<0.01%+74,87013F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…193,075$9.62M0.33%+4,11313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…192,642$9.6M0.01%+2,30213F-HRTimelineGroup
APPLETON PARTNERS INC/MA185,256$9.23M0.62%+3,11313F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …156,919$7.82M0.11%+85113F-HRTimelineGroup
Keystone Financial Services, LLC153,875$7.66M5.36%+3,16113F-HRTimeline
Sprinkle Financial Consultants LLC133,546$6.65M3.71%+6,93413F-HRTimeline
Ipsen Advisor Group LLC112,303$5.59M4.02%+1,23613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP108,088$5.38M0.01%new13F-HRTimelineGroup
DAVENPORT & Co LLC108,057$5.38M0.03%-10913F-HRTimeline
Capital Advisors Wealth Management, LLC95,367$4.75M0.68%+4,39313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP91,231$4.55M<0.01%+9,09313F-HRTimelineGroup
Kingsview Wealth Management, LLC83,355$4.15M0.06%-21,54613F-HRTimeline
First Pacific Financial71,496$3.56M0.49%-1,97013F-HRTimeline
Integrated Wealth Concepts LLC59,281$2.95M0.03%-2,17913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP57,508$2.86M<0.01%-165,57213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.53,168$2.64M<0.01%-13313F-HRTimelineGroup
Cetera Investment Advisers51,599$2.57M<0.01%+54913F-HRTimeline
Family Capital Management, Inc.51,361$2.56M1.22%+1,03313F-HRTimeline
LexAurum Advisors, LLC49,258$2.45M0.35%+3,70613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC42,022$2.09M<0.01%-28,89713F-HRTimeline
Cambridge Investment Research Advisors,…41,196$2.05M0.01%+17,53313F-HRTimeline
Sanctuary Advisors, LLC41,072$2.05M0.01%new13F-HR/ATimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC40,848$2.03M1.88%-29813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC34,637$1.73M<0.01%new13F-HRTimelineGroup
Western Wealth Management, LLC34,631$1.72M0.09%new13F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…32,301$1.61M0.11%-1,51813F-HRTimelineGroup
J.W. COLE ADVISORS, INC.31,560$1.57M0.03%+15,37213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…28,139$1.4M<0.01%-6,25213F-HRTimelineGroup
Cornerstone Wealth Management, LLC27,446$1.37M0.08%-1,38913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO26,014$1.3M<0.01%-1,21513F-HR/ATimelineGroup
Financial Engines Advisors L.L.C.24,686$1.23M<0.01%-1,77413F-HRTimeline
KWB Wealth26,682$1.21M0.13%+5913F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC23,051$1.15M0.19%-64613F-HRTimeline
NewEdge Advisors, LLC22,755$1.13M0.01%+15413F-HRTimeline
LWM Advisory Services, LLC22,606$1.13M0.66%+63413F-HRTimeline
Cordgrass Capital Advisors, LLC19,376$965K0.24%+613F-HRTimeline
GTS SECURITIES LLC19,122$952K0.04%+15013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC18,735$933K<0.01%-111,87913F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV16,254$810K<0.01%+2,01313F-HRTimeline
MML INVESTORS SERVICES, LLC14,260$710K<0.01%-21,91913F-HRTimeline
Gallacher Capital Management LLC13,662$681K0.27%-2,31113F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.13,599$677K0.37%-2,90813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC13,321$664K0.02%-1,46713F-HRTimeline
COMPASS CAPITAL MANAGEMENT, INC12,170$606K0.03%new13F-HRTimeline
Redwood Financial Network Corp12,136$604K0.38%-1,99513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding11,797$588K-4,910Timeline
NOTTINGHAM ADVISORS, INC.11,034$550K0.08%013F-HRTimeline
HighTower Advisors, LLC9,612$479K<0.01%-12513F-HRTimeline
KPP Advisory Services LLC8,961$446K0.07%013F-HRTimeline
PINNACLE ASSOCIATES LTD8,859$441K0.01%013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…8,859$441K0.03%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…8,147$406K0.01%+3513F-HRTimelineGroup
Prospera Financial Services Inc7,519$375K0.01%+7813F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth7,515$374K<0.01%-12013F-HRTimelineGroup
Aviance Capital Partners, LLC7,113$354K0.04%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,080$302K<0.01%-12213F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.5,911$294K<0.01%-2,96513F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC5,678$283K<0.01%-60813F-HRTimelineGroup
Intrua Financial, LLC5,498$274K0.03%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC5,467$272K0.01%+2313F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV5,378$268K0.02%-40913F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC5,252$261K0.02%-1,01113F-HRTimeline
Beck Bode, LLC4,352$217K0.04%-75113F-HRTimeline
Financial Advocates Investment Manageme…4,314$215K0.12%-90,71013F-HRTimeline
HBK Sorce Advisory LLC4,069$205K0.01%new13F-HR/ATimeline
Farther Finance Advisors, LLC2,915$145K<0.01%+2,91213F-HRTimeline
ALBION FINANCIAL GROUP /UT1,573$78.4K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC1,215$60.5K<0.01%+16913F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,175$58.5K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC757$38K<0.01%-47713F-HRTimelineGroup
PRIVATE TRUST CO NA685$34.1K<0.01%-41613F-HRTimeline
Steward Partners Investment Advisory, L…627$31.2K<0.01%+42613F-HRTimeline
Horizon Investments, LLC486$24.2K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG436$21.7K<0.01%013F-HRTimelineGroup
Aptus Capital Advisors, LLC419$20.9K<0.01%+213F-HRTimeline
IFP Advisors, Inc414$20.6K<0.01%+113F-HR/ATimeline
N.E.W. Advisory Services LLC350$17.5K<0.01%+113F-HRTimeline
AE Wealth Management LLC312$15.5K<0.01%+8013F-HRTimeline
Smallwood Wealth Investment Management,…276$13.7K0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…264$13.2K<0.01%new13F-HRTimelineGroup
Bell Investment Advisors, Inc236$11.8K<0.01%-1713F-HRTimeline
SIGNATUREFD, LLC130$6.47K<0.01%013F-HRTimeline
Rossby Financial, LCC111$5.55K<0.01%+1513F-HRTimeline
Westside Investment Management, Inc.93$4.67K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…71$3.54K<0.01%new13F-HRTimelineGroup
AdvisorNet Financial, Inc65$3.24K<0.01%013F-HRTimeline
WealthShield Partners, LLC32$1.59K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.11$1K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC13$646<0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC3$152<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1$50<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.