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Disclosery

JPSE J P MORGAN EXCHANGE TRADED F

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DIVERSFD EQT ETF (fund)

110 managers (111 13F filers) reported a position in JPSE shares at 2025-12-31, 7,936,640 shares in all. 10 filers opened a position and 5 filers sold out during the quarter.

Managers
110
13F filers
111
New
10
Added
39
Reduced
41
Sold out
5
Shares held by filers
7,936,640

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Koss-Olinger Consulting, LLC1,233,487$61.8M4.79%-6,70913F-HRTimeline
LPL Financial LLC900,097$45.1M0.01%+38,83813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC748,030$37.5M0.01%-20,06913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/585,271$29.3M<0.01%+7,63713F-HRTimelineGroup
Hartford Financial Management Inc.333,388$16.7M4.34%+12,39413F-HRTimeline
Aprio Wealth Management, LLC310,338$15.5M0.89%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA308,209$15.4M<0.01%+6,35813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY290,788$14.6M<0.01%+27,58013F-HR/ATimelineGroup
Goldstein Advisors, LLC228,459$11.4M1.3%-7,86013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…207,636$10.4M0.01%+14,99413F-HR/ATimelineGroup
Gerber Kawasaki Wealth & Investment Man…195,859$9.81M0.34%+2,78413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC194,854$9.76M<0.01%-1,58313F-HRTimelineGroup
APPLETON PARTNERS INC/MA190,012$9.52M0.63%+4,75613F-HRTimeline
Keystone Financial Services, LLC156,573$7.84M5.34%+2,69813F-HRTimeline
Sprinkle Financial Consultants LLC149,867$7.5M3.81%+16,32113F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …140,118$7.02M0.1%-16,80113F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP124,526$6.24M0.01%+16,43813F-HRTimelineGroup
Ipsen Advisor Group LLC113,028$5.66M4.02%+72513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP109,475$5.48M<0.01%+18,24413F-HRTimelineGroup
DAVENPORT & Co LLC107,544$5.39M0.03%-51313F-HRTimeline
Capital Advisors Wealth Management, LLC95,287$4.77M0.65%-8013F-HRTimeline
First Pacific Financial71,657$3.59M0.47%+16113F-HRTimeline
Kingsview Wealth Management, LLC69,603$3.49M0.05%-13,75213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP59,052$2.96M<0.01%+1,54413F-HRTimelineGroup
Integrated Wealth Concepts LLC57,010$2.85M0.03%-2,27113F-HRTimeline
Family Capital Management, Inc.53,467$2.68M1.19%+2,10613F-HRTimeline
Cetera Investment Advisers52,370$2.62M<0.01%+77113F-HRTimeline
Cambridge Investment Research Advisors,…46,940$2.35M0.01%+5,74413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC42,718$2.14M<0.01%+69613F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC40,668$2.04M1.83%-18013F-HRTimeline
Western Wealth Management, LLC34,296$1.72M0.08%-33513F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…33,617$1.68M0.11%+1,31613F-HRTimelineGroup
J.W. COLE ADVISORS, INC.31,685$1.59M0.04%+12513F-HRTimeline
KWB Wealth27,329$1.37M0.13%+64713F-HRTimeline
Cornerstone Wealth Management, LLC26,974$1.35M0.07%-47213F-HRTimeline
Vantus Wealth LLC26,935$1.35M0.99%13F-HRTimeline
Advyzon Investment Management, LLC26,878$1.35M0.16%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO26,101$1.31M<0.01%+8713F-HRTimelineGroup
Sanctuary Advisors, LLC24,469$1.23M0.01%-16,60313F-HRTimeline
Financial Engines Advisors L.L.C.24,343$1.22M<0.01%-34313F-HRTimeline
LWM Advisory Services, LLC23,488$1.18M0.69%+88213F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC22,678$1.14M0.18%-37313F-HRTimeline
NewEdge Advisors, LLC20,689$1.04M<0.01%-2,06613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC19,925$998K<0.01%+1,19013F-HRTimelineGroup
GTS SECURITIES LLC19,272$965K0.03%+15013F-HRTimeline
Gallacher Capital Management LLC16,064$804K0.31%+2,40213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV14,804$741K<0.01%-1,45013F-HRTimeline
Capital Developers, LLC13,947$698K0.63%13F-HRTimeline
Cordgrass Capital Advisors, LLC13,734$688K0.17%-5,64213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC13,048$653K0.01%-27313F-HRTimeline
MML INVESTORS SERVICES, LLC12,484$625K<0.01%-1,77613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.12,442$623K<0.01%-40,72613F-HRTimelineGroup
McLaughlin Asset Management, Inc.12,190$610K0.55%13F-HRTimeline
COMPASS CAPITAL MANAGEMENT, INC12,170$609K0.03%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC11,890$595K<0.01%new13F-HR/ATimelineGroup
NOTTINGHAM ADVISORS, INC.11,034$553K0.08%013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…10,371$519K0.01%new13F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding10,032$502K-1,765Timeline
HighTower Advisors, LLC9,586$480K<0.01%-2613F-HRTimeline
Go Invest LLC9,343$468K0.15%13F-HRTimeline
PINNACLE ASSOCIATES LTD8,965$449K0.01%+10613F-HRTimeline
Pinnacle Wealth Management Advisory Gro…8,965$449K0.03%+10613F-HRTimeline
Miller Global Investments, LLC8,936$447K0.41%13F-HRTimeline
KPP Advisory Services LLC8,926$447K0.06%-3513F-HRTimeline
Redwood Financial Network Corp8,061$404K0.26%-4,07513F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth8,033$402K<0.01%+51813F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,726$387K<0.01%-20,41313F-HRTimelineGroup
TITLEIST ASSET MANAGEMENT, LLC7,121$357K0.03%new13F-HRTimeline
Aviance Capital Partners, LLC7,113$356K0.04%013F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.6,272$314K0.2%-7,32713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,043$312K<0.01%-3713F-HRTimeline
Mariner, LLCin group Mariner, LLC5,818$291K<0.01%+14013F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…5,629$282K<0.01%-2,51813F-HRTimelineGroup
ProCore Advisors, LLC5,520$276K0.28%13F-HRTimeline
Intrua Financial, LLC5,498$275K0.03%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC5,273$264K<0.01%-29,36413F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC5,258$263K0.02%+613F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV4,765$239K0.01%-61313F-HRTimeline
HBK Sorce Advisory LLC4,069$223K0.01%013F-HRTimeline
Beck Bode, LLC4,344$218K0.04%-813F-HRTimeline
N.E.W. Advisory Services LLC2,852$143K0.01%+2,50213F-HRTimeline
ALBION FINANCIAL GROUP /UT1,573$78.8K<0.01%013F-HRTimeline
Caldwell Trust Co1,301$65.1K0.01%new13F-HRTimeline
Horizon Investments, LLC1,290$64.6K<0.01%+80413F-HRTimeline
Private Wealth Management Group, LLC1,253$62.7K0.02%new13F-HRTimeline
FMR LLCin group FMR LLC1,228$61.5K<0.01%+1313F-HRTimelineGroup
Farther Finance Advisors, LLC993$49.7K<0.01%-1,92213F-HRTimeline
SageView Advisory Group, LLC728$36.4K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA685$34.3K<0.01%013F-HRTimeline
Lodestone Wealth Management LLC658$33K0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC525$26K<0.01%-23213F-HRTimelineGroup
Steward Partners Investment Advisory, L…461$23.1K<0.01%-16613F-HRTimeline
UBS Group AGin group UBS Group AG436$21.8K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc417$20.9K<0.01%+313F-HRTimeline
Aptus Capital Advisors, LLC413$20.7K<0.01%-613F-HRTimeline
AE Wealth Management LLC297$14.9K<0.01%-1513F-HRTimeline
Bell Investment Advisors, Inc217$10.9K<0.01%-1913F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…188$9.41K<0.01%+11713F-HRTimelineGroup
SIGNATUREFD, LLC130$6.51K<0.01%013F-HRTimeline
Rossby Financial, LCC125$6.26K<0.01%+1413F-HRTimeline
Smartleaf Asset Management LLC110$5.56K<0.01%+9713F-HRTimeline
Westside Investment Management, Inc.93$4.69K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\72$3.6K<0.01%-1,10313F-HRTimelineGroup
AdvisorNet Financial, Inc60$3K<0.01%-513F-HRTimeline
WealthShield Partners, LLC32$1.6K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.11$1K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC3$153<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1$50<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$34<0.01%new13F-HRTimelineGroup
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.