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Disclosery

JPSE J P MORGAN EXCHANGE TRADED F

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DIVERSFD EQT ETF (fund)

114 managers (115 13F filers) reported a position in JPSE shares at 2026-03-31, 8,164,026 shares in all. 11 filers opened a position and 8 filers sold out during the quarter.

Managers
114
13F filers
115
New
11
Added
40
Reduced
41
Sold out
8
Shares held by filers
8,164,026

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Koss-Olinger Consulting, LLC1,028,198$53.9M4.52%-205,28913F-HRTimeline
LPL Financial LLC907,121$47.6M0.01%+7,02413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC738,588$38.7M0.01%-9,44213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/610,879$32M<0.01%+25,60813F-HRTimelineGroup
Hartford Financial Management Inc.329,105$17.3M4.4%-4,28313F-HRTimeline
Aprio Wealth Management, LLC316,608$16.6M0.91%+6,27013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA299,535$15.7M<0.01%-8,67413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY272,566$14.3M<0.01%-18,22213F-HRTimelineGroup
Goldstein Advisors, LLC230,661$12.1M1.34%+2,20213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…213,561$11.2M0.01%+5,92513F-HRTimelineGroup
APPLETON PARTNERS INC/MA190,724$10M0.7%+71213F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…190,331$9.98M0.32%-5,52813F-HRTimeline
Sprinkle Financial Consultants LLC174,823$9.17M4.23%+24,95613F-HRTimeline
Keystone Financial Services, LLC161,304$8.46M5.69%+4,73113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO155,462$7.98M<0.01%+129,36113F-HR/ATimelineGroup
Financial Solutions Advisory Group, Inc.146,873$7.7M1.06%13F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …140,307$7.36M0.11%+18913F-HRTimelineGroup
MAGNOLIA CAPITAL ADVISORS LLC139,921$7.34M1.44%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP134,828$7.07M0.01%+10,30213F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP135,129$7M<0.01%+25,65413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC128,660$6.75M<0.01%-66,19413F-HRTimelineGroup
Ipsen Advisor Group LLC115,584$6.06M4.24%+2,55613F-HRTimeline
DAVENPORT & Co LLC107,752$5.65M0.03%+20813F-HRTimeline
Capital Advisors Wealth Management, LLC90,927$4.77M0.64%-4,36013F-HRTimeline
Kingsview Wealth Management, LLC72,837$3.82M0.05%+3,23413F-HRTimeline
First Pacific Financial71,943$3.77M0.49%+28613F-HRTimeline
Family Capital Management, Inc.65,987$3.46M1.54%+12,52013F-HRTimeline
Integrated Wealth Concepts LLC53,993$2.83M0.02%-3,01713F-HRTimeline
Cetera Investment Advisers53,556$2.81M<0.01%+1,18613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.52,555$2.76M0.02%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…46,367$2.43M0.01%-57313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC42,088$2.21M<0.01%-63013F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC41,032$2.15M1.9%+36413F-HRTimeline
LexAurum Advisors, LLC37,783$1.98M0.26%13F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP36,400$1.91M<0.01%new13F-HRTimelineGroup
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…33,816$1.77M0.11%+19913F-HRTimelineGroup
Advyzon Investment Management, LLC32,723$1.72M0.15%+5,84513F-HRTimeline
J.W. COLE ADVISORS, INC.31,736$1.66M0.06%+5113F-HRTimeline
Cornerstone Wealth Management, LLC26,921$1.41M0.07%-5313F-HRTimeline
KWB Wealth27,329$1.37M0.14%013F-HRTimeline
Financial Engines Advisors L.L.C.23,210$1.22M<0.01%-1,13313F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC20,907$1.1M0.18%-1,77113F-HRTimeline
Modern Wealth Management, LLC20,764$1.09M0.02%new13F-HRTimeline
Sanctuary Advisors, LLC19,218$1.01M0.01%-5,25113F-HRTimeline
GTS SECURITIES LLC19,041$998K0.04%-23113F-HRTimeline
NewEdge Advisors, LLC17,448$915K<0.01%-3,24113F-HR/ATimeline
MERCER GLOBAL ADVISORS INC /ADV14,318$751K<0.01%-48613F-HRTimeline
Capital Developers, LLC13,573$712K0.64%-37413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…13,551$710K<0.01%+5,82513F-HRTimelineGroup
Cordgrass Capital Advisors, LLC13,516$709K0.17%-21813F-HRTimeline
Gallacher Capital Management LLC13,457$706K0.27%-2,60713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC12,928$678K0.02%-12013F-HR/ATimeline
COMPASS CAPITAL MANAGEMENT, INC12,170$638K0.04%013F-HRTimeline
McLaughlin Asset Management, Inc.11,859$622K0.59%-33113F-HRTimeline
NOTTINGHAM ADVISORS, INC.11,034$579K0.07%013F-HRTimeline
Western Wealth Management, LLC10,985$576K0.02%-23,31113F-HR/ATimeline
Go Invest LLC10,958$575K0.16%+1,61513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding10,484$550K+452Timeline
LWM Advisory Services, LLC10,295$540K0.58%-13,19313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,186$482K<0.01%-3,25613F-HRTimelineGroup
HighTower Advisors, LLC9,123$478K<0.01%-46313F-HRTimeline
MML INVESTORS SERVICES, LLC9,075$476K<0.01%-3,40913F-HRTimeline
PINNACLE ASSOCIATES LTD8,965$470K0.01%013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…8,965$470K0.03%013F-HRTimeline
KPP Advisory Services LLC8,926$468K0.07%013F-HRTimeline
Miller Global Investments, LLC8,655$454K0.42%-28113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP8,532$447K<0.01%-50,52013F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth8,033$421K<0.01%013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC8,024$421K<0.01%-11,90113F-HR/ATimelineGroup
TITLEIST ASSET MANAGEMENT, LLC7,471$392K0.03%+35013F-HRTimeline
Summit Financial, LLC7,468$392K<0.01%new13F-HRTimeline
Aviance Capital Partners, LLC7,113$373K0.04%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC6,387$335K<0.01%+1,11413F-HRTimelineGroup
Redwood Financial Network Corp6,301$330K0.22%-1,76013F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.6,287$330K0.22%+1513F-HRTimeline
Mariner, LLCin group Mariner, LLC5,736$301K<0.01%-8213F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…5,638$296K<0.01%+913F-HRTimelineGroup
Intrua Financial, LLC5,498$288K0.03%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,324$282K<0.01%-71913F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC5,260$275K0.02%+213F-HRTimeline
WealthPlan Investment Management, LLC4,983$261K0.01%new13F-HRTimeline
Creative Planningin group Creative Planning4,496$236K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.4,452$233K<0.01%new13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV4,303$226K0.01%-46213F-HRTimeline
MONEY CONCEPTS CAPITAL CORP4,260$223K0.01%new13F-HRTimeline
Trademark Financial Management, LLC3,853$202K0.1%new13F-HRTimeline
Horizon Investments, LLC2,544$133K<0.01%+1,25413F-HRTimeline
FMR LLCin group FMR LLC1,993$104K<0.01%+76513F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT1,573$82.5K0.01%013F-HRTimeline
Caldwell Trust Co1,301$68.2K0.01%013F-HRTimeline
Private Wealth Management Group, LLC1,253$65.7K0.02%013F-HRTimeline
PRIVATE TRUST CO NA1,172$61.4K0.01%+48713F-HRTimeline
N.E.W. Advisory Services LLC1,169$61.3K<0.01%-1,68313F-HRTimeline
Lodestone Wealth Management LLC659$34.6K0.01%+113F-HR/ATimeline
CWM, LLCin group CWM, LLC595$31.2K<0.01%+7013F-HRTimelineGroup
Farther Finance Advisors, LLC588$31K<0.01%-40513F-HRTimeline
IFP Advisors, Inc418$21.9K<0.01%+113F-HRTimeline
Steward Partners Investment Advisory, L…414$21.7K<0.01%-4713F-HRTimeline
Aptus Capital Advisors, LLC406$21.3K<0.01%-713F-HRTimeline
AE Wealth Management LLC393$20.6K<0.01%+9613F-HRTimeline
Bell Investment Advisors, Inc188$9.86K<0.01%-2913F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…154$8.07K<0.01%-3413F-HRTimelineGroup
Rossby Financial, LCC133$7.02K<0.01%+813F-HRTimeline
SIGNATUREFD, LLC130$6.82K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC110$5.65K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…82$4.3K<0.01%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\72$3.77K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc60$3.15K<0.01%013F-HRTimeline
WealthShield Partners, LLC32$1.68K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN26$1.36K<0.01%+2513F-HR/ATimelineGroup
HAZLETT, BURT & WATSON, INC.11$1K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC3$161<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1$52<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.