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Disclosery

JPUS J P MORGAN EXCHANGE TRADED F

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JPMORGAN DIVER (fund)

86 managers (86 13F filers) reported a position in JPUS shares at 2024-12-31, 2,754,532 shares in all. 6 filers opened a position and 3 filers sold out during the quarter.

Managers
86
13F filers
86
New
6
Added
22
Reduced
31
Sold out
3
Shares held by filers
2,754,532

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
PLANNING ALTERNATIVES LTD /ADV526,199$60M9.23%+9,32613F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC444,688$50.7M2.31%-20,99413F-HRTimelineGroup
Modera Wealth Management, LLC307,668$35.1M0.42%-12,44113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/263,175$30M<0.01%+51,22613F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS204,772$23.4M0.07%-8,48113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…156,648$17.9M0.03%-6,60513F-HR/ATimeline
UBS Group AGin group UBS Group AG130,240$14.9M<0.01%+44613F-HRTimelineGroup
Sterneck Capital Management, LLC80,568$9.19M4.97%-1,24213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC58,369$6.66M<0.01%13F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO55,523$6.34M<0.01%+34213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY42,410$4.84M<0.01%+1,42613F-HR/ATimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC39,926$4.56M0.11%+2,63113F-HRTimelineGroup
LPL Financial LLC22,461$2.56M<0.01%-7,26813F-HRTimeline
HHM Wealth Advisors, LLC22,291$2.54M0.35%-67913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…21,953$2.51M0.07%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN21,841$2.49M<0.01%-83413F-HRTimelineGroup
Cambridge Investment Research Advisors,…20,879$2.38M0.01%013F-HRTimeline
MN Wealth Advisors, LLC19,537$2.23M1.25%-3213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC17,025$1.94M<0.01%-17613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP16,492$1.88M<0.01%+8,09213F-HRTimelineGroup
Fort Point Capital Partners LLC15,590$1.78M0.2%+10613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,002$1.71M<0.01%+3,95313F-HRTimelineGroup
Vise Technologies, Inc.14,495$1.65M0.14%new13F-HRTimeline
RHS Financial, LLC12,438$1.42M0.73%-4,41313F-HRTimeline
Independent Wealth Network Inc.12,334$1.41M0.57%+2,05413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC11,514$1.31M<0.01%013F-HRTimelineGroup
Empire Financial Management Company, LLC11,362$1.3M0.4%-25913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC10,307$1.18M<0.01%+2,00813F-HRTimelineGroup
LexAurum Advisors, LLC9,745$1.11M0.22%-3613F-HRTimeline
Clear Point Advisors Inc.9,130$1.04M0.89%-32613F-HRTimeline
NewEdge Advisors, LLC8,803$1M0.01%+6,64413F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC8,616$983K0.44%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.8,180$934K<0.01%-413F-HR/ATimelineGroup
Avant Capital LLC6,710$766K0.64%13F-HRTimeline
Schiavi & Co LLC6,567$749K0.29%013F-HRTimeline
SignalPoint Asset Management, LLC6,390$729K0.18%-9013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC5,787$660K<0.01%+5313F-HRTimelineGroup
Private Advisor Group, LLC5,579$637K<0.01%-26313F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.5,574$636K0.33%-19113F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC5,440$621K0.32%-16013F-HRTimeline
Etesian Wealth Advisors, Inc.5,143$587K0.26%-3,47413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC4,985$569K<0.01%-69213F-HRTimelineGroup
FMR LLCin group FMR LLC4,938$563K<0.01%+74113F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC4,789$546K<0.01%+17813F-HRTimelineGroup
One Capital Management, LLC4,528$517K0.02%-19613F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…4,077$465K0.02%013F-HRTimeline
FOSTER & MOTLEY INC4,071$465K0.03%-6513F-HRTimeline
NWAM LLC3,865$441K0.03%013F-HRTimeline
Patten Group, Inc.3,764$430K0.1%+58013F-HRTimeline
HighTower Advisors, LLC3,548$405K<0.01%+9713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,461$395K<0.01%+14413F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC3,442$393K0.01%-1,13113F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT3,200$365K0.02%013F-HRTimeline
Intrua Financial, LLC3,130$357K0.06%013F-HRTimeline
Cetera Investment Advisers2,901$331K<0.01%-12113F-HRTimeline
Blue Oak Capital, LLC2,874$328K0.2%13F-HRTimeline
Kathmere Capital Management, LLC2,797$319K0.03%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC2,778$317K<0.01%-31013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP2,752$314K<0.01%013F-HRTimelineGroup
NORTH STAR ASSET MANAGEMENT INC2,350$268K0.01%013F-HRTimeline
Focus Financial Network, Inc.2,301$263K0.01%+1413F-HRTimeline
B. Riley Wealth Advisors, Inc.2,075$237K0.01%013F-HRTimeline
KELLY FINANCIAL GROUP LLC2,025$231K0.08%13F-HRTimeline
Continuum Advisory, LLC1,571$179K0.02%-30013F-HRTimeline
Aptus Capital Advisors, LLC1,492$170K<0.01%-52013F-HRTimeline
MAI Capital Management1,249$142K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,042$119K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,011$115K<0.01%-35013F-HRTimelineGroup
CWM, LLCin group CWM, LLC989$113K<0.01%+413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA968$110K<0.01%-4,08713F-HRTimelineGroup
PRIVATE TRUST CO NA636$72.6K0.01%+59713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…496$56.6K<0.01%-2,23113F-HRTimelineGroup
Farther Finance Advisors, LLC454$51.8K<0.01%013F-HRTimeline
Sanctuary Wealth Management, L.L.C.452$51.6K0.03%013F-HRTimeline
Geneos Wealth Management Inc.410$46.8K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.373$43.9K0.02%13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC352$40.2K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\275$31.4K<0.01%013F-HRTimelineGroup
Nova Wealth Management, Inc.197$22.5K0.02%13F-HRTimeline
GeoWealth Management, LLC172$19.7K<0.01%013F-HRTimeline
COMERICA BANK121$13.8K<0.01%new13F-HR/ATimeline
CREATIVE FINANCIAL DESIGNS INC /ADV101$11.5K<0.01%+113F-HRTimeline
Qube Research & Technologies Ltd84$9.59K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.64$7.31K<0.01%013F-HRTimeline
Avior Wealth Management, LLC1$200<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.