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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 2025-03-31, 2,472,788 shares in all. 5 filers opened a position and 3 filers sold out during the quarter.

Managers
86
13F filers
86
New
5
Added
27
Reduced
33
Sold out
3
Shares held by filers
2,472,788

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC436,041$50.2M2.36%-8,64713F-HRTimelineGroup
Modera Wealth Management, LLC296,837$34.2M0.46%-10,83113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/265,069$30.5M<0.01%+1,89413F-HRTimelineGroup
PLANNING ALTERNATIVES LTD /ADV236,118$27.2M4.17%-290,08113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS209,071$24.1M0.06%+4,29913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…183,077$21.1M0.04%+26,42913F-HRTimeline
UBS Group AGin group UBS Group AG129,692$14.9M<0.01%-54813F-HRTimelineGroup
Sterneck Capital Management, LLC81,596$9.4M5.08%+1,02813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO57,683$6.65M<0.01%+2,16013F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC45,092$5.19M0.11%+5,16613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY43,628$5.03M<0.01%+1,21813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC37,837$4.36M<0.01%-20,53213F-HRTimelineGroup
LPL Financial LLC34,545$3.98M<0.01%+12,08413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC22,713$2.62M<0.01%new13F-HRTimelineGroup
HHM Wealth Advisors, LLC22,291$2.57M0.35%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN21,198$2.44M<0.01%-64313F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP20,842$2.38M<0.01%+4,35013F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…20,313$2.34M0.01%-56613F-HRTimeline
MN Wealth Advisors, LLC19,099$2.2M1.29%-43813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC18,968$2.19M<0.01%+1,94313F-HRTimeline
Fort Point Capital Partners LLC16,162$1.86M0.21%+57213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.15,805$1.82M<0.01%+7,62513F-HRTimelineGroup
Independent Wealth Network Inc.12,524$1.44M0.58%+19013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC12,283$1.42M<0.01%+7,29813F-HR/ATimelineGroup
Empire Financial Management Company, LLC10,913$1.26M0.39%-44913F-HRTimeline
RHS Financial, LLC10,845$1.25M0.7%-1,59313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC10,307$1.19M<0.01%013F-HRTimelineGroup
LexAurum Advisors, LLC9,729$1.12M0.21%-1613F-HRTimeline
Clear Point Advisors Inc.8,613$986K0.89%-51713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC7,612$877K<0.01%-3,90213F-HR/ATimelineGroup
Avant Capital LLC7,210$831K0.69%+50013F-HRTimeline
Farther Finance Advisors, LLC6,999$807K0.02%+6,54513F-HRTimeline
NewEdge Advisors, LLC6,986$805K<0.01%-1,81713F-HRTimeline
Schiavi & Co LLC6,567$757K0.28%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…6,069$699K<0.01%-8,93313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC5,599$645K<0.01%-18813F-HRTimelineGroup
INTERACTIVE FINANCIAL ADVISORS, INC.5,575$642K0.34%+113F-HRTimeline
Private Advisor Group, LLC5,410$623K<0.01%-16913F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC5,266$607K0.27%-3,35013F-HRTimeline
Etesian Wealth Advisors, Inc.4,802$553K0.24%-34113F-HRTimeline
FMR LLCin group FMR LLC4,752$547K<0.01%-18613F-HRTimelineGroup
BELLEVUE ASSET MANAGEMENT, LLC4,641$535K0.29%-79913F-HRTimeline
One Capital Management, LLC4,528$522K0.02%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC4,428$510K<0.01%-36113F-HRTimelineGroup
KELLY FINANCIAL GROUP LLC4,127$475K0.15%+2,10213F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…4,077$470K0.02%013F-HRTimeline
NWAM LLC3,865$445K0.04%013F-HRTimeline
Patten Group, Inc.3,764$434K0.1%013F-HRTimeline
FOSTER & MOTLEY INC3,648$420K0.03%-42313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC3,634$419K0.01%+19213F-HRTimelineGroup
Quantinno Capital Management LP3,577$412K<0.01%new13F-HRTimeline
HighTower Advisors, LLC3,564$411K<0.01%+1613F-HRTimeline
ALBION FINANCIAL GROUP /UT3,200$369K0.03%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,149$363K<0.01%-31213F-HRTimelineGroup
Cetera Investment Advisers2,968$342K<0.01%+6713F-HRTimeline
VestGen Advisors, LLC2,844$328K0.01%13F-HRTimeline
Kathmere Capital Management, LLC2,797$322K0.03%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP2,743$316K<0.01%-913F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC2,704$312K<0.01%-7413F-HRTimelineGroup
Intrua Financial, LLC2,630$303K0.05%-50013F-HRTimeline
Blue Oak Capital, LLC2,596$299K0.17%-27813F-HRTimeline
Focus Financial Network, Inc.2,309$266K0.01%+813F-HRTimeline
B. Riley Wealth Advisors, Inc.2,035$234K0.01%-4013F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC2,000$230K0.01%-35013F-HRTimeline
Virtue Capital Management, LLC1,916$220K0.03%new13F-HRTimeline
Continuum Advisory, LLC1,571$181K0.02%013F-HRTimeline
Aptus Capital Advisors, LLC1,492$172K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,302$150K<0.01%+33413F-HR/ATimelineGroup
MAI Capital Management1,250$144K<0.01%+113F-HRTimeline
Medallion Wealth Advisors, LLC1,100$127K0.06%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,042$120K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,011$116K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC992$114K<0.01%+313F-HRTimelineGroup
PRIVATE TRUST CO NA609$70.2K0.01%-2713F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC500$57.6K0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…446$51.4K<0.01%-5013F-HRTimelineGroup
Geneos Wealth Management Inc.410$47.2K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.373$43K0.02%013F-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$31.7K<0.01%013F-HRTimelineGroup
Nova Wealth Management, Inc.222$25.6K0.02%+2513F-HR/ATimeline
COMERICA BANK121$13.9K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV103$11.8K<0.01%+213F-HRTimeline
Qube Research & Technologies Ltd84$9.68K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.51$5.88K<0.01%-1313F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.