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Disclosery

JPUS J P MORGAN EXCHANGE TRADED F

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JPMORGAN DIVER (fund)

84 managers (84 13F filers) reported a position in JPUS shares at 2025-06-30, 2,050,002 shares in all. 5 filers opened a position and 8 filers sold out during the quarter.

Managers
84
13F filers
84
New
5
Added
31
Reduced
28
Sold out
8
Shares held by filers
2,050,002

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Modera Wealth Management, LLC276,908$32.7M0.41%-19,92913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/265,612$31.4M<0.01%+54313F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC257,030$30.4M1.31%-179,01113F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS213,423$25.2M0.06%+4,35213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…143,721$17.3M0.03%-39,35613F-HRTimeline
UBS Group AGin group UBS Group AG134,827$15.9M<0.01%+5,13513F-HRTimelineGroup
Sterneck Capital Management, LLC84,758$10M5.08%+3,16213F-HRTimeline
LPL Financial LLC57,402$6.78M<0.01%+22,85713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO51,841$6.13M<0.01%-5,84213F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC46,957$5.55M0.11%+1,86513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY45,650$5.4M<0.01%+2,02213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC41,068$4.85M<0.01%+3,23113F-HRTimelineGroup
Vise Technologies, Inc.27,593$3.26M0.13%13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP27,213$3.2M<0.01%+6,37113F-HRTimelineGroup
HHM Wealth Advisors, LLC22,291$2.63M0.31%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN22,170$2.62M<0.01%+97213F-HRTimelineGroup
PLANNING ALTERNATIVES LTD /ADV21,694$2.56M0.36%-214,42413F-HRTimeline
Cambridge Investment Research Advisors,…20,413$2.41M0.01%+10013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC19,900$2.35M<0.01%+93213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.17,677$2.09M<0.01%+1,87213F-HR/ATimelineGroup
MN Wealth Advisors, LLC16,752$1.98M1.15%-2,34713F-HRTimeline
Fort Point Capital Partners LLC15,983$1.89M0.19%-17913F-HRTimeline
Independent Wealth Network Inc.12,644$1.49M0.54%+12013F-HRTimeline
Farther Finance Advisors, LLC11,709$1.38M0.03%+4,71013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC11,705$1.38M<0.01%+1,39813F-HRTimelineGroup
RHS Financial, LLC10,887$1.29M0.73%+4213F-HRTimeline
Empire Financial Management Company, LLC10,028$1.19M0.34%-88513F-HRTimeline
LexAurum Advisors, LLC9,300$1.1M0.17%-42913F-HRTimeline
Private Advisor Group, LLC8,772$1.04M0.01%+3,36213F-HRTimeline
Clear Point Advisors Inc.8,454$999K0.84%-15913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC7,633$902K<0.01%+2113F-HRTimelineGroup
Avant Capital LLC7,612$900K0.7%+40213F-HRTimeline
NewEdge Advisors, LLC6,860$811K<0.01%-12613F-HRTimeline
Schiavi & Co LLC6,567$776K0.26%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…6,551$774K<0.01%+48213F-HRTimelineGroup
INTERACTIVE FINANCIAL ADVISORS, INC.5,315$628K0.31%-26013F-HRTimeline
Patten Group, Inc.4,878$577K0.12%+1,11413F-HRTimeline
KELLY FINANCIAL GROUP LLC4,863$575K0.17%+73613F-HRTimeline
Etesian Wealth Advisors, Inc.4,693$555K0.21%-10913F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC4,540$537K0.26%-10113F-HRTimeline
FMR LLCin group FMR LLC4,536$536K<0.01%-21613F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC4,535$536K<0.01%+10713F-HRTimelineGroup
BEACON INVESTMENT ADVISORY SERVICES, IN…4,077$482K0.02%013F-HRTimeline
NWAM LLC3,648$432K0.03%-21713F-HR/ATimeline
FOSTER & MOTLEY INC3,593$425K0.02%-5513F-HRTimeline
HighTower Advisors, LLC3,534$418K<0.01%-3013F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC3,434$406K0.17%-1,83213F-HRTimeline
Quantinno Capital Management LP3,235$382K<0.01%-34213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC3,209$379K0.01%-42513F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT3,200$378K0.02%013F-HRTimeline
Cetera Investment Advisers2,893$342K<0.01%-7513F-HRTimeline
VestGen Advisors, LLC2,844$336K0.01%013F-HRTimeline
Kathmere Capital Management, LLC2,797$331K0.03%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP2,732$323K<0.01%-1113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,638$311K<0.01%-51113F-HRTimelineGroup
Intrua Financial, LLC2,630$311K0.04%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC2,399$284K<0.01%-30513F-HRTimelineGroup
Focus Financial Network, Inc.2,321$274K0.01%+1213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC2,030$240K<0.01%-10,25313F-HRTimelineGroup
MGO ONE SEVEN LLC2,010$238K0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC1,492$176K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,413$167K<0.01%+11113F-HR/ATimelineGroup
MAI Capital Management1,252$148K<0.01%+213F-HRTimeline
Medallion Wealth Advisors, LLC1,100$131K0.05%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,042$123K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC995$118K<0.01%+313F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…948$112K<0.01%+50213F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC911$108K<0.01%-10013F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…890$105K0.01%new13F-HRTimelineGroup
PRIVATE TRUST CO NA605$71.5K0.01%-413F-HRTimeline
Nova Wealth Management, Inc.537$63.5K0.05%+31513F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC500$59.1K0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.410$48.5K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.373$43.8K0.02%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC352$41.6K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\275$32.5K<0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…209$24.7K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.151$17.8K<0.01%+10013F-HRTimeline
COMERICA BANK121$14.3K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV103$12.2K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd84$9.93K<0.01%013F-HRTimeline
Paladin Advisory Group, LLC47$5.55K<0.01%new13F-HRTimeline
IFP Advisors, Inc3$355<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.