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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 2025-09-30, 2,036,239 shares in all. 8 filers opened a position and 7 filers sold out during the quarter.

Managers
84
13F filers
84
New
8
Added
25
Reduced
33
Sold out
7
Shares held by filers
2,036,239

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/274,097$34M<0.01%+8,48513F-HR/ATimelineGroup
Modera Wealth Management, LLC272,402$33.8M0.39%-4,50613F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC248,975$30.9M1.23%-8,05513F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS220,267$27.3M0.06%+6,84413F-HRTimeline
UBS Group AGin group UBS Group AG131,440$16.3M<0.01%-3,38713F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…131,680$16.3M0.02%-12,04113F-HRTimeline
Sterneck Capital Management, LLC86,400$10.7M4.98%+1,64213F-HRTimeline
LPL Financial LLC63,728$7.9M<0.01%+6,32613F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC51,262$6.35M0.11%+4,30513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO50,677$6.28M<0.01%-1,16413F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY46,493$5.76M<0.01%+84313F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC41,257$5.11M<0.01%+18913F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP38,193$4.71M<0.01%+10,98013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.27,521$3.38M<0.01%+9,84413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN22,801$2.83M<0.01%+63113F-HRTimelineGroup
HHM Wealth Advisors, LLC22,291$2.76M0.32%013F-HRTimeline
Cambridge Investment Research Advisors,…20,633$2.56M0.01%+22013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC19,021$2.36M<0.01%-87913F-HRTimeline
MN Wealth Advisors, LLC16,226$2.01M1.07%-52613F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV15,002$1.86M0.24%-6,69213F-HRTimeline
Independent Wealth Network Inc.14,495$1.8M0.58%+1,85113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC14,203$1.76M<0.01%+12,17313F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC12,591$1.56M<0.01%+88613F-HRTimelineGroup
Private Advisor Group, LLC11,523$1.43M0.01%+2,75113F-HRTimeline
Farther Finance Advisors, LLC11,165$1.38M0.02%-54413F-HRTimeline
RHS Financial, LLC10,674$1.32M0.69%-21313F-HRTimeline
Empire Financial Management Company, LLC10,636$1.32M0.3%+60813F-HRTimeline
LexAurum Advisors, LLC8,966$1.11M0.16%-33413F-HRTimeline
Clear Point Advisors Inc.8,134$1.01M0.78%-32013F-HRTimeline
Avant Capital LLC7,264$900K0.63%-34813F-HRTimeline
Schiavi & Co LLC6,567$814K0.27%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…6,381$791K<0.01%-17013F-HRTimelineGroup
NewEdge Advisors, LLC6,232$772K<0.01%-62813F-HRTimeline
Patten Group, Inc.5,527$685K0.13%+64913F-HRTimeline
KELLY FINANCIAL GROUP LLC4,839$600K0.16%-2413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC4,640$575K<0.01%+10513F-HRTimelineGroup
BELLEVUE ASSET MANAGEMENT, LLC4,521$560K0.26%-1913F-HRTimeline
FMR LLCin group FMR LLC4,405$546K<0.01%-13113F-HRTimelineGroup
INTERACTIVE FINANCIAL ADVISORS, INC.4,153$515K0.28%-1,16213F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…4,077$505K0.02%013F-HRTimeline
Etesian Wealth Advisors, Inc.3,969$492K0.16%-72413F-HRTimeline
HighTower Advisors, LLC3,742$464K<0.01%+20813F-HRTimeline
NWAM LLC3,629$448K0.02%-1913F-HR/ATimeline
FOSTER & MOTLEY INC3,576$443K0.02%-1713F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC3,443$427K0.16%+913F-HRTimeline
Cetera Investment Advisers3,283$407K<0.01%+39013F-HRTimeline
ALBION FINANCIAL GROUP /UT3,200$397K0.02%013F-HRTimeline
Quantinno Capital Management LP3,085$382K<0.01%-15013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management3,020$374K0.01%new13F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC2,945$365K0.01%-26413F-HRTimelineGroup
Vise Technologies, Inc.2,882$357K0.01%-24,71113F-HRTimeline
VestGen Advisors, LLC2,844$352K0.01%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,812$352K<0.01%+17413F-HRTimelineGroup
Kathmere Capital Management, LLC2,797$347K0.02%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP2,711$336K<0.01%-2113F-HRTimelineGroup
Intrua Financial, LLC2,630$326K0.04%013F-HRTimeline
Focus Financial Network, Inc.2,331$289K0.01%+1013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC2,156$267K<0.01%-24313F-HRTimelineGroup
MGO ONE SEVEN LLC2,010$249K0.01%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,882$233K<0.01%new13F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,660$206K<0.01%new13F-HRTimelineGroup
Aptus Capital Advisors, LLC1,631$202K<0.01%+13913F-HRTimeline
GTS SECURITIES LLC1,629$202K0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,413$175K<0.01%013F-HRTimelineGroup
MAI Capital Management1,253$155K<0.01%+113F-HRTimeline
Medallion Wealth Advisors, LLC1,100$136K0.05%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,042$129K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC967$120K<0.01%-2813F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…948$117K<0.01%013F-HRTimelineGroup
Advisory Services Network, LLC928$115K<0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC775$96K<0.01%-13613F-HRTimelineGroup
PRIVATE TRUST CO NA587$72.7K0.01%-1813F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC500$62K0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.410$50.8K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC352$43.6K<0.01%013F-HRTimelineGroup
Horizon Investments, LLC301$37.3K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.137$17K<0.01%-1413F-HRTimeline
COMERICA BANK121$15K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd84$10.4K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…53$6.57K<0.01%new13F-HRTimeline
Nova Wealth Management, Inc.33$4.1K<0.01%-50413F-HRTimeline
Global Retirement Partners, LLC5$620<0.01%new13F-HRTimeline
IFP Advisors, Inc3$372<0.01%013F-HR/ATimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1$126<0.01%-10213F-HRTimeline