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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 2025-12-31, 2,250,140 shares in all. 6 filers opened a position and 8 filers sold out during the quarter.

Managers
86
13F filers
86
New
6
Added
27
Reduced
30
Sold out
8
Shares held by filers
2,250,140

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/278,040$34.5M<0.01%+3,94313F-HRTimelineGroup
Modera Wealth Management, LLC264,562$32.8M0.38%-7,84013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC244,850$30.3M1.18%-4,12513F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS224,867$27.9M0.05%+4,60013F-HRTimeline
HighPoint Advisor Group LLC154,334$19.1M0.42%new13F-HRTimeline
UBS Group AGin group UBS Group AG131,985$16.4M<0.01%+54513F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…124,702$15.8M0.02%-6,97813F-HRTimeline
Sterneck Capital Management, LLC89,024$11M4.97%+2,62413F-HRTimeline
LPL Financial LLC69,305$8.59M<0.01%+5,57713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY50,828$6.3M<0.01%+4,33513F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO45,124$5.59M<0.01%-5,55313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC44,758$5.55M<0.01%+3,50113F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP41,640$5.16M<0.01%+3,44713F-HRTimelineGroup
Financially in Tune, LLC39,156$4.85M4.53%13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC39,152$4.85M0.08%-12,11013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.30,541$3.79M0.01%+3,02013F-HRTimelineGroup
Vise Technologies, Inc.23,509$2.91M0.06%+20,62713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC22,585$2.8M<0.01%+3,56413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN22,321$2.77M<0.01%-48013F-HRTimelineGroup
HHM Wealth Advisors, LLC22,036$2.73M0.32%-25513F-HRTimeline
Cambridge Investment Research Advisors,…20,739$2.57M0.01%+10613F-HRTimeline
MN Wealth Advisors, LLC15,896$1.97M1%-33013F-HRTimeline
Independent Wealth Network Inc.15,514$1.92M0.59%+1,01913F-HRTimeline
Schiavi & Co LLC26,410$1.79M0.57%+19,84313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC12,676$1.57M<0.01%+8513F-HRTimelineGroup
PLANNING ALTERNATIVES LTD /ADV12,079$1.5M0.19%-2,92313F-HRTimeline
Private Advisor Group, LLC11,663$1.45M0.01%+14013F-HRTimeline
Farther Finance Advisors, LLC11,647$1.44M0.02%+48213F-HRTimeline
NewEdge Advisors, LLC10,847$1.34M<0.01%+4,61513F-HRTimeline
RHS Financial, LLC10,842$1.34M0.66%+16813F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP7,100$880K<0.01%new13F-HRTimelineGroup
Avant Capital LLC6,872$852K0.58%-39213F-HRTimeline
Elevation Wealth Management LLC6,658$825K0.79%13F-HRTimeline
Wealth Enhancement Trust Services, Inc.6,209$770K0.1%13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC4,986$618K<0.01%-9,21713F-HRTimelineGroup
Patten Group, Inc.4,865$603K0.11%-66213F-HRTimeline
KELLY FINANCIAL GROUP LLC4,832$599K0.15%-713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC4,564$566K<0.01%-7613F-HRTimelineGroup
Empire Financial Management Company, LLC4,518$560K0.12%-6,11813F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC4,215$523K0.17%-30613F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…4,077$505K0.02%013F-HR/ATimeline
Clear Point Advisors Inc.4,044$501K0.39%-4,09013F-HRTimeline
HighTower Advisors, LLC3,768$467K<0.01%+2613F-HRTimeline
FMR LLCin group FMR LLC3,622$449K<0.01%-78313F-HRTimelineGroup
FOSTER & MOTLEY INC3,543$439K0.02%-3313F-HRTimeline
Targeted Financial Services LLC3,430$425K0.37%13F-HRTimeline
Allegheny Financial Group3,426$425K0.06%new13F-HRTimeline
Cetera Investment Advisers3,409$422K<0.01%+12613F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC3,250$403K0.15%-19313F-HRTimeline
Etesian Wealth Advisors, Inc.3,250$403K0.13%-71913F-HRTimeline
ALBION FINANCIAL GROUP /UT3,200$397K0.02%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management3,051$378K0.01%+3113F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC2,896$359K0.01%-4913F-HRTimelineGroup
INTERACTIVE FINANCIAL ADVISORS, INC.2,859$354K0.23%-1,29413F-HRTimeline
Quantinno Capital Management LP2,830$351K<0.01%-25513F-HRTimeline
Kathmere Capital Management, LLC2,797$347K0.02%013F-HRTimeline
Intrua Financial, LLC2,630$326K0.04%013F-HRTimeline
Focus Financial Network, Inc.2,328$289K0.01%-313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,216$275K<0.01%-59613F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC2,168$269K<0.01%+1213F-HRTimelineGroup
MGO ONE SEVEN LLC2,010$249K0.01%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP2,000$248K<0.01%-71113F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,672$207K<0.01%+1213F-HR/ATimelineGroup
Aptus Capital Advisors, LLC1,631$202K<0.01%013F-HRTimeline
GTS SECURITIES LLC1,629$202K0.01%013F-HRTimeline
Birchwood Financial Partners, Inc.1,529$190K0.19%13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,286$159K<0.01%-12713F-HRTimelineGroup
MAI Capital Management1,256$156K<0.01%+313F-HRTimeline
Medallion Wealth Advisors, LLC1,100$136K0.05%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,042$129K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…948$118K<0.01%013F-HR/ATimelineGroup
CWM, LLCin group CWM, LLC902$112K<0.01%-6513F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC775$96.1K<0.01%013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.731$90.6K<0.01%new13F-HRTimelineGroup
PRIVATE TRUST CO NA575$71.3K0.01%-1213F-HRTimeline
Horizon Investments, LLC500$62K<0.01%+19913F-HRTimeline
Geneos Wealth Management Inc.410$50.8K<0.01%013F-HRTimeline
Harbor Asset Planning, Inc.393$48.7K0.04%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.137$17K<0.01%013F-HRTimeline
COMERICA BANK121$15K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd84$10.4K<0.01%013F-HRTimeline
Global Retirement Partners, LLC71$8.86K<0.01%+6613F-HRTimeline
Wagner Wealth Management, LLC56$6.94K<0.01%new13F-HRTimeline
Nova Wealth Management, Inc.33$4.1K<0.01%013F-HRTimeline
IFP Advisors, Inc3$372<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1$127<0.01%013F-HRTimeline