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Disclosery

JTEK J P MORGAN EXCHANGE TRADED F

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ETF (fund)

71 managers (71 13F filers) reported a position in JTEK shares at 2024-12-31, 6,138,711 shares in all. 19 filers opened a position and 6 filers sold out during the quarter.

Managers
71
13F filers
71
New
19
Added
27
Reduced
12
Sold out
6
Shares held by filers
6,138,711

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
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,226,077$320M0.03%+252,25713F-HRTimelineGroup
Composition Wealth, LLC265,413$20.1M0.41%new13F-HRTimeline
LPL Financial LLC140,686$10.6M<0.01%+24,01313F-HRTimeline
Vertex Planning Partners, LLC132,633$10M2.21%+23,60513F-HRTimeline
Tradition Wealth Management, LLC106,022$8.02M0.71%+49,16813F-HRTimeline
FAGAN ASSOCIATES, INC.95,622$7.24M1.15%+3,22113F-HRTimeline
Foundry Financial Group, Inc.94,136$7.12M4.41%-4,26413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN87,611$6.63M<0.01%+87,45713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC87,085$6.59M0.01%+4,23113F-HRTimeline
SilverOak Wealth Management LLC76,258$5.77M1.24%+72,42013F-HRTimeline
Integras Partners LLC70,140$5.31M4.53%13F-HRTimeline
UBS Group AGin group UBS Group AG66,639$5.04M<0.01%-7,90113F-HRTimelineGroup
Hartford Financial Management Inc.58,705$4.44M0.91%-4,21713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.57,873$4.38M0.01%+31,65713F-HR/ATimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC53,741$4.07M0.37%-96413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA49,684$3.76M<0.01%+6,45813F-HRTimelineGroup
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.37,733$2.86M0.21%+12,06413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC34,034$2.58M<0.01%-5,34913F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…33,051$2.5M<0.01%+11,66013F-HRTimelineGroup
Private Wealth Partners, LLC28,475$2.15M0.17%013F-HRTimeline
Freedom Financial Partners LLC25,223$1.91M0.92%13F-HRTimeline
Vienna Asset Management LLC24,481$1.85M1.25%-28,65013F-HRTimeline
MBL Wealth, LLC24,181$1.83M0.18%+1,18413F-HRTimeline
Ulland Investment Advisors, LLC21,056$1.59M1.02%+1,69213F-HRTimeline
HighTower Advisors, LLC19,076$1.44M<0.01%+79413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…18,191$1.38M<0.01%new13F-HR/ATimeline
IHT Wealth Management, LLC17,392$1.32M0.04%new13F-HRTimeline
Kingsview Wealth Management, LLC17,142$1.3M0.03%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC13,553$1.03M0.01%+5,49813F-HRTimelineGroup
Triumph Capital Management11,529$872K0.3%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC11,073$838K<0.01%+4,76013F-HRTimelineGroup
Beacon Pointe Advisors, LLC11,067$837K0.01%+6713F-HRTimeline
Krilogy Financial LLC10,214$773K0.05%new13F-HRTimeline
CVA Family Office, LLC9,892$749K0.12%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC9,675$732K<0.01%+3,58213F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP9,578$725K<0.01%new13F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC7,773$588K<0.01%+4,66013F-HRTimelineGroup
Private Advisor Group, LLC7,568$573K<0.01%-61713F-HRTimeline
Circle Wealth Management, LLC7,060$534K0.01%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC6,624$501K0.02%+5213F-HRTimeline
NewEdge Advisors, LLC5,199$393K<0.01%-3,48913F-HRTimeline
Family Manage LLC5,000$378K0.06%013F-HRTimeline
Avidian Wealth Enterprises, LLC4,819$365K0.02%new13F-HRTimeline
Mascagni Wealth Management, Inc.5,224$351K0.35%13F-HR/ATimeline
Cambridge Investment Research Advisors,…4,589$347K<0.01%new13F-HRTimeline
Cooper Financial Group4,250$322K0.04%new13F-HRTimeline
Ignite Planners, LLC3,626$283K0.06%-21213F-HRTimeline
World Investment Advisors3,600$272K0.01%-5013F-HRTimeline
Indie Asset Partners, LLC3,401$257K0.2%+10513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,394$257K<0.01%13F-HR/ATimelineGroup
Sanctuary Advisors, LLC2,815$228K<0.01%013F-HRTimeline
Wagner Wealth Management, LLC2,264$171K0.04%+40913F-HRTimeline
HighMark Wealth Management LLC1,726$131K0.08%+9513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,217$92.1K<0.01%+31613F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,089$82.4K<0.01%+1,03213F-HRTimelineGroup
Briaud Financial Planning Inc760$57K0.02%new13F-HRTimeline
COMERICA BANK500$37.8K<0.01%new13F-HR/ATimeline
Householder Group Estate & Retirement S…213$16K0.01%-17,58113F-HRTimeline
MATHER GROUP, LLC.166$12.6K<0.01%-113F-HRTimeline
Allworth Financial LP142$11.7K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC145$11K<0.01%new13F-HRTimeline
Comprehensive Financial Planning, Inc./…121$9.16K0.01%13F-HRTimeline
Quent Capital, LLC89$6.74K<0.01%new13F-HRTimeline
Ritter Daniher Financial Advisory LLC /…84$6.36K<0.01%+413F-HRTimeline
Plante Moran Financial Advisors, LLC84$6.36K<0.01%013F-HRTimeline
AE Wealth Management LLC78$5.9K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC65$4.92K<0.01%new13F-HRTimeline
Truvestments Capital LLC64$4.84K<0.01%new13F-HRTimeline
Armor Investment Advisors, LLC20$1.51K<0.01%013F-HRTimeline
Avior Wealth Management, LLC1$75<0.01%013F-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.