Skip to content
Disclosery

JTEK J P MORGAN EXCHANGE TRADED F

Follow

ETF (fund)

100 managers (100 13F filers) reported a position in JTEK shares at 2025-03-31, 7,537,079 shares in all. 33 filers opened a position and 3 filers sold out during the quarter.

Managers
100
13F filers
100
New
33
Added
39
Reduced
14
Sold out
3
Shares held by filers
7,537,079

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
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,508,872$303M0.02%+282,79513F-HRTimelineGroup
UBS Group AGin group UBS Group AG364,039$24.5M0.01%+297,40013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN259,179$17.4M<0.01%+171,56813F-HRTimelineGroup
Composition Wealth, LLC245,779$16.5M0.33%-19,63413F-HRTimeline
LPL Financial LLC240,917$16.2M0.01%+100,23113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC150,354$10.1M0.05%+136,80113F-HRTimelineGroup
Vertex Planning Partners, LLC139,196$9.35M2.04%+6,56313F-HRTimeline
Tradition Wealth Management, LLC123,529$8.3M0.73%+17,50713F-HRTimeline
SilverOak Wealth Management LLC106,674$7.17M1.55%+30,41613F-HRTimeline
Foundry Financial Group, Inc.97,306$6.54M4.03%+3,17013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC96,751$6.5M0.01%+9,66613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC95,196$6.4M<0.01%+91,80213F-HRTimelineGroup
FAGAN ASSOCIATES, INC.92,319$6.2M1.03%-3,30313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA59,843$4.02M<0.01%+10,15913F-HR/ATimelineGroup
Hartford Financial Management Inc.58,249$3.91M0.81%-45613F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC50,990$3.54M0.3%-2,75113F-HRTimeline
Cetera Investment Advisers50,996$3.43M0.01%new13F-HRTimeline
Vienna Asset Management LLC49,249$3.31M2.61%+24,76813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC42,227$2.84M<0.01%+8,19313F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC41,331$2.78M<0.01%+31,65613F-HR/ATimelineGroup
Freedom Financial Partners LLC38,186$2.57M1.19%+12,96313F-HRTimeline
Guided Capital Wealth Management, LLC38,064$2.56M2.14%new13F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC35,970$2.42M0.02%new13F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.33,392$2.24M0.17%-4,34113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/31,108$2.09M<0.01%+30,01913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.28,834$1.94M<0.01%-29,03913F-HRTimelineGroup
MBL Wealth, LLC28,569$1.92M0.19%+4,38813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC23,069$1.55M<0.01%+15,29613F-HR/ATimelineGroup
Ulland Investment Advisors, LLC22,915$1.54M1.29%+1,85913F-HRTimeline
CVA Family Office, LLC22,013$1.48M0.23%+12,12113F-HRTimeline
Qube Research & Technologies Ltd20,398$1.37M<0.01%new13F-HRTimeline
HighTower Advisors, LLC19,396$1.3M<0.01%+32013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…18,859$1.27M<0.01%+66813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…18,683$1.26M<0.01%-14,36813F-HRTimelineGroup
Kingsview Wealth Management, LLC16,612$1.12M0.02%-53013F-HRTimeline
Private Wealth Partners, LLC16,305$1.1M0.09%-12,17013F-HRTimeline
Mariner, LLCin group Mariner, LLC14,396$967K<0.01%+3,32313F-HRTimelineGroup
Krilogy Financial LLC14,339$963K0.06%+4,12513F-HRTimeline
Archford Capital Strategies, LLC13,554$911K0.13%new13F-HRTimeline
Triumph Capital Management13,438$903K0.3%+1,90913F-HRTimeline
Private Advisor Group, LLC12,339$829K0.01%+4,77113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC12,089$812K0.03%+5,46513F-HRTimeline
Sanctuary Advisors, LLC11,246$756K0.01%+8,43113F-HRTimeline
Beacon Pointe Advisors, LLC11,080$744K0.01%+1313F-HRTimeline
FLOW TRADERS U.S. LLC10,357$696K0.03%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP10,132$681K<0.01%+55413F-HRTimelineGroup
Cambridge Investment Research Advisors,…9,541$641K<0.01%+4,95213F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC7,405$498K0.05%new13F-HRTimelineGroup
Circle Wealth Management, LLC7,060$474K0.01%013F-HRTimeline
World Investment Advisors6,200$417K0.01%+2,60013F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd5,814$391K0.01%new13F-HRTimelineGroup
Family Manage LLC5,710$384K0.06%+71013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,455$367K<0.01%new13F-HRTimelineGroup
Cooper Financial Group5,401$363K0.05%+1,15113F-HRTimeline
Mascagni Wealth Management, Inc.5,224$351K0.35%013F-HR/ATimeline
Avidian Wealth Enterprises, LLC4,828$324K0.01%+913F-HRTimeline
Janney Montgomery Scott LLC4,538$305K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC4,459$300K<0.01%-74013F-HRTimeline
Creative Planningin group Creative Planning4,343$292K<0.01%new13F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.4,100$275K<0.01%new13F-HRTimelineGroup
Integras Partners LLC3,650$245K0.22%-66,49013F-HRTimeline
Ignite Planners, LLC3,448$243K0.05%-17813F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED3,565$242K0.02%new13F-HR/ATimeline
Resolute Wealth Strategies, LLC3,539$238K0.13%new13F-HRTimeline
Mutual Advisors, LLC3,287$228K0.01%new13F-HRTimeline
IHT Wealth Management, LLC3,060$220K0.01%-14,33213F-HRTimeline
Monterey Private Wealth, Inc.3,175$213K0.06%new13F-HRTimeline
Valmark Advisers, Inc.3,121$210K<0.01%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP3,074$207K<0.01%new13F-HRTimelineGroup
TABLEAUX LLC3,049$205K0.15%new13F-HRTimeline
Wagner Wealth Management, LLC2,841$191K0.05%+57713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,367$161K<0.01%new13F-HR/ATimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,166$146K<0.01%new13F-HRTimelineGroup
HighMark Wealth Management LLC1,726$116K0.07%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,327$89.2K<0.01%+11013F-HRTimelineGroup
STEPH & CO1,200$80.6K0.03%new13F-HRTimeline
Briaud Financial Planning Inc760$51K0.02%013F-HRTimeline
COMERICA BANK500$33.6K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC452$30K<0.01%new13F-HRTimelineGroup
Wilmington Savings Fund Society, FSB430$28.9K<0.01%new13F-HRTimeline
Mowery & Schoenfeld Wealth Management, …398$26.7K0.05%new13F-HRTimeline
Comprehensive Financial Planning, Inc./…241$16.2K0.02%+12013F-HRTimeline
MATHER GROUP, LLC.166$11.2K<0.01%013F-HRTimeline
Sound Income Strategies, LLC145$9.74K<0.01%013F-HRTimeline
Allworth Financial LP142$9.74K<0.01%013F-HRTimeline
Hughes Financial Services, LLC125$8.49K<0.01%new13F-HRTimeline
Plante Moran Financial Advisors, LLC84$5.64K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…84$5.64K<0.01%013F-HRTimeline
AE Wealth Management LLC78$5.24K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…75$5.04K<0.01%new13F-HRTimelineGroup
TD Capital Management LLC66$4.43K<0.01%new13F-HRTimeline
Truvestments Capital LLC64$4.3K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC50$3.36K<0.01%-1513F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…47$3.18K<0.01%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC42$3K<0.01%new13F-HRTimelineGroup
Cranbrook Wealth Management, LLC37$2.49K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.32$2.15K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\29$1.95K<0.01%new13F-HRTimelineGroup
Armor Investment Advisors, LLC20$1.34K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.