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Disclosery

JTEK J P MORGAN EXCHANGE TRADED F

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ETF (fund)

109 managers (110 13F filers) reported a position in JTEK shares at 2025-06-30, 8,141,698 shares in all. 23 filers opened a position and 14 filers sold out during the quarter.

Managers
109
13F filers
110
New
23
Added
46
Reduced
26
Sold out
14
Shares held by filers
8,141,698

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
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,722,157$314M0.02%-786,71513F-HRTimelineGroup
Hughes Financial Services, LLC541,805$46.3M7.95%+541,68013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN484,656$40.9M0.01%+225,47713F-HRTimelineGroup
UBS Group AGin group UBS Group AG433,790$36.6M0.01%+69,75113F-HRTimelineGroup
Composition Wealth, LLC348,356$29.4M0.49%+102,57713F-HRTimeline
LPL Financial LLC293,794$24.8M0.01%+52,87713F-HRTimeline
Financially Speaking Inc199,329$16.8M11.08%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding178,094$15M+27,740Timeline
Vertex Planning Partners, LLC143,240$12.1M2.53%+4,04413F-HRTimeline
Tradition Wealth Management, LLC127,414$10.8M0.86%+3,88513F-HRTimeline
SilverOak Wealth Management LLC124,425$10.5M1.97%+17,75113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC117,874$9.96M<0.01%+22,67813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC101,937$8.61M0.01%+5,18613F-HRTimeline
Foundry Financial Group, Inc.97,293$8.22M4.68%-1313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA74,831$6.32M<0.01%+14,98813F-HR/ATimelineGroup
FAGAN ASSOCIATES, INC.67,359$5.69M0.88%-24,96013F-HRTimeline
Hartford Financial Management Inc.64,891$5.48M1.5%+6,64213F-HRTimeline
Cetera Investment Advisers57,695$4.87M0.01%+6,69913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.57,018$4.82M0.01%+28,18413F-HR/ATimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC49,099$4.15M0.32%-1,89113F-HRTimeline
Horizon Investments, LLC49,099$4.15M0.07%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC47,109$3.98M<0.01%+4,88213F-HRTimelineGroup
Freedom Financial Partners LLC41,551$3.51M1.48%+3,36513F-HRTimeline
Guided Capital Wealth Management, LLC37,595$3.18M2.45%-46913F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.34,898$2.95M0.21%+1,50613F-HRTimelineGroup
SILVERCREST ASSET MANAGEMENT GROUP LLC30,910$2.61M0.02%-5,06013F-HRTimeline
MBL Wealth, LLC30,574$2.58M0.25%+2,00513F-HRTimeline
Integras Partners LLC29,163$2.46M2.48%+25,51313F-HRTimeline
CVA Family Office, LLC25,175$2.13M0.3%+3,16213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC23,620$1.99M<0.01%+18,16513F-HRTimelineGroup
BLVD Private Wealth, LLC23,099$1.95M1.84%13F-HRTimeline
Ulland Investment Advisors, LLC22,328$1.89M1.44%-58713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC20,926$1.77M0.05%+8,83713F-HRTimeline
Triumph Capital Management20,288$1.71M0.51%+6,85013F-HR/ATimeline
HighTower Advisors, LLC19,929$1.68M<0.01%+53313F-HRTimeline
Mariner, LLCin group Mariner, LLC19,360$1.64M<0.01%+4,96413F-HRTimelineGroup
Krilogy Financial LLC19,232$1.62M0.09%+4,89313F-HRTimeline
Kingsview Wealth Management, LLC17,351$1.47M0.02%+73913F-HRTimeline
Private Wealth Partners, LLC17,345$1.46M0.11%+1,04013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…17,153$1.45M<0.01%-1,70613F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.17,048$1.44M<0.01%+12,94813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/14,930$1.26M<0.01%-16,17813F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…14,524$1.23M<0.01%-4,15913F-HRTimelineGroup
Cambridge Investment Research Advisors,…14,462$1.22M<0.01%+4,92113F-HRTimeline
Vienna Asset Management LLC13,993$1.18M0.81%-35,25613F-HRTimeline
Private Advisor Group, LLC12,778$1.08M0.01%+43913F-HRTimeline
Sanctuary Advisors, LLC11,953$1.01M0.01%+70713F-HRTimeline
YARGER WEALTH STRATEGIES, LLC11,863$1M0.52%new13F-HRTimeline
Archford Capital Strategies, LLC11,247$950K0.12%-2,30713F-HRTimeline
Wagner Wealth Management, LLC11,098$937K0.21%+8,25713F-HRTimeline
Beacon Pointe Advisors, LLC11,030$932K0.01%-5013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC10,627$898K<0.01%-12,44213F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED10,363$875K0.07%+6,79813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP10,150$857K<0.01%+1813F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP9,610$802K<0.01%+7,24313F-HRTimelineGroup
Janney Montgomery Scott LLC8,174$690K<0.01%+3,63613F-HRTimeline
&PARTNERS7,748$654K0.01%new13F-HRTimeline
Circle Wealth Management, LLC7,060$596K0.01%013F-HRTimeline
DOHJ, LLC8,817$578K0.17%new13F-HRTimeline
Family Manage LLC6,480$547K0.08%+77013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC6,300$532K<0.01%new13F-HRTimeline
World Investment Advisors5,720$483K0.01%-48013F-HRTimeline
Cooper Financial Group5,451$460K0.05%+5013F-HRTimeline
Avidian Wealth Enterprises, LLC5,242$443K0.02%+41413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…4,583$387K0.01%new13F-HRTimelineGroup
MATTERN CAPITAL MANAGEMENT, LLC4,201$355K0.04%new13F-HRTimeline
Creative Planningin group Creative Planning4,195$354K<0.01%-14813F-HRTimelineGroup
Mascagni Wealth Management, Inc.3,987$337K0.29%-1,23713F-HRTimeline
MML INVESTORS SERVICES, LLC3,499$296K<0.01%new13F-HRTimeline
IFP Advisors, Inc3,425$289K0.01%new13F-HRTimeline
Ignite Planners, LLC3,227$276K0.05%-22113F-HR/ATimeline
NorthCoast Asset Management LLC3,253$275K<0.01%new13F-HRTimeline
Valmark Advisers, Inc.3,246$274K<0.01%+12513F-HRTimeline
Resolute Wealth Strategies, LLC3,208$271K0.15%-33113F-HRTimeline
VESTOR CAPITAL, LLC4,646$254K0.02%new13F-HRTimeline
Mutual Advisors, LLC2,974$254K0.01%-31313F-HRTimeline
TABLEAUX LLC2,634$222K0.13%-41513F-HR/ATimeline
SUTTON PLACE INVESTORS LLC2,509$212K0.13%new13F-HRTimeline
IHT Wealth Management, LLC2,508$212K0.01%-55213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,198$186K<0.01%+87113F-HRTimelineGroup
HighMark Wealth Management LLC1,726$146K0.07%013F-HRTimeline
CWM, LLCin group CWM, LLC1,300$110K<0.01%new13F-HRTimelineGroup
STEPH & CO1,300$110K0.04%+10013F-HRTimeline
Briaud Financial Planning Inc760$64K0.03%013F-HRTimeline
Qube Research & Technologies Ltd586$49.5K<0.01%-19,81213F-HRTimeline
COMERICA BANK500$42.2K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…360$30.4K<0.01%-1,80613F-HRTimelineGroup
Wilmington Savings Fund Society, FSB357$30.2K<0.01%-7313F-HRTimeline
Comprehensive Financial Planning, Inc./…241$20.4K0.02%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC185$15.6K<0.01%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC174$14.9K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA170$14.4K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…150$12.7K<0.01%new13F-HRTimelineGroup
Aptus Capital Advisors, LLC149$12.6K<0.01%+9913F-HRTimeline
Sound Income Strategies, LLC145$12.2K<0.01%013F-HRTimeline
Allworth Financial LP142$12K<0.01%013F-HRTimeline
AE Wealth Management LLC119$10.1K<0.01%+4113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management110$9.29K<0.01%new13F-HRTimelineGroup
Plante Moran Financial Advisors, LLC84$7.09K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…84$7.09K<0.01%013F-HRTimeline
Operose Advisors LLC72$6.08K<0.01%new13F-HRTimeline
TD Capital Management LLC66$5.57K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…53$4.48K<0.01%-2213F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC42$4K<0.01%013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.36$3.04K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC30$2.53K<0.01%13F-HRTimeline
Armor Investment Advisors, LLC20$1.69K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…14$1.18K<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.