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Disclosery

JTEK J P MORGAN EXCHANGE TRADED F

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ETF (fund)

121 managers (121 13F filers) reported a position in JTEK shares at 2025-09-30, 10,150,976 shares in all. 21 filers opened a position and 10 filers sold out during the quarter.

Managers
121
13F filers
121
New
21
Added
65
Reduced
18
Sold out
10
Shares held by filers
10,150,976

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
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,924,851$361M0.02%+202,69413F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN702,393$64.6M0.01%+217,73713F-HRTimelineGroup
Hughes Financial Services, LLC542,662$51.2M8.15%+85713F-HRTimeline
VESTOR CAPITAL, LLC495,755$45.6M2.92%+491,10913F-HRTimeline
UBS Group AGin group UBS Group AG451,449$41.5M0.01%+17,65913F-HRTimelineGroup
LPL Financial LLC368,159$33.9M0.01%+74,36513F-HRTimeline
Composition Wealth, LLC351,577$32.3M0.48%+3,22113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC194,318$17.9M0.01%+76,44413F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding188,413$17.3M+10,319Timeline
Financially Speaking Inc170,333$15.7M10.29%-28,99613F-HRTimeline
Vertex Planning Partners, LLC148,577$13.7M2.62%+5,33713F-HRTimeline
Tradition Wealth Management, LLC132,051$12.1M0.9%+4,63713F-HRTimeline
SilverOak Wealth Management LLC124,715$11.5M1.94%+29013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC121,004$11.1M<0.01%+73,89513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC109,642$10.1M0.01%+7,70513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA107,869$9.92M<0.01%+33,03813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY97,709$8.99M<0.01%+95,51113F-HR/ATimelineGroup
Cetera Investment Advisers97,269$8.95M0.01%+39,57413F-HRTimeline
Foundry Financial Group, Inc.94,472$8.69M4.56%-2,82113F-HRTimeline
NewEdge Wealth, LLC88,787$8.42M0.12%new13F-HRTimeline
Quadcap Wealth Management, LLC82,199$7.56M0.89%new13F-HRTimeline
Freedom Financial Partners LLC76,584$7.04M2.68%+35,03313F-HRTimeline
YARGER WEALTH STRATEGIES, LLC69,207$6.36M2.92%+57,34413F-HRTimeline
FAGAN ASSOCIATES, INC.69,141$6.36M0.88%+1,78213F-HRTimeline
Hartford Financial Management Inc.66,901$6.15M1.63%+2,01013F-HRTimeline
MML INVESTORS SERVICES, LLC60,120$5.53M0.01%+56,62113F-HRTimeline
Qube Research & Technologies Ltd56,773$5.22M0.01%+56,18713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.50,743$4.46M0.01%-6,27513F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC48,253$4.44M0.3%-84613F-HRTimeline
Horizon Investments, LLC48,123$4.43M0.06%-97613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC47,571$4.38M0.11%+26,64513F-HRTimeline
POTENTIA WEALTH46,404$4.27M1.63%new13F-HRTimeline
Guided Capital Wealth Management, LLC45,540$4.19M3.59%+7,94513F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.45,176$4.15M0.27%+10,27813F-HRTimelineGroup
Integras Partners LLC44,911$4.13M3.34%+15,74813F-HRTimeline
TABLEAUX LLC40,416$3.72M1.49%+37,78213F-HRTimeline
Sanctuary Advisors, LLC32,892$3.03M0.02%+20,93913F-HR/ATimeline
Resolute Wealth Strategies, LLC32,841$3.02M1.38%+29,63313F-HRTimeline
MBL Wealth, LLC31,360$2.88M0.25%+78613F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC30,910$2.84M0.02%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP29,471$2.68M<0.01%+19,86113F-HRTimelineGroup
CVA Family Office, LLC26,916$2.48M0.32%+1,74113F-HRTimeline
Krilogy Financial LLC25,924$2.46M0.09%+6,69213F-HRTimeline
Ulland Investment Advisors, LLC22,373$2.06M1.55%+4513F-HRTimeline
HighTower Advisors, LLC21,849$2.01M<0.01%+1,92013F-HRTimeline
&PARTNERS21,459$1.97M0.01%+13,71113F-HRTimeline
Mariner, LLCin group Mariner, LLC21,214$1.95M<0.01%+1,85413F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC21,200$1.95M<0.01%+14,90013F-HRTimeline
Triumph Capital Management20,724$1.91M0.51%+43613F-HR/ATimeline
Cambridge Investment Research Advisors,…20,656$1.9M0.01%+6,19413F-HRTimeline
BLVD Private Wealth, LLC20,169$1.85M1.59%-2,93013F-HRTimeline
Private Wealth Partners, LLC17,545$1.61M0.12%+20013F-HRTimeline
IHT Wealth Management, LLC16,888$1.59M0.04%+14,38013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.17,173$1.58M<0.01%+12513F-HRTimelineGroup
Kingsview Wealth Management, LLC16,798$1.54M0.02%-55313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC16,225$1.49M<0.01%-7,39513F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…15,995$1.48M<0.01%-1,15813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/15,160$1.39M<0.01%+23013F-HR/ATimelineGroup
Private Advisor Group, LLC15,045$1.38M0.01%+2,26713F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED13,974$1.29M0.1%+3,61113F-HRTimeline
Circle Wealth Management, LLC13,336$1.23M0.02%+6,27613F-HRTimeline
Wagner Wealth Management, LLC11,688$1.07M0.25%+59013F-HRTimeline
Archford Capital Strategies, LLC11,130$1.02M0.12%-11713F-HRTimeline
Janney Montgomery Scott LLC10,124$931K<0.01%+1,95013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP9,759$898K<0.01%-39113F-HRTimelineGroup
Vienna Asset Management LLC9,089$836K0.5%-4,90413F-HRTimeline
Peck Wealth Management, LLC8,430$775K0.74%13F-HRTimeline
Lionsbridge Wealth Management LLC8,294$763K0.75%new13F-HRTimeline
World Investment Advisors7,520$692K0.01%+1,80013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC7,500$690K0.17%+7,31513F-HRTimeline
Cooper Financial Group6,850$630K0.07%+1,39913F-HRTimeline
Family Manage LLC6,480$596K0.08%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC6,399$589K<0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC6,072$558K<0.01%new13F-HRTimeline
IFP Advisors, Inc5,197$478K0.01%+1,77213F-HR/ATimeline
Avidian Wealth Enterprises, LLC5,196$478K0.02%-4613F-HRTimeline
Eldridge Investment Advisors, Inc.5,023$462K0.11%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…4,638$427K0.01%+5513F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP4,574$421K<0.01%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,510$415K<0.01%-10,01413F-HRTimelineGroup
MATTERN CAPITAL MANAGEMENT, LLC4,475$412K0.05%+27413F-HRTimeline
Mutual Advisors, LLC4,244$396K0.01%+1,27013F-HRTimeline
Creative Planningin group Creative Planning4,195$386K<0.01%013F-HRTimelineGroup
SFG Wealth Management, LLC.4,165$383K0.17%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC4,150$382K0.01%new13F-HRTimelineGroup
Mountain Capital Investment Advisors In…3,877$358K0.06%new13F-HRTimeline
NorthCoast Asset Management LLC3,554$327K<0.01%+30113F-HRTimeline
Valmark Advisers, Inc.3,321$305K<0.01%+7513F-HRTimeline
Ignite Planners, LLC3,149$290K0.05%-7813F-HRTimeline
Beaumont Financial Advisors, LLC3,124$287K0.02%new13F-HRTimeline
Mascagni Wealth Management, Inc.3,058$281K0.22%-92913F-HRTimeline
TD Capital Management LLC2,982$274K0.02%+2,91613F-HRTimeline
CWM, LLCin group CWM, LLC2,598$239K<0.01%+1,29813F-HRTimelineGroup
CHOREO, LLC2,583$238K<0.01%new13F-HRTimeline
SUTTON PLACE INVESTORS LLC2,509$231K0.13%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…2,250$207K0.01%new13F-HRTimelineGroup
MGO ONE SEVEN LLC2,182$201K<0.01%new13F-HRTimeline
HighMark Wealth Management LLC1,726$159K0.07%013F-HRTimeline
Financial Management Professionals, Inc.1,622$149K0.02%new13F-HRTimeline
STEPH & CO1,300$120K0.04%013F-HRTimeline
Advisory Services Network, LLC610$56.1K<0.01%new13F-HRTimeline
COMERICA BANK500$46K<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…476$43.8K0.03%+23513F-HRTimeline
Bangor Savings Bank220$20.2K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA170$15.6K<0.01%013F-HRTimeline
AE Wealth Management LLC152$14K<0.01%+3313F-HRTimeline
Sound Income Strategies, LLC145$13.8K<0.01%013F-HRTimeline
Allworth Financial LP142$13.1K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC137$13K<0.01%new13F-HRTimelineGroup
Aptus Capital Advisors, LLC124$11.4K<0.01%-2513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management110$10.1K<0.01%013F-HRTimelineGroup
Operose Advisors LLC95$8.74K<0.01%+2313F-HRTimeline
Ritter Daniher Financial Advisory LLC /…84$7.73K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC84$7.72K<0.01%013F-HRTimeline
Global Retirement Partners, LLC82$7.54K<0.01%+5213F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.36$3.31K<0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…34$3.13K<0.01%-11613F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.32$2.94K<0.01%new13F-HRTimeline
Armor Investment Advisors, LLC20$1.84K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…14$1.29K<0.01%013F-HRTimelineGroup
Midwest Capital Advisors, LLC8$736<0.01%new13F-HRTimeline