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Disclosery

JTEK J P MORGAN EXCHANGE TRADED F

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ETF (fund)

164 managers (164 13F filers) reported a position in JTEK shares at 2025-12-31, 11,514,599 shares in all. 43 filers opened a position and 7 filers sold out during the quarter.

Managers
164
13F filers
164
New
43
Added
64
Reduced
32
Sold out
7
Shares held by filers
11,514,599

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
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,597,385$414M0.03%+672,53413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN775,708$69.9M0.01%+73,31513F-HRTimelineGroup
LPL Financial LLC538,269$48.5M0.01%+170,11013F-HRTimeline
UBS Group AGin group UBS Group AG439,134$39.6M0.01%-12,31513F-HRTimelineGroup
Hughes Financial Services, LLC366,230$33M5.18%-176,43213F-HRTimeline
Composition Wealth, LLC361,341$32.5M0.47%+9,76413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA332,503$29.9M0.01%+224,63413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC230,683$20.8M0.01%+36,36513F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC198,964$17.9M0.07%+10,55113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY176,768$15.9M<0.01%+79,05913F-HR/ATimelineGroup
Vertex Planning Partners, LLC151,118$13.6M3.16%+2,54113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC141,304$12.7M<0.01%+20,30013F-HRTimelineGroup
Tradition Wealth Management, LLC139,971$12.6M0.9%+7,92013F-HRTimeline
SilverOak Wealth Management LLC128,041$11.5M1.81%+3,32613F-HRTimeline
MML INVESTORS SERVICES, LLC126,034$11.4M0.03%+65,91413F-HRTimeline
Cetera Investment Advisers125,187$11.3M0.01%+27,91813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC120,769$10.9M0.01%+11,12713F-HRTimeline
Oak Barrel Wealth Advisory LLC107,852$9.71M5.81%13F-HRTimeline
Foundry Financial Group, Inc.96,709$8.71M4.36%+2,23713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC96,241$8.67M0.02%new13F-HRTimelineGroup
Quadcap Wealth Management, LLC93,075$8.39M0.96%+10,87613F-HRTimeline
Freedom Financial Partners LLC92,784$8.36M3.04%+16,20013F-HRTimeline
Welch Financial Planning, LLC85,334$7.69M5.6%13F-HRTimeline
NewEdge Wealth, LLC85,030$7.66M0.09%-3,75713F-HRTimeline
Sanctuary Advisors, LLC82,885$7.47M0.04%+49,99313F-HRTimeline
ERn Financial, LLC73,977$6.66M1.25%new13F-HRTimeline
YARGER WEALTH STRATEGIES, LLC73,495$6.62M2.85%+4,28813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP68,823$6.2M<0.01%+39,35213F-HRTimelineGroup
Hartford Financial Management Inc.68,704$6.19M1.61%+1,80313F-HRTimeline
FAGAN ASSOCIATES, INC.67,938$6.12M0.82%-1,20313F-HRTimeline
CVA Family Office, LLC66,286$5.97M0.69%+39,37013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.51,522$4.64M0.01%+77913F-HRTimelineGroup
Horizon Investments, LLC46,875$4.22M0.05%-1,24813F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC46,833$4.22M0.25%-1,42013F-HRTimeline
Guided Capital Wealth Management, LLC46,335$4.17M2.92%+79513F-HRTimeline
POTENTIA WEALTH45,319$4.08M1.5%-1,08513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC45,246$4.08M0.09%-2,32513F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.45,129$4.06M0.26%-4713F-HRTimelineGroup
Integras Partners LLC44,449$4M3.23%-46213F-HRTimeline
Vienna Asset Management LLC34,478$3.11M1.76%+25,38913F-HRTimeline
Resolute Wealth Strategies, LLC34,133$3.07M1.35%+1,29213F-HRTimeline
MBL Wealth, LLC31,881$2.87M0.23%+52113F-HRTimeline
Pine Valley Investments Ltd Liability Co31,434$2.83M0.14%new13F-HRTimeline
Cambridge Investment Research Advisors,…30,040$2.71M0.01%+9,38413F-HRTimeline
Krilogy Financial LLC29,118$2.63M0.09%+3,19413F-HRTimeline
&PARTNERS27,148$2.45M0.01%+5,68913F-HRTimeline
Qube Research & Technologies Ltd27,109$2.44M<0.01%-29,66413F-HRTimeline
Circle Wealth Management, LLC25,907$2.33M0.04%+12,57113F-HRTimeline
TABLEAUX LLC24,150$2.25M1.59%-16,26613F-HR/ATimeline
Private Wealth Partners, LLC24,445$2.2M0.16%+6,90013F-HRTimeline
NewEdge Advisors, LLC24,375$2.2M0.01%+18,30313F-HRTimeline
Symphony Financial Services, Inc.23,114$2.08M1.07%new13F-HRTimeline
HighTower Advisors, LLC22,648$2.04M<0.01%+79913F-HRTimeline
Mariner, LLCin group Mariner, LLC22,646$2.04M<0.01%+1,43213F-HRTimelineGroup
Ulland Investment Advisors, LLC22,115$1.99M1.59%-25813F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC22,057$1.99M0.01%-8,85313F-HRTimeline
HRT FINANCIAL LP21,436$1.93M0.01%new13F-HRTimeline
BLVD Private Wealth, LLC19,968$1.8M1.57%-20113F-HRTimeline
Triumph Capital Management19,892$1.79M0.39%-83213F-HRTimeline
Private Advisor Group, LLC19,449$1.75M0.01%+4,40413F-HRTimeline
Base Wealth Management LLC18,880$1.7M0.92%new13F-HRTimeline
Boulder Wealth Advisors, LLC18,460$1.66M0.7%new13F-HRTimeline
CHOREO, LLC17,450$1.59M0.02%+14,86713F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED17,116$1.56M0.11%+3,14213F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…17,030$1.53M<0.01%new13F-HRTimelineGroup
Kingsview Wealth Management, LLC16,008$1.44M0.02%-79013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/15,723$1.42M<0.01%+56313F-HRTimelineGroup
Janney Montgomery Scott LLC15,105$1.36M<0.01%+4,98113F-HRTimeline
Ankerstar Wealth, LLC14,546$1.31M1.3%13F-HRTimeline
National Philanthropic Trust13,923$1.25M0.01%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC13,660$1.23M<0.01%+7,26113F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.13,354$1.2M<0.01%-3,81913F-HRTimelineGroup
NORTH STAR ASSET MANAGEMENT INC13,312$1.2M0.05%new13F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC12,900$1.16M<0.01%-8,30013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…12,422$1.16M<0.01%-3,57313F-HRTimeline
Archford Capital Strategies, LLC11,394$1.03M0.12%+26413F-HRTimeline
Wagner Wealth Management, LLC11,290$1.02M0.22%-39813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP10,103$910K<0.01%+34413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP9,804$883K<0.01%+5,23013F-HRTimelineGroup
GENESIS PRIVATE WEALTH, LLC9,664$870K0.27%new13F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC9,083$818K0.2%+1,58313F-HRTimeline
Peck Wealth Management, LLC8,460$762K0.72%+3013F-HRTimeline
IHT Wealth Management, LLC8,750$746K0.02%-8,13813F-HRTimeline
Lionsbridge Wealth Management LLC8,275$745K0.75%-1913F-HRTimeline
Stelac Advisory Services LLC7,990$720K0.25%new13F-HRTimeline
World Investment Advisors7,845$707K0.01%+32513F-HR/ATimeline
CWM, LLCin group CWM, LLC7,701$694K<0.01%+5,10313F-HRTimelineGroup
Cooper Financial Group7,376$664K0.07%+52613F-HRTimeline
Ignite Planners, LLC7,425$654K0.1%+4,27613F-HRTimeline
Quantinno Capital Management LP7,075$637K<0.01%new13F-HRTimeline
55 North Private Wealth, LLC6,685$602K0.16%13F-HRTimeline
Family Manage LLC6,480$584K0.07%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,819$524K<0.01%+1,30913F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC5,335$481K0.01%+1,18513F-HRTimelineGroup
IFP Advisors, Inc5,307$478K0.01%+11013F-HRTimeline
Avidian Wealth Enterprises, LLC4,989$449K0.02%-20713F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCin group PRINCIPAL FINANCIAL GROUP INC4,954$446K<0.01%new13F-HRTimelineGroup
Eldridge Investment Advisors, Inc.4,945$445K0.1%-7813F-HRTimeline
Mountain Capital Investment Advisors In…4,743$429K0.07%+86613F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC4,730$426K0.05%+25513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…4,649$419K<0.01%+1113F-HRTimelineGroup
Mutual Advisors, LLC4,604$415K0.01%+36013F-HRTimeline
SFG Wealth Management, LLC.4,165$375K0.15%013F-HRTimeline
Creative Planningin group Creative Planning4,017$362K<0.01%-17813F-HRTimelineGroup
EVOLVE PRIVATE WEALTH, LLC3,973$358K0.02%13F-HRTimeline
Valmark Advisers, Inc.3,260$294K<0.01%-6113F-HRTimeline
Beaumont Financial Advisors, LLC3,228$291K0.02%+10413F-HRTimeline
Cambridge Advisors Inc.3,190$287K0.05%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC3,280$279K0.08%new13F-HRTimeline
TD Capital Management LLC2,982$269K0.02%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC2,836$255K<0.01%new13F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…2,765$249K0.01%new13F-HRTimelineGroup
GRIMES & Co WEALTH MANAGEMENT, LLC2,577$232K0.01%new13F-HRTimeline
Red Mountain Financial, LLC2,564$231K0.23%new13F-HRTimeline
SUTTON PLACE INVESTORS LLC2,509$226K0.12%013F-HRTimeline
Cordoba Advisory Partners LLC2,507$226K0.06%13F-HRTimeline
Mascagni Wealth Management, Inc.2,433$219K0.16%-62513F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC2,386$215K0.01%new13F-HRTimelineGroup
HighMark Wealth Management LLC1,726$155K0.06%013F-HRTimeline
Waverly Advisors, LLC1,633$147K<0.01%new13F-HRTimeline
Financial Management Professionals, Inc.1,600$144K0.01%-2213F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.1,385$125K0.04%new13F-HRTimeline
STEPH & CO1,300$117K0.03%013F-HRTimeline
Financially Speaking Inc980$88.3K0.06%-169,35313F-HRTimeline
COMERICA BANK900$81.1K<0.01%+40013F-HRTimeline
Capital Investment Advisory Services, L…713$64.2K<0.01%new13F-HRTimeline
MAI Capital Management622$56K<0.01%new13F-HRTimeline
SageView Advisory Group, LLC553$49.8K<0.01%new13F-HRTimeline
VESTOR CAPITAL, LLC6,788$46.8K4.58%-488,96713F-HRTimeline
Comprehensive Financial Planning, Inc./…481$43.3K0.03%+513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…475$42.8K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC285$25.7K<0.01%new13F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department263$23.7K0.01%new13F-HRTimelineGroup
Bangor Savings Bank220$19.8K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC219$19.7K<0.01%+9513F-HRTimeline
Harbor Asset Planning, Inc.214$19.3K0.02%new13F-HRTimeline
GODSEY & GIBB, INC197$17.7K<0.01%new13F-HRTimeline
NCP Inc.190$17.1K0.01%new13F-HRTimeline
Allworth Financial LP180$16.2K<0.01%+3813F-HRTimeline
PRIVATE TRUST CO NA170$15.3K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC161$14.5K<0.01%new13F-HRTimelineGroup
Sound Income Strategies, LLC145$13.1K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC137$12K<0.01%013F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…125$11.3K<0.01%new13F-HRTimeline
AE Wealth Management LLC122$11K<0.01%-3013F-HRTimeline
Copia Wealth Management113$10.2K0.01%new13F-HRTimeline
Parallel Advisors, LLC111$10K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management110$9.91K<0.01%013F-HRTimelineGroup
Operose Advisors LLC95$8.56K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…84$7.57K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC84$7.57K<0.01%013F-HRTimeline
Global Retirement Partners, LLC82$7.39K<0.01%013F-HRTimeline
Larson Financial Group LLC73$6.58K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC57$5.13K<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.54$4.86K<0.01%+1813F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.32$2.88K<0.01%013F-HRTimeline
Armor Investment Advisors, LLC20$1.8K<0.01%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC19$1.71K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…14$1.26K<0.01%013F-HRTimelineGroup
GILPIN WEALTH MANAGEMENT, LLC12$1.08K<0.01%13F-HRTimeline
VALLEY NATIONAL ADVISERS INC12$1K<0.01%new13F-HRTimeline
Cherry Tree Wealth Management, LLC11$991<0.01%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC2$181<0.01%new13F-HRTimeline
Rossby Financial, LCC1$90<0.01%new13F-HRTimeline