Reported 114,745 shares, up 73,599 (178.9%) from the prior quarter.
Reported value 177.1%; share count 178.9% vs. the prior quarter.
Reported position value by quarter
Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.
| Date | Holding Value |
|---|---|
| 2024-03-31 | 185833 |
| 2024-06-30 | 1308437 |
| 2024-09-30 | 2503761 |
| 2024-12-31 | 6938601 |
| 2025-03-31 | 11352825 |
| 2025-06-30 | 17073399 |
| 2025-09-30 | 20706508 |
| 2025-12-31 | 26147894 |
| 2026-03-31 | 30086924 |
| 2026-06-30 | 47820837 |
Quarterly position history
How this manager's reported quarter-end position changed over time.
| Quarter | Activity | Shares | Change | % of reported 13F | Reported value | Filed | Source filing |
|---|---|---|---|---|---|---|---|
| Q2 2026 | Added | 618,478 | +159,065 (34.6%) | 0.02% | $47,820,837 | 2026-08-14 | |
| Q1 2026 | Added | 459,413 | +53,264 (13.1%) | 0.01% | $30,086,924 | 2026-05-15 | |
| Q4 2025 | Added | 406,149 | +79,805 (24.5%) | 0.02% | $26,147,894 | 2026-02-17 | |
| Q3 2025 | Added | 326,344 | +38,088 (13.2%) | 0.01% | $20,706,508 | 2025-11-04 | |
| Q2 2025 | Added | 288,256 | +84,545 (41.5%) | 0.01% | $17,073,399 | 2025-08-13 | |
| Q1 2025 | Added | 203,711 | +88,966 (77.5%) | 0.01% | $11,352,825 | 2025-05-16 | |
| Q4 2024 | Added | 114,745 | +73,599 (178.9%) | < 0.01% | $6,938,601 | 2025-02-06 | |
| Q3 2024 | Added | 41,146 | +18,045 (78.1%) | < 0.01% | $2,503,761 | 2024-11-12 | |
| Q2 2024 | Added | 23,101 | +19,926 (627.6%) | < 0.01% | $1,308,437 | 2024-08-14 | |
| Q1 2024 | New | 3,175 | +3,175 (0.0%) | < 0.01% | $185,833 | 2024-05-14 |
Who else reported the position
156 managers reported J P MORGAN EXCH-TRAD FD TR JPM for Q4 2024.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| JPMorgan Chase & Co | Reduced | 10,622,631 | -74,429 | 0.05% | $642,350,552 | 11 qtrs |
| LPL Financial LLC | Added | 1,528,202 | +427,626 | 0.04% | $92,410,358 | 11 qtrs |
| Syntegra Private Wealth Group LLC | Added | 820,004 | +19,327 | 5.6% | $49,585,619 | 2 qtrs |
| ADVISOR GROUP HOLDINGS INC | Added | 480,314 | +264,473 | 0.07% | $29,050,298 | 11 qtrs |
| CWM LLC | Added | 418,170 | +71,346 | 0.1% | $25,287,000 | 10 qtrs |
| CGC Financial Services LLC | Added | 341,282 | +14,227 | 8.22% | $20,637,323 | 3 qtrs |
| Wagner Wealth Management LLC | Added | 335,962 | +24,874 | 5.24% | $20,315,646 | 10 qtrs |
| Total Wealth Planning LLC | New | 335,511 | +335,511 | 3.16% | $20,288,323 | 1 qtr |
| Advisory Resource Group | Added | 254,602 | +9,285 | 3.27% | $15,395,783 | 2 qtrs |
| Cetera Investment Advisers | Added | 230,604 | +74,365 | 0.03% | $13,944,617 | 6 qtrs |
Filing details and methodology As reported
- Report period
- December 31, 2024
- Filed
- February 06, 2025
- Filing type
- 13F-HR
- Position type
- ETFs
Voting authority reported
- Sole
- 110,773
- Shared
- 0
- None
- 3,971
“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.
Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.