Form 13-F position report

J P MORGAN EXCHANGE TRADED F

Reported by N E W Advisory Services LLC

JPST CUSIP 46641Q837 Manager CIK 0001803456

Reported 1,159,813 shares, up 2,092 (0.2%) from the prior quarter.

Reported value 0.2%; share count 0.2% vs. the prior quarter.

Added
% of reported 13F value 4.39% This manager · Q1 2026
Shares 1,159,813 Quarter-end amount reported
Reported value $58,698,129 Fair value at quarter end
Consecutive quarters held 24 Through Q1 2026

Reported position value by 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.

Reported position value by quarter
Date Holding Value
2021-09-30 43333000
2021-12-31 44361000
2022-03-31 38651000
2022-06-30 40736000
2022-09-30 28494000
2022-12-31 30004744
2023-03-31 31441857
2023-06-30 31553181
2023-09-30 35055511
2023-12-31 34368925
2024-03-31 35445125
2024-06-30 40458722
2024-09-30 45037105
2024-12-31 48605164
2025-03-31 54812751
2025-06-30 52152343
2025-09-30 55990625
2025-12-31 58569102
2026-03-31 58698129
2026-06-30 64345531

Quarterly position history

How this manager's reported quarter-end position changed over time.

20 quarters
Quarterly reported position history for J P MORGAN EXCHANGE TRADED F held by N E W Advisory Services LLC.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q2 2026 Added 1,272,405 +112,592 (9.7%) 4.3% $64,345,531 2026-08-06
Q1 2026 Added 1,159,813 +2,092 (0.2%) 4.39% $58,698,129 2026-05-05
Q4 2025 Added 1,157,721 +54,022 (4.9%) 4.33% $58,569,102 2026-01-28
Q3 2025 Added 1,103,699 +74,647 (7.3%) 5.0% $55,990,625 2025-10-27
Q2 2025 Reduced 1,029,052 -53,562 (-4.9%) 5.06% $52,152,343 2025-08-18
Q1 2025 Added 1,082,614 +117,651 (12.2%) 4.2% $54,812,751 2025-05-07
Q4 2024 Added 964,963 +77,358 (8.7%) 4.62% $48,605,164 2025-01-24
Q3 2024 Added 887,605 +85,965 (10.7%) 4.44% $45,037,105 2024-10-31
Q2 2024 Added 801,640 +99,066 (14.1%) 4.37% $40,458,722 2024-08-05
Q1 2024 Added 702,574 +18,343 (2.7%) 3.93% $35,445,125 2024-04-24
Q4 2023 Reduced 684,231 -14,363 (-2.1%) 4.15% $34,368,925 2024-02-06
Q3 2023 Added 698,594 +69,294 (11.0%) 4.99% $35,055,511 2023-11-06
Q2 2023 Added 629,300 +4,462 (0.7%) 4.4% $31,553,181 2023-08-04
Q1 2023 Added 624,838 +26,299 (4.4%) 4.57% $31,441,857 2023-05-10
Q4 2022 Added 598,539 +30,475 (5.4%) 4.7% $30,004,744 2023-02-13
Q3 2022 Reduced 568,064 -245,182 (-30.1%) 5.16% $28,494,000 2022-11-14
Q2 2022 Added 813,246 +51,839 (6.8%) 7.12% $40,736,000 2022-08-01
Q1 2022 Reduced 761,407 -117,371 (-13.4%) 7.32% $38,651,000 2022-04-11
Q4 2021 Added 878,778 +24,419 (2.9%) 6.7% $44,361,000 2022-01-18
Q3 2021 Added 854,359 +36,812 (4.5%) 7.06% $43,333,000 2021-10-13
Five years are shown. A free account unlocks the complete reported history. Unlock full history

Who else reported the position

1293 managers reported J P MORGAN EXCHANGE TRADED F for Q1 2026.

Managers reporting J P MORGAN EXCHANGE TRADED F in Q1 2026.
Manager Activity Shares Change % of reported 13F Reported value Tenure
JPMorgan Chase & Co Reduced 100,296,477 -6,176,137 0.33% $5,071,992,895 36 qtrs
MORGAN STANLEY Reduced 61,139,019 -329,749 0.19% $3,094,245,841 33 qtrs
LPL Financial LLC Added 19,901,775 +280,875 0.27% $1,007,228,805 33 qtrs
Bank of America Corporation Added 16,198,546 +23,253 0.06% $819,808,428 34 qtrs
Betterment LLC Added 13,652,039 +470,939 1.31% $690,930,000 25 qtrs
WELLS FARGO & COMPANY MN Added 11,901,249 +2,294,292 0.11% $602,322,194 32 qtrs
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Added 11,632,152 +186,756 0.09% $588,703,213 15 qtrs
UBS Group AG Added 10,811,549 +1,342,151 0.08% $547,172,495 35 qtrs
HB Wealth Management LLC Added 9,550,931 +107,822 3.11% $480,897,077 18 qtrs
FMR LLC Reduced 8,567,157 -2,182,501 0.02% $433,583,824 31 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
March 31, 2026
Filed
May 05, 2026
Filing type
13F-HR
Position type
ULTRA SHRT ETF

Voting authority reported

No voting-authority amounts were reported for this position. Voting authority is not required for reported call options.

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.