First reported at 1,440,771 shares this 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 |
|---|---|
| 2025-12-31 | 72355520 |
| 2026-03-31 | 70831935 |
| 2026-06-30 | 73045914 |
| 2026-09-30 | 79907628 |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | Added | 1,635,775 | +186,451 (12.9%) | 4.71% | $79,907,628 | 2026-10-30 | |
| Q2 2026 | Added | 1,449,324 | +23,296 (1.6%) | 6.96% | $73,045,914 | 2026-07-24 | |
| Q1 2026 | Reduced | 1,426,028 | -14,743 (-1.0%) | 7.5% | $70,831,935 | 2026-04-20 | |
| Q4 2025 | New | 1,440,771 | +1,440,771 (0.0%) | 8.02% | $72,355,520 | 2026-01-26 |
Who else reported the position
86 managers reported J P MORGAN EXCHANGE TRADED F for Q4 2025.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| JPMorgan Chase & Co | Added | 3,140,195 | +800,755 | < 0.01% | $157,700,638 | 2 qtrs |
| Glenview Trust Co | Added | 1,997,360 | +40,895 | 1.55% | $100,307,418 | 2 qtrs |
| Provenance Wealth Advisors LLC This report | New | 1,440,771 | +1,440,771 | 8.02% | $72,355,520 | 1 qtr |
| WELLS FARGO & COMPANY MN | Added | 1,101,759 | +39,236 | 0.01% | $55,330,336 | 2 qtrs |
| Pinnacle Financial Partners Inc | New | 767,866 | +767,866 | 0.29% | $38,562,253 | 1 qtr |
| ASSETMARK INC | Reduced | 639,591 | -48,052 | 0.07% | $32,120,279 | 2 qtrs |
| Allegheny Financial Group LTD | Added | 638,839 | +36,190 | 4.75% | $32,082,510 | 2 qtrs |
| LPL Financial LLC | Added | 453,245 | +6,118 | < 0.01% | $22,761,947 | 2 qtrs |
| American Trust | Added | 431,799 | +326,301 | 1.82% | $21,684,942 | 2 qtrs |
| Sterling Investment Advisors Ltd | Added | 413,979 | +44,667 | 3.83% | $20,790,030 | 2 qtrs |
Filing details and methodology As reported
- Report period
- December 31, 2025
- Filed
- January 26, 2026
- Filing type
- 13F-HR
- Position type
- FLEXIBLE DEBT ET
Voting authority reported
- Sole
- 1,440,771
- Shared
- 0
- None
- 0
“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.