Reported 583,636 shares, up 140,945 (31.8%) from the prior quarter.
Reported value 30.5%; share count 31.8% 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 |
|---|---|
| 2024-09-30 | 25970218 |
| 2024-12-31 | 29117175 |
| 2025-03-31 | 27412092 |
| 2025-06-30 | 14923591 |
| 2025-09-30 | 41502281 |
| 2025-12-31 | 54161451 |
| 2026-03-31 | 47235467 |
| 2026-06-30 | 55160546 |
| 2026-09-30 | 58535754 |
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 | 606,086 | +46,592 (8.3%) | 3.45% | $58,535,754 | 2026-10-30 | |
| Q2 2026 | Added | 559,494 | +627 (0.1%) | 5.26% | $55,160,546 | 2026-07-24 | |
| Q1 2026 | Reduced | 558,867 | -24,769 (-4.2%) | 5.0% | $47,235,467 | 2026-04-20 | |
| Q4 2025 | Added | 583,636 | +140,945 (31.8%) | 6.0% | $54,161,451 | 2026-01-26 | |
| Q3 2025 | Added | 442,691 | +269,302 (155.3%) | 5.36% | $41,502,281 | 2025-11-12 | |
| Q2 2025 | Reduced | 173,389 | -198,099 (-53.3%) | 2.14% | $14,923,591 | 2025-08-15 | |
| Q1 2025 | Added | 371,488 | +12,150 (3.4%) | 3.94% | $27,412,092 | 2025-08-15 | |
| Q4 2024 | Added | 359,338 | +21,536 (6.4%) | 3.76% | $29,117,175 | 2025-08-15 | |
| Q3 2024 | New | 337,802 | +337,802 (0.0%) | 3.24% | $25,970,218 | 2025-08-15 |
Who else reported the position
365 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 | 12,942,682 | +2,472,865 | 0.08% | $1,201,080,964 | 14 qtrs |
| LPL Financial LLC | Added | 6,922,629 | +884,710 | 0.18% | $642,419,908 | 13 qtrs |
| AMERIPRISE FINANCIAL INC | Added | 4,640,180 | +417,367 | 0.1% | $430,556,742 | 7 qtrs |
| CAPTRUST FINANCIAL ADVISORS | Added | 3,917,245 | +186,762 | 0.69% | $363,520,313 | 11 qtrs |
| JONES FINANCIAL COMPANIES LLLP | Added | 2,483,557 | +360,645 | 0.14% | $230,474,108 | 8 qtrs |
| RAYMOND JAMES FINANCIAL INC | Added | 2,306,569 | +387,862 | 0.07% | $214,049,629 | 5 qtrs |
| Bank of America Corporation | Added | 1,957,491 | +89,228 | 0.01% | $181,655,121 | 8 qtrs |
| Janney Montgomery Scott LLC | Added | 1,590,617 | +90,051 | 0.34% | $147,609,000 | 13 qtrs |
| CWM LLC | Reduced | 1,452,422 | -32,323 | 0.37% | $134,785,000 | 11 qtrs |
| COMMONWEALTH EQUITY SERVICES LLC | Added | 1,442,448 | +148,912 | 0.18% | $133,859,154 | 14 qtrs |
Filing details and methodology As reported
- Report period
- December 31, 2025
- Filed
- January 26, 2026
- Filing type
- 13F-HR
- Position type
- ACTIVE GROWTH
Voting authority reported
- Sole
- 583,636
- 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.