First reported at 263,542 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 |
|---|---|
| 2024-12-31 | 13816313 |
| 2025-03-31 | 12247025 |
| 2025-06-30 | 14157445 |
| 2025-09-30 | 12939692 |
| 2025-12-31 | 51972226 |
| 2026-03-31 | 43408300 |
| 2026-06-30 | 55260948 |
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 | 1,032,908 | +225,612 (27.9%) | 2.23% | $55,260,948 | 2026-08-12 | |
| Q1 2026 | Reduced | 807,296 | -150,229 (-15.7%) | 2.34% | $43,408,300 | 2026-05-14 | |
| Q4 2025 | Added | 957,525 | +718,609 (300.8%) | 2.26% | $51,972,226 | 2026-02-12 | |
| Q3 2025 | Reduced | 238,916 | -25,265 (-9.6%) | 0.56% | $12,939,692 | 2025-11-14 | |
| Q2 2025 | Added | 264,181 | +35,350 (15.4%) | 0.69% | $14,157,445 | 2025-08-13 | |
| Q1 2025 | Reduced | 228,831 | -34,711 (-13.2%) | 0.67% | $12,247,025 | 2025-05-15 | |
| Q4 2024 | New | 263,542 | +263,542 (0.0%) | 0.76% | $13,816,313 | 2025-02-12 |
Who else reported the position
124 managers reported J P MORGAN EXCHANGE TRADED for Q4 2024.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| LPL Financial LLC | Added | 2,243,401 | +766,225 | 0.05% | $117,217,680 | 3 qtrs |
| Diversified Portfolios Inc | Added | 1,351,629 | +76,756 | 7.7% | $70,622,589 | 3 qtrs |
| Berger Financial Group Inc | Added | 1,137,984 | +17,617 | 4.1% | $59,459,670 | 4 qtrs |
| LVZ Inc | New | 846,946 | +846,946 | 5.68% | $44,252,945 | 1 qtr |
| Pallas Capital Advisors LLC | Added | 797,106 | +7,372 | 1.78% | $41,648,792 | 5 qtrs |
| BALDWIN BROTHERS LLC MA | New | 755,387 | +755,387 | 2.73% | $39,468,971 | 1 qtr |
| MML INVESTORS SERVICES LLC | Added | 737,683 | +713,140 | 0.13% | $38,544,000 | 2 qtrs |
| Intrua Financial LLC | Added | 654,494 | +450,131 | 5.25% | $34,197,328 | 3 qtrs |
| Independent Advisor Alliance | New | 612,443 | +612,443 | 0.42% | $32,000,349 | 1 qtr |
| ENVESTNET ASSET MANAGEMENT INC | Added | 539,712 | +520,371 | < 0.01% | $28,199,955 | 4 qtrs |
Filing details and methodology As reported
- Report period
- December 31, 2024
- Filed
- February 12, 2025
- Filing type
- 13F-HR
- Position type
- ACTIVE BOND ETF
Voting authority reported
- Sole
- 0
- Shared
- 0
- None
- 263,542
“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.