Reported 228,831 shares, down 34,711 (13.2%) from the prior quarter.
Reported value -11.4%; share count -13.2% 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 |
|---|---|
| 2024-12-31 | 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
152 managers reported J P MORGAN EXCHANGE TRADED for Q1 2025.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| LPL Financial LLC | Added | 4,523,594 | +2,280,193 | 0.09% | $242,102,743 | 4 qtrs |
| Diversified Portfolios Inc | Added | 1,490,448 | +138,819 | 8.39% | $79,768,756 | 4 qtrs |
| ENVESTNET ASSET MANAGEMENT INC | Added | 1,427,634 | +887,922 | 0.02% | $76,406,986 | 5 qtrs |
| BALDWIN BROTHERS LLC MA | Added | 1,352,137 | +596,750 | 5.08% | $72,366,351 | 2 qtrs |
| Berger Financial Group Inc | Added | 1,250,930 | +112,946 | 4.65% | $66,949,798 | 5 qtrs |
| IAG Wealth Partners LLC | Added | 1,080,249 | +783,953 | 8.99% | $57,814,946 | 3 qtrs |
| Cetera Investment Advisers | Added | 1,038,526 | +898,901 | 0.11% | $55,581,917 | 3 qtrs |
| LVZ Inc | Added | 912,841 | +65,895 | 6.41% | $48,855,226 | 2 qtrs |
| COMMONWEALTH EQUITY SERVICES LLC | Added | 797,987 | +556,775 | 0.06% | $42,708,000 | 6 qtrs |
| MML INVESTORS SERVICES LLC | Added | 775,996 | +38,313 | 0.14% | $41,531,000 | 3 qtrs |
Filing details and methodology As reported
- Report period
- March 31, 2025
- Filed
- May 15, 2025
- Filing type
- 13F-HR
- Position type
- ACTIVE BOND ETF
Voting authority reported
- Sole
- 228,831
- Shared
- 0
- None
- 228,831
“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.