Reported 264,181 shares, up 35,350 (15.4%) from the prior quarter.
Reported value 15.6%; share count 15.4% 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
185 managers reported J P MORGAN EXCHANGE TRADED for Q2 2025.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| LPL Financial LLC | Added | 7,155,369 | +2,631,775 | 0.13% | $383,456,187 | 5 qtrs |
| Cetera Investment Advisers | Added | 1,700,150 | +661,624 | 0.15% | $91,111,041 | 4 qtrs |
| Diversified Portfolios Inc | Added | 1,625,209 | +134,761 | 8.31% | $87,094,962 | 5 qtrs |
| ENVESTNET ASSET MANAGEMENT INC | Added | 1,475,828 | +48,194 | 0.02% | $78,717,339 | 6 qtrs |
| BALDWIN BROTHERS LLC MA | Reduced | 1,343,741 | -8,396 | 4.89% | $72,011,074 | 3 qtrs |
| Berger Financial Group Inc | Added | 1,266,953 | +16,023 | 4.39% | $67,895,996 | 6 qtrs |
| IAG Wealth Partners LLC | Reduced | 991,378 | -88,871 | 7.03% | $53,127,964 | 4 qtrs |
| ROYAL BANK OF CANADA | Added | 988,313 | +467,351 | < 0.01% | $52,964,000 | 7 qtrs |
| CWM LLC | Added | 978,086 | +873,387 | 0.18% | $52,416,000 | 7 qtrs |
| MML INVESTORS SERVICES LLC | Added | 934,225 | +158,229 | 0.14% | $50,065,000 | 4 qtrs |
Filing details and methodology As reported
- Report period
- June 30, 2025
- Filed
- August 13, 2025
- Filing type
- 13F-HR
- Position type
- ACTIVE BOND ETF
Voting authority reported
- Sole
- 0
- Shared
- 0
- None
- 264,181
“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.