J P MORGAN EXCHANGE TRADED F

Ticker: JPHY CUSIP: 46654Q633 Class: ETF

Holders for Q4 2025 Position Changes for Q4 2025

Note: Option positions (PUT/CALL) are excluded.

New Positions (10)

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
Value ($000) $2,532 Shares 50,042
New Millennium Group LLC
Value ($000) $404 Shares 7,984
Cadent Capital Advisors, LLC
Value ($000) $382 Shares 7,553
TFB Advisors LLC
Value ($000) $287 Shares 5,670
ASSETMARK, INC
Value ($000) $14,639 Shares 289,374
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
Value ($000) $252 Shares 4,978
JPMORGAN CHASE & CO
Value ($000) $40,616 Shares 802,844
CITADEL ADVISORS LLC
Value ($000) $200 Shares 3,957
Rossby Financial, LCC
Value ($000) $4 Shares 71
UBS Group AG
Value ($000) $4 Shares 81

Increased Positions (2)

CMH Wealth Management LLC
Value ($000) $25,515 (+4.2%) Shares 501,730 (+4.6%)
JANE STREET GROUP, LLC
Value ($000) $1,129 (+70.8%) Shares 22,307 (+72.2%)

Decreased Positions (1)

Farther Finance Advisors, LLC
Value ($000) $13,421 (-15.5%) Shares 265,296 (-14.8%)