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Disclosery

JPIE J P MORGAN EXCHANGE TRADED F

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ETF (fund)

469 managers (477 13F filers) reported a position in JPIE shares at 2026-06-30, 128,787,623 shares in all. 60 filers opened a position and 27 filers sold out during the quarter.

Managers
469
13F filers
477
New
60
Added
260
Reduced
109
Sold out
27
Shares held by filers
128,787,623

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co13,379,994$616M0.08%+4,700,30513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO8,272,672$381M0.02%+1,574,22013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY7,308,659$337M0.02%+174,34813F-HRTimelineGroup
Sequoia Financial Advisors, LLC7,131,321$328M1.64%+747,79713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN6,285,301$289M0.05%+502,99613F-HRTimelineGroup
Savant Capital, LLC6,215,784$286M0.84%-215,61013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,132,207$190M0.01%+515,52213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,671,006$123M+38,348Timeline
Waverly Advisors, LLC2,667,808$123M0.71%+176,27413F-HRTimeline
LPL Financial LLC2,071,878$95.4M0.02%+1,350,56813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,013,557$92.7M0.03%+277,90513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,894,283$87.2M0.01%-393,64413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,726,054$79.5M0.09%+82,23313F-HRTimelineGroup
Syntegra Private Wealth Group, LLC1,662,025$76.5M5.93%+558,20613F-HRTimeline
Southern Financial Group, LLC1,410,454$65M16.58%+61,20113F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding1,320,384$60.8M+135,045Timeline
Hilton Capital Management, LLC1,183,795$54.5M3.71%+214,52813F-HRTimeline
Janney Montgomery Scott LLC1,133,112$52.2M0.1%+98,85313F-HRTimeline
Williams Financial, LLC1,120,305$51.6M26.66%+69,23813F-HRTimeline
Wagner Wealth Management, LLC1,034,574$47.6M8.81%+129,31313F-HRTimeline
D'Orazio & Associates, Inc.991,357$45.7M5.28%+44,95113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…966,943$44.5M0.07%+81,84413F-HRTimelineGroup
Enclave Advisors LLC960,511$44.2M5.76%+82,42413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP879,721$40.5M0.05%+69,72713F-HRTimelineGroup
KINTRA WEALTH, LLC848,974$39M2.04%+271,77713F-HRTimeline
Cornerstone Advisory, LLC829,529$38.2M3.17%+140,93913F-HRTimeline
Diversified Enterprises, LLC822,163$37.9M1.83%+28,95513F-HRTimeline
Cetera Investment Advisers810,798$37.3M0.03%+77,10813F-HRTimeline
Confluence Wealth Services, Inc.740,802$34.1M0.98%+184,95513F-HRTimeline
Capital Advisors Wealth Management, LLC712,743$32.8M3.86%+55,78813F-HRTimeline
Cambridge Investment Research Advisors,…688,506$31.7M0.07%+225,53713F-HR/ATimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC642,277$29.6M2.56%+40,80913F-HRTimeline
Legacy Edge Advisors, LLC637,747$29.4M2.7%+193,35213F-HR/ATimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …630,709$29M0.55%+35,49813F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP610,186$28.1M0.01%+205,81713F-HRTimelineGroup
Scott Capital Advisors, LLC597,811$27.5M4.31%+25,77613F-HRTimeline
Armor Investment Advisors, LLC589,846$27.2M8.71%+46,73113F-HRTimeline
D.A. DAVIDSON & CO.582,072$26.8M0.15%+30,14513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP574,844$26.5M0.02%+18,87313F-HRTimelineGroup
Longview Financial Advisors LLC571,553$26.3M13.01%+51,50813F-HRTimeline
Resonant Capital Advisors, LLC562,989$25.9M1.24%+20,62213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.549,852$25.3M0.4%+67,41513F-HRTimeline
Planned Solutions, Inc.544,008$25.1M7.21%+10,93913F-HRTimeline
Lineweaver Wealth Advisors, LLC537,386$24.7M2.94%-47,42513F-HRTimeline
Schneider Downs Wealth Management Advis…533,150$24.6M2.31%+60,11813F-HRTimeline
TPG Financial Advisors, LLC526,755$24.3M7.24%+7,36913F-HRTimeline
NavPoint Financial, Inc.519,341$23.9M8.86%+20,44113F-HRTimeline
Certified Advisory Corp517,962$23.9M1.92%+45,49213F-HRTimeline
Visionary Wealth Advisors503,272$23.2M0.92%-3,87713F-HRTimeline
MEANS INVESTMENT CO., INC.501,929$23.1M1.75%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC498,556$23M0.28%+82,86613F-HRTimelineGroup
NewEdge Wealth, LLC495,830$22.8M0.23%-71,22313F-HRTimeline
True North Advisors, LLC488,499$22.5M2.15%-31,10613F-HRTimeline
ELEMENT POINTE ADVISORS, LLC485,022$22.3M3.6%+12,12213F-HRTimeline
Echo Wealth Management, LLC466,277$21.5M10.96%+24,64913F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV466,095$21.5M5.44%+4,69813F-HRTimeline
Vestmark Advisory Solutions, Inc.451,814$20.8M0.2%+17,92913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC450,787$20.8M0.01%new13F-HRTimelineGroup
Perigon Wealth Management, LLC447,195$20.6M0.33%+188,04013F-HRTimeline
One Capital Management, LLC435,070$20M0.56%013F-HRTimeline
Peterson Wealth Advisors, LLC414,634$19.1M2.26%+8,43413F-HRTimeline
HBW ADVISORY SERVICES LLC408,821$18.8M1.7%-1,79613F-HRTimeline
HighTower Advisors, LLC401,901$18.5M0.02%+48,00213F-HRTimeline
Greenwich Wealth Management LLC398,349$18.3M0.67%+52,15913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC397,952$18.3M0.02%-239,23613F-HRTimeline
NORTHLAND SECURITIES, INC.397,103$18.3M10.65%-10,23613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC392,373$18.1M0.06%+78,72313F-HRTimelineGroup
Pearl Planning LLC391,356$18M8.29%+33,21013F-HRTimeline
Integrated Wealth Concepts LLC379,655$17.5M0.09%+20,89913F-HRTimeline
Magnus Financial Group LLC372,965$17.2M1.22%+14,92013F-HRTimeline
Bernardo Wealth Planning LLC371,857$17.1M2.93%+63,27913F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC369,273$17M0.32%+4,08913F-HRTimeline
Tradition Wealth Management, LLC355,491$16.4M1%+29,00513F-HRTimeline
Pinion Investment Advisors, LLC349,358$16.1M3.05%+86,10613F-HRTimeline
Merit Financial Group, LLC339,992$15.7M0.1%+14,01013F-HR/ATimeline
PLANNING DIRECTIONS INC334,845$15.4M7.14%+104,91113F-HRTimeline
Farther Finance Advisors, LLC329,163$15.2M0.12%+65,19713F-HRTimeline
Clear Trail Advisors, LLC329,004$15.2M2.31%+31,23213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC322,942$14.9M0.09%+27,11113F-HRTimelineGroup
SMITH, MOORE & CO.321,603$14.8M0.96%+14,10613F-HRTimeline
BEAM WEALTH ADVISORS, INC.309,484$14.3M3.14%+135,55013F-HR/ATimeline
HARBOR ADVISORY CORP /MA/309,388$14.2M3.81%+46,77013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…306,182$14.1M0.01%+55,37713F-HRTimelineGroup
Arkadios Wealth Advisors302,038$13.9M0.21%-900,99813F-HRTimeline
O'ROURKE & COMPANY, Inc286,947$13.2M4.61%+45,32513F-HRTimeline
American Financial Advisors, LLC286,634$13.2M1.59%+25,35213F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding276,267$12.7M+11,298Timeline
FMA Wealth Management, LLC272,348$12.5M8.03%-2,99313F-HRTimeline
FAGAN ASSOCIATES, INC.272,160$12.5M1.54%+25,92013F-HRTimeline
NewEdge Advisors, LLC267,010$12.3M0.04%+13613F-HRTimeline
Bridgewealth Advisory Group, LLC265,243$12.2M2.31%+19,36513F-HRTimeline
Krilogy Financial LLC248,774$11.5M0.34%-8,67213F-HRTimeline
Richard W. Paul & Associates, LLC247,862$11.4M3.49%+13,10913F-HRTimeline
BankPlus Trust Departmentgroup of 2 filers holding247,308$11.4M+4,574Timeline
Andrews Advisory Associates, LLC233,186$10.7M5.16%+13,23713F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC231,407$10.7M6.49%+10,61413F-HRTimeline
Geneos Wealth Management Inc.229,432$10.6M0.22%-94,91513F-HRTimeline
Financial Futures Ltd Liability Co.224,615$10.3M3.94%+13,48713F-HRTimeline
Leverty Financial Group, LLC224,324$10.3M2.01%new13F-HRTimeline
MML INVESTORS SERVICES, LLC222,697$10.3M0.02%+52,96113F-HRTimeline
S Harris Financial Group, LLC219,612$10.1M7.84%+17,26013F-HRTimeline
Penney Financial, LLC211,958$9.76M3.41%+3,35913F-HRTimeline
Mutual Advisors, LLC210,670$9.7M0.18%+39,72913F-HRTimeline
MGO ONE SEVEN LLC208,086$9.58M0.16%+26,21713F-HRTimeline
Royal Harbor Partners, LLC206,758$9.52M2.95%+1,75813F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC206,221$9.5M0.15%+19,88513F-HRTimeline
Independence Asset Advisors, LLC205,692$9.47M2.47%+199,53213F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC205,467$9.46M0.48%+15,55913F-HRTimeline
Horizon Investments, LLC205,413$9.37M0.1%-169,60313F-HRTimeline
DAVENPORT & Co LLC197,535$9.1M0.05%+22,86013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC195,698$9.01M0.22%+30,02113F-HRTimeline
MATHER GROUP, LLC.185,130$8.53M0.07%+1,34613F-HRTimeline
Vigilare Wealth Management184,139$8.48M2.6%+101,49313F-HRTimeline
Waterloo Capital, L.P.182,882$8.42M0.47%-56,90313F-HRTimeline
SkyOak Wealth, LLC181,837$8.37M1.37%-6,40013F-HRTimeline
Seascape Capital Management180,073$8.29M1.99%+7,05213F-HRTimeline
Focus Financial Network, Inc.178,616$8.23M0.25%+54,71013F-HRTimeline
Colter Lewis Investment Partners LLC177,357$8.17M3.63%+73,72013F-HRTimeline
N.E.W. Advisory Services LLC172,933$7.96M0.53%-15,96413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…172,788$7.96M<0.01%-2,87313F-HRTimelineGroup
McCarthy Asset Management, Inc.171,797$7.91M3.75%13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…169,791$7.79M0.01%-18,03213F-HRTimeline
Financial Management Professionals, Inc.163,468$7.53M0.71%-5,19513F-HRTimeline
Mariner, LLCin group Mariner, LLC152,840$7.04M0.01%+16,71213F-HRTimelineGroup
Etesian Wealth Advisors, Inc.151,244$6.96M2.06%-11213F-HRTimeline
Asset Advisory Group, Inc.151,112$6.96M3.04%+12,03113F-HRTimeline
Spahn Wealth & Retirement LLC121,903$6.89M4.43%+110,62813F-HRTimeline
Blue Chip Partners, LLC148,311$6.83M0.43%+75313F-HRTimeline
OPTIMA CAPITAL LLC147,054$6.77M2.67%+18,36613F-HRTimeline
EPG Wealth Management LLC145,507$6.7M1.61%+11,84913F-HRTimeline
LARCH CAPITAL PARTNERS LLC145,400$6.7M0.96%013F-HRTimeline
Fiduciary Alliance LLC141,889$6.53M0.44%+10,67613F-HRTimeline
KICKSTAND VENTURES, LLC.140,412$6.47M1.17%+37,67713F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC137,767$6.34M0.26%+11,59813F-HRTimeline
Lionsbridge Wealth Management LLC137,667$6.34M6.22%-5,57813F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC132,188$6.09M0.01%new13F-HRTimeline
KELLY FINANCIAL GROUP LLC132,006$6.08M1.35%+12,65513F-HRTimeline
Jeter Robert S II128,769$5.91M5.66%-73313F-HRTimeline
Ethos Financial Group, LLC128,191$5.88M0.39%+13,47413F-HRTimeline
Overbrook Management Corp126,260$5.81M0.88%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…125,777$5.79M0.01%+38,25613F-HRTimelineGroup
Red Mountain Financial, LLC121,297$5.59M4.69%+3,63113F-HRTimeline
CHOREO, LLC119,274$5.49M0.06%-122,56913F-HRTimeline
LifeGoal Investments, LLC118,529$5.46M2.5%-8,14413F-HRTimeline
MorganRosel Wealth Management, LLC118,201$5.44M1.84%+14,62613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\116,668$5.37M0.01%-3,49513F-HRTimelineGroup
Continuum Advisory, LLC114,965$5.29M0.43%+1,71913F-HRTimeline
HARBOUR INVESTMENTS, INC.114,175$5.26M0.07%-1,36713F-HRTimeline
HTG Investment Advisors, Inc.112,784$5.19M1.33%+12,29613F-HRTimeline
Creative Planningin group Creative Planning111,663$5.14M<0.01%-3,98813F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding110,468$5.09M+3,585Timeline
Nordwand Advisors, LLC109,943$5.06M0.78%013F-HRTimeline
Retirement Planning Group, LLC109,450$5.04M0.13%new13F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding109,442$5.04M+1,371Timeline
Beacon Bank & Trust106,930$4.92M0.94%+11,95613F-HR/ATimeline
Summit Financial, LLC106,591$4.91M0.05%+9,05113F-HRTimeline
Cauble & Harre Wealth Management, Inc.103,709$4.78M3.83%+18613F-HRTimeline
&PARTNERS96,560$4.64M0.02%+36,40313F-HRTimeline
Advisory Services Network, LLC98,857$4.55M0.05%+2,80813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC98,532$4.54M0.04%+4,20413F-HRTimelineGroup
Evolution Wealth Advisors, LLC96,602$4.45M0.52%-3,78913F-HRTimeline
Keystone Financial Services, LLC96,291$4.43M2.66%-10313F-HRTimeline
Montecito Bank & Trust94,259$4.34M0.65%+3,21613F-HRTimeline
Miller Global Investments, LLC94,063$4.33M3.59%+7,25113F-HRTimeline
Kingsview Wealth Management, LLC93,820$4.32M0.05%+17,44713F-HRTimeline
Hopwood Nicholas Hunter93,644$4.31M1.18%-3,40913F-HRTimeline
Invst, LLC93,167$4.29M0.42%+6,93713F-HRTimeline
OMNI 360 Wealth, Inc.93,154$4.29M1.98%+8,34213F-HRTimeline
Citizens National Bank Trust Department91,267$4.2M0.62%+11,64213F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC89,362$4.12M0.01%new13F-HRTimelineGroup
Chesley Taft & Associates LLC87,890$4.05M0.16%+5,34113F-HRTimeline
Addison Capital Co87,152$4.01M0.66%+6,57013F-HRTimeline
TBH Global Asset Management, LLC87,121$4.01M0.73%+1,12313F-HRTimeline
Savvy Advisors, Inc.85,130$3.92M0.08%+1,15213F-HRTimeline
First Citizens Financial Corp84,738$3.9M1.63%+10,20113F-HRTimeline
Eaton Financial Holdings Company, LLC84,410$3.89M1.07%+46,44013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.83,035$3.82M0.01%-1,67913F-HRTimelineGroup
Peck Wealth Management, LLC82,302$3.79M3.19%-1,08113F-HRTimeline
Orion Porfolio Solutions, LLC82,225$3.79M0.03%-8,90413F-HRTimeline
Paladin Advisory Group, LLC80,632$3.71M2.47%+22913F-HRTimeline
Tortoise Investment Management, LLC79,732$3.67M0.27%+74,23213F-HRTimeline
Emerald Advisors, LLC77,189$3.55M0.45%+63,43013F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC76,028$3.5M0.35%+6,48013F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT74,966$3.45M0.21%+1,17513F-HRTimeline
Financial Partners Group, Inc74,928$3.45M0.35%-3,50113F-HRTimeline
Narus Financial Partners, LLC74,803$3.44M0.88%+7,23013F-HRTimeline
Future Financial Wealth Managment LLC74,866$3.43M2.14%+1,37913F-HRTimeline
Emissary Wealth LLC73,837$3.4M2.59%+9,49613F-HRTimeline
Triad Wealth Partners, LLC74,154$3.39M0.2%+5,93613F-HRTimeline
Syverson Strege & Co72,670$3.35M0.73%-4,33313F-HRTimeline
J.W. COLE ADVISORS, INC.72,608$3.34M0.06%+33,68913F-HRTimeline
Layline Advisors, LLC71,973$3.31M2.97%13F-HRTimeline
RFG Advisory, LLC71,554$3.3M0.05%-16,15613F-HRTimeline
InTrack Investment Management Inc70,941$3.27M1.62%+28,37813F-HRTimeline
Centurion Wealth Management LLC70,932$3.27M0.78%-7,37813F-HRTimeline
BNB Wealth Management, LLC68,866$3.17M1.73%-9,77713F-HRTimeline
Patriot Financial Group Insurance Agenc…68,755$3.17M0.33%-72,23513F-HRTimeline
Private Advisor Group, LLC67,764$3.12M0.01%-362,43213F-HRTimeline
Beaumont Financial Advisors, LLC66,756$3.07M0.2%+49,97713F-HRTimeline
Beckerman Institutional, LLC64,496$2.97M1.41%+3,86113F-HRTimeline