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Disclosery

JPIE J P MORGAN EXCHANGE TRADED F

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ETF (fund)

472 managers (480 13F filers) reported a position in JPIE shares at 2026-06-30, 128,937,036 shares in all. 61 filers opened a position and 27 filers sold out during the quarter.

Managers
472
13F filers
480
New
61
Added
262
Reduced
109
Sold out
27
Shares held by filers
128,937,036

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
Beckerman Institutional, LLC64,496$2.97M1.41%+3,86113F-HRTimeline
SAGE RHINO CAPITAL LLC63,994$2.95M0.48%+9,74613F-HRTimeline
Strategies Wealth Advisors, LLC63,143$2.91M0.26%-5,41013F-HRTimeline
PFG Advisors61,207$2.82M0.14%+2,40913F-HRTimeline
Madrid Wealth Management, LLC60,854$2.8M1.84%+12,80113F-HRTimeline
Prospera Financial Services Inc60,770$2.8M0.04%-7,70513F-HRTimeline
SCOTIA CAPITAL INC.60,191$2.77M0.01%new13F-HRTimeline
Opal Wealth Advisors, LLC58,411$2.69M0.58%+4,60713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC58,270$2.68M<0.01%new13F-HR/ATimelineGroup
Castle Rock Wealth Management, LLC57,766$2.65M0.52%+1,33713F-HRTimeline
Everest Financial Group LLC57,015$2.63M0.36%-4,29213F-HRTimeline
Regal Investment Advisors LLC55,942$2.58M0.13%+2,69013F-HRTimeline
WealthPlan Investment Management, LLC55,742$2.57M0.13%+12,21913F-HRTimeline
Clearstead Advisors, LLC54,490$2.51M0.02%new13F-HRTimeline
URS Advisory LLC54,264$2.5M1.39%+10,98213F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT54,094$2.49M0.25%-1,13313F-HRTimeline
Altus Wealth Management, LLC53,844$2.48M0.95%-71513F-HRTimeline
Benchmark Financial, LLC53,239$2.45M2%+4,91413F-HRTimeline
S&A Financial Services, Inc.50,490$2.33M1.42%+14,81013F-HRTimeline
William Mack & Associates, Inc.50,476$2.32M0.82%+22,88213F-HRTimeline
Kovack Advisors, Inc.50,012$2.3M0.11%+36,33513F-HRTimeline
Sanctuary Advisors, LLC48,831$2.25M0.01%+5,47113F-HRTimeline
Western Wealth Management, LLC48,245$2.22M0.07%+2,67313F-HRTimeline
MN Wealth Advisors, LLC47,396$2.18M0.93%+1,91713F-HRTimeline
Dynamic Advisor Solutions LLC47,177$2.17M0.06%+3,75513F-HRTimeline
PFG Investments, LLC46,752$2.15M0.08%+1,15413F-HRTimeline
Cooper Financial Group46,108$2.12M0.18%+1,16213F-HRTimeline
EP Wealth Advisors, LLC45,955$2.12M0.01%new13F-HRTimeline
TOWLE & CO45,649$2.1M0.71%+15,75313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC45,494$2.1M0.05%+17,78613F-HRTimelineGroup
Nolet Wealth Management, LLC45,384$2.09M1.15%013F-HRTimeline
GFS Advisors, LLC4,480$2.06M0.32%new13F-HR/ATimeline
Alteri Wealth LLC43,975$2.03M0.56%+3,43013F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…46,259$1.98M1.49%new13F-HRTimeline
Aspire Capital Advisors LLC42,939$1.98M0.39%+11,66013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…42,772$1.97M0.02%+10,56813F-HRTimelineGroup
World Investment Advisors41,898$1.93M0.03%-4,23013F-HRTimeline
Composition Wealth, LLC41,510$1.91M0.02%-41313F-HRTimeline
Modera Wealth Management, LLC41,249$1.9M0.02%-54913F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …40,799$1.88M0.09%+29,70413F-HRTimeline
Investor's Fiduciary Advisor Network, L…40,657$1.87M0.64%+52013F-HRTimeline
MTM FINANCIAL GROUP, LLC38,698$1.78M0.76%+3,45613F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers38,532$1.77M<0.01%+15,62613F-HRTimelineGroup
PDS Planning, Inc36,947$1.7M0.1%-5,65313F-HRTimeline
Turner Financial Group, Inc.36,668$1.69M1.68%13F-HRTimeline
First Heartland Consultants, Inc.35,945$1.66M0.11%+63113F-HRTimeline
Cornerstone Financial Management LLC35,912$1.65M1.33%-61713F-HR/ATimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC35,353$1.63M<0.01%-9113F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…35,075$1.62M0.18%-8,95913F-HRTimeline
5T Wealth, LLC34,883$1.61M0.6%-2,53313F-HRTimeline
BOKF, NAin group BOKF, NA34,705$1.6M0.02%+10,84913F-HRTimelineGroup
Element Wealth, LLC33,880$1.56M0.59%-29213F-HRTimeline
WBH ADVISORY INC33,690$1.55M0.1%+3,09313F-HRTimeline
Whitener Capital Management, Inc.32,541$1.5M0.32%+25,81013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …32,441$1.49M0.02%+3,05013F-HRTimelineGroup
White Wing Wealth Management31,176$1.44M0.75%+24,42913F-HRTimeline
Selby Wealth Management, LLC31,045$1.43M0.51%+24213F-HRTimeline
Avantax Planning Partners, Inc.30,847$1.42M0.04%+74213F-HRTimeline
Accurate Wealth Management, LLC30,624$1.4M0.13%-4413F-HRTimeline
Sovran Advisors, LLC30,446$1.4M0.1%-95,64213F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC30,183$1.39M0.25%-18,55913F-HRTimeline
Triumph Capital Management29,769$1.37M0.25%-95513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…29,516$1.35M0.08%+2,48013F-HRTimeline
Rehmann Capital Advisory Group27,151$1.25M0.06%new13F-HRTimeline
Steward Partners Investment Advisory, L…26,261$1.21M0.01%+3,09013F-HRTimeline
Belpointe Asset Management LLC26,029$1.2M0.04%+74713F-HRTimeline
Fortis Capital Advisors, LLC26,029$1.2M0.13%+74713F-HRTimeline
Herold Advisors, Inc.25,101$1.15M0.23%-8,55813F-HRTimeline
NCM Capital Management, LLC24,750$1.14M0.35%-10013F-HRTimeline
HB Wealth Management, LLC24,608$1.13M0.01%+20,23313F-HRTimeline
Aprio Wealth Management, LLC24,283$1.12M0.06%-1,68213F-HRTimeline
B. Riley Wealth Advisors, Inc.24,057$1.11M0.06%new13F-HRTimeline
Sigma Planning Corp23,993$1.1M0.03%-49813F-HRTimeline
Waterfront Wealth Inc.23,733$1.09M0.17%+1,90313F-HRTimeline
NorthRock Partners, LLC23,596$1.09M0.02%+8,41613F-HRTimeline
NOVEM GROUP22,293$1.03M0.1%+12,37013F-HRTimeline
TopTier Wealth Management, LLC21,763$1M0.61%-10613F-HRTimeline
Rockingstone Advisors LLC21,705$1000K0.4%013F-HRTimeline
Cobblestone Asset Management LLC21,427$987K0.41%+2,11613F-HRTimeline
Pine Valley Investments Ltd Liability Co21,119$973K0.04%-23613F-HRTimeline
Birchwood Financial Partners, Inc.20,579$948K0.78%+3,94013F-HRTimeline
Parallel Advisors, LLC20,176$929K0.01%-31213F-HRTimeline
REICON WEALTH ADVISORS, LLC19,962$919K0.57%+3,26513F-HRTimeline
Client First Investment Management LLC19,771$910K0.38%new13F-HRTimeline
Investment Planning Advisors, Inc.19,321$890K0.21%+94913F-HRTimeline
Robertson Stephens Wealth Management, L…19,251$887K0.02%-4,34413F-HRTimeline
Smartleaf Asset Management LLC18,958$874K0.03%013F-HRTimeline
LaFleur & Godfrey LLC18,569$855K0.1%+1,78413F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO18,182$837K0.07%-1413F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS17,491$805K0.08%new13F-HRTimeline
Prairie Wealth Advisors, Inc.0$805K0.19%013F-HRTimelineAmount filed as zero, left out of ratios.
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.17,399$801K0.03%+62413F-HRTimelineGroup
STEINBERGANNA WEALTH MANAGEMENT17,180$791K0.32%+3,29813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC16,901$778K0.01%+46013F-HRTimelineGroup
Beta Wealth Group, Inc.16,813$774K0.29%+31413F-HRTimeline
Vise Technologies, Inc.16,453$758K0.01%new13F-HRTimeline
M.E. ALLISON & CO., INC.16,413$756K0.43%+76413F-HRTimeline
Acumen Wealth Advisors, LLC16,222$747K0.16%+13,77413F-HRTimeline
Axis Wealth Partners, LLC16,203$746K0.36%-15913F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC16,144$743K0.04%-2,14713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC15,952$735K0.02%-24513F-HRTimelineGroup
Advisors Asset Management, Inc.15,829$729K0.01%+4,03113F-HRTimeline
Resurgent Financial Advisors LLC15,739$725K0.2%+59113F-HRTimeline
Hudson Value Partners, LLC15,324$706K0.18%+68913F-HRTimeline
PALLADIEM, LLC15,290$704K0.68%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB15,001$691K0.02%-41613F-HRTimeline
Beacon Pointe Advisors, LLC14,956$689K<0.01%+6,60213F-HRTimeline
OneAscent Wealth Management LLCin group OneAscent Financial Services …14,833$683K0.2%-86513F-HRTimelineGroup
Daviman Financial, LLC14,801$682K0.38%013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC14,585$672K0.04%+2,08813F-HRTimelineGroup
Safeguard Investment Advisory Group, LLC14,507$668K0.15%new13F-HRTimeline
Menard Financial Group LLC14,311$659K0.36%-2,19213F-HRTimeline
TD Waterhouse Canada Inc.14,360$658K<0.01%+11,79213F-HRTimeline
Betterment LLC14,080$648K<0.01%+313F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding13,970$640KnewTimeline
StoneX Group Inc.in group StoneX Group Inc.13,786$636K0.03%+1,64013F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC13,721$632K<0.01%+5,14013F-HRTimelineGroup
BLUEDOOR PRIVATE WEALTH, LLC13,694$631K0.27%new13F-HRTimeline
Leo H. Evart, Inc.13,253$610K0.48%+15913F-HRTimeline
IFP Advisors, Inc13,171$607K0.01%-1,26113F-HRTimeline
Breakwater Capital Group13,064$602K0.07%+5,44213F-HRTimeline
BXM Wealth LLC12,925$595K0.32%+46913F-HRTimeline
MONEY CONCEPTS CAPITAL CORP12,146$559K0.03%-7313F-HRTimeline
Van Hulzen Asset Management, LLC12,071$556K0.04%+81013F-HRTimeline
WealthPLAN Partners, LLC11,757$541K0.1%+6,67513F-HRTimeline
Aspen Wealth Management LLC11,695$539K0.09%-1,43113F-HRTimeline
PKS Advisory Services, LLC11,525$531K0.08%+2,36013F-HRTimeline
Balboa Wealth Partners11,503$530K0.07%+1,13713F-HRTimeline
SALEM INVESTMENT COUNSELORS INC11,500$530K0.01%new13F-HRTimeline
Brookwood Investment Group LLC11,428$526K0.06%+8413F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding11,194$515K+6,816Timeline
Wedmont Private Capital11,163$512K0.01%+15013F-HRTimeline
National Philanthropic Trust10,785$497K0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/10,768$496K<0.01%-31113F-HRTimelineGroup
Harvest Investment Services, LLC10,421$480K0.07%+1,77513F-HRTimeline
Next Level Wealth Planning, LLC10,420$480K0.21%+72213F-HRTimeline
Mendel Capital Management LLC10,334$476K0.21%+55013F-HRTimeline
Mascagni Wealth Management, Inc.10,148$467K0.29%-11413F-HRTimeline
SeaCrest Wealth Management, LLC10,125$466K0.05%-18813F-HRTimeline
FSM Wealth Advisors, LLC9,892$456K0.05%+1,77413F-HRTimeline
Cloud Capital Management, LLC9,873$454K0.17%-49213F-HRTimeline
Formidable Asset Management, LLC9,693$447K0.07%new13F-HRTimeline
Oak Barrel Wealth Advisory LLC9,629$443K0.2%13F-HRTimeline
GatePass Capital, LLC9,550$440K0.17%new13F-HRTimeline
IPG Investment Advisors LLC9,500$437K0.06%013F-HRTimeline
Lansing Street Advisors9,422$434K0.09%new13F-HRTimeline
Mayfair Advisory Group, LLC9,446$433K0.13%013F-HRTimeline
JSF Financial, LLC9,305$428K0.07%new13F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP9,145$421K<0.01%new13F-HRTimelineGroup
FLOW TRADERS U.S. LLC9,033$416K0.02%-22,84713F-HRTimeline
GC Wealth Management RIA, LLC8,937$412K0.02%-3,00013F-HRTimeline
Southeast Asset Advisors, LLC8,915$411K0.04%+12213F-HRTimeline
AdvisorNet Financial, Inc8,908$410K0.02%+36813F-HRTimeline
BOK Financial Private Wealth, Inc.8,794$405K0.02%+6,88013F-HRTimeline
Wayfinding Financial, LLC8,681$399K0.15%-26513F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC8,620$397K0.01%+19313F-HRTimelineGroup
Simplicity Wealth,LLC8,546$394K0.01%new13F-HRTimeline
Stone House Investment Management, LLC8,538$393K0.05%-5,42213F-HRTimeline
Dorsey & Whitney Trust CO LLC8,511$392K0.02%013F-HRTimeline
Delta Investment Management, LLC8,367$385K0.06%-3,55313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…8,171$376K0.01%-1,09913F-HRTimelineGroup
Investment Partners Asset Management, I…8,158$376K0.21%-4113F-HRTimeline
Chokshi & Queen Wealth Advisors, Inc8,129$374K0.17%+3,17513F-HRTimeline
Archvest Wealth Advisors, Inc.8,100$373K0.22%+2,31513F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC8,070$372K0.01%new13F-HRTimeline
Wealthspire Retirement, LLC8,050$371K0.02%-2,75013F-HRTimeline
AlphaCore Capital LLC8,000$368K0.01%013F-HRTimeline
XY Planning Network, Inc.7,962$367K0.05%+2,43913F-HRTimeline
MAI Capital Management7,777$358K<0.01%+47713F-HRTimeline
Atlantic Private Wealth, LLC7,773$358K0.22%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC7,742$356K<0.01%013F-HRTimelineGroup
Essential Investment Partners LLC7,725$356K0.29%new13F-HRTimeline
Resolute Wealth Strategies, LLC7,664$353K0.14%-21513F-HRTimeline
FWG Holdings, LLC7,685$352K0.12%-1013F-HRTimeline
Fortune Financial Advisors, LLC7,616$351K0.15%+1,33413F-HRTimeline
Legacy Financial Strategies, LLC7,570$349K0.05%new13F-HRTimeline
WEST MICHIGAN ADVISORS, LLC7,411$341K0.06%-17,33413F-HR/ATimeline
EHRLICH FINANCIAL GROUP7,400$341K0.18%-80013F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC7,286$336K0.12%+1,38913F-HRTimeline
Sequent Planning LLC7,071$326K0.07%+76013F-HRTimeline
Essex LLC7,045$324K0.05%013F-HRTimeline
Summit Wealth Partners, LLC7,012$323K0.05%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…6,947$320K<0.01%+213F-HRTimelineGroup
HUB Investment Partners, LLC6,906$318K0.01%+17213F-HRTimeline
Linscomb Wealth, Inc.6,889$317K0.01%new13F-HRTimeline
Matisse Capital6,821$314K0.13%+4313F-HRTimeline
LaSalle St. Investment Advisors, LLC6,664$307K0.04%+1,13413F-HRTimeline
CENTRAL TRUST Co6,628$305K0.01%013F-HRTimeline
Runnymede Capital Advisors, Inc.6,412$295K0.18%-96913F-HRTimeline
Apriem Advisors6,358$293K0.03%new13F-HRTimeline
AFT, FORSYTH & COMPANY, INC.6,300$290K0.14%-1,20013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC6,140$283K<0.01%013F-HRTimeline
IFG Advisory, LLC6,114$282K0.01%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC6,022$277K0.01%013F-HRTimeline
NWAM LLC6,014$277K0.01%new13F-HRTimeline
Ausdal Financial Partners, Inc.5,986$276K0.01%-6813F-HRTimeline
Cedarwood Wealth LLC5,839$269K0.2%new13F-HRTimeline
Yukon Wealth Management, Inc.5,765$266K0.08%new13F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC5,732$264K0.15%+7113F-HRTimeline
Elevation Wealth Management LLC5,691$262K0.2%+3613F-HRTimeline