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Disclosery

JPIE J P MORGAN EXCHANGE TRADED F

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ETF (fund)

295 managers (298 13F filers) reported a position in JPIE shares at 2025-03-31, 51,909,546 shares in all. 49 filers opened a position and 20 filers sold out during the quarter.

Managers
295
13F filers
298
New
49
Added
168
Reduced
55
Sold out
20
Shares held by filers
51,909,546

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Independent Wealth Network Inc.12,675$584K0.23%-26513F-HRTimeline
Virtue Capital Management, LLC12,512$577K0.07%new13F-HRTimeline
Fermata Advisors, LLC12,276$566K0.1%-78,57413F-HRTimeline
Wealthspire Retirement, LLC11,800$544K0.04%+2,10013F-HRTimeline
WEST MICHIGAN ADVISORS, LLC11,693$539K0.18%+4,07113F-HRTimeline
Beaumont Financial Advisors, LLC11,665$537K0.04%new13F-HRTimeline
Consolidated Portfolio Review Corp11,286$520K0.08%new13F-HRTimeline
Mascagni Wealth Management, Inc.11,266$519K0.52%013F-HR/ATimeline
Creative Planningin group Creative Planning11,238$518K<0.01%013F-HRTimelineGroup
FSM Wealth Advisors, LLC10,980$506K0.11%+5313F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC10,745$495K0.05%-36,17613F-HR/ATimeline
FWG Holdings, LLC10,497$483K0.24%+27513F-HRTimeline
GeoWealth Management, LLC10,422$480K0.02%+1,12113F-HRTimeline
Cobblestone Asset Management LLC10,175$469K0.27%new13F-HRTimeline
Betterment LLC10,124$466K<0.01%-94513F-HRTimeline
Investment Partners Asset Management, I…9,106$420K0.33%+65213F-HRTimeline
FIG FINANCIAL ADVISORY SERVICES INC /ADV9,010$415K0.29%-36,35113F-HRTimeline
TOWNSQUARE CAPITAL LLC8,861$408K<0.01%-2,89213F-HRTimeline
Confluence Wealth Services, Inc.8,455$386K0.02%+2,78013F-HRTimeline
Southeast Asset Advisors, LLC8,314$383K0.05%+11913F-HRTimeline
Mayfair Advisory Group, LLC8,306$383K0.22%013F-HRTimeline
FLOW TRADERS U.S. LLC8,218$379K0.02%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/7,773$358K<0.01%013F-HRTimelineGroup
Atlantic Private Wealth, LLC7,773$358K0.26%013F-HRTimeline
JFS WEALTH ADVISORS, LLC7,500$346K0.02%-75013F-HRTimeline
Mariner, LLCin group Mariner, LLC7,177$331K<0.01%new13F-HRTimelineGroup
Matisse Capital6,700$309K0.16%013F-HRTimeline
M.E. ALLISON & CO., INC.6,689$308K0.3%new13F-HRTimeline
Legacy Financial Strategies, LLC6,638$306K0.07%-28213F-HRTimeline
N.E.W. Advisory Services LLC6,631$306K0.02%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC6,575$303K0.01%new13F-HRTimelineGroup
Essex LLC6,545$302K0.07%013F-HRTimeline
Penney Financial, LLC6,515$300K0.2%+1,03013F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC6,453$297K0.04%-71913F-HRTimeline
AdvisorNet Financial, Inc6,263$289K0.02%+84113F-HRTimeline
Manchester Capital Management LLC6,200$286K0.04%013F-HRTimeline
Prime Capital Investment Advisors, LLC6,186$285K<0.01%new13F-HRTimeline
EHRLICH FINANCIAL GROUP6,100$281K0.2%+6613F-HRTimeline
SeaCrest Wealth Management, LLC6,015$277K0.03%+23513F-HRTimeline
Ground Swell Capital, LLC5,929$273K0.62%new13F-HRTimeline
Aspen Wealth Management LLC5,826$268K0.08%-4,47313F-HRTimeline
PKS Advisory Services, LLC5,806$267K0.07%new13F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC5,692$262K0.04%+77913F-HRTimeline
Dynamic Financial Group5,689$262K0.26%+55413F-HRTimeline
Van Hulzen Asset Management, LLC5,684$262K0.02%+1,79013F-HRTimeline
Burt Wealth Advisors5,681$262K0.07%013F-HRTimeline
Fortis Group Advisors, LLC5,561$256K0.05%new13F-HRTimeline
CHOREO, LLC5,540$255K<0.01%013F-HRTimeline
Transform Wealth, LLC5,531$255K0.02%-10913F-HRTimeline
Prentice Wealth Management LLC5,490$253K0.07%-1,01713F-HRTimeline
MONEY CONCEPTS CAPITAL CORP5,406$249K0.02%+11513F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC5,368$247K0.12%+97913F-HRTimeline
LaSalle St. Investment Advisors, LLC5,345$246K0.06%+19013F-HRTimeline
CENTRAL TRUST Co5,274$243K0.01%+2,94113F-HRTimeline
Castleview Partners, LLC5,229$241K0.16%new13F-HRTimeline
LongView Asset Management LLC5,171$238K0.2%-6,35413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…5,151$237K<0.01%new13F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP5,000$230K<0.01%-24713F-HRTimelineGroup
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.4,908$226K0.01%new13F-HRTimelineGroup
J.W. COLE ADVISORS, INC.4,810$222K0.01%new13F-HRTimeline
Emerald Advisors, LLC4,692$216K0.03%new13F-HRTimeline
MGO ONE SEVEN LLC4,689$216K0.01%013F-HRTimeline
Advisory Alpha, LLC4,476$206K0.01%-1,89913F-HR/ATimeline
WASHINGTON TRUST Co4,456$205K0.01%new13F-HRTimeline
ADG Wealth Management Group, LLC4,447$205K0.19%+1813F-HRTimeline
Burns Matteson Capital Management, LLC4,440$205K0.11%013F-HRTimeline
IFP Advisors, Inc4,434$204K0.01%-1,32113F-HRTimeline
CWM, LLCin group CWM, LLC2,820$130K<0.01%new13F-HRTimelineGroup
Iron Horse Wealth Management, LLC1,600$73.7K0.02%+60013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,460$67.2K<0.01%+53913F-HRTimeline
Medallion Wealth Advisors, LLC1,405$64.5K0.03%+90513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,299$59.9K<0.01%+1113F-HRTimelineGroup
NFSG Corp1,030$47.5K0.01%013F-HRTimeline
Mascoma Wealth Management LLC1,000$46.1K0.01%013F-HRTimeline
LGT Financial Advisors LLC952$43.9K0.13%+9313F-HRTimeline
PRIVATE TRUST CO NA867$39.9K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.863$39.8K<0.01%-53913F-HRTimeline
LRI Investments, LLC838$38.6K<0.01%new13F-HRTimeline
Centricity Wealth Management, LLC753$34.7K0.03%+53513F-HRTimeline
Stone House Investment Management, LLC523$24.1K<0.01%new13F-HRTimeline
Wilmington Savings Fund Society, FSB467$21.5K<0.01%-34613F-HRTimeline
Sound Income Strategies, LLC305$14.1K<0.01%+24813F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …238$11K<0.01%13F-HRTimelineGroup
Olde Wealth Management, LLC220$10K<0.01%new13F-HRTimeline
AE Wealth Management LLC162$7.46K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management109$5.02K<0.01%+9813F-HRTimelineGroup
Rossby Financial, LCC107$4.92K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC100$4.56K<0.01%013F-HRTimelineGroup
Riggs Asset Managment Co. Inc.84$3.87K<0.01%013F-HRTimeline
WealthShield Partners, LLC53$2.44K<0.01%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC42$1.94K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.9$415<0.01%013F-HRTimeline
Archer Investment Corp5$231<0.01%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC0$4<0.01%-2513F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.