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Disclosery

JPIE J P MORGAN EXCHANGE TRADED F

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ETF (fund)

335 managers (339 13F filers) reported a position in JPIE shares at 2025-06-30, 63,395,248 shares in all. 62 filers opened a position and 19 filers sold out during the quarter.

Managers
335
13F filers
339
New
62
Added
171
Reduced
76
Sold out
19
Shares held by filers
63,395,248

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
American Financial Advisors, LLC16,844$780K0.11%new13F-HRTimeline
Menard Financial Group LLC16,838$780K0.46%-26013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…16,649$771K<0.01%+11,49813F-HRTimelineGroup
Consolidated Portfolio Review Corp16,566$767K0.11%+5,28013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…16,094$745K0.02%new13F-HRTimelineGroup
Waterfront Wealth Inc.15,850$734K0.16%-1,16413F-HRTimeline
HighTower Advisors, LLC15,285$708K<0.01%+84413F-HRTimeline
MGO ONE SEVEN LLC14,941$692K0.02%+10,25213F-HRTimeline
NorthRock Partners, LLC14,610$677K0.02%-24613F-HR/ATimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…14,377$666K0.01%-21013F-HRTimelineGroup
Convergence Financial, LLC14,270$661K0.11%+84113F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC14,092$653K0.08%+7,63913F-HRTimeline
Sanctuary Advisors, LLC13,934$645K<0.01%-6,67213F-HRTimeline
MADDEN SECURITIES Corp13,673$633K0.21%-15,51013F-HRTimeline
Axis Wealth Partners, LLC13,557$628K0.41%-1,19413F-HRTimeline
Independent Wealth Network Inc.13,510$626K0.23%+83513F-HRTimeline
M.E. ALLISON & CO., INC.13,009$603K0.48%+6,32013F-HRTimeline
Delta Investment Management, LLC12,772$592K0.11%+4313F-HRTimeline
LaFleur & Godfrey LLC12,738$590K0.07%-16213F-HRTimeline
Wayfinding Financial, LLC12,463$576K0.26%-5,39913F-HRTimeline
Opes Wealth Management LLC12,274$569K0.1%-1,09613F-HRTimeline
IFP Advisors, Inc12,192$565K0.02%+7,75813F-HRTimeline
Creative Planningin group Creative Planning12,187$564K<0.01%+94913F-HRTimelineGroup
Steward Partners Investment Advisory, L…12,109$561K<0.01%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC11,904$551K<0.01%new13F-HRTimelineGroup
Wealthspire Retirement, LLC11,800$547K0.04%013F-HRTimeline
Beaumont Financial Advisors, LLC11,665$540K0.04%013F-HRTimeline
HICKS CAPITAL MANAGEMENT LLC11,503$533K0.84%new13F-HRTimeline
BXM Wealth LLC12,685$518K0.62%new13F-HRTimeline
Farther Finance Advisors, LLC10,935$507K0.01%-2,33413F-HRTimeline
FSM Wealth Advisors, LLC10,980$506K0.08%013F-HRTimeline
Aspen Wealth Management LLC10,854$503K0.12%+5,02813F-HRTimeline
Mascagni Wealth Management, Inc.10,578$490K0.42%-68813F-HRTimeline
FWG Holdings, LLC10,432$482K0.23%-6513F-HRTimeline
PARK NATIONAL CORP /OH/10,260$475K0.02%new13F-HRTimeline
Freedom Investment Management, Inc.10,002$463K0.04%new13F-HRTimeline
Brookwood Investment Group LLC9,808$454K0.07%-6,09113F-HRTimeline
Triumph Capital Management9,789$453K0.14%-12,67813F-HR/ATimeline
Resolute Wealth Strategies, LLC9,617$445K0.24%-8,21913F-HRTimeline
Mayfair Advisory Group, LLC9,606$444K0.21%+1,30013F-HRTimeline
CWM, LLCin group CWM, LLC9,269$429K<0.01%+6,44913F-HRTimelineGroup
Betterment LLC9,218$427K<0.01%-90613F-HRTimeline
Cobblestone Asset Management LLC9,134$423K0.22%-1,04113F-HRTimeline
GeoWealth Management, LLC9,003$417K0.02%-1,41913F-HRTimeline
Investment Partners Asset Management, I…8,898$412K0.29%-20813F-HRTimeline
Confluence Wealth Services, Inc.8,455$392K0.02%013F-HRTimeline
Southeast Asset Advisors, LLC8,432$391K0.05%+11813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/8,218$381K<0.01%+44513F-HRTimelineGroup
Van Hulzen Asset Management, LLC7,795$361K0.03%+2,11113F-HRTimeline
Advyzon Investment Management, LLC7,784$361K0.08%new13F-HRTimeline
Atlantic Private Wealth, LLC7,773$360K0.24%013F-HRTimeline
Runnymede Capital Advisors, Inc.7,528$349K0.32%new13F-HRTimeline
PKS Advisory Services, LLC7,166$332K0.08%+1,36013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC6,999$324K<0.01%new13F-HRTimelineGroup
Matisse Capital6,700$310K0.15%013F-HRTimeline
AdvisorNet Financial, Inc6,656$308K0.02%+39313F-HRTimeline
MTM FINANCIAL GROUP, LLC6,606$306K0.17%new13F-HRTimeline
Resurgent Financial Advisors LLC6,551$303K0.17%new13F-HRTimeline
Essex LLC6,545$303K0.06%013F-HRTimeline
Fortis Group Advisors, LLC6,421$297K0.05%+86013F-HRTimeline
Stone House Investment Management, LLC6,318$293K0.05%+5,79513F-HRTimeline
SeaCrest Wealth Management, LLC6,215$288K0.03%+20013F-HRTimeline
Summit Wealth Partners, LLC6,210$288K0.05%new13F-HRTimeline
Manchester Capital Management LLC6,200$287K0.04%013F-HRTimeline
Aspire Capital Advisors LLC6,180$286K0.08%new13F-HRTimeline
EHRLICH FINANCIAL GROUP6,100$283K0.18%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC6,086$282K0.01%-48913F-HRTimelineGroup
Pine Valley Investments Ltd Liability Co6,050$280K0.02%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC6,000$278K0.02%-1,50013F-HRTimeline
One Capital Management, LLC5,996$278K0.01%new13F-HRTimeline
Elequin Capital, LP5,969$276K0.04%new13F-HRTimeline
Fulcrum Equity Management5,933$275K0.28%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC5,852$271K0.01%-50,96713F-HRTimeline
Dynamic Financial Group5,689$264K0.25%013F-HRTimeline
Burt Wealth Advisors5,681$263K0.06%013F-HRTimeline
Medallion Wealth Advisors, LLC5,585$258K0.1%+4,18013F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC5,545$257K0.11%+17713F-HRTimeline
CHOREO, LLC5,540$257K<0.01%013F-HRTimeline
Global Retirement Partners, LLC5,434$252K0.01%13F-HRTimeline
Legacy Financial Strategies, LLC5,416$251K0.05%-1,22213F-HRTimeline
LaSalle St. Investment Advisors, LLC5,370$248K0.07%+2513F-HRTimeline
Nautilus Advisors LLC5,320$246K0.18%-12,06113F-HRTimeline
NorthCoast Asset Management LLC5,287$245K<0.01%new13F-HRTimeline
Global View Capital Management LLC5,275$244K0.08%new13F-HRTimeline
CENTRAL TRUST Co5,259$244K0.01%-1513F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd5,245$243K0.01%new13F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP5,156$239K0.02%-25013F-HRTimeline
OneDigital Investment Advisors LLC5,141$238K<0.01%new13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP5,000$232K<0.01%013F-HRTimelineGroup
Emerald Advisors, LLC4,837$224K0.03%+14513F-HRTimeline
LongView Asset Management LLC4,832$224K0.17%-33913F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC4,783$222K0.03%-90913F-HRTimeline
ORG Partners LLC4,801$221K0.05%new13F-HRTimeline
Hudson Value Partners, LLC4,750$220K0.08%new13F-HRTimeline
Next Level Wealth Planning, LLC4,742$220K0.14%new13F-HRTimeline
Alteri Wealth LLC4,650$215K0.08%new13F-HRTimeline
NOVEM GROUP4,511$209K0.03%new13F-HRTimeline
WASHINGTON TRUST Co4,456$206K0.01%013F-HRTimeline
Burns Matteson Capital Management, LLC4,440$206K0.1%013F-HRTimeline
GWN SECURITIES INC.4,363$202K0.04%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…3,609$167K0.01%new13F-HRTimelineGroup
Legacy Investment Solutions, LLC3,316$154K0.08%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…3,316$154K0.08%-35,75813F-HRTimelineGroup
Beacon Capital Management, Inc.2,729$126K0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC2,606$121K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,820$84.3K<0.01%new13F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,642$76.1K<0.01%+34313F-HRTimelineGroup
Iron Horse Wealth Management, LLC1,600$74.1K0.02%013F-HRTimeline
NFSG Corp1,482$68.6K0.01%+45213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,436$66.5K<0.01%+1,33613F-HRTimelineGroup
Sunbelt Securities, Inc.1,402$64K0.01%+53913F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC1,330$61.5K0.02%new13F-HRTimeline
UBS Group AGin group UBS Group AG1,025$47.5K<0.01%new13F-HRTimelineGroup
Mascoma Wealth Management LLC1,000$46.3K0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC921$42.7K<0.01%-53913F-HRTimeline
PRIVATE TRUST CO NA893$41.4K<0.01%+2613F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC809$37.5K0.01%new13F-HRTimeline
Centricity Wealth Management, LLC764$35.4K0.03%+1113F-HRTimeline
LGT Financial Advisors LLC695$32.2K0.08%-25713F-HRTimeline
Parkworth Wealth Management, Inc.623$28.9K0.02%new13F-HRTimeline
LRI Investments, LLC501$23.2K<0.01%-33713F-HRTimeline
Wilmington Savings Fund Society, FSB451$20.9K<0.01%-1613F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …238$11K<0.01%13F-HRTimelineGroup
AE Wealth Management LLC162$7.5K<0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…141$6.53K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management109$5.06K<0.01%013F-HRTimelineGroup
Rossby Financial, LCC107$4.96K<0.01%013F-HRTimeline
Riggs Asset Managment Co. Inc.84$3.89K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.79$3.64K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC57$2.64K<0.01%-24813F-HRTimeline
WealthShield Partners, LLC53$2.46K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.9$417<0.01%013F-HRTimeline
FMR LLCin group FMR LLC7$312<0.01%new13F-HRTimelineGroup
Archer Investment Corp5$236<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.