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Disclosery

JPIE J P MORGAN EXCHANGE TRADED F

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ETF (fund)

353 managers (356 13F filers) reported a position in JPIE shares at 2025-09-30, 76,849,692 shares in all. 45 filers opened a position and 22 filers sold out during the quarter.

Managers
353
13F filers
356
New
45
Added
224
Reduced
60
Sold out
22
Shares held by filers
76,849,692

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Parallel Advisors, LLC25,419$1.18M0.02%-1,06113F-HRTimeline
HUB Investment Partners, LLC24,842$1.15M0.04%-4,55313F-HRTimeline
COMERICA BANK24,724$1.15M<0.01%-69113F-HRTimeline
First Heartland Consultants, Inc.24,065$1.12M0.09%+3,08013F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.22,698$1.05M0.05%+66513F-HRTimelineGroup
Citizens National Bank Trust Department21,588$1M0.18%new13F-HRTimeline
Rockingstone Advisors LLC21,480$997K0.49%-2,12513F-HRTimeline
MGO ONE SEVEN LLC21,387$993K0.02%+6,44613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…21,323$990K0.02%+5,22913F-HRTimelineGroup
MTM FINANCIAL GROUP, LLC20,974$973K0.48%+14,36813F-HRTimeline
Accurate Wealth Management, LLC20,891$967K0.13%-1,08313F-HRTimeline
Farther Finance Advisors, LLC20,449$949K0.01%+9,51413F-HRTimeline
Investment Planning Advisors, Inc.20,175$936K0.29%-30213F-HRTimeline
COMMONS CAPITAL, LLC19,894$923K0.62%+1,05613F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC19,533$906K0.06%-26113F-HRTimeline
WEST MICHIGAN ADVISORS, LLC18,894$877K0.21%+1,00513F-HRTimeline
Waterfront Wealth Inc.18,599$862K0.18%+2,74913F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC18,456$857K0.4%-51113F-HRTimeline
Confluence Wealth Services, Inc.17,987$835K0.04%+9,53213F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…17,529$808K0.07%013F-HRTimeline
Triumph Capital Management17,166$797K0.21%+7,37713F-HR/ATimeline
Menard Financial Group LLC16,794$779K0.52%-4413F-HRTimeline
IFP Advisors, Inc16,790$779K0.02%+4,59813F-HR/ATimeline
Beta Wealth Group, Inc.15,401$715K0.28%new13F-HRTimeline
Axis Wealth Partners, LLC15,333$712K0.42%+1,77613F-HRTimeline
HighTower Advisors, LLC15,137$703K<0.01%-14813F-HRTimeline
Fortis Group Advisors, LLC15,055$699K0.12%+8,63413F-HRTimeline
Steward Partners Investment Advisory, L…14,977$695K<0.01%+2,86813F-HRTimeline
Aspire Capital Advisors LLC14,834$688K0.17%+8,65413F-HRTimeline
Convergence Financial, LLC14,833$688K0.1%+56313F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC14,647$680K0.08%+55513F-HRTimeline
NorthRock Partners, LLC14,610$678K0.01%013F-HRTimeline
Opes Wealth Management LLC14,331$665K0.12%+2,05713F-HRTimeline
LaFleur & Godfrey LLC13,867$644K0.08%+1,12913F-HRTimeline
Independent Wealth Network Inc.13,856$643K0.21%+34613F-HRTimeline
Resurgent Financial Advisors LLC13,692$635K0.31%+7,14113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…13,674$635K0.01%new13F-HRTimelineGroup
STEINBERGANNA WEALTH MANAGEMENT13,560$629K0.3%13F-HRTimeline
von Borstel & Associates, Inc.13,350$617K0.09%new13F-HRTimeline
Wayfinding Financial, LLC13,297$617K0.27%+83413F-HRTimeline
M.E. ALLISON & CO., INC.13,127$609K0.42%+11813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\12,150$564K<0.01%+10,33013F-HRTimelineGroup
Brookwood Investment Group LLC12,129$563K0.07%+2,32113F-HRTimeline
Wealthspire Retirement, LLC11,800$548K0.03%013F-HR/ATimeline
Beaumont Financial Advisors, LLC11,665$541K0.04%013F-HRTimeline
TWO SIGMA SECURITIES, LLC11,421$530K0.08%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC11,310$525K<0.01%+4,31113F-HRTimelineGroup
FSM Wealth Advisors, LLC10,980$510K0.07%013F-HRTimeline
Medallion Wealth Advisors, LLC10,895$506K0.18%+5,31013F-HRTimeline
Aspen Wealth Management LLC10,887$505K0.11%+3313F-HRTimeline
Betterment LLC10,624$493K<0.01%+1,40613F-HRTimeline
FWG Holdings, LLC10,608$492K0.21%+17613F-HRTimeline
Mascagni Wealth Management, Inc.10,318$479K0.37%-26013F-HRTimeline
BXM Wealth LLC10,292$478K0.45%-2,39313F-HRTimeline
PARK NATIONAL CORP /OH/10,250$476K0.01%-1013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/9,974$463K<0.01%+1,75613F-HRTimelineGroup
Nautilus Advisors LLC9,859$458K0.31%+4,53913F-HRTimeline
EVOKE WEALTH, LLC9,855$457K0.01%new13F-HRTimeline
Van Hulzen Asset Management, LLC9,732$452K0.03%+1,93713F-HRTimeline
Mayfair Advisory Group, LLC9,706$450K0.19%+10013F-HRTimeline
Cobblestone Asset Management LLC9,167$425K0.19%+3313F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC9,110$423K0.01%new13F-HRTimelineGroup
Pine Valley Investments Ltd Liability Co9,010$418K0.02%+2,96013F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC8,802$409K0.05%new13F-HRTimeline
Yukon Wealth Management, Inc.8,610$400K0.13%new13F-HRTimeline
IPG Investment Advisors LLC8,600$399K0.07%new13F-HRTimeline
Southeast Asset Advisors, LLC8,553$397K0.04%+12113F-HRTimeline
Alteri Wealth LLC8,495$394K0.14%+3,84513F-HRTimeline
Resolute Wealth Strategies, LLC8,461$393K0.18%-1,15613F-HRTimeline
Investment Partners Asset Management, I…8,445$392K0.26%-45313F-HRTimeline
SeaCrest Wealth Management, LLC8,473$392K0.04%+2,25813F-HRTimeline
AdvisorNet Financial, Inc8,295$385K0.02%+1,63913F-HRTimeline
Dorsey & Whitney Trust CO LLC8,260$383K0.02%new13F-HRTimeline
MONEY CONCEPTS CAPITAL CORP8,196$380K0.02%+3,04013F-HRTimeline
PKS Advisory Services, LLC8,186$380K0.08%+1,02013F-HRTimeline
Hudson Value Partners, LLC7,931$368K0.12%+3,18113F-HRTimeline
Advyzon Investment Management, LLC7,881$366K0.06%+9713F-HRTimeline
Atlantic Private Wealth, LLC7,773$361K0.23%013F-HRTimeline
GeoWealth Management, LLC7,638$354K0.01%-1,36513F-HRTimeline
FAGAN ASSOCIATES, INC.7,525$349K0.05%new13F-HRTimeline
Belpointe Asset Management LLC7,335$340K0.01%new13F-HRTimeline
Fortis Capital Advisors, LLC7,335$340K0.05%new13F-HRTimeline
Essex LLC7,045$327K0.06%+50013F-HRTimeline
Runnymede Capital Advisors, Inc.6,928$322K0.26%-60013F-HRTimeline
Summit Wealth Partners, LLC6,752$313K0.06%+54213F-HRTimeline
Global View Capital Management LLC6,725$312K0.07%+1,45013F-HRTimeline
Matisse Capital6,700$311K0.14%013F-HRTimeline
Activest Wealth Management6,461$300K0.06%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…6,370$296K<0.01%-8,00713F-HRTimelineGroup
Stone House Investment Management, LLC6,335$294K0.05%+1713F-HRTimeline
Manchester Capital Management LLC6,200$288K0.04%013F-HRTimeline
ORG Partners LLC6,166$286K0.05%+1,36513F-HRTimeline
NCM Capital Management, LLC6,100$283K0.11%new13F-HRTimeline
EHRLICH FINANCIAL GROUP6,100$283K0.17%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC6,056$281K<0.01%-3013F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC6,000$278K0.02%013F-HRTimeline
Litman Gregory Wealth Management LLC5,899$274K0.02%new13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP5,882$273K<0.01%+88213F-HRTimelineGroup
Smartleaf Asset Management LLC5,830$271K0.02%new13F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC5,716$265K0.1%+17113F-HRTimeline
Burt Wealth Advisors5,681$264K0.06%013F-HRTimeline
NorthCoast Asset Management LLC5,626$261K<0.01%+33913F-HRTimeline
Dynamic Financial Group5,615$261K0.23%-7413F-HRTimeline
CHOREO, LLC5,540$257K<0.01%013F-HRTimeline
Global Retirement Partners, LLC5,536$257K0.01%+10213F-HRTimeline
Sunbelt Securities, Inc.5,478$254K0.02%+4,07613F-HRTimeline
LaSalle St. Investment Advisors, LLC5,480$254K0.05%+11013F-HRTimeline
WASHINGTON TRUST Co5,324$247K0.01%+86813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC5,330$247K0.01%new13F-HRTimelineGroup
Next Level Wealth Planning, LLC5,195$241K0.14%+45313F-HRTimeline
Harvest Investment Services, LLC5,036$234K0.05%new13F-HRTimeline
OneDigital Investment Advisors LLC5,026$233K<0.01%-11513F-HRTimeline
Mendel Capital Management LLC4,987$231K0.12%new13F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC4,975$231K0.03%+19213F-HRTimeline
Emerald Advisors, LLC4,949$230K0.03%+11213F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC4,911$228K0.19%new13F-HRTimeline
Vienna Asset Management LLC4,811$223K0.13%-38,38613F-HRTimeline
Breakwater Capital Group4,518$210K0.03%new13F-HRTimeline
Burns Matteson Capital Management, LLC4,440$206K0.09%013F-HRTimeline
NOVEM GROUP4,366$203K0.02%-14513F-HRTimeline
CENTRAL TRUST Co4,310$200K<0.01%-94913F-HRTimeline
Transce3nd, LLC3,894$180K1.6%-28,41913F-HRTimeline
Advisors Asset Management, Inc.3,268$152K<0.01%new13F-HR/ATimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,194$148K0.01%+1,55213F-HRTimelineGroup
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…3,038$141K0.06%-27813F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC2,606$121K<0.01%013F-HRTimeline
Allworth Financial LP2,440$113K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,928$89.5K<0.01%+49213F-HRTimelineGroup
BOK Financial Private Wealth, Inc.1,135$52.7K<0.01%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,021$47.2K<0.01%+10013F-HRTimeline
Mascoma Wealth Management LLC1,000$46.4K0.01%013F-HRTimeline
GGM Financial LLC924$42.9K0.02%new13F-HRTimeline
NFSG Corp922$42.8K0.01%-56013F-HRTimeline
Beacon Capital Management, Inc.877$40.7K<0.01%-1,85213F-HRTimeline
ESL Trust Services, LLC750$34.8K0.01%new13F-HRTimeline
Imprint Wealth LLC712$33K0.11%13F-HRTimeline
LGT Financial Advisors LLC661$30.7K0.07%-3413F-HRTimeline
AE Wealth Management LLC415$19.3K<0.01%+25313F-HRTimeline
Elequin Capital, LP304$14.1K<0.01%-5,66513F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …238$11K<0.01%13F-HRTimelineGroup
TD Waterhouse Canada Inc.194$9K<0.01%+11513F-HRTimeline
Vermillion & White Wealth Management Gr…188$8.72K<0.01%+4713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management162$7.52K<0.01%+5313F-HRTimelineGroup
Costello Asset Management, INC160$7.43K<0.01%new13F-HRTimeline
Rossby Financial, LCC107$4.95K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA96$4.46K<0.01%-79713F-HRTimeline
Sound Income Strategies, LLC57$2.63K<0.01%013F-HRTimeline
WealthShield Partners, LLC53$2.46K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC33$1.53K<0.01%new13F-HRTimelineGroup
MAI Capital Management11$511<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.9$418<0.01%013F-HRTimeline
Archer Investment Corp5$240<0.01%013F-HRTimeline
FMR LLCin group FMR LLC7$32<0.01%013F-HRTimelineGroup