Skip to content
Disclosery

JPIE J P MORGAN EXCHANGE TRADED F

Follow

ETF (fund)

412 managers (415 13F filers) reported a position in JPIE shares at 2025-12-31, 92,219,863 shares in all. 50 filers opened a position and 19 filers sold out during the quarter.

Managers
412
13F filers
415
New
50
Added
235
Reduced
77
Sold out
19
Shares held by filers
92,219,863

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Dynamic Advisor Solutions LLC40,706$1.88M0.06%+4,40713F-HRTimeline
Everest Financial Group LLC39,785$1.84M0.41%13F-HRTimeline
COMERICA BANK38,811$1.8M0.01%+14,08713F-HRTimeline
InTrack Investment Management Inc37,021$1.71M0.96%+5,66813F-HRTimeline
Herold Advisors, Inc.34,553$1.6M0.36%-4,48713F-HRTimeline
Hopwood Nicholas Hunter33,823$1.57M0.51%13F-HRTimeline
Element Wealth, LLC33,634$1.56M0.64%+1,14913F-HRTimeline
WBH ADVISORY INC33,550$1.55M0.11%+3,56513F-HRTimeline
Madrid Wealth Management, LLC33,146$1.53M1.25%13F-HRTimeline
Cornerstone Financial Management LLC32,925$1.52M1.43%13F-HR/ATimeline
Eaton Financial Holdings Company, LLC32,398$1.5M0.4%+5,24513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC32,217$1.49M<0.01%+6,02013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…30,560$1.41M<0.01%new13F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …29,330$1.36M0.02%-13013F-HRTimelineGroup
MTM FINANCIAL GROUP, LLC29,140$1.35M0.64%+8,16613F-HRTimeline
WealthPlan Investment Management, LLC28,723$1.33M0.08%-3,91613F-HRTimeline
Avantax Planning Partners, Inc.28,192$1.31M0.04%-1,24013F-HRTimeline
Medallion Wealth Advisors, LLC27,125$1.26M0.42%+16,23013F-HRTimeline
First Heartland Consultants, Inc.27,019$1.25M0.09%+2,95413F-HRTimeline
FLOW TRADERS U.S. LLC26,957$1.25M0.04%new13F-HRTimeline
William Mack & Associates, Inc.26,943$1.25M0.59%-80713F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.25,763$1.19M0.05%+3,06513F-HRTimelineGroup
Triumph Capital Management25,506$1.18M0.26%+8,34013F-HRTimeline
Aspire Capital Advisors LLC25,096$1.16M0.27%+10,26213F-HRTimeline
Sigma Planning Corp24,862$1.15M0.03%-9,08013F-HRTimeline
Accurate Wealth Management, LLC24,555$1.14M0.14%+3,66413F-HRTimeline
HUB Investment Partners, LLC24,470$1.13M0.03%-37213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC24,347$1.13M0.01%new13F-HRTimelineGroup
Robertson Stephens Wealth Management, L…23,595$1.1M0.03%new13F-HRTimeline
Aprio Wealth Management, LLC23,644$1.09M0.06%new13F-HRTimeline
REICON WEALTH ADVISORS, LLC23,488$1.09M0.8%13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…23,232$1.07M<0.01%new13F-HRTimelineGroup
Parallel Advisors, LLC22,899$1.06M0.02%-2,52013F-HRTimeline
WEST MICHIGAN ADVISORS, LLC22,125$1.03M0.24%+3,23113F-HRTimeline
Rockingstone Advisors LLC22,055$1.02M0.47%+57513F-HRTimeline
Steward Partners Investment Advisory, L…21,779$1.01M0.01%+6,80213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC21,546$997K0.02%-4,35913F-HRTimelineGroup
TopTier Wealth Management, LLC21,476$994K0.68%13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…21,044$974K0.01%+7,37013F-HRTimelineGroup
COMMONS CAPITAL, LLC21,000$972K0.68%+1,10613F-HRTimeline
MassMutual Private Wealth & Trust, FSB20,438$946K0.02%-6,71113F-HRTimeline
Investment Planning Advisors, Inc.20,014$926K0.27%-16113F-HRTimeline
Waterfront Wealth Inc.19,402$900K0.17%+80313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…19,295$893K0.06%+1,76613F-HRTimeline
Selby Wealth Management, LLC19,162$887K0.36%13F-HRTimeline
HighTower Advisors, LLC18,952$877K<0.01%+3,81513F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO18,834$872K0.12%new13F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC18,456$854K0.39%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC18,265$845K0.05%-1,26813F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers17,675$818K<0.01%new13F-HRTimelineGroup
Cobblestone Asset Management LLC17,122$793K0.36%+7,95513F-HRTimeline
Beaumont Financial Advisors, LLC16,779$777K0.05%+5,11413F-HRTimeline
Birchwood Financial Partners, Inc.16,553$766K0.76%13F-HRTimeline
Menard Financial Group LLC16,251$752K0.52%-54313F-HRTimeline
Beta Wealth Group, Inc.15,792$731K0.29%+39113F-HRTimeline
Axis Wealth Partners, LLC15,790$731K0.4%+45713F-HRTimeline
LaFleur & Godfrey LLC15,772$730K0.09%+1,90513F-HRTimeline
J. R. Prunier Capital Management LLC15,730$728K0.3%13F-HRTimeline
Convergence Financial, LLC15,343$710K0.1%+51013F-HRTimeline
PALLADIEM, LLC15,290$708K0.67%13F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC15,121$700K0.06%-11,14613F-HRTimelineGroup
NCM Capital Management, LLC15,000$694K0.26%+8,90013F-HRTimeline
Resurgent Financial Advisors LLC15,000$694K0.35%+1,30813F-HRTimeline
Opes Wealth Management LLC14,904$690K0.12%+57313F-HRTimeline
NorthRock Partners, LLC14,854$688K0.01%+24413F-HRTimeline
Pine Valley Investments Ltd Liability Co14,769$686K0.03%+5,75913F-HRTimeline
Capital Planning Advisors, LLC14,723$682K0.09%new13F-HRTimeline
Delta Investment Management, LLC14,709$681K0.12%-18,06413F-HRTimeline
IFP Advisors, Inc14,605$676K0.02%-2,18513F-HRTimeline
Nautilus Advisors LLC14,248$660K0.43%+4,38913F-HRTimeline
Spahn Wealth & Retirement LLC11,275$645K0.4%new13F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT13,806$639K0.3%+24613F-HRTimeline
Independent Wealth Network Inc.13,561$628K0.19%-29513F-HRTimeline
M.E. ALLISON & CO., INC.13,069$605K0.41%-5813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC12,777$592K0.02%+7,44713F-HR/ATimelineGroup
Aspen Wealth Management LLC12,765$591K0.12%+1,87813F-HRTimeline
Brookwood Investment Group LLC12,612$584K0.07%+48313F-HRTimeline
HICKS CAPITAL MANAGEMENT LLC12,388$573K0.58%new13F-HRTimeline
BXM Wealth LLC12,369$573K0.44%+2,07713F-HRTimeline
Betterment LLC12,089$560K<0.01%+1,46513F-HRTimeline
Wealthspire Retirement, LLC11,800$546K0.03%013F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC11,703$542K0.06%-2,94413F-HRTimeline
Wayfinding Financial, LLC11,468$533K0.23%-1,82913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC11,310$525K<0.01%013F-HRTimelineGroup
Yukon Wealth Management, Inc.11,248$521K0.3%+2,63813F-HRTimeline
Alteri Wealth LLC11,150$516K0.17%+2,65513F-HRTimeline
J.W. COLE ADVISORS, INC.71,740$511K0.01%+1,90713F-HRTimeline
FWG Holdings, LLC10,774$501K0.19%+16613F-HR/ATimeline
Van Hulzen Asset Management, LLC10,775$499K0.04%+1,04313F-HRTimeline
Activest Wealth Management10,771$499K0.09%+4,31013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP10,548$488K0.03%+2,35213F-HRTimeline
Mascagni Wealth Management, Inc.10,443$483K0.36%+12513F-HRTimeline
BOKF, NAin group BOKF, NA10,128$469K0.01%new13F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/10,070$466K<0.01%+9613F-HRTimelineGroup
Mayfair Advisory Group, LLC10,006$463K0.18%+30013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC9,736$451K0.01%+7,80813F-HRTimelineGroup
IPG Investment Advisors LLC9,500$442K0.08%+90013F-HRTimeline
SeaCrest Wealth Management, LLC9,473$440K0.04%+1,00013F-HRTimeline
Concorde Asset Management, LLC9,375$434K0.17%new13F-HRTimeline
Oak Barrel Wealth Advisory LLC9,371$434K0.26%13F-HRTimeline
Prospera Financial Services Inc9,175$425K0.01%-153,30713F-HRTimeline
Belpointe Asset Management LLC9,011$417K0.02%+1,67613F-HRTimeline
Fortis Capital Advisors, LLC9,011$417K0.06%+1,67613F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC8,906$412K0.01%-20413F-HRTimelineGroup
FSM Wealth Advisors, LLC8,882$411K0.06%-2,09813F-HRTimeline
PKS Advisory Services, LLC8,830$409K0.09%+64413F-HRTimeline
NOVEM GROUP8,707$403K0.05%+4,34113F-HRTimeline
Southeast Asset Advisors, LLC8,676$402K0.04%+12313F-HRTimeline
Navis Wealth Advisors, LLC8,620$399K0.17%new13F-HRTimeline
AdvisorNet Financial, Inc8,464$392K0.02%+16913F-HRTimeline
Resolute Wealth Strategies, LLC8,286$384K0.17%-17513F-HRTimeline
Dorsey & Whitney Trust CO LLC8,260$382K0.02%013F-HRTimeline
Investment Partners Asset Management, I…8,224$381K0.24%-22113F-HRTimeline
EHRLICH FINANCIAL GROUP8,200$380K0.22%+2,10013F-HRTimeline
AlphaCore Capital LLC8,000$372K0.01%new13F-HRTimeline
Hudson Value Partners, LLC7,928$367K0.11%-313F-HRTimeline
FAGAN ASSOCIATES, INC.7,775$360K0.05%+25013F-HRTimeline
Atlantic Private Wealth, LLC7,773$360K0.23%013F-HRTimeline
Next Level Wealth Planning, LLC7,567$350K0.19%+2,37213F-HRTimeline
Elevation Wealth Management LLC7,526$350K0.34%13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC7,494$349K0.02%-349,97113F-HRTimeline
AFT, FORSYTH & COMPANY, INC.7,500$347K0.15%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC7,405$343K0.01%+1,34913F-HRTimelineGroup
Essex LLC7,045$326K0.06%013F-HRTimeline
Summit Wealth Partners, LLC7,012$325K0.06%+26013F-HRTimeline
ORG Partners LLC6,958$322K0.06%+79213F-HRTimeline
Global View Capital Management LLC6,945$321K0.06%+22013F-HRTimeline
Harvest Investment Services, LLC6,937$321K0.06%+1,90113F-HRTimeline
Stone House Investment Management, LLC6,925$321K0.05%+59013F-HRTimeline
TWO SIGMA SECURITIES, LLC6,910$320K0.04%-4,51113F-HRTimeline
Advisors Asset Management, Inc.6,904$320K0.01%+3,63613F-HR/ATimeline
Emerald Advisors, LLC6,877$318K0.04%+1,92813F-HRTimeline
Sequent Planning LLC6,745$312K0.08%new13F-HRTimeline
Matisse Capital6,700$310K0.14%013F-HRTimeline
Smartleaf Asset Management LLC6,547$305K0.01%+71713F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…6,545$303K<0.01%+17513F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC6,492$301K<0.01%new13F-HRTimelineGroup
Breakwater Capital Group6,299$292K0.04%+1,78113F-HRTimeline
Manchester Capital Management LLC6,200$287K0.04%013F-HRTimeline
OneAscent Wealth Management LLCin group OneAscent Financial Services …6,076$281K0.09%new13F-HRTimelineGroup
Contango Wealth Management LLC6,058$280K0.31%13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP5,882$272K<0.01%013F-HRTimelineGroup
Balboa Wealth Partners5,810$269K0.04%new13F-HRTimeline
Dynamic Financial Group5,615$260K0.22%013F-HRTimeline
GeoWealth Management, LLC5,574$258K0.01%-2,06413F-HRTimeline
Sunbelt Securities, Inc.5,492$254K0.02%+1413F-HRTimeline
LaSalle St. Investment Advisors, LLC5,505$254K0.04%+2513F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd5,459$253K0.01%new13F-HRTimelineGroup
Ausdal Financial Partners, Inc.5,434$252K0.01%new13F-HRTimeline
Global Retirement Partners, LLC5,362$248K<0.01%-17413F-HRTimeline
WASHINGTON TRUST Co5,324$246K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…5,298$245K0.01%+2,10413F-HRTimelineGroup
Walkner Condon Financial Advisors LLC5,252$243K0.03%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,128$237K0.01%new13F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC5,118$237K0.09%-59813F-HRTimeline
PARK NATIONAL CORP /OH/5,025$233K0.01%-5,22513F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC5,008$232K0.03%+3313F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC4,957$229K0.19%+4613F-HRTimeline
Cornerstone Planning Group LLC4,903$228K0.04%new13F-HRTimeline
N.E.W. Advisory Services LLC4,871$225K0.02%new13F-HRTimeline
XY Planning Network, Inc.4,858$225K0.04%new13F-HRTimeline
CENTRAL TRUST Co4,810$223K<0.01%+50013F-HRTimeline
OneDigital Investment Advisors LLC4,479$207K<0.01%-54713F-HRTimeline
Burns Matteson Capital Management, LLC4,440$206K0.08%013F-HRTimeline
WEDBUSH SECURITIES INC4,404$204K0.01%new13F-HRTimeline
URS Advisory LLC4,380$203K0.17%13F-HRTimeline
MAI Capital Management4,161$193K<0.01%+4,15013F-HRTimeline
Transce3nd, LLC3,333$155K1.25%-56113F-HRTimeline
Archer Investment Corp3,280$152K0.03%+3,27513F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC3,245$151K0.02%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…3,038$141K0.07%013F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC2,606$121K<0.01%013F-HRTimeline
Allworth Financial LP2,606$121K<0.01%+16613F-HRTimeline
Litman Gregory Wealth Management LLC2,248$104K0.01%-3,65113F-HRTimeline
BOK Financial Private Wealth, Inc.1,743$81.1K<0.01%+60813F-HRTimeline
Portfolio Resources Advisor Group, Inc.1,741$81K0.08%13F-HRTimeline
High Note Wealth, LLC1,669$77.3K0.02%new13F-HRTimeline
CoreCap Advisors, LLC1,014$46.9K<0.01%-29,97113F-HRTimeline
Mascoma Wealth Management LLC1,000$46.3K0.01%013F-HRTimeline
GGM Financial LLC938$43.4K0.02%+1413F-HRTimeline
Vermillion & White Wealth Management Gr…849$39.3K0.02%+66113F-HRTimeline
NFSG Corp770$35.6K0.01%-15213F-HRTimeline
Central Pacific Bank - Trust Division766$35.5K<0.01%new13F-HRTimeline
MidAtlantic Capital Management, Inc.764$35.4K0.02%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC642$29.8K<0.01%-37913F-HRTimeline
LGT Financial Advisors LLC620$28.7K0.18%-4113F-HRTimeline
AE Wealth Management LLC607$28.1K<0.01%+19213F-HRTimeline
GHP Investment Advisors, Inc.500$23.1K<0.01%new13F-HRTimeline
Bogart Wealth, LLC500$23.1K<0.01%new13F-HRTimeline
Fairway Wealth LLC444$20.6K0.01%new13F-HRTimeline
GODSEY & GIBB, INC440$20.4K<0.01%new13F-HRTimeline
Beacon Capital Management, Inc.425$19.7K<0.01%-45213F-HRTimeline
FAS Wealth Partners, Inc.422$19.5K<0.01%new13F-HRTimeline
Elequin Capital, LP304$14.1K<0.01%013F-HRTimeline
Cordgrass Capital Advisors, LLC271$12.5K<0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.270$12.5K<0.01%+7613F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …238$11K<0.01%013F-HRTimelineGroup
Imprint Wealth LLC186$8.61K0.04%-52613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management165$7.64K<0.01%+313F-HRTimelineGroup
WELLINGTON-ALTUS USA INC.140$6.48K<0.01%13F-HRTimeline