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Disclosery

JPIE J P MORGAN EXCHANGE TRADED F

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ETF (fund)

444 managers (450 13F filers) reported a position in JPIE shares at 2026-03-31, 113,675,384 shares in all. 67 filers opened a position and 27 filers sold out during the quarter.

Managers
444
13F filers
450
New
67
Added
263
Reduced
87
Sold out
27
Shares held by filers
113,675,384

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Regal Investment Advisors LLC53,252$2.45M0.14%+5,49113F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC48,742$2.25M0.47%-10,36113F-HRTimeline
Gallacher Capital Management LLC48,432$2.23M0.86%-1,03113F-HRTimeline
Medallion Wealth Advisors, LLC48,410$2.23M0.73%+21,28513F-HRTimeline
Benchmark Financial, LLC48,325$2.23M2%+5,31513F-HRTimeline
Madrid Wealth Management, LLC48,053$2.21M1.67%+14,90713F-HR/ATimeline
World Investment Advisors46,128$2.13M0.03%+2,35113F-HRTimeline
PFG Investments, LLC45,598$2.1M0.1%-15,83213F-HRTimeline
Western Wealth Management, LLC45,572$2.1M0.08%new13F-HR/ATimeline
MN Wealth Advisors, LLC45,479$2.1M1.02%-11,83513F-HRTimeline
Nolet Wealth Management, LLC45,384$2.09M1.19%+4,14513F-HRTimeline
Cooper Financial Group44,946$2.07M0.21%-7713F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…44,034$2.03M0.25%-1,56913F-HRTimeline
WealthPlan Investment Management, LLC43,523$2.01M0.11%+14,80013F-HRTimeline
Dynamic Advisor Solutions LLC43,422$2M0.06%+2,71613F-HRTimeline
Sanctuary Advisors, LLC43,360$2M0.01%+2,43813F-HRTimeline
URS Advisory LLC43,282$1.99M1.46%+38,90213F-HRTimeline
PDS Planning, Inc42,600$1.96M0.13%+4213F-HRTimeline
InTrack Investment Management Inc42,563$1.96M1.12%+5,54213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Composition Wealth, LLC41,923$1.93M0.03%-2,30213F-HRTimeline
Modera Wealth Management, LLC41,798$1.93M0.02%-17713F-HRTimeline
Alteri Wealth LLC40,545$1.87M0.61%+29,39513F-HRTimeline
Investor's Fiduciary Advisor Network, L…40,137$1.85M0.57%-1,13713F-HRTimeline
J.W. COLE ADVISORS, INC.38,919$1.79M0.06%-32,82113F-HRTimeline
Eaton Financial Holdings Company, LLC37,970$1.75M0.57%+5,57213F-HRTimeline
5T Wealth, LLC37,416$1.72M0.68%-3,82213F-HRTimeline
Cornerstone Financial Management LLC36,529$1.68M1.54%+3,60413F-HR/ATimeline
S&A Financial Services, Inc.35,680$1.64M1.13%13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC35,444$1.63M<0.01%+3,22713F-HR/ATimelineGroup
First Heartland Consultants, Inc.35,314$1.63M0.12%+8,29513F-HRTimeline
MTM FINANCIAL GROUP, LLC35,242$1.62M0.76%+6,10213F-HRTimeline
Element Wealth, LLC34,172$1.57M0.65%+53813F-HRTimeline
Herold Advisors, Inc.33,659$1.55M0.34%-89413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…32,204$1.48M0.02%+11,16013F-HRTimelineGroup
FLOW TRADERS U.S. LLC31,880$1.47M0.05%+4,92313F-HRTimeline
Aspire Capital Advisors LLC31,279$1.44M0.32%+6,18313F-HRTimeline
Selby Wealth Management, LLC30,803$1.42M0.56%+11,64113F-HRTimeline
Triumph Capital Management30,724$1.42M0.29%+5,21813F-HRTimeline
Accurate Wealth Management, LLC30,668$1.41M0.17%+6,11313F-HRTimeline
WBH ADVISORY INC30,597$1.4M0.11%-2,95313F-HRTimeline
Avantax Planning Partners, Inc.30,105$1.39M0.04%+1,91313F-HRTimeline
TOWLE & CO29,896$1.38M0.53%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …29,391$1.35M0.02%+6113F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC27,708$1.28M0.03%+14,93113F-HRTimelineGroup
William Mack & Associates, Inc.27,594$1.27M0.73%+65113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…27,036$1.24M0.09%+7,74113F-HRTimeline
Aprio Wealth Management, LLC25,965$1.2M0.07%+2,32113F-HRTimeline
Heirloom Wealth Management25,352$1.17M0.21%new13F-HRTimeline
Belpointe Asset Management LLC25,282$1.16M0.04%+16,27113F-HRTimeline
Fortis Capital Advisors, LLC25,282$1.16M0.15%+16,27113F-HRTimeline
NCM Capital Management, LLC24,850$1.14M0.41%+9,85013F-HRTimeline
WEST MICHIGAN ADVISORS, LLC24,745$1.14M0.25%+2,62013F-HRTimeline
Sigma Planning Corp24,491$1.13M0.03%-37113F-HRTimeline
BOKF, NAin group BOKF, NA23,856$1.1M0.02%+13,72813F-HRTimelineGroup
Robertson Stephens Wealth Management, L…23,595$1.09M0.03%013F-HRTimeline
Steward Partners Investment Advisory, L…23,171$1.07M0.01%+1,39213F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers22,906$1.05M<0.01%+5,23113F-HRTimelineGroup
TopTier Wealth Management, LLC21,869$1.01M0.62%+39313F-HRTimeline
Waterfront Wealth Inc.21,830$1.01M0.18%+2,42813F-HRTimeline
Rockingstone Advisors LLC21,705$1000K0.46%-35013F-HRTimeline
Pine Valley Investments Ltd Liability Co21,355$984K0.05%+6,58613F-HRTimeline
Parallel Advisors, LLC20,488$944K0.02%-2,41113F-HR/ATimeline
Cobblestone Asset Management LLC19,311$890K0.4%+2,18913F-HRTimeline
Smartleaf Asset Management LLC18,958$871K0.03%+12,41113F-HRTimeline
Investment Planning Advisors, Inc.18,372$846K0.23%-1,64213F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC18,291$842K0.05%+2613F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO18,196$838K0.09%-63813F-HRTimeline
J. R. Prunier Capital Management LLC17,364$800K0.34%+1,63413F-HRTimeline
Convergence Financial, LLC16,937$778K0.08%+1,59413F-HRTimeline
LaFleur & Godfrey LLC16,785$773K0.1%+1,01313F-HRTimeline
Beaumont Financial Advisors, LLC16,779$773K0.05%013F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.16,775$773K0.03%-8,98813F-HRTimelineGroup
REICON WEALTH ADVISORS, LLC16,697$769K0.59%-6,79113F-HRTimeline
Birchwood Financial Partners, Inc.16,639$767K0.74%+8613F-HRTimeline
Prairie Wealth Advisors, Inc.0$766K0.33%new13F-HRTimelineAmount filed as zero, left out of ratios.
CWM, LLCin group CWM, LLC16,616$766K<0.01%-30,77113F-HRTimelineGroup
Menard Financial Group LLC16,503$760K0.53%+25213F-HRTimeline
Beta Wealth Group, Inc.16,499$760K0.31%+70713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC16,441$757K0.01%+6,70513F-HRTimelineGroup
Axis Wealth Partners, LLC16,362$754K0.4%+57213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC16,197$746K0.02%-5,34913F-HRTimelineGroup
Opes Wealth Management LLC15,744$725K0.12%+84013F-HRTimeline
OneAscent Wealth Management LLCin group OneAscent Financial Services …15,698$723K0.24%+9,62213F-HRTimelineGroup
M.E. ALLISON & CO., INC.15,649$721K0.48%+2,58013F-HRTimeline
HICKS CAPITAL MANAGEMENT LLC15,478$713K0.71%+3,09013F-HRTimeline
MassMutual Private Wealth & Trust, FSB15,417$710K0.02%-5,02113F-HRTimeline
PALLADIEM, LLC15,290$704K0.67%013F-HRTimeline
NorthRock Partners, LLC15,180$699K0.01%+32613F-HRTimeline
Resurgent Financial Advisors LLC15,148$698K0.25%+14813F-HRTimeline
Daviman Financial, LLC14,801$682K0.4%new13F-HRTimeline
Capital Planning Advisors, LLC14,723$678K0.1%013F-HRTimeline
Hudson Value Partners, LLC14,635$674K0.2%+6,70713F-HRTimeline
IFP Advisors, Inc14,432$665K0.01%-17313F-HRTimeline
Betterment LLC14,077$649K<0.01%+1,98813F-HRTimeline
Stone House Investment Management, LLC13,960$643K0.12%+7,03513F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT13,882$640K0.31%+7613F-HRTimeline
Spahn Wealth & Retirement LLC11,275$639K0.81%013F-HRTimeline
Emerald Advisors, LLC13,759$634K0.08%+6,88213F-HRTimeline
Kovack Advisors, Inc.13,677$629K0.03%-37,80113F-HRTimeline
Aspen Wealth Management LLC13,126$605K0.12%+36113F-HRTimeline
Leo H. Evart, Inc.13,094$603K0.52%13F-HR/ATimeline
Nautilus Advisors LLC12,499$576K0.39%-1,74913F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC12,497$576K0.04%-2,62413F-HRTimelineGroup
BXM Wealth LLC12,456$574K0.44%+8713F-HRTimeline
MONEY CONCEPTS CAPITAL CORP12,219$563K0.03%+1,67113F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.12,146$560K0.03%new13F-HRTimelineGroup
GC Wealth Management RIA, LLC11,937$550K0.02%new13F-HRTimeline
Delta Investment Management, LLC11,920$549K0.1%-2,78913F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC11,863$547K0.06%+16013F-HRTimeline
Advisors Asset Management, Inc.11,798$544K0.01%+4,89413F-HRTimeline
Brookwood Investment Group LLC11,344$523K0.07%-1,26813F-HRTimeline
Van Hulzen Asset Management, LLC11,261$519K0.04%+48613F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …11,095$511K0.03%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/11,079$510K<0.01%+1,00913F-HRTimelineGroup
Wedmont Private Capital11,013$507K0.02%new13F-HRTimeline
Wealthspire Retirement, LLC10,800$498K0.03%-1,00013F-HRTimeline
National Philanthropic Trust10,785$497K0.01%new13F-HRTimeline
Activest Wealth Management10,771$496K0.09%013F-HRTimeline
WJ Wealth Management, LLC10,650$491K0.23%new13F-HRTimeline
Balboa Wealth Partners10,366$478K0.08%+4,55613F-HRTimeline
Cloud Capital Management, LLC10,365$477K0.21%new13F-HRTimeline
SeaCrest Wealth Management, LLC10,313$475K0.05%+84013F-HRTimeline
Mascagni Wealth Management, Inc.10,262$473K0.34%-18113F-HRTimeline
NOVEM GROUP9,923$457K0.05%+1,21613F-HRTimeline
Mendel Capital Management LLC9,784$451K0.23%13F-HRTimeline
Next Level Wealth Planning, LLC9,698$447K0.23%+2,13113F-HRTimeline
IPG Investment Advisors LLC9,500$438K0.08%013F-HRTimeline
Mayfair Advisory Group, LLC9,446$435K0.15%-56013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…9,270$427K0.01%+3,97213F-HR/ATimelineGroup
PKS Advisory Services, LLC9,165$422K0.1%+33513F-HRTimeline
Wayfinding Financial, LLC8,946$412K0.18%-2,52213F-HRTimeline
Southeast Asset Advisors, LLC8,793$405K0.04%+11713F-HRTimeline
Harvest Investment Services, LLC8,646$398K0.07%+1,70913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC8,581$395K<0.01%-2,72913F-HRTimelineGroup
AdvisorNet Financial, Inc8,540$393K0.02%+7613F-HRTimeline
Dorsey & Whitney Trust CO LLC8,511$392K0.02%+25113F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC8,427$388K0.01%-47913F-HRTimelineGroup
Beacon Pointe Advisors, LLC8,354$385K<0.01%new13F-HRTimeline
EHRLICH FINANCIAL GROUP8,200$378K0.22%013F-HRTimeline
Investment Partners Asset Management, I…8,199$378K0.23%-2513F-HRTimeline
FSM Wealth Advisors, LLC8,118$374K0.05%-76413F-HRTimeline
AlphaCore Capital LLC8,000$369K0.01%013F-HRTimeline
Resolute Wealth Strategies, LLC7,879$363K0.16%-40713F-HRTimeline
Atlantic Private Wealth, LLC7,773$358K0.23%013F-HRTimeline
Contango Wealth Management LLC7,750$357K0.42%+1,69213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC7,742$357K<0.01%new13F-HRTimelineGroup
FWG Holdings, LLC7,695$353K0.13%-3,07913F-HRTimeline
Breakwater Capital Group7,622$351K0.05%+1,32313F-HRTimeline
AFT, FORSYTH & COMPANY, INC.7,500$346K0.16%013F-HRTimeline
Runnymede Capital Advisors, Inc.7,381$337K0.29%new13F-HRTimeline
MAI Capital Management7,300$336K<0.01%+3,13913F-HRTimeline
Essex LLC7,045$325K0.06%013F-HRTimeline
Summit Wealth Partners, LLC7,012$323K0.05%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…6,945$320K<0.01%+40013F-HRTimelineGroup
Matisse Capital6,778$312K0.13%+7813F-HRTimeline
White Wing Wealth Management6,747$311K0.19%new13F-HRTimeline
HUB Investment Partners, LLC6,734$310K0.01%-17,73613F-HRTimeline
Whitener Capital Management, Inc.6,731$310K0.07%new13F-HRTimeline
CENTRAL TRUST Co6,628$305K0.01%+1,81813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC6,492$299K<0.01%013F-HRTimelineGroup
Sequent Planning LLC6,311$291K0.07%-43413F-HRTimeline
Fortune Financial Advisors, LLC6,282$289K0.15%new13F-HRTimeline
Independence Asset Advisors, LLC6,160$284K0.1%new13F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC6,140$283K<0.01%new13F-HRTimeline
Ausdal Financial Partners, Inc.6,054$279K0.01%+62013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC6,022$277K0.01%+89413F-HR/ATimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…5,941$274K0.02%new13F-HRTimelineGroup
HOWARD WEALTH MANAGEMENT, LLC5,897$272K0.11%new13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP5,882$271K<0.01%013F-HRTimelineGroup
Archvest Wealth Advisors, Inc.5,785$267K0.17%new13F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC5,661$261K0.2%+70413F-HRTimeline
Elevation Wealth Management LLC5,655$261K0.24%-1,87113F-HRTimeline
Dynamic Financial Group5,647$260K0.21%+3213F-HRTimeline
Walkner Condon Financial Advisors LLC5,643$260K0.03%+39113F-HRTimeline
LaSalle St. Investment Advisors, LLC5,530$255K0.04%+2513F-HRTimeline
XY Planning Network, Inc.5,523$253K0.04%+66513F-HRTimeline
Tortoise Investment Management, LLC5,500$253K0.02%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…5,456$250K<0.01%new13F-HRTimelineGroup
WORLD EQUITY GROUP, INC.5,371$247K0.06%new13F-HRTimeline
WASHINGTON TRUST Co5,324$245K0.01%013F-HRTimeline
WealthPLAN Partners, LLC5,082$234K0.05%new13F-HRTimeline
Concorde Asset Management, LLC5,022$231K0.11%-4,35313F-HRTimeline
Chokshi & Queen Wealth Advisors, Inc4,954$228K0.12%new13F-HRTimeline
Diversified Portfolios, Inc.4,950$228K0.02%new13F-HRTimeline
OneDigital Investment Advisors LLC4,679$216K<0.01%+20013F-HRTimeline
WEDBUSH SECURITIES INC4,554$210K0.01%+15013F-HRTimeline
Burns Matteson Capital Management, LLC4,440$205K0.08%013F-HRTimeline
GeoWealth Management, LLC4,412$203K0.01%-1,16213F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.4,378$202K0.01%new13F-HRTimelineGroup
HB Wealth Management, LLC4,375$202K<0.01%new13F-HRTimeline
Ellis Investment Partners, LLC4,346$200K0.03%new13F-HRTimeline
Sunbelt Securities, Inc.4,238$195K0.01%-1,25413F-HRTimeline
Manchester Capital Management LLC4,000$184K0.03%-2,20013F-HRTimeline
Allworth Financial LP3,832$177K<0.01%+1,22613F-HRTimeline
Archer Investment Corp3,577$165K0.04%+29713F-HRTimeline
Transce3nd, LLC3,263$150K1.33%-7013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…3,038$140K0.07%013F-HRTimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC2,702$124K0.03%new13F-HRTimeline
TD Waterhouse Canada Inc.2,568$118K<0.01%+2,29813F-HRTimeline
RMG Wealth Management LLC2,026$113K0.01%new13F-HRTimeline