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Disclosery

JPIE J P MORGAN EXCHANGE TRADED F

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ETF (fund)

472 managers (480 13F filers) reported a position in JPIE shares at 2026-06-30, 128,937,036 shares in all. 61 filers opened a position and 27 filers sold out during the quarter.

Managers
472
13F filers
480
New
61
Added
262
Reduced
109
Sold out
27
Shares held by filers
128,937,036

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Dynamic Financial Group5,647$260K0.2%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…5,456$250K<0.01%013F-HRTimelineGroup
STEVENS CAPITAL PARTNERS5,426$250K0.05%new13F-HRTimeline
Crossmark Global Holdings, Inc.5,425$249K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC5,337$246K<0.01%13F-HRTimeline
WASHINGTON TRUST Co5,324$245K0.01%013F-HRTimeline
Diversified Portfolios, Inc.5,284$243K0.02%+33413F-HRTimeline
Indivisible Partners5,282$243K0.01%new13F-HRTimeline
Nautilus Advisors LLC5,224$240K0.14%-7,27513F-HRTimeline
Gallacher Capital Management LLC5,165$238K0.13%-43,26713F-HRTimeline
OneDigital Investment Advisors LLC5,125$236K<0.01%+44613F-HRTimeline
Walkner Condon Financial Advisors LLC5,029$232K0.03%-61413F-HRTimeline
Total Clarity Wealth Management, Inc.5,021$231K0.04%new13F-HRTimeline
GeoWealth Management, LLC4,903$226K0.01%+49113F-HRTimeline
Archer Investment Corp4,883$225K0.04%+1,30613F-HR/ATimeline
CIBC WORLD MARKET INC.4,847$223K<0.01%new13F-HRTimeline
WEDBUSH SECURITIES INC4,829$222K0.01%+27513F-HRTimeline
Advyzon Investment Management, LLC4,584$211K0.02%new13F-HRTimeline
UNIQUE WEALTH, LLC4,488$207K0.02%new13F-HRTimeline
Burns Matteson Capital Management, LLC4,440$204K0.06%013F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC4,440$204K0.06%new13F-HRTimeline
Lighthouse Wealth Management Inc.4,438$204K0.13%new13F-HRTimeline
FMR LLCin group FMR LLC4,256$196K<0.01%+4,02713F-HRTimelineGroup
CAMBIENT FAMILY OFFICE, LLC3,245$149K0.02%new13F-HRTimeline
Transce3nd, LLC3,001$138K1.21%-26213F-HRTimeline
Sankala Group LLC3,000$138K0.09%new13F-HRTimeline
Medallion Wealth Advisors, LLC2,850$133K0.04%-45,56013F-HRTimeline
Parkside Financial Bank & Trust2,398$110K0.01%new13F-HRTimeline
Burk Holdings LLC2,349$108K0.04%013F-HRTimeline
Allworth Financial LP2,187$101K<0.01%-1,64513F-HRTimeline
TRUST CO OF VERMONT2,065$95.1K<0.01%13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,806$83.2K<0.01%013F-HRTimeline
Portfolio Resources Advisor Group, Inc.1,741$80.2K0.07%013F-HRTimeline
GGM Financial LLC1,286$59.2K0.02%+33613F-HRTimeline
Manchester Capital Management LLC1,250$57.6K0.01%-2,75013F-HRTimeline
BLUELINE ADVISORS LLC1,216$56K0.04%new13F-HRTimeline
Bogart Wealth, LLC1,184$54.5K<0.01%+65413F-HRTimeline
GHP Investment Advisors, Inc.1,024$47.2K<0.01%+1413F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources1,013$46.6K<0.01%new13F-HRTimelineGroup
Mascoma Wealth Management LLC1,000$46K0.01%013F-HRTimeline
Larson Financial Group LLC1,000$46K<0.01%013F-HRTimeline
NFSG Corp770$35.5K<0.01%013F-HRTimeline
Torren Management, LLC757$34.9K0.02%+1013F-HRTimeline
IMA Advisory Services, Inc.750$34.5K<0.01%new13F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC738$34K<0.01%013F-HRTimelineGroup
NorthAvenue LLC737$33.9K0.02%new13F-HRTimeline
Cordgrass Capital Advisors, LLC673$31K0.01%+1913F-HRTimeline
Signature Equity Partners, LLC630$29K0.01%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC629$28.8K<0.01%-913F-HRTimeline
LGT Financial Advisors LLC484$22.3K0.12%+913F-HRTimeline
WPG Advisers, LLC430$19.8K0.01%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC390$18K<0.01%-14513F-HRTimelineGroup
FAS Wealth Partners, Inc.374$17.2K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC351$16.2K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC310$14.3K<0.01%-3713F-HRTimeline
Ashton Thomas Private Wealth, LLC298$13.7K<0.01%+1713F-HRTimeline
AE Wealth Management LLC268$12.4K<0.01%-84813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management238$11K<0.01%+6913F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.191$8.8K<0.01%013F-HRTimelineGroup
Imprint Wealth LLC186$8.56K0.03%013F-HRTimeline
Aventura Private Wealth, LLC158$7.28K<0.01%new13F-HRTimeline
WELLINGTON-ALTUS USA INC.140$6.45K<0.01%013F-HRTimeline
Costello Asset Management, INC130$5.97K<0.01%+213F-HRTimeline
Rossby Financial, LCC107$4.93K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC78$3.59K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC55$2.53K<0.01%new13F-HRTimeline
Winch Advisory Services, LLC15$700<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC15$691<0.01%013F-HRTimelineGroup
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …11$507<0.01%13F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.9$415<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1$46<0.01%-10513F-HRTimeline
Coppell Advisory Solutions LLC12,845$256new13F-HRTimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.