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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
Acumen Wealth Advisors, LLC2,448$113K0.03%new13F-HRTimeline
Burk Holdings LLC2,349$108K0.05%new13F-HRTimeline
United Community Bankin group United Community Bank2,218$102K0.03%new13F-HRTimelineGroup
TD Capital Management LLC2,156$99.3K0.01%new13F-HRTimeline
BOK Financial Private Wealth, Inc.1,914$88.2K0.01%+17113F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,806$83K<0.01%-80013F-HRTimeline
Portfolio Resources Advisor Group, Inc.1,741$80.2K0.08%013F-HRTimeline
High Note Wealth, LLC1,669$76.9K0.02%013F-HRTimeline
AE Wealth Management LLC1,116$51.4K<0.01%+50913F-HRTimeline
GHP Investment Advisors, Inc.1,010$46.6K<0.01%+51013F-HRTimeline
Mascoma Wealth Management LLC1,000$46.1K0.01%013F-HRTimeline
Larson Financial Group LLC1,000$46.1K<0.01%new13F-HRTimeline
GGM Financial LLC950$43.8K0.02%+1213F-HRTimeline
NFSG Corp770$35.5K0.01%013F-HRTimeline
Torren Management, LLC747$34.4K0.02%new13F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC738$34K<0.01%new13F-HRTimelineGroup
Rice Partnership, LLC658$30.3K<0.01%new13F-HRTimeline
Cordgrass Capital Advisors, LLC654$30.1K0.01%+38313F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC638$29.3K<0.01%-413F-HRTimeline
SHP Wealth Management550$25.3K<0.01%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC535$24.6K<0.01%new13F-HRTimelineGroup
Bogart Wealth, LLC530$24.4K<0.01%+3013F-HRTimeline
LGT Financial Advisors LLC475$21.9K0.11%-14513F-HRTimeline
GODSEY & GIBB, INC440$20.3K<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.374$17.2K<0.01%-4813F-HRTimeline
CoreCap Advisors, LLC347$16K<0.01%-66713F-HRTimeline
YANKCOM Partnership346$15.9K0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC324$14.9K<0.01%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC281$12.9K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC229$10.5K<0.01%+22413F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.191$8.8K<0.01%new13F-HRTimelineGroup
Imprint Wealth LLC186$8.57K0.04%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management169$7.79K<0.01%+413F-HRTimelineGroup
WELLINGTON-ALTUS USA INC.140$6.45K<0.01%013F-HRTimeline
Costello Asset Management, INC128$5.89K<0.01%+213F-HRTimeline
Rossby Financial, LCC107$4.91K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC106$4.88K<0.01%+10013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC78$3.59K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC57$2.62K<0.01%013F-HRTimeline
SIGNATUREFD, LLC25$1.15K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC15$691<0.01%-1313F-HRTimelineGroup
Winch Advisory Services, LLC15$691<0.01%new13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …11$507<0.01%-22713F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.9$415<0.01%013F-HRTimeline