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Disclosery

JPIE J P MORGAN EXCHANGE TRADED F

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ETF (fund)

267 managers (270 13F filers) reported a position in JPIE shares at 2024-12-31, 42,023,385 shares in all. 33 filers opened a position and 13 filers sold out during the quarter.

Managers
267
13F filers
270
New
33
Added
137
Reduced
53
Sold out
13
Shares held by filers
42,023,385

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,000,820$228M0.02%+70,93013F-HRTimelineGroup
Heritage Financial Services, LLC2,454,191$112M14.87%+87,74313F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC1,921,630$87.7M0.69%+540,67613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,882,919$85.9M0.02%+3,69413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,851,098$84.4M0.01%+324,85213F-HRTimelineGroup
Sequoia Financial Advisors, LLC1,781,776$81.3M0.78%+144,34513F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,580,250$72.1M0.16%+1,384,78613F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,347,703$61.5M<0.01%+90,50813F-HR/ATimelineGroup
Waverly Advisors, LLC987,428$45M0.7%+588,45313F-HRTimeline
Syntegra Private Wealth Group, LLC924,601$42.2M4.76%+41,50213F-HRTimeline
Janney Montgomery Scott LLC881,318$40.2M0.11%-29,50013F-HRTimeline
Enclave Advisors LLC832,428$38M6.25%+62,87013F-HRTimeline
D'Orazio & Associates, Inc.795,030$36.3M5.35%+38,40213F-HRTimeline
Diversified Enterprises, LLC639,727$29.2M2.8%+19,51413F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding625,961$28.6M+499,961Timeline
Wagner Wealth Management, LLC560,081$25.6M6.59%+26,18113F-HRTimeline
Vestmark Advisory Solutions, Inc.541,327$24.7M0.85%-19,87213F-HRTimeline
Cornerstone Advisory, LLC491,865$22.6M2.56%+398,27613F-HRTimeline
Capital Advisors Wealth Management, LLC470,882$21.5M3.82%-1913F-HRTimeline
Planned Solutions, Inc.461,898$21.1M8.62%+148,72613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC456,463$20.8M0.01%13F-HR/ATimelineGroup
Echo Wealth Management, LLC440,061$20.1M13.87%+5,71913F-HRTimeline
TPG Financial Advisors, LLC437,006$19.9M8.67%+18,06413F-HRTimeline
Longview Financial Advisors LLC432,089$19.7M13.24%13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding394,561$18M+133,034Timeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV392,391$17.9M6.14%+16,01413F-HRTimeline
Scott Capital Advisors, LLC370,138$16.8M4.84%+20,76813F-HRTimeline
Certified Advisory Corp332,765$15.2M1.65%+30,90613F-HRTimeline
SMITH, MOORE & CO.320,176$14.6M1.33%+31,26613F-HRTimeline
Lineweaver Wealth Advisors, LLC310,935$14.2M2.62%new13F-HRTimeline
NewEdge Wealth, LLC307,759$14M0.24%+5,59913F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC306,467$14M1.13%+22,22613F-HR/ATimeline
Magnus Financial Group LLC299,392$13.7M1.32%+14,87113F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC294,556$13.4M0.5%+35,69213F-HRTimeline
Fortress Wealth Management, Inc.278,794$12.7M6.17%+29,27313F-HRTimeline
Private Advisor Group, LLC247,577$11.3M0.06%+35,96813F-HRTimeline
Visionary Wealth Advisors247,135$11.3M0.66%+2,46713F-HRTimeline
FMA Wealth Management, LLC245,293$11.2M8.33%+3,07113F-HRTimeline
Focus Financial Network, Inc.243,812$11.2M0.44%-36,46713F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC228,000$10.4M0.44%-14,17113F-HR/ATimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC222,475$10.1M1.27%+28,82513F-HRTimeline
Investment Planning Advisors, Inc.220,272$10M4.39%+97,88613F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …208,167$9.5M0.26%+11,09313F-HRTimelineGroup
Bernardo Wealth Planning LLC201,467$9.16M2.19%+14,52313F-HRTimeline
Financial Management Professionals, Inc.197,302$9M1.14%-5,28213F-HRTimeline
Richard W. Paul & Associates, LLC195,442$8.92M3.25%+5,66513F-HRTimeline
Schneider Downs Wealth Management Advis…179,657$8.2M1.54%+32,74113F-HRTimeline
Royal Harbor Partners, LLC177,141$8.08M3.05%+6,63113F-HRTimeline
MATHER GROUP, LLC.171,640$7.83M0.1%+50913F-HRTimeline
Atria Wealth Solutions, Inc.167,430$7.64M0.08%+105,89213F-HRTimeline
Blue Chip Partners, LLC163,178$7.44M0.64%+12,11313F-HRTimeline
NavPoint Financial, Inc.157,702$7.19M5.69%+59,56513F-HRTimeline
BankPlus Trust Departmentgroup of 2 filers holding155,688$7.1MnewTimeline
Lionsbridge Wealth Management LLC152,213$6.94M5.83%-8,02313F-HRTimeline
Seascape Capital Management147,526$6.73M2.34%+5,83213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…147,429$6.73M0.01%+15,35013F-HR/ATimeline
Prospera Financial Services Inc145,572$6.64M0.15%+65,62913F-HRTimeline
Armor Investment Advisors, LLC143,807$6.56M2.7%+68813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC138,287$6.31M0.01%+9,78413F-HRTimeline
Blue Investment Partners LLC132,094$6.03M2.21%new13F-HRTimeline
Nordwand Advisors, LLC131,223$5.99M2.47%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP125,973$5.75M0.01%+59,96413F-HRTimelineGroup
Bridgewealth Advisory Group, LLC124,905$5.72M1.62%+19,95813F-HRTimeline
SkyOak Wealth, LLC119,317$5.44M1.16%+23,94913F-HRTimeline
O'ROURKE & COMPANY, Inc119,242$5.44M2.66%+47,95813F-HRTimeline
NewEdge Advisors, LLC118,922$5.43M0.03%+12,53713F-HRTimeline
MML INVESTORS SERVICES, LLC118,023$5.38M0.02%+9,57313F-HRTimeline
Blue Oak Capital, LLC107,320$4.92M2.99%13F-HRTimeline
Cetera Investment Advisers106,020$4.84M0.01%+33,68613F-HRTimeline
Perigon Wealth Management, LLC101,335$4.64M0.11%+63,34213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…100,466$4.58M<0.01%+44,97213F-HRTimelineGroup
Red Mountain Financial, LLC96,114$4.38M4.71%+6,74413F-HRTimeline
Marmo Financial Group, LLC92,611$4.22M2.28%+3,32813F-HRTimeline
Advisory Services Network, LLC91,397$4.17M0.08%+61,64413F-HRTimeline
Fermata Advisors, LLC90,850$4.14M0.77%new13F-HRTimeline
Syverson Strege & Co89,911$4.1M1.37%+2,71413F-HRTimeline
Tradition Wealth Management, LLC87,060$3.97M0.35%+5,11113F-HRTimeline
Strategies Wealth Advisors, LLC84,736$3.88M0.48%-13,50013F-HRTimeline
KICKSTAND VENTURES, LLC.85,054$3.88M0.99%+22,51813F-HRTimeline
LifeGoal Investments, LLC81,232$3.71M4.02%13F-HRTimeline
Paladin Advisory Group, LLC79,248$3.62M2.77%-3,29613F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT79,217$3.61M0.27%+16,31113F-HRTimeline
Keystone Financial Services, LLC79,120$3.61M3.31%13F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC77,703$3.54M0.01%+38,80313F-HRTimeline
Mutual Advisors, LLC77,463$3.54M0.1%+73,07713F-HRTimeline
Legacy Investment Solutions, LLC75,089$3.44M2.26%-8,55613F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…75,089$3.44M2.26%-8,55613F-HRTimelineGroup
MN Wealth Advisors, LLC71,280$3.25M1.83%-7,28113F-HRTimeline
Geneos Wealth Management Inc.69,473$3.17M0.11%+9,04013F-HRTimeline
Martin Worley Group66,125$3.02M1.88%13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC62,859$2.87M<0.01%+46,99613F-HRTimelineGroup
TBH Global Asset Management, LLC60,957$2.84M0.67%-49,88313F-HRTimeline
Evolution Wealth Advisors, LLC61,116$2.79M0.47%-2,57513F-HRTimeline
Narus Financial Partners, LLC61,033$2.78M0.94%+23,20813F-HRTimeline
MorganRosel Wealth Management, LLC58,245$2.66M0.87%+1,65713F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth57,927$2.64M0.01%+1,77713F-HR/ATimelineGroup
Continuum Advisory, LLC56,953$2.6M0.33%+12,08813F-HRTimeline
U.S. Capital Wealth Advisors, LLC56,815$2.59M0.08%+40013F-HRTimeline
LPL Financial LLC55,502$2.53M<0.01%+44,13913F-HRTimeline
Gallacher Capital Management LLC53,144$2.42M1.2%+17413F-HRTimeline
Econ Financial Services Corp49,937$2.28M1.31%-8,99213F-HRTimeline
PEOPLES BANK /OH49,923$2.28M1.34%+1,17413F-HRTimeline
OMNI 360 Wealth, Inc.49,364$2.25M1.5%+4,80313F-HR/ATimeline
Janney Capital Management LLC48,878$2.23M0.15%-2,27213F-HRTimeline
Patriot Financial Group Insurance Agenc…47,944$2.19M0.29%+3,68413F-HRTimeline
SAGE RHINO CAPITAL LLC47,696$2.18M0.47%+13,38413F-HRTimeline
Fiduciary Alliance LLC46,940$2.14M0.22%+2,04813F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC46,921$2.14M0.16%-5,24913F-HRTimeline
OPTIMA CAPITAL LLC45,746$2.1M1.45%13F-HRTimeline
Centurion Wealth Management LLC45,533$2.08M0.65%+1,21913F-HRTimeline
FIG FINANCIAL ADVISORY SERVICES INC /ADV45,361$2.07M1.41%13F-HRTimeline
First Citizens Financial Corp44,515$2.03M1.1%+4,81013F-HRTimeline
Herold Advisors, Inc.42,456$1.94M0.42%+46713F-HRTimeline
Beckerman Institutional, LLC41,837$1.91M1.53%+6,93013F-HRTimeline
HBW ADVISORY SERVICES LLC41,810$1.91M0.2%+7,67613F-HRTimeline
HUB Investment Partners, LLC41,480$1.89M0.08%-2,93713F-HRTimeline
Vienna Asset Management LLC41,163$1.88M1.27%+14,33513F-HRTimeline
5T Wealth, LLC41,043$1.87M1.03%13F-HRTimeline
Integrated Wealth Concepts LLC40,150$1.83M0.02%+4,79113F-HRTimeline
Etesian Wealth Advisors, Inc.39,633$1.81M0.8%+10,49313F-HRTimeline
Cambridge Investment Research Advisors,…39,508$1.8M0.01%-4,69713F-HRTimeline
Sigma Planning Corp39,096$1.78M0.06%-22713F-HRTimeline
Altus Wealth Management, LLC37,954$1.73M0.77%+2,37013F-HRTimeline
Kingsview Wealth Management, LLC36,952$1.69M0.03%new13F-HRTimeline
Modera Wealth Management, LLC36,930$1.68M0.02%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC36,629$1.67M<0.01%new13F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC34,974$1.6M0.01%+19,25513F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC33,583$1.53M0.04%-3,35913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC31,494$1.44M0.04%-5,38413F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB29,930$1.37M0.04%-6,82313F-HRTimeline
Financial Futures Ltd Liability Co.29,247$1.33M0.76%-131,44513F-HRTimeline
D.A. DAVIDSON & CO.28,794$1.31M0.01%+22,44413F-HRTimeline
Indie Asset Partners, LLC28,085$1.28M1.01%+1,76213F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC27,710$1.26M0.87%new13F-HRTimeline
MADDEN SECURITIES Corp27,648$1.26M0.5%+19,89013F-HRTimeline
Triad Wealth Partners, LLC26,108$1.19M0.43%new13F-HRTimeline
Legacy Edge Advisors, LLC25,198$1.15M0.18%-2,22113F-HRTimeline
Wise Wealth Partners24,876$1.13M2.8%13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP24,316$1.11M<0.01%+12,22813F-HRTimelineGroup
Rockingstone Advisors LLC23,605$1.08M0.48%-2,09013F-HRTimeline
PFG Investments, LLC22,948$1.05M0.07%+44913F-HRTimeline
Triumph Capital Management22,638$1.03M0.35%+3,27513F-HRTimeline
Cooper Financial Group22,602$1.03M0.12%-1,03813F-HRTimeline
Transce3nd, LLC22,472$1.03M0.35%13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC22,060$1.01M0.06%-96013F-HRTimeline
John W. Brooker & Co., CPAs20,708$945K0.41%-51313F-HRTimeline
Greenwich Wealth Management LLC20,633$941K0.07%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.19,480$889K0.03%+77413F-HRTimeline
Element Wealth, LLC18,692$853K0.45%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …18,294$835K0.01%+4,89413F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…18,131$827K<0.01%+2,23113F-HRTimelineGroup
Nautilus Advisors LLC18,110$826K0.66%13F-HRTimeline
Cresset Asset Management, LLC17,637$809K<0.01%+12913F-HRTimeline
World Investment Advisors17,552$802K0.02%+4,51113F-HRTimeline
Menard Financial Group LLC17,325$790K0.47%-6113F-HRTimeline
Addison Capital Co17,110$781K0.31%+8,67713F-HRTimeline
DAVENPORT & Co LLC16,727$763K<0.01%+12,05713F-HRTimeline
Financial Advocates Investment Manageme…16,716$763K0.04%-16813F-HRTimeline
Montecito Bank & Trust16,529$754K0.13%new13F-HRTimeline
Delta Investment Management, LLC16,240$741K0.14%-2,90113F-HRTimeline
PDS Planning, Inc15,626$713K0.06%-60213F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…15,251$696K0.06%new13F-HRTimeline
Farther Finance Advisors, LLC15,155$691K0.02%-74413F-HRTimeline
Regal Investment Advisors LLC14,307$653K0.05%new13F-HRTimeline
Alpha Advisors, LLC/VA14,288$652K0.67%13F-HRTimeline
Waterfront Wealth Inc.14,147$645K0.16%+12613F-HRTimeline
Wayfinding Financial, LLC13,980$640K0.34%-1,15313F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…13,377$610K0.01%new13F-HRTimelineGroup
Avantax Planning Partners, Inc.13,123$599K0.02%-14313F-HRTimeline
Walkner Condon Financial Advisors LLC12,942$590K0.12%+69313F-HRTimeline
Independent Wealth Network Inc.12,940$590K0.24%+61613F-HRTimeline
LaFleur & Godfrey LLC12,921$589K0.08%+85613F-HR/ATimeline
HighTower Advisors, LLC12,704$580K<0.01%+24813F-HRTimeline
Belpointe Asset Management LLC12,543$578K0.03%new13F-HRTimeline
Fortis Capital Advisors, LLC12,543$578K0.2%new13F-HRTimeline
Resolute Wealth Strategies, LLC12,046$550K0.28%+1,93013F-HRTimeline
Dynamic Advisor Solutions LLC11,947$545K0.02%new13F-HRTimeline
Convergence Financial, LLC11,934$544K0.11%+1,76413F-HRTimeline
Sanctuary Advisors, LLC11,795$542K<0.01%-20,71613F-HRTimeline
TOWNSQUARE CAPITAL LLC11,753$536K0.01%+4,15513F-HRTimeline
LongView Asset Management LLC11,525$526K0.46%13F-HRTimeline
Axis Wealth Partners, LLC11,487$524K0.44%13F-HRTimeline
Mascagni Wealth Management, Inc.11,266$519K0.52%13F-HR/ATimeline
Creative Planningin group Creative Planning11,238$513K<0.01%+81413F-HRTimelineGroup
Betterment LLC11,069$505K<0.01%new13F-HRTimeline
FSM Wealth Advisors, LLC10,927$500K0.12%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,630$485K<0.01%+2,77313F-HRTimelineGroup
Aspen Wealth Management LLC10,299$470K0.14%new13F-HRTimeline
FWG Holdings, LLC10,222$468K0.22%-15113F-HRTimeline
Opes Wealth Management LLC9,980$455K0.09%+59813F-HRTimeline
William Mack & Associates, Inc.9,861$450K0.47%13F-HRTimeline
Wealthspire Retirement, LLC9,700$443K0.03%+3,00013F-HRTimeline
GeoWealth Management, LLC9,301$424K0.01%-3,02313F-HRTimeline
PFG Advisors8,583$392K0.02%+3,54513F-HRTimeline
Investment Partners Asset Management, I…8,454$386K0.3%-26013F-HRTimeline
Mayfair Advisory Group, LLC8,306$379K0.22%-3,18613F-HRTimeline
JFS WEALTH ADVISORS, LLC8,250$376K0.03%+1,50013F-HRTimeline
Southeast Asset Advisors, LLC8,195$374K0.05%+3,86913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/7,773$355K<0.01%013F-HRTimelineGroup
Atlantic Private Wealth, LLC7,773$355K0.27%013F-HRTimeline