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Disclosery

JPIE J P MORGAN EXCHANGE TRADED F

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ETF (fund)

295 managers (298 13F filers) reported a position in JPIE shares at 2025-03-31, 51,909,546 shares in all. 49 filers opened a position and 20 filers sold out during the quarter.

Managers
295
13F filers
298
New
49
Added
168
Reduced
55
Sold out
20
Shares held by filers
51,909,546

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,067,492$233M0.02%+66,67213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,200,030$147M0.01%+1,852,32713F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC2,487,874$115M0.97%+566,24413F-HR/ATimelineGroup
Heritage Financial Services, LLC2,182,745$101M9.95%-271,44613F-HRTimeline
Sequoia Financial Advisors, LLC2,159,182$99.5M0.77%+377,40613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,961,739$90.4M0.02%+78,82013F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,871,050$86.2M0.01%+19,95213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,609,585$74.2M0.17%+29,33513F-HRTimelineGroup
Waverly Advisors, LLC1,339,709$61.7M0.75%+352,28113F-HRTimeline
Janney Montgomery Scott LLC1,140,924$52.6M0.15%+259,60613F-HRTimeline
Syntegra Private Wealth Group, LLC985,094$45.4M5.31%+60,49313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding937,073$43.2M+542,512Timeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding899,552$41.4M+273,591Timeline
D'Orazio & Associates, Inc.825,134$38M5.8%+30,10413F-HRTimeline
Enclave Advisors LLC811,781$37.4M6.38%-20,64713F-HRTimeline
Vestmark Advisory Solutions, Inc.734,627$33.8M0.87%+193,30013F-HRTimeline
Diversified Enterprises, LLC673,570$31M2.61%+33,84313F-HRTimeline
Wagner Wealth Management, LLC633,754$29.2M7.28%+73,67313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC586,974$27M0.01%+130,51113F-HRTimelineGroup
Cornerstone Advisory, LLC540,923$24.7M2.89%+49,05813F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC506,849$23.4M0.04%+429,14613F-HRTimeline
Planned Solutions, Inc.476,001$21.9M9%+14,10313F-HRTimeline
Echo Wealth Management, LLC474,595$21.9M14.77%+34,53413F-HRTimeline
Capital Advisors Wealth Management, LLC473,139$21.8M3.85%+2,25713F-HRTimeline
Lineweaver Wealth Advisors, LLC468,214$21.6M3.67%+157,27913F-HRTimeline
Longview Financial Advisors LLC450,708$20.8M13.7%+18,61913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN437,257$20.1M<0.01%+437,25713F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …430,713$19.8M0.53%+222,54613F-HRTimelineGroup
TPG Financial Advisors, LLC422,035$19.4M8.59%-14,97113F-HRTimeline
Williams Financial, LLC398,361$18.4M12.83%new13F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV395,558$18.2M6.69%+3,16713F-HRTimeline
Scott Capital Advisors, LLC377,690$17.4M5.19%+7,55213F-HRTimeline
Visionary Wealth Advisors347,273$16M0.96%+100,13813F-HRTimeline
Certified Advisory Corp326,680$15.1M1.7%-6,08513F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC321,134$14.8M1.27%+14,66713F-HR/ATimeline
Fortress Wealth Management, Inc.319,005$14.7M7.63%+40,21113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC311,763$14.4M0.02%+173,47613F-HRTimeline
Magnus Financial Group LLC306,208$14.1M1.37%+6,81613F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC303,340$14M0.6%+75,34013F-HR/ATimeline
Atria Wealth Solutions, Inc.299,964$13.8M0.17%+132,53413F-HRTimeline
NewEdge Wealth, LLC299,453$13.8M0.25%-8,30613F-HRTimeline
SMITH, MOORE & CO.289,927$13.4M1.24%-30,24913F-HRTimeline
Geneos Wealth Management Inc.279,309$12.9M0.19%+209,83613F-HRTimeline
Obsidian Personal Planning Solutions LLC278,961$12.8M5.73%new13F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC268,975$12.4M1.56%+46,50013F-HRTimeline
Private Advisor Group, LLC268,354$12.4M0.07%+20,77713F-HRTimeline
FMA Wealth Management, LLC247,252$11.4M8.77%+1,95913F-HRTimeline
Kingsview Wealth Management, LLC245,793$11.3M0.21%+208,84113F-HRTimeline
Focus Financial Network, Inc.238,293$11M0.45%-5,51913F-HRTimeline
Schneider Downs Wealth Management Advis…237,357$10.9M1.98%+57,70013F-HRTimeline
Investment Planning Advisors, Inc.226,169$10.4M4.23%+5,89713F-HRTimeline
Cetera Investment Advisers221,920$10.2M0.02%+115,90013F-HRTimeline
NavPoint Financial, Inc.215,099$9.91M6.97%+57,39713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP213,777$9.85M0.02%+87,80413F-HRTimelineGroup
Bernardo Wealth Planning LLC208,770$9.62M2.3%+7,30313F-HR/ATimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…207,874$9.58M0.02%+60,44513F-HRTimeline
Richard W. Paul & Associates, LLC195,818$9.02M3.54%+37613F-HRTimeline
Financial Management Professionals, Inc.191,441$8.82M1.13%-5,86113F-HRTimeline
Royal Harbor Partners, LLC186,260$8.58M3.32%+9,11913F-HRTimeline
MATHER GROUP, LLC.176,778$8.14M0.09%+5,13813F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC174,744$8.05M0.28%-119,81213F-HRTimeline
Waterloo Capital, L.P.172,101$7.93M0.74%new13F-HRTimeline
BankPlus Trust Departmentgroup of 2 filers holding171,095$7.88M+15,407Timeline
Blue Investment Partners LLC167,428$7.71M2.9%+35,33413F-HRTimeline
MML INVESTORS SERVICES, LLC166,586$7.67M0.03%+48,56313F-HRTimeline
Tradition Wealth Management, LLC165,813$7.64M0.67%+78,75313F-HRTimeline
Seascape Capital Management163,049$7.51M2.62%+15,52313F-HRTimeline
Perigon Wealth Management, LLC156,885$7.23M0.19%+55,55013F-HRTimeline
Prospera Financial Services Inc153,656$7.08M0.16%+8,08413F-HRTimeline
SkyOak Wealth, LLC151,858$7M1.53%+32,54113F-HRTimeline
Armor Investment Advisors, LLC149,551$6.89M2.85%+5,74413F-HRTimeline
Blue Chip Partners, LLC146,395$6.74M0.58%-16,78313F-HRTimeline
Alpha Advisors, LLC/VA145,253$6.69M5.83%+130,96513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…134,534$6.2M<0.01%+34,06813F-HRTimelineGroup
Lionsbridge Wealth Management LLC133,878$6.17M5.48%-18,33513F-HRTimeline
O'ROURKE & COMPANY, Inc133,382$6.14M3.05%+14,14013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP133,331$6.14M0.09%new13F-HRTimeline
NewEdge Advisors, LLC131,691$6.07M0.04%+12,76913F-HRTimeline
Nordwand Advisors, LLC131,223$6.05M2.27%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP128,061$5.9M0.01%+103,74513F-HRTimelineGroup
Mutual Advisors, LLC126,524$5.81M0.17%+49,06113F-HRTimeline
Blue Oak Capital, LLC125,931$5.8M3.2%+18,61113F-HRTimeline
Marmo Financial Group, LLC108,399$4.99M2.73%+15,78813F-HRTimeline
MorganRosel Wealth Management, LLC103,909$4.79M1.45%+45,66413F-HRTimeline
Red Mountain Financial, LLC102,100$4.7M5.73%+5,98613F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC101,654$4.68M0.13%+68,07113F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth99,990$4.61M0.01%+42,06313F-HR/ATimelineGroup
KELLY FINANCIAL GROUP LLC98,337$4.53M1.42%new13F-HRTimeline
LifeGoal Investments, LLC97,605$4.5M4.86%+16,37313F-HRTimeline
KICKSTAND VENTURES, LLC.93,806$4.32M1.11%+8,75213F-HRTimeline
Syverson Strege & Co92,397$4.26M1.37%+2,48613F-HRTimeline
D.A. DAVIDSON & CO.88,954$4.1M0.03%+60,16013F-HRTimeline
Evolution Wealth Advisors, LLC87,451$4.03M0.67%+26,33513F-HRTimeline
OPTIMA CAPITAL LLC86,199$3.97M2.53%+40,45313F-HRTimeline
Advisory Services Network, LLC85,234$3.93M0.08%-6,16313F-HRTimeline
MN Wealth Advisors, LLC82,361$3.79M2.23%+11,08113F-HRTimeline
Strategies Wealth Advisors, LLC82,242$3.79M0.46%-2,49413F-HRTimeline
Keystone Financial Services, LLC81,933$3.77M3.2%+2,81313F-HRTimeline
Martin Worley Group79,084$3.64M2.08%+12,95913F-HRTimeline
Paladin Advisory Group, LLC78,121$3.6M2.88%-1,12713F-HRTimeline
Continuum Advisory, LLC76,330$3.52M0.45%+19,37713F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT75,536$3.48M0.26%-3,68113F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC68,548$3.16M0.4%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…66,508$3.06M0.01%+27,00013F-HRTimeline
Etesian Wealth Advisors, Inc.66,412$3.06M1.32%+26,77913F-HRTimeline
B. Riley Wealth Advisors, Inc.63,436$2.92M0.09%new13F-HRTimeline
Pinion Investment Advisors, LLC60,222$2.77M0.61%new13F-HRTimeline
Krilogy Financial LLC59,763$2.75M0.18%new13F-HRTimeline
Patriot Financial Group Insurance Agenc…59,000$2.72M0.36%+11,05613F-HRTimeline
OMNI 360 Wealth, Inc.57,771$2.66M1.78%+8,40713F-HR/ATimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…57,198$2.64M0.01%+39,06713F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC56,819$2.62M0.08%+413F-HRTimeline
Narus Financial Partners, LLC53,672$2.47M0.84%-7,36113F-HRTimeline
PEOPLES BANK /OH53,476$2.46M1.62%+3,55313F-HRTimeline
Financial Advocates Investment Manageme…53,371$2.46M0.17%+36,65513F-HRTimeline
Gallacher Capital Management LLC51,335$2.36M1.15%-1,80913F-HRTimeline
Janney Capital Management LLC49,675$2.29M0.16%+79713F-HRTimeline
SAGE RHINO CAPITAL LLC48,415$2.23M0.52%+71913F-HRTimeline
Arkadios Wealth Advisors47,815$2.2M0.08%new13F-HRTimeline
Greenwich Wealth Management LLC47,784$2.2M0.17%+27,15113F-HRTimeline
EPG Wealth Management LLC47,746$2.2M0.61%+46,44613F-HRTimeline
Modera Wealth Management, LLC47,657$2.2M0.03%+10,72713F-HRTimeline
Fiduciary Alliance LLC47,618$2.19M0.22%+67813F-HRTimeline
First Citizens Financial Corp46,171$2.13M1.2%+1,65613F-HRTimeline
Beckerman Institutional, LLC45,944$2.12M1.53%+4,10713F-HRTimeline
Centurion Wealth Management LLC45,533$2.08M0.65%013F-HRTimeline
Integrated Wealth Concepts LLC43,188$1.99M0.02%+3,03813F-HRTimeline
Herold Advisors, Inc.41,753$1.92M0.42%-70313F-HRTimeline
5T Wealth, LLC41,035$1.89M1.08%-813F-HRTimeline
Triad Wealth Partners, LLC39,883$1.84M0.57%+13,77513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC39,870$1.84M0.01%+4,89613F-HRTimelineGroup
Altus Wealth Management, LLC39,782$1.83M0.86%+1,82813F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…39,074$1.8M1.31%-36,01513F-HRTimelineGroup
Kovack Advisors, Inc.37,080$1.71M0.18%new13F-HRTimeline
HBW ADVISORY SERVICES LLC36,924$1.7M0.24%-4,88613F-HRTimeline
Sigma Planning Corp36,857$1.7M0.05%-2,23913F-HRTimeline
LPL Financial LLC36,232$1.67M<0.01%-19,27013F-HRTimeline
&PARTNERS35,832$1.66M0.02%+31,13913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC35,857$1.65M0.05%+4,36313F-HRTimelineGroup
Vienna Asset Management LLC35,462$1.63M1.29%-5,70113F-HRTimeline
MassMutual Private Wealth & Trust, FSB34,761$1.6M0.05%+4,83113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP34,625$1.59M<0.01%new13F-HR/ATimelineGroup
Orion Porfolio Solutions, LLC33,417$1.54M0.02%new13F-HRTimeline
Orion Portfolio Solutions, LLC33,417$1.54M0.02%new13F-HR/ATimeline
Regal Investment Advisors LLC31,805$1.47M0.12%+17,49813F-HRTimeline
Investor's Fiduciary Advisor Network, L…31,537$1.45M0.68%new13F-HRTimeline
Legacy Edge Advisors, LLC31,106$1.43M0.22%+5,90813F-HRTimeline
HUB Investment Partners, LLC30,369$1.4M0.06%-11,11113F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC29,839$1.37M0.94%+2,12913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC29,211$1.35M<0.01%-7,41813F-HRTimelineGroup
MADDEN SECURITIES Corp29,183$1.34M0.52%+1,53513F-HRTimeline
Addison Capital Co28,383$1.31M0.51%+11,27313F-HRTimeline
PFG Advisors27,943$1.29M0.07%+19,36013F-HRTimeline
DAVENPORT & Co LLC27,216$1.25M0.01%+10,48913F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …26,069$1.2M0.02%+7,77513F-HRTimelineGroup
Cooper Financial Group25,749$1.19M0.16%+3,14713F-HRTimeline
Element Wealth, LLC25,288$1.16M0.62%+6,59613F-HRTimeline
PFG Investments, LLC25,066$1.15M0.07%+2,11813F-HRTimeline
Transce3nd, LLC24,877$1.15M0.51%+2,40513F-HRTimeline
PDS Planning, Inc24,220$1.12M0.09%+8,59413F-HRTimeline
Indie Asset Partners, LLC24,179$1.11M0.97%-3,90613F-HRTimeline
Rockingstone Advisors LLC23,605$1.09M0.49%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.23,566$1.09M0.01%+16,38613F-HRTimeline
Bridgewealth Advisory Group, LLC23,442$1.08M1.42%-101,46313F-HRTimeline
COMERICA BANK23,269$1.07M<0.01%+16,79413F-HRTimeline
Montecito Bank & Trust23,099$1.06M0.19%+6,57013F-HRTimeline
Triumph Capital Management22,467$1.04M0.34%-17113F-HRTimeline
World Investment Advisors21,552$993K0.03%+4,00013F-HRTimeline
John W. Brooker & Co., CPAs20,903$963K0.4%+19513F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC20,881$962K0.06%-1,17913F-HRTimeline
COMMONS CAPITAL, LLC20,864$961K0.88%new13F-HRTimeline
Sanctuary Advisors, LLC20,606$949K0.01%+8,81113F-HRTimeline
Dynamic Advisor Solutions LLC20,198$931K0.03%+8,25113F-HRTimeline
HARBOUR INVESTMENTS, INC.20,059$924K0.03%+57913F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT19,329$890K0.11%new13F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC18,858$869K0.1%new13F-HRTimelineGroup
Wayfinding Financial, LLC17,862$822K0.36%+3,88213F-HRTimeline
Resolute Wealth Strategies, LLC17,836$822K0.46%+5,79013F-HRTimeline
Cresset Asset Management, LLC17,727$817K<0.01%+9013F-HRTimeline
Nautilus Advisors LLC17,381$801K0.66%-72913F-HRTimeline
Waterfront Wealth Inc.17,014$784K0.19%+2,86713F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…16,980$782K0.07%+1,72913F-HRTimeline
Menard Financial Group LLC17,098$782K0.51%-22713F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC16,526$761K0.69%new13F-HRTimeline
Financial Futures Ltd Liability Co.16,371$754K0.43%-12,87613F-HRTimeline
Accurate Wealth Management, LLC16,519$745K0.14%new13F-HRTimeline
William Mack & Associates, Inc.16,092$741K0.63%+6,23113F-HRTimeline
Brookwood Investment Group LLC15,899$732K0.13%13F-HRTimeline
NAPATREE CAPITAL LLC15,854$730K0.41%new13F-HRTimeline
KINTRA WEALTH, LLC15,478$713K0.48%new13F-HRTimeline
NorthRock Partners, LLC14,856$684K0.02%+12,52513F-HRTimeline
Peterson Wealth Advisors, LLC15,018$682K0.13%new13F-HRTimeline
Axis Wealth Partners, LLC14,751$680K0.5%+3,26413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…14,587$672K0.01%+1,21013F-HRTimelineGroup
HighTower Advisors, LLC14,441$665K<0.01%+1,73713F-HRTimeline
Convergence Financial, LLC13,429$619K0.12%+1,49513F-HRTimeline
Opes Wealth Management LLC13,370$616K0.12%+3,39013F-HRTimeline
Farther Finance Advisors, LLC13,269$609K0.02%-1,88613F-HRTimeline
LaFleur & Godfrey LLC12,900$594K0.08%-2113F-HRTimeline
Delta Investment Management, LLC12,729$586K0.12%-3,51113F-HRTimeline