Skip to content
Disclosery

JPIE J P MORGAN EXCHANGE TRADED F

Follow

ETF (fund)

335 managers (339 13F filers) reported a position in JPIE shares at 2025-06-30, 63,395,248 shares in all. 62 filers opened a position and 19 filers sold out during the quarter.

Managers
335
13F filers
339
New
62
Added
171
Reduced
76
Sold out
19
Shares held by filers
63,395,248

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO6,850,626$317M0.02%+1,783,13413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,805,538$176M0.01%+605,50813F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC3,197,643$148M1.06%+709,76913F-HR/ATimelineGroup
Sequoia Financial Advisors, LLC2,695,517$125M0.86%+536,33513F-HRTimeline
Heritage Financial Services, LLC2,205,824$102M9.83%+23,07913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,164,650$100M0.01%+293,60013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,986,436$92M0.02%+24,69713F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,822,056$84.4M0.15%+212,47113F-HR/ATimelineGroup
Waverly Advisors, LLC1,757,302$81.4M0.89%+417,59313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,696,500$78.6M+759,427Timeline
Vestmark Advisory Solutions, Inc.1,096,120$50.8M0.73%+361,49313F-HRTimeline
Janney Montgomery Scott LLC1,055,359$48.9M0.13%-85,56513F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding1,034,935$47.9M+135,383Timeline
Syntegra Private Wealth Group, LLC996,058$46.1M4.71%+10,96413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN985,518$45.6M0.01%+548,26113F-HRTimelineGroup
Hilton Capital Management, LLC950,717$44M3.51%new13F-HRTimeline
D'Orazio & Associates, Inc.851,022$39.4M5.56%+25,88813F-HRTimeline
Enclave Advisors LLC831,895$38.5M6.22%+20,11413F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC748,430$34.7M0.05%+241,58113F-HRTimeline
Diversified Enterprises, LLC715,190$33.1M2.47%+41,62013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC710,909$32.9M0.01%+123,93513F-HRTimelineGroup
Wagner Wealth Management, LLC656,341$30.4M6.93%+22,58713F-HRTimeline
Cornerstone Advisory, LLC562,436$26.1M2.8%+21,51313F-HRTimeline
Capital Advisors Wealth Management, LLC517,157$24M3.76%+44,01813F-HRTimeline
NewEdge Wealth, LLC512,098$23.7M0.37%+212,64513F-HRTimeline
Lineweaver Wealth Advisors, LLC502,695$23.3M3.68%+34,48113F-HRTimeline
LPL Financial LLC495,664$23M0.01%+459,43213F-HRTimeline
Echo Wealth Management, LLC489,979$22.7M13.91%+15,38413F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …482,877$22.4M0.51%+52,16413F-HRTimelineGroup
Planned Solutions, Inc.473,539$21.9M8.42%-2,46213F-HRTimeline
Longview Financial Advisors LLC454,947$21.1M13.2%+4,23913F-HRTimeline
Williams Financial, LLC453,068$21M22.88%+54,70713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP437,512$20.3M0.02%+309,45113F-HRTimelineGroup
Visionary Wealth Advisors414,021$19.2M0.98%+66,74813F-HRTimeline
Cetera Investment Advisers405,877$18.8M0.03%+183,95713F-HRTimeline
TPG Financial Advisors, LLC405,387$18.8M7.52%-16,64813F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV401,152$18.6M5.94%+5,59413F-HRTimeline
Scott Capital Advisors, LLC393,616$18.1M4.92%+15,92613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC380,325$17.6M0.02%+68,56213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP367,919$17M0.03%+154,14213F-HRTimelineGroup
Fortress Wealth Management, Inc.341,851$15.8M7.64%+22,84613F-HRTimeline
Certified Advisory Corp341,625$15.8M1.64%+14,94513F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC338,335$15.7M1.81%+69,36013F-HRTimeline
Schneider Downs Wealth Management Advis…332,128$15.4M2.3%+94,77113F-HRTimeline
Magnus Financial Group LLC320,004$14.8M1.3%+13,79613F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC310,331$14.4M1.12%-10,80313F-HR/ATimeline
Kingsview Wealth Management, LLC302,553$14M0.24%+56,76013F-HRTimeline
NavPoint Financial, Inc.297,192$13.8M8.32%+82,09313F-HRTimeline
Private Advisor Group, LLC295,151$13.7M0.07%+26,79713F-HRTimeline
Obsidian Personal Planning Solutions LLC287,787$13.3M5.39%+8,82613F-HRTimeline
SMITH, MOORE & CO.284,155$13.2M1.1%-5,77213F-HRTimeline
FMA Wealth Management, LLC262,258$12.1M8.99%+15,00613F-HRTimeline
Tradition Wealth Management, LLC245,906$11.4M0.91%+80,09313F-HRTimeline
Geneos Wealth Management Inc.243,851$11.3M0.28%-35,45813F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC230,805$10.7M0.41%-72,53513F-HRTimeline
Blue Investment Partners LLC222,272$10.3M3.61%+54,84413F-HRTimeline
Bernardo Wealth Planning LLC219,883$10.2M2.21%+11,11313F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC215,267$9.97M0.32%+40,52313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…208,092$9.59M0.02%+21813F-HRTimeline
Richard W. Paul & Associates, LLC199,408$9.24M3.34%+3,59013F-HRTimeline
Royal Harbor Partners, LLC189,510$8.78M3.21%+3,25013F-HRTimeline
Financial Management Professionals, Inc.181,823$8.42M0.95%-9,61813F-HRTimeline
BankPlus Trust Departmentgroup of 2 filers holding180,327$8.35M+9,232Timeline
MATHER GROUP, LLC.176,310$8.17M0.09%-46813F-HRTimeline
Perigon Wealth Management, LLC175,032$8.11M0.19%+18,14713F-HRTimeline
Seascape Capital Management174,703$8.09M2.55%+11,65413F-HRTimeline
Alpha Advisors, LLC/VA172,355$7.98M6.84%+27,10213F-HRTimeline
Penney Financial, LLC170,545$7.9M4.02%+164,03013F-HRTimeline
Waterloo Capital, L.P.169,919$7.87M0.64%-2,18213F-HRTimeline
MML INVESTORS SERVICES, LLC165,630$7.67M0.02%-95613F-HRTimeline
Armor Investment Advisors, LLC160,511$7.43M2.8%+10,96013F-HRTimeline
Savvy Advisors, Inc.157,552$7.3M0.49%new13F-HRTimeline
Prospera Financial Services Inc155,143$7.19M0.13%+1,48713F-HRTimeline
Mutual Advisors, LLC155,606$7.19M0.18%+29,08213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…150,868$6.99M<0.01%+16,33413F-HRTimelineGroup
NewEdge Advisors, LLC149,989$6.95M0.04%+18,29813F-HRTimeline
SkyOak Wealth, LLC148,741$6.89M1.38%-3,11713F-HRTimeline
Blue Chip Partners, LLC143,595$6.65M0.54%-2,80013F-HRTimeline
O'ROURKE & COMPANY, Inc141,638$6.56M3.06%+8,25613F-HRTimeline
Financial Futures Ltd Liability Co.138,151$6.4M3.43%+121,78013F-HRTimeline
Lionsbridge Wealth Management LLC137,697$6.38M6.35%+3,81913F-HRTimeline
Nordwand Advisors, LLC131,443$6.09M0.97%+22013F-HRTimeline
Greenwich Wealth Management LLC127,432$5.9M0.29%+79,64813F-HRTimeline
Etesian Wealth Advisors, Inc.125,936$5.83M2.18%+59,52413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC125,414$5.81M0.01%+96,20313F-HRTimelineGroup
Bridgewealth Advisory Group, LLC123,756$5.73M1.46%+100,31413F-HRTimeline
MorganRosel Wealth Management, LLC120,634$5.59M1.53%+16,72513F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding118,192$5.47M+18,202Timeline
Cambridge Investment Research Advisors,…115,004$5.33M0.02%+48,49613F-HRTimeline
HBW ADVISORY SERVICES LLC111,041$5.14M0.63%+74,11713F-HRTimeline
Red Mountain Financial, LLC108,927$5.05M5.6%+6,82713F-HR/ATimeline
OPTIMA CAPITAL LLC108,866$5.04M2.71%+22,66713F-HRTimeline
Marmo Financial Group, LLC108,506$5.03M2.5%+10713F-HRTimeline
Orion Porfolio Solutions, LLC107,738$4.99M0.04%+74,32113F-HR/ATimeline
McCarthy & Cox107,391$4.97M1.3%new13F-HRTimeline
D.A. DAVIDSON & CO.105,869$4.9M0.03%+16,91513F-HRTimeline
KELLY FINANCIAL GROUP LLC103,064$4.77M1.38%+4,72713F-HRTimeline
Blue Oak Capital, LLC102,554$4.75M2.5%-23,37713F-HRTimeline
Evolution Wealth Advisors, LLC102,471$4.75M0.69%+15,02013F-HRTimeline
Martin Worley Group101,567$4.7M2.3%+22,48313F-HRTimeline
LifeGoal Investments, LLC99,192$4.59M4.37%+1,58713F-HRTimeline
Syverson Strege & Co98,696$4.57M1.08%+6,29913F-HRTimeline
KICKSTAND VENTURES, LLC.94,659$4.38M1.03%+85313F-HRTimeline
Focus Financial Network, Inc.93,844$4.35M0.17%-144,44913F-HRTimeline
Continuum Advisory, LLC90,738$4.2M0.51%+14,40813F-HRTimeline
DAVENPORT & Co LLC88,216$4.09M0.02%+61,00013F-HRTimeline
Keystone Financial Services, LLC87,289$4.04M3.07%+5,35613F-HRTimeline
Advisory Services Network, LLC86,482$4M0.06%+1,24813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…80,993$3.75M0.01%+23,79513F-HR/ATimelineGroup
Fiduciary Alliance LLC79,964$3.7M0.28%+32,34613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP78,944$3.65M<0.01%+44,31913F-HRTimelineGroup
Paladin Advisory Group, LLC77,072$3.57M2.73%-1,04913F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC75,646$3.5M0.08%-26,00813F-HRTimeline
Invst, LLC73,169$3.39M0.42%new13F-HRTimeline
Strategies Wealth Advisors, LLC71,446$3.31M0.36%-10,79613F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT70,998$3.29M0.23%-4,53813F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC68,532$3.17M2.56%+52,00613F-HRTimeline
Patriot Financial Group Insurance Agenc…64,866$3M0.35%+5,86613F-HRTimeline
FOREFRONT WEALTH MANAGEMENT INC.64,685$3M2.4%new13F-HRTimeline
RFG Advisory, LLC63,260$2.93M0.07%new13F-HRTimeline
MN Wealth Advisors, LLC62,820$2.91M1.69%-19,54113F-HRTimeline
OMNI 360 Wealth, Inc.62,210$2.88M1.79%+4,43913F-HR/ATimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC62,030$2.87M0.04%new13F-HRTimelineGroup
Future Financial Wealth Managment LLC62,008$2.87M1.96%new13F-HRTimeline
Krilogy Financial LLC60,339$2.79M0.16%+57613F-HRTimeline
Chesley Taft & Associates LLC58,097$2.69M0.12%new13F-HRTimeline
Arkadios Wealth Advisors54,936$2.54M0.08%+7,12113F-HRTimeline
Centurion Wealth Management LLC53,534$2.48M0.71%+8,00113F-HRTimeline
Triad Wealth Partners, LLC52,055$2.41M0.49%+12,17213F-HRTimeline
Sigma Planning Corp51,600$2.39M0.07%+14,74313F-HRTimeline
Mariner, LLCin group Mariner, LLC51,573$2.39M<0.01%+44,39613F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC51,414$2.38M0.01%+11,54413F-HRTimelineGroup
Financial Advocates Investment Manageme…50,454$2.34M0.19%-2,91713F-HRTimeline
Beckerman Institutional, LLC50,404$2.33M1.55%+4,46013F-HRTimeline
Janney Capital Management LLC49,383$2.29M0.15%-29213F-HRTimeline
Gallacher Capital Management LLC49,089$2.27M1.05%-2,24613F-HRTimeline
J.W. COLE ADVISORS, INC.49,083$2.27M0.05%+44,27313F-HRTimeline
Narus Financial Partners, LLC49,008$2.27M0.71%-4,66413F-HRTimeline
EPG Wealth Management LLC48,625$2.25M0.68%+87913F-HRTimeline
Opal Wealth Advisors, LLC48,433$2.24M0.62%new13F-HRTimeline
Modera Wealth Management, LLC48,110$2.23M0.03%+45313F-HRTimeline
PEOPLES BANK /OH46,869$2.17M1.34%-6,60713F-HRTimeline
SAGE RHINO CAPITAL LLC45,960$2.13M0.45%-2,45513F-HRTimeline
Integrated Wealth Concepts LLC44,737$2.07M0.02%+1,54913F-HRTimeline
Pinion Investment Advisors, LLC43,972$2.04M0.7%-16,25013F-HRTimeline
FIG FINANCIAL ADVISORY SERVICES INC /ADV43,765$2.03M1.35%+34,75513F-HRTimeline
First Citizens Financial Corp43,470$2.01M1.11%-2,70113F-HRTimeline
Vienna Asset Management LLC43,197$2M1.38%+7,73513F-HRTimeline
Herold Advisors, Inc.42,358$1.96M0.41%+60513F-HRTimeline
Altus Wealth Management, LLC40,201$1.86M0.89%+41913F-HRTimeline
Investor's Fiduciary Advisor Network, L…39,459$1.83M0.68%+7,92213F-HRTimeline
PFG Advisors38,217$1.77M0.08%+10,27413F-HRTimeline
Legacy Edge Advisors, LLC37,734$1.75M0.23%+6,62813F-HRTimeline
Addison Capital Co36,996$1.71M0.6%+8,61313F-HRTimeline
Kovack Advisors, Inc.34,204$1.58M0.16%-2,87613F-HRTimeline
Regal Investment Advisors LLC32,786$1.52M0.11%+98113F-HRTimeline
5T Wealth, LLC32,523$1.51M0.77%-8,51213F-HRTimeline
Transce3nd, LLC32,313$1.5M0.63%+7,43613F-HRTimeline
Cooper Financial Group31,880$1.48M0.17%+6,13113F-HRTimeline
PFG Investments, LLC31,577$1.46M0.09%+6,51113F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.31,267$1.45M0.01%+7,70113F-HRTimeline
KINTRA WEALTH, LLC30,459$1.41M0.85%+14,98113F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT29,976$1.39M0.16%+10,64713F-HRTimeline
Element Wealth, LLC29,903$1.39M0.64%+4,61513F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC29,664$1.37M0.31%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …29,572$1.37M0.02%+3,50313F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC29,478$1.37M0.11%+18,73313F-HRTimeline
HUB Investment Partners, LLC29,395$1.36M0.05%-97413F-HRTimeline
Peterson Wealth Advisors, LLC29,350$1.36M0.22%+14,33213F-HRTimeline
Avantax Planning Partners, Inc.29,247$1.35M0.04%new13F-HRTimeline
CoreCap Advisors, LLC29,037$1.34M0.05%new13F-HRTimeline
InTrack Investment Management Inc28,997$1.34M0.9%new13F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC28,796$1.33M0.13%+9,93813F-HRTimelineGroup
Dynamic Advisor Solutions LLC28,242$1.31M0.04%+8,04413F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC27,859$1.29M0.5%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC27,553$1.28M0.03%-8,30413F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB27,072$1.25M0.03%-7,68913F-HRTimeline
Parallel Advisors, LLC26,480$1.23M0.02%new13F-HRTimeline
COMERICA BANK25,415$1.18M<0.01%+2,14613F-HRTimeline
PDS Planning, Inc24,766$1.15M0.09%+54613F-HRTimeline
&PARTNERS22,915$1.12M0.01%-12,91713F-HRTimeline
Rockingstone Advisors LLC23,605$1.09M0.57%013F-HRTimeline
William Mack & Associates, Inc.23,508$1.09M0.69%+7,41613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…22,259$1.03M<0.01%new13F-HRTimelineGroup
WBH ADVISORY INC22,057$1.02M0.09%new13F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.22,033$1.02M0.05%+17,12513F-HRTimelineGroup
Accurate Wealth Management, LLC21,974$1.01M0.15%+5,45513F-HRTimeline
Atria Wealth Solutions, Inc.21,513$996K0.02%-278,45113F-HRTimeline
First Heartland Consultants, Inc.20,985$972K0.09%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC20,711$959K<0.01%new13F-HRTimelineGroup
Investment Planning Advisors, Inc.20,477$948K0.34%-205,69213F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…19,988$926K0.13%new13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC19,794$916K0.06%-1,08713F-HRTimeline
HARBOUR INVESTMENTS, INC.19,293$894K0.02%-76613F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO18,985$879K0.22%13F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC18,967$879K0.45%-10,87213F-HRTimeline
COMMONS CAPITAL, LLC18,838$873K0.67%-2,02613F-HRTimeline
World Investment Advisors18,486$856K0.02%-3,06613F-HRTimeline
WEST MICHIGAN ADVISORS, LLC17,889$829K0.23%+6,19613F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…17,529$812K0.07%+54913F-HRTimeline