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Disclosery

JPIE J P MORGAN EXCHANGE TRADED F

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ETF (fund)

353 managers (356 13F filers) reported a position in JPIE shares at 2025-09-30, 76,849,692 shares in all. 45 filers opened a position and 22 filers sold out during the quarter.

Managers
353
13F filers
356
New
45
Added
224
Reduced
60
Sold out
22
Shares held by filers
76,849,692

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 & CO7,429,426$345M0.02%+578,80013F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY5,396,167$250M0.02%+1,590,62913F-HR/ATimelineGroup
Sequoia Financial Advisors, LLC4,609,570$214M1.3%+1,914,05313F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC3,524,844$164M0.99%+327,20113F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,577,289$120M0.02%+1,591,77113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,568,143$119M+871,643Timeline
Heritage Financial Services, LLC2,305,382$107M9.62%+99,55813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,180,809$101M0.01%+16,15913F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,119,973$98.4M0.02%+133,53713F-HRTimelineGroup
Waverly Advisors, LLC2,106,078$97.7M0.98%+348,77613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,915,118$89.1M0.12%+93,06213F-HRTimelineGroup
Janney Montgomery Scott LLC1,202,566$55.8M0.13%+147,20713F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding1,130,934$52.5M+95,999Timeline
Syntegra Private Wealth Group, LLC1,045,340$48.5M4.57%+49,28213F-HRTimeline
D'Orazio & Associates, Inc.901,942$41.9M5.53%+50,92013F-HRTimeline
Hilton Capital Management, LLC901,594$41.8M3.39%-49,12313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC884,316$41M0.01%+173,40713F-HRTimelineGroup
Enclave Advisors LLC872,902$40.5M6.19%+41,00713F-HRTimeline
Wagner Wealth Management, LLC791,276$36.7M8.52%+134,93513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP755,740$35.1M0.05%+387,82113F-HRTimelineGroup
Diversified Enterprises, LLC738,494$34.3M2.31%+23,30413F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC708,541$32.9M0.04%-39,88913F-HRTimeline
Vestmark Advisory Solutions, Inc.653,672$30.3M0.58%-442,44813F-HRTimeline
Cornerstone Advisory, LLC597,558$27.7M2.72%+35,12213F-HRTimeline
Scott Capital Advisors, LLC555,231$25.7M5.81%+161,61513F-HRTimeline
Capital Advisors Wealth Management, LLC536,064$24.9M3.55%+18,90713F-HRTimeline
Lineweaver Wealth Advisors, LLC530,067$24.6M3.6%+27,37213F-HRTimeline
Visionary Wealth Advisors529,495$24.6M1.15%+115,47413F-HRTimeline
NewEdge Wealth, LLC531,112$24.5M0.35%+19,01413F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …514,016$23.9M0.5%+31,13913F-HRTimelineGroup
Echo Wealth Management, LLC504,207$23.4M13.66%+14,22813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP500,657$23.2M0.02%+63,14513F-HRTimelineGroup
Planned Solutions, Inc.497,668$23.1M8.01%+24,12913F-HRTimeline
Cetera Investment Advisers495,420$23M0.03%+89,54313F-HRTimeline
Longview Financial Advisors LLC475,253$22.1M12.71%+20,30613F-HRTimeline
LPL Financial LLC474,678$22M0.01%-20,98613F-HRTimeline
Williams Financial, LLC456,107$21.2M21.83%+3,03913F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV433,892$20.1M5.86%+32,74013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC425,203$19.7M2.06%+86,86813F-HRTimeline
TPG Financial Advisors, LLC420,482$19.5M7.27%+15,09513F-HRTimeline
Certified Advisory Corp416,549$19.3M1.84%+74,92413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC401,410$18.6M0.02%+21,08513F-HRTimeline
NavPoint Financial, Inc.365,541$17M8.9%+68,34913F-HRTimeline
Schneider Downs Wealth Management Advis…365,251$17M2.01%+33,12313F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC357,465$16.6M1.16%+47,13413F-HRTimeline
D.A. DAVIDSON & CO.355,745$16.5M0.11%+249,87613F-HRTimeline
Armor Investment Advisors, LLC349,900$16.2M5.15%+189,38913F-HRTimeline
Private Advisor Group, LLC339,002$15.7M0.08%+43,85113F-HRTimeline
Fortress Wealth Management, Inc.337,830$15.7M6.97%-4,02113F-HRTimeline
Magnus Financial Group LLC328,605$15.3M1.21%+8,60113F-HRTimeline
ELEMENT POINTE ADVISORS, LLC318,624$14.8M3.15%new13F-HRTimeline
Geneos Wealth Management Inc.304,089$14.1M0.36%+60,23813F-HRTimeline
Obsidian Personal Planning Solutions LLC298,749$13.9M4.81%+10,96213F-HRTimeline
SMITH, MOORE & CO.293,509$13.6M1.04%+9,35413F-HRTimeline
Bernardo Wealth Planning LLC285,922$13.3M2.6%+66,03913F-HRTimeline
Greenwich Wealth Management LLC282,027$13.1M0.65%+154,59513F-HRTimeline
One Capital Management, LLC276,523$12.8M0.41%+270,52713F-HRTimeline
FMA Wealth Management, LLC271,302$12.6M8.64%+9,04413F-HRTimeline
Tradition Wealth Management, LLC264,591$12.3M0.91%+18,68513F-HRTimeline
American Financial Advisors, LLC257,284$11.9M1.54%+240,44013F-HRTimeline
Arkadios Wealth Advisors251,687$11.7M0.29%+196,75113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…250,708$11.6M0.02%+42,61613F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC249,107$11.6M0.39%+18,30213F-HRTimeline
Integrated Wealth Concepts LLC234,806$10.9M0.1%+190,06913F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC229,451$10.6M0.3%+14,18413F-HRTimeline
NewEdge Advisors, LLC224,439$10.4M0.05%+74,45013F-HRTimeline
Perigon Wealth Management, LLC223,018$10.4M0.21%+47,98613F-HRTimeline
Richard W. Paul & Associates, LLC207,837$9.65M3.29%+8,42913F-HRTimeline
Cambridge Investment Research Advisors,…201,936$9.37M0.03%+86,93213F-HRTimeline
BankPlus Trust Departmentgroup of 2 filers holding199,737$9.27M+19,410Timeline
Royal Harbor Partners, LLC187,924$8.72M2.96%-1,58613F-HRTimeline
MATHER GROUP, LLC.182,189$8.46M0.09%+5,87913F-HRTimeline
Waterloo Capital, L.P.180,804$8.39M0.62%+10,88513F-HRTimeline
Penney Financial, LLC179,047$8.31M3.72%+8,50213F-HRTimeline
Financial Management Professionals, Inc.176,344$8.18M0.85%-5,47913F-HRTimeline
Seascape Capital Management173,847$8.07M2.31%-85613F-HRTimeline
Alpha Advisors, LLC/VA171,127$7.94M5.97%-1,22813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP166,909$7.75M0.01%+87,96513F-HRTimelineGroup
Prospera Financial Services Inc162,482$7.54M0.13%+7,33913F-HRTimeline
Mutual Advisors, LLC162,432$7.54M0.17%+6,82613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…161,101$7.48M<0.01%+10,23313F-HRTimelineGroup
O'ROURKE & COMPANY, Inc160,980$7.47M3.12%+19,34213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC159,189$7.39M<0.01%+147,28513F-HRTimelineGroup
Krilogy Financial LLC157,656$7.28M0.27%+97,31713F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC155,899$7.24M0.49%new13F-HRTimeline
SkyOak Wealth, LLC155,710$7.23M1.36%+6,96913F-HRTimeline
Horizon Investments, LLC156,260$7.18M0.09%new13F-HRTimeline
Financial Futures Ltd Liability Co.151,146$7.01M3.41%+12,99513F-HRTimeline
Etesian Wealth Advisors, Inc.148,816$6.91M2.28%+22,88013F-HRTimeline
MorganRosel Wealth Management, LLC147,741$6.86M1.78%+27,10713F-HRTimeline
Blue Chip Partners, LLC144,954$6.73M0.5%+1,35913F-HRTimeline
Lionsbridge Wealth Management LLC140,008$6.5M6.4%+2,31113F-HRTimeline
HBW ADVISORY SERVICES LLC134,431$6.24M0.7%+23,39013F-HRTimeline
MML INVESTORS SERVICES, LLC133,269$6.19M0.02%-32,36113F-HRTimeline
Bridgewealth Advisory Group, LLC133,111$6.18M1.43%+9,35513F-HRTimeline
Nordwand Advisors, LLC131,443$6.1M0.97%013F-HRTimeline
OPTIMA CAPITAL LLC128,731$5.97M2.9%+19,86513F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding127,519$5.92M+9,327Timeline
TBH Global Asset Management, LLC123,285$5.72M1.12%new13F-HRTimeline
McCarthy & Cox120,387$5.59M1.27%+12,99613F-HRTimeline
Pinion Investment Advisors, LLC116,943$5.43M1.48%+72,97113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC116,295$5.4M<0.01%-9,11913F-HRTimelineGroup
EPG Wealth Management LLC115,009$5.34M1.47%+66,38413F-HRTimeline
Creative Planningin group Creative Planning112,287$5.21M<0.01%+100,10013F-HRTimelineGroup
KELLY FINANCIAL GROUP LLC112,111$5.2M1.38%+9,04713F-HRTimeline
Red Mountain Financial, LLC110,716$5.14M5.22%+1,78913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC109,871$5.1M0.02%+58,45713F-HRTimelineGroup
DAVENPORT & Co LLC109,570$5.09M0.03%+21,35413F-HRTimeline
Orion Porfolio Solutions, LLC108,382$5.03M0.04%+64413F-HRTimeline
LifeGoal Investments, LLC106,427$4.94M4.1%+7,23513F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC106,346$4.94M0.3%+76,86813F-HRTimeline
Savvy Advisors, Inc.104,791$4.86M0.22%-52,76113F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC102,440$4.75M3.42%+33,90813F-HRTimeline
KICKSTAND VENTURES, LLC.101,405$4.71M1.04%+6,74613F-HRTimeline
Evolution Wealth Advisors, LLC101,056$4.69M0.63%-1,41513F-HRTimeline
Focus Financial Network, Inc.100,846$4.68M0.17%+7,00213F-HRTimeline
Kingsview Wealth Management, LLC100,621$4.67M0.07%-201,93213F-HRTimeline
Continuum Advisory, LLC100,279$4.65M0.49%+9,54113F-HRTimeline
Marmo Financial Group, LLC100,038$4.64M2.25%-8,46813F-HRTimeline
Syverson Strege & Co91,827$4.26M1.02%-6,86913F-HRTimeline
Keystone Financial Services, LLC90,991$4.22M2.96%+3,70213F-HRTimeline
Fiduciary Alliance LLC90,285$4.19M0.28%+10,32113F-HRTimeline
Advisory Services Network, LLC87,863$4.08M0.06%+1,38113F-HRTimeline
Paladin Advisory Group, LLC86,706$4.02M3.14%+9,63413F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC86,602$4.02M0.09%+10,95613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.86,384$4.01M0.01%new13F-HRTimelineGroup
Legacy Edge Advisors, LLC85,263$3.96M0.47%+47,52913F-HRTimeline
Peterson Wealth Advisors, LLC81,742$3.78M0.57%+52,39213F-HRTimeline
Summit Financial, LLC81,369$3.78M0.06%new13F-HRTimeline
Invst, LLC76,966$3.57M0.41%+3,79713F-HRTimeline
HARBOUR INVESTMENTS, INC.75,680$3.51M0.08%+56,38713F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…72,243$3.35M0.23%new13F-HRTimelineGroup
VICUS CAPITAL71,876$3.34M0.25%new13F-HRTimeline
Strategies Wealth Advisors, LLC70,519$3.27M0.34%-92713F-HRTimeline
FOREFRONT WEALTH MANAGEMENT INC.70,368$3.27M2.4%+5,68313F-HRTimeline
J.W. COLE ADVISORS, INC.69,833$3.24M0.06%+20,75013F-HRTimeline
RFG Advisory, LLC69,786$3.24M0.07%+6,52613F-HRTimeline
OMNI 360 Wealth, Inc.68,638$3.19M1.79%+6,42813F-HRTimeline
MN Wealth Advisors, LLC68,504$3.18M1.7%+5,68413F-HRTimeline
Future Financial Wealth Managment LLC68,429$3.18M2%+6,42113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Patriot Financial Group Insurance Agenc…66,981$3.11M0.4%+2,11513F-HRTimeline
Peck Wealth Management, LLC64,665$3M2.87%13F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT64,626$3M0.19%-6,37213F-HRTimeline
Mariner, LLCin group Mariner, LLC64,001$2.97M<0.01%+12,42813F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…63,571$2.95M0.01%-17,42213F-HRTimelineGroup
Chesley Taft & Associates LLC63,072$2.93M0.12%+4,97513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC61,783$2.87M0.03%-24713F-HRTimelineGroup
Montecito Bank & Trust59,513$2.76M0.43%13F-HRTimeline
Triad Wealth Partners, LLC59,235$2.75M0.35%+7,18013F-HRTimeline
PFG Investments, LLC57,884$2.69M0.14%+26,30713F-HRTimeline
Centurion Wealth Management LLC55,847$2.59M0.59%+2,31313F-HRTimeline
Narus Financial Partners, LLC55,505$2.58M0.7%+6,49713F-HR/ATimeline
Beckerman Institutional, LLC53,989$2.51M1.47%+3,58513F-HRTimeline
Janney Capital Management LLC53,716$2.49M0.16%+4,33313F-HRTimeline
First Citizens Financial Corp53,516$2.48M1.23%+10,04613F-HRTimeline
Opal Wealth Advisors, LLC51,270$2.38M0.66%+2,83713F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC50,021$2.32M0.49%new13F-HRTimeline
CWM, LLCin group CWM, LLC49,999$2.32M0.01%+40,73013F-HRTimelineGroup
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC49,747$2.31M0.45%+20,08313F-HRTimeline
Sovran Advisors, LLC49,495$2.29M0.2%new13F-HRTimeline
Gallacher Capital Management LLC48,766$2.26M0.89%-32313F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…48,519$2.25M0.27%+28,53113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…47,699$2.21M<0.01%+31,05013F-HRTimelineGroup
SAGE RHINO CAPITAL LLC47,298$2.2M0.42%+1,33813F-HRTimeline
Addison Capital Co47,005$2.18M0.64%+10,00913F-HRTimeline
Modera Wealth Management, LLC46,751$2.17M0.03%-1,35913F-HRTimeline
Composition Wealth, LLC46,184$2.14M0.03%new13F-HRTimeline
PEOPLES BANK /OH46,077$2.14M1.31%-79213F-HRTimeline
5T Wealth, LLC43,680$2.03M0.88%+11,15713F-HRTimeline
Kovack Advisors, Inc.43,078$2M0.19%+8,87413F-HRTimeline
HTG Investment Advisors, Inc.41,833$1.94M0.65%new13F-HRTimeline
Sanctuary Advisors, LLC41,417$1.92M0.01%+27,48313F-HR/ATimeline
Regal Investment Advisors LLC41,289$1.92M0.12%+8,50313F-HRTimeline
PFG Advisors41,025$1.9M0.08%+2,80813F-HRTimeline
Altus Wealth Management, LLC40,952$1.9M0.84%+75113F-HRTimeline
Consolidated Portfolio Review Corp39,922$1.85M0.23%+23,35613F-HRTimeline
World Investment Advisors39,138$1.82M0.04%+20,65213F-HRTimeline
Herold Advisors, Inc.39,040$1.81M0.42%-3,31813F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT39,023$1.81M0.2%+9,04713F-HRTimeline
Investor's Fiduciary Advisor Network, L…38,899$1.8M0.61%-56013F-HRTimeline
KINTRA WEALTH, LLC38,890$1.8M1.02%+8,43113F-HRTimeline
Cooper Financial Group37,995$1.76M0.2%+6,11513F-HRTimeline
PDS Planning, Inc37,395$1.74M0.12%+12,62913F-HRTimeline
Dynamic Advisor Solutions LLC36,299$1.68M0.05%+8,05713F-HRTimeline
Sigma Planning Corp33,942$1.58M0.04%-17,65813F-HRTimeline
Delta Investment Management, LLC32,773$1.52M0.27%+20,00113F-HRTimeline
WealthPlan Investment Management, LLC32,639$1.51M0.1%new13F-HRTimeline
Element Wealth, LLC32,485$1.51M0.66%+2,58213F-HRTimeline
InTrack Investment Management Inc31,353$1.46M0.87%+2,35613F-HRTimeline
&PARTNERS31,107$1.44M0.01%+8,19213F-HRTimeline
CoreCap Advisors, LLC30,985$1.44M0.05%+1,94813F-HRTimeline
WBH ADVISORY INC29,985$1.39M0.11%+7,92813F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …29,460$1.37M0.02%-11213F-HRTimelineGroup
Avantax Planning Partners, Inc.29,432$1.37M0.04%+18513F-HRTimeline
William Mack & Associates, Inc.27,750$1.29M0.69%+4,24213F-HRTimeline
Eaton Financial Holdings Company, LLC27,153$1.26M0.36%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB27,149$1.26M0.03%+7713F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC26,267$1.22M0.11%-2,52913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC26,197$1.22M<0.01%+5,48613F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC25,905$1.2M0.03%-1,64813F-HRTimelineGroup