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Disclosery

JPIE J P MORGAN EXCHANGE TRADED F

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ETF (fund)

412 managers (415 13F filers) reported a position in JPIE shares at 2025-12-31, 92,219,863 shares in all. 50 filers opened a position and 19 filers sold out during the quarter.

Managers
412
13F filers
415
New
50
Added
235
Reduced
77
Sold out
19
Shares held by filers
92,219,863

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 & CO7,731,323$358M0.02%+301,89713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY6,790,024$314M0.02%+1,393,85713F-HR/ATimelineGroup
Sequoia Financial Advisors, LLC5,592,163$259M1.45%+982,59313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,759,117$174M0.03%+1,181,82813F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC3,532,480$164M0.93%+7,63613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,103,338$144M0.01%+922,52913F-HRTimelineGroup
Heritage Financial Services, LLC2,848,628$132M11.01%+543,24613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,733,224$127M+165,081Timeline
Waverly Advisors, LLC2,276,189$105M0.85%+170,11113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,164,598$100M0.02%+44,62513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,480,357$68.5M0.1%-434,76113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,469,124$68M0.02%+584,80813F-HRTimelineGroup
Southern Financial Group, LLC1,307,737$60.5M17.33%13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,131,981$52.4M0.09%+1,068,41013F-HR/ATimelineGroup
Janney Montgomery Scott LLC1,109,045$51.3M0.12%-93,52113F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding1,107,082$51.2M-23,852Timeline
Syntegra Private Wealth Group, LLC1,081,981$50.1M4.6%+36,64113F-HRTimeline
Williams Financial, LLC1,053,702$48.8M28.22%+597,59513F-HRTimeline
Enclave Advisors LLC937,379$43.4M6.15%+64,47713F-HRTimeline
D'Orazio & Associates, Inc.933,629$43.2M5.52%+31,68713F-HRTimeline
Hilton Capital Management, LLC927,662$42.9M3.23%+26,06813F-HRTimeline
Wagner Wealth Management, LLC874,075$40.5M8.6%+82,79913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP835,817$38.7M0.05%+80,07713F-HRTimelineGroup
Diversified Enterprises, LLC759,765$35.2M2.09%+21,27113F-HRTimeline
LPL Financial LLC652,659$30.2M0.01%+177,98113F-HRTimeline
Capital Advisors Wealth Management, LLC648,730$30M4.09%+112,66613F-HRTimeline
Cornerstone Advisory, LLC632,844$29.3M2.79%+35,28613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC576,780$26.7M0.04%+175,37013F-HRTimeline
Visionary Wealth Advisors561,513$26M1.17%+32,01813F-HRTimeline
Scott Capital Advisors, LLC554,452$25.7M5.69%-77913F-HRTimeline
Cetera Investment Advisers551,425$25.5M0.03%+56,00513F-HRTimeline
Lineweaver Wealth Advisors, LLC550,174$25.5M3.47%+20,10713F-HRTimeline
Vestmark Advisory Solutions, Inc.546,067$25.3M0.34%-107,60513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP537,259$24.9M0.02%+36,60213F-HRTimelineGroup
NewEdge Wealth, LLC534,415$24.7M0.28%+3,30313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …532,785$24.7M0.48%+18,76913F-HRTimelineGroup
LODESTAR PRIVATE ASSET MANAGEMENT LLC520,833$24.1M2.42%+95,63013F-HRTimeline
Planned Solutions, Inc.519,501$24M7.78%+21,83313F-HRTimeline
Longview Financial Advisors LLC511,466$23.7M13.05%+36,21313F-HRTimeline
D.A. DAVIDSON & CO.510,423$23.6M0.14%+154,67813F-HRTimeline
TPG Financial Advisors, LLC497,834$23M7.69%+77,35213F-HRTimeline
ELEMENT POINTE ADVISORS, LLC463,201$21.4M4.15%+144,57713F-HRTimeline
NavPoint Financial, Inc.460,776$21.3M9.12%+95,23513F-HRTimeline
Confluence Wealth Services, Inc.458,059$21.2M0.88%+440,07213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…454,774$21.1M0.4%+433,45113F-HRTimelineGroup
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV453,100$21M5.74%+19,20813F-HRTimeline
Vigilare Wealth Management447,971$20.7M6.97%new13F-HRTimeline
Certified Advisory Corp434,639$20.1M1.83%+18,09013F-HRTimeline
Echo Wealth Management, LLC417,704$19.3M11.29%-86,50313F-HRTimeline
NORTHLAND SECURITIES, INC.416,007$19.3M18.46%13F-HRTimeline
Schneider Downs Wealth Management Advis…411,612$19.1M2.15%+46,36113F-HRTimeline
One Capital Management, LLC392,108$18.2M0.55%+115,58513F-HRTimeline
Peterson Wealth Advisors, LLC390,618$18.1M2.41%+308,87613F-HRTimeline
Private Advisor Group, LLC381,213$17.6M0.08%+42,21113F-HRTimeline
KINTRA WEALTH, LLC360,269$16.7M2.33%+321,37913F-HRTimeline
Farther Finance Advisors, LLC359,069$16.6M0.18%+338,62013F-HRTimeline
Greenwich Wealth Management LLC349,395$16.2M0.72%+67,36813F-HRTimeline
Armor Investment Advisors, LLC348,917$16.2M5.94%-98313F-HRTimeline
Geneos Wealth Management Inc.337,607$15.6M0.38%+33,51813F-HRTimeline
Magnus Financial Group LLC335,466$15.5M1.19%+6,86113F-HRTimeline
Merit Financial Group, LLC311,542$14.4M0.12%new13F-HRTimeline
Arkadios Wealth Advisors299,860$13.9M0.28%+48,17313F-HRTimeline
SMITH, MOORE & CO.299,656$13.9M1.05%+6,14713F-HRTimeline
Bernardo Wealth Planning LLC296,491$13.7M2.62%+10,56913F-HRTimeline
Tradition Wealth Management, LLC295,311$13.7M0.98%+30,72013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…287,192$13.3M0.02%+36,48413F-HRTimeline
FMA Wealth Management, LLC272,585$12.6M8.18%+1,28313F-HRTimeline
Cambridge Investment Research Advisors,…270,602$12.5M0.03%+68,66613F-HRTimeline
American Financial Advisors, LLC260,167$12M1.55%+2,88313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP256,004$11.9M0.01%+89,09513F-HRTimelineGroup
Krilogy Financial LLC244,845$11.4M0.39%+87,18913F-HRTimeline
Perigon Wealth Management, LLC243,326$11.3M0.2%+20,30813F-HRTimeline
Legacy Edge Advisors, LLC233,624$10.8M1.18%+148,36113F-HRTimeline
Richard W. Paul & Associates, LLC225,353$10.4M3.46%+17,51613F-HRTimeline
BankPlus Trust Departmentgroup of 2 filers holding216,645$10M+16,908Timeline
Bridgewealth Advisory Group, LLC215,438$9.97M2.2%+82,32713F-HRTimeline
NewEdge Advisors, LLC212,450$9.83M0.04%-11,98913F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC206,988$9.58M0.01%-501,55313F-HRTimeline
Penney Financial, LLC201,316$9.32M3.6%+22,26913F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC200,083$9.26M0.3%-49,02413F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth196,975$9.12M0.01%+69,45613F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…195,162$9.03M<0.01%+34,06113F-HRTimelineGroup
O'ROURKE & COMPANY, Inc194,134$8.99M3.5%+33,15413F-HRTimeline
Royal Harbor Partners, LLC193,138$8.94M2.96%+5,21413F-HRTimeline
Financial Futures Ltd Liability Co.193,076$8.94M4.14%+41,93013F-HRTimeline
S Harris Financial Group, LLC192,336$8.9M8.53%13F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC192,319$8.9M0.23%-37,13213F-HRTimeline
Waterloo Capital, L.P.185,167$8.57M0.62%+4,36313F-HRTimeline
MML INVESTORS SERVICES, LLC184,468$8.54M0.02%+51,19913F-HRTimeline
MATHER GROUP, LLC.179,952$8.33M0.09%-2,23713F-HRTimeline
Andrews Advisory Associates, LLC178,574$8.27M4.39%13F-HRTimeline
McCarthy Asset Management, Inc.178,275$8.25M4.31%new13F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC173,015$8.01M0.47%+17,11613F-HRTimeline
Horizon Investments, LLC172,703$7.99M0.1%+16,44313F-HRTimeline
Financial Management Professionals, Inc.171,463$7.97M0.82%-4,88113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…172,209$7.97M0.01%+124,51013F-HR/ATimelineGroup
Seascape Capital Management171,093$7.92M2.25%-2,75413F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC170,086$7.87M0.14%+83,48413F-HR/ATimeline
HBW ADVISORY SERVICES LLC169,953$7.87M0.85%+35,52213F-HRTimeline
SkyOak Wealth, LLC169,510$7.85M1.41%+13,80013F-HRTimeline
Mutual Advisors, LLC168,155$7.78M0.17%+5,72313F-HRTimeline
CHOREO, LLC164,988$7.68M0.1%+159,44813F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC164,653$7.62M5.08%+62,21313F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…164,527$7.62M0.92%13F-HRTimeline
MorganRosel Wealth Management, LLC159,795$7.4M1.85%+12,05413F-HRTimeline
Etesian Wealth Advisors, Inc.149,014$6.9M2.16%+19813F-HRTimeline
Blue Chip Partners, LLC147,064$6.81M0.49%+2,11013F-HRTimeline
Pinion Investment Advisors, LLC146,481$6.78M1.65%+29,53813F-HRTimeline
LARCH CAPITAL PARTNERS LLC140,799$6.55M0.9%13F-HRTimeline
Lionsbridge Wealth Management LLC140,568$6.51M6.58%+56013F-HRTimeline
LifeGoal Investments, LLC135,702$6.3M4.2%+29,27513F-HRTimeline
Nordwand Advisors, LLC131,443$6.08M1.06%013F-HRTimeline
EPG Wealth Management LLC126,586$5.86M1.58%+11,57713F-HRTimeline
DAVENPORT & Co LLC123,320$5.71M0.03%+13,75013F-HRTimeline
OPTIMA CAPITAL LLC121,715$5.66M2.45%-7,01613F-HRTimeline
Asset Advisory Group, Inc.122,134$5.65M2.82%13F-HRTimeline
Sovran Advisors, LLC119,439$5.54M0.47%+69,94413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC118,360$5.48M0.02%+8,48913F-HRTimelineGroup
Creative Planningin group Creative Planning118,234$5.47M<0.01%+5,94713F-HRTimelineGroup
KELLY FINANCIAL GROUP LLC117,567$5.47M1.39%+5,45613F-HRTimeline
Kingsview Wealth Management, LLC117,613$5.44M0.08%+16,99213F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC116,809$5.41M0.26%+10,46313F-HRTimeline
Focus Financial Network, Inc.114,736$5.34M0.19%+13,89013F-HRTimeline
Red Mountain Financial, LLC114,732$5.31M5.21%+4,01613F-HRTimeline
Continuum Advisory, LLC108,526$5.02M0.5%+8,24713F-HRTimeline
Savvy Advisors, Inc.108,017$5M0.16%+3,22613F-HRTimeline
Orion Porfolio Solutions, LLC107,448$4.97M0.04%-93413F-HRTimeline
Cauble & Harre Wealth Management, Inc.102,590$4.77M4%13F-HRTimeline
KICKSTAND VENTURES, LLC.102,669$4.75M1%+1,26413F-HRTimeline
Marmo Financial Group, LLC101,639$4.7M2.23%+1,60113F-HRTimeline
Fiduciary Alliance LLC101,048$4.68M0.31%+10,76313F-HRTimeline
Evolution Wealth Advisors, LLC100,326$4.64M0.47%-73013F-HRTimeline
HARBOUR INVESTMENTS, INC.95,025$4.4M0.09%+19,34513F-HRTimeline
Advisory Services Network, LLC93,940$4.35M0.06%+6,07713F-HRTimeline
Keystone Financial Services, LLC93,174$4.31M2.94%+2,18313F-HRTimeline
Paladin Advisory Group, LLC93,087$4.31M3.15%+6,38113F-HRTimeline
Syverson Strege & Co89,698$4.15M0.98%-2,12913F-HRTimeline
Ethos Financial Group, LLC86,838$4.04M0.3%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.86,034$3.98M0.01%-35013F-HRTimelineGroup
Miller Global Investments, LLC86,020$3.98M3.6%13F-HRTimeline
Colter Lewis Investment Partners LLC83,221$3.87M4.48%13F-HRTimeline
Invst, LLC82,868$3.84M0.42%+5,90213F-HRTimeline
MGO ONE SEVEN LLC82,394$3.81M0.08%+61,00713F-HRTimeline
Summit Financial, LLC81,671$3.8M0.06%+30213F-HRTimeline
RFG Advisory, LLC80,744$3.74M0.07%+10,95813F-HRTimeline
Chesley Taft & Associates LLC79,920$3.7M0.15%+16,84813F-HRTimeline
Mariner, LLCin group Mariner, LLC79,572$3.68M<0.01%+15,57113F-HRTimelineGroup
Peck Wealth Management, LLC78,433$3.63M3.43%+13,76813F-HRTimeline
OMNI 360 Wealth, Inc.76,627$3.55M1.82%+7,98913F-HRTimeline
Financial Partners Group, Inc76,315$3.55M0.41%new13F-HRTimeline
HTG Investment Advisors, Inc.76,630$3.55M1.09%+34,79713F-HRTimeline
VICUS CAPITAL76,295$3.53M0.26%+4,41913F-HRTimeline
Future Financial Wealth Managment LLC76,073$3.52M2.37%+7,64413F-HRTimeline
BNB Wealth Management, LLC75,291$3.49M2.25%13F-HRTimeline
Triad Wealth Partners, LLC75,055$3.47M0.33%+15,82013F-HRTimeline
FOREFRONT WEALTH MANAGEMENT INC.73,147$3.39M2.43%+2,77913F-HRTimeline
Beacon Bank & Trust73,029$3.38M0.69%new13F-HRTimeline
Montecito Bank & Trust70,473$3.26M0.52%+10,96013F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…70,232$3.25M0.21%-2,01113F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…69,404$3.21M0.38%+2,42313F-HRTimeline
Strategies Wealth Advisors, LLC68,546$3.17M0.32%-1,97313F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT64,485$2.99M0.19%-14113F-HRTimeline
Addison Capital Co63,589$2.94M0.74%+16,58413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC61,782$2.86M0.03%-113F-HRTimelineGroup
PFG Investments, LLC61,430$2.84M0.13%+3,54613F-HRTimeline
Centurion Wealth Management LLC60,669$2.81M0.62%+4,82213F-HRTimeline
Beckerman Institutional, LLC60,124$2.78M1.56%+6,13513F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC59,103$2.75M0.54%+9,08213F-HRTimeline
First Citizens Financial Corp59,318$2.75M1.36%+5,80213F-HRTimeline
Emissary Wealth LLC57,578$2.67M2.24%13F-HRTimeline
MN Wealth Advisors, LLC57,314$2.65M1.34%-11,19013F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC57,004$2.64M0.47%+7,25713F-HRTimeline
Citizens National Bank Trust Department56,615$2.62M0.45%+35,02713F-HRTimeline
Janney Capital Management LLC56,562$2.62M0.16%+2,84613F-HRTimeline
Narus Financial Partners, LLC55,127$2.55M0.7%-37813F-HRTimeline
Altus Wealth Management, LLC52,094$2.41M1.04%+11,14213F-HRTimeline
Kovack Advisors, Inc.51,478$2.38M0.11%+8,40013F-HR/ATimeline
Opal Wealth Advisors, LLC51,115$2.37M0.62%-15513F-HRTimeline
Castle Rock Wealth Management, LLC50,039$2.32M0.5%new13F-HRTimeline
Gallacher Capital Management LLC49,463$2.29M0.89%+69713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\49,228$2.28M<0.01%+37,07813F-HRTimelineGroup
PFG Advisors48,745$2.26M0.11%+7,72013F-HRTimeline
SAGE RHINO CAPITAL LLC48,392$2.24M0.42%+1,09413F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC47,948$2.22M0.28%new13F-HRTimeline
Regal Investment Advisors LLC47,761$2.21M0.13%+6,47213F-HRTimeline
CWM, LLCin group CWM, LLC47,387$2.19M0.01%-2,61213F-HRTimelineGroup
SHEETS SMITH WEALTH MANAGEMENT46,882$2.17M0.24%+7,85913F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…45,603$2.11M0.25%-2,91613F-HRTimeline
&PARTNERS45,293$2.1M0.01%+14,18613F-HRTimeline
Cooper Financial Group45,023$2.08M0.22%+7,02813F-HRTimeline
Composition Wealth, LLC44,225$2.05M0.03%-1,95913F-HRTimeline
World Investment Advisors43,777$2.03M0.03%+4,63913F-HR/ATimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC43,589$2.02M<0.01%-72,70613F-HRTimelineGroup
Benchmark Financial, LLC43,010$1.99M1.98%13F-HRTimeline
PDS Planning, Inc42,558$1.97M0.13%+5,16313F-HRTimeline
Modera Wealth Management, LLC41,975$1.94M0.02%-4,77613F-HRTimeline
Investor's Fiduciary Advisor Network, L…41,274$1.91M0.41%+2,37513F-HRTimeline
Nolet Wealth Management, LLC41,239$1.91M1.06%13F-HR/ATimeline
5T Wealth, LLC41,238$1.91M0.76%-2,44213F-HRTimeline
Sanctuary Advisors, LLC40,922$1.89M0.01%-49513F-HRTimeline