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Disclosery

JPIE J P MORGAN EXCHANGE TRADED F

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ETF (fund)

444 managers (450 13F filers) reported a position in JPIE shares at 2026-03-31, 113,675,384 shares in all. 67 filers opened a position and 27 filers sold out during the quarter.

Managers
444
13F filers
450
New
67
Added
263
Reduced
87
Sold out
27
Shares held by filers
113,675,384

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co8,679,689$400M0.06%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY7,134,311$329M0.02%+344,28713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO6,698,452$308M0.02%-1,032,87113F-HR/ATimelineGroup
Savant Capital, LLCin group Savant Capital, LLC6,431,394$296M1.43%+2,898,91413F-HRTimelineGroup
Sequoia Financial Advisors, LLC6,383,524$294M1.65%+791,36113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,782,305$266M0.05%+2,023,18813F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,616,685$167M0.01%+513,34713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,632,658$121M-100,566Timeline
Waverly Advisors, LLC2,491,534$115M0.86%+215,34513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,287,927$105M0.02%+123,32913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,735,652$80M0.02%+266,52813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,643,821$75.7M0.11%+163,46413F-HRTimelineGroup
Southern Financial Group, LLC1,349,253$62.2M17.37%+41,51613F-HRTimeline
Arkadios Wealth Advisors1,203,036$55.4M0.92%+903,17613F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding1,185,339$54.6M+78,257Timeline
Syntegra Private Wealth Group, LLC1,103,819$50.9M4.83%+21,83813F-HRTimeline
Williams Financial, LLC1,051,067$48.4M28.19%-2,63513F-HRTimeline
Janney Montgomery Scott LLC1,034,259$47.6M0.12%-74,78613F-HRTimeline
Hilton Capital Management, LLC969,267$44.7M3.37%+41,60513F-HRTimeline
D'Orazio & Associates, Inc.946,406$43.6M5.65%+12,77713F-HRTimeline
Wagner Wealth Management, LLC905,261$41.7M8.42%+31,18613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…885,099$40.8M0.07%-246,88213F-HRTimelineGroup
Enclave Advisors LLC878,087$40.5M5.77%-59,29213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP809,994$37.3M0.05%-25,82313F-HRTimelineGroup
Diversified Enterprises, LLC793,208$36.5M2%+33,44313F-HRTimeline
Cetera Investment Advisers733,690$33.8M0.04%+182,26513F-HRTimeline
LPL Financial LLC721,310$33.2M0.01%+68,65113F-HRTimeline
Cornerstone Advisory, LLC688,590$31.7M3.01%+55,74613F-HRTimeline
Capital Advisors Wealth Management, LLC656,955$30.3M4.06%+8,22513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC637,188$29.4M0.04%+60,40813F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC601,468$27.7M2.73%+80,63513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …595,211$27.4M0.53%+62,42613F-HRTimelineGroup
Lineweaver Wealth Advisors, LLC584,811$26.9M3.63%+34,63713F-HRTimeline
KINTRA WEALTH, LLC577,197$26.6M1.88%+216,92813F-HRTimeline
Scott Capital Advisors, LLC572,035$26.4M5.34%+17,58313F-HRTimeline
NewEdge Wealth, LLC567,053$26.1M0.31%+32,63813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP555,971$25.6M0.02%+18,71213F-HRTimelineGroup
Confluence Wealth Services, Inc.555,847$25.6M0.99%+97,78813F-HRTimeline
D.A. DAVIDSON & CO.551,927$25.4M0.15%+41,50413F-HRTimeline
Armor Investment Advisors, LLC543,115$25M9.02%+194,19813F-HRTimeline
Resonant Capital Advisors, LLC542,367$25M1.31%new13F-HRTimeline
Planned Solutions, Inc.533,069$24.6M8.11%+13,56813F-HRTimeline
Longview Financial Advisors LLC520,045$24M13.02%+8,57913F-HRTimeline
True North Advisors, LLC519,605$23.9M2.73%new13F-HRTimeline
TPG Financial Advisors, LLC519,386$23.9M7.78%+21,55213F-HRTimeline
Visionary Wealth Advisors507,149$23.4M1.03%-54,36413F-HRTimeline
NavPoint Financial, Inc.498,900$23M9.29%+38,12413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…482,437$22.2M0.4%+27,66313F-HRTimelineGroup
Schneider Downs Wealth Management Advis…473,032$21.8M2.4%+61,42013F-HRTimeline
ELEMENT POINTE ADVISORS, LLC472,900$21.8M4.11%+9,69913F-HRTimeline
Certified Advisory Corp472,470$21.8M1.95%+37,83113F-HRTimeline
Cambridge Investment Research Advisors,…462,969$21.3M0.05%+192,36713F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV461,397$21.3M6.08%+8,29713F-HRTimeline
Legacy Edge Advisors, LLC444,395$20.5M2.15%+210,77113F-HRTimeline
Echo Wealth Management, LLC441,628$20.3M11.71%+23,92413F-HRTimeline
One Capital Management, LLC435,070$20M0.55%+42,96213F-HRTimeline
Vestmark Advisory Solutions, Inc.433,885$20M0.22%-112,18213F-HRTimeline
Private Advisor Group, LLC430,196$19.8M0.09%+48,98313F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC415,690$19.2M0.31%+408,28513F-HRTimelineGroup
HBW ADVISORY SERVICES LLC410,617$18.9M1.99%+240,66413F-HRTimeline
NORTHLAND SECURITIES, INC.407,339$18.8M17.86%-8,66813F-HRTimeline
Peterson Wealth Advisors, LLC406,200$18.7M2.49%+15,58213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP404,369$18.5M0.01%+148,36513F-HRTimelineGroup
Horizon Investments, LLC375,016$17.1M0.19%+202,31313F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC365,184$16.8M0.4%+357,69013F-HRTimeline
Integrated Wealth Concepts LLC358,756$16.5M0.13%new13F-HRTimeline
Pearl Planning LLC358,146$16.5M8.82%new13F-HRTimeline
Magnus Financial Group LLC358,045$16.5M1.34%+22,57913F-HRTimeline
HighTower Advisors, LLC353,899$16.3M0.02%+334,94713F-HRTimeline
Greenwich Wealth Management LLC346,190$15.9M0.65%-3,20513F-HRTimeline
Tradition Wealth Management, LLC326,486$15M1.07%+31,17513F-HRTimeline
Merit Financial Group, LLC325,982$15M0.11%+14,44013F-HRTimeline
Geneos Wealth Management Inc.324,347$14.9M0.35%-13,26013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC313,650$14.4M0.05%+195,29013F-HRTimelineGroup
Bernardo Wealth Planning LLC308,578$14.2M2.78%+12,08713F-HRTimeline
SMITH, MOORE & CO.307,497$14.2M1.03%+7,84113F-HRTimeline
Clear Trail Advisors, LLC297,772$13.7M2.28%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC295,831$13.6M0.11%+271,48413F-HRTimelineGroup
FMA Wealth Management, LLC275,341$12.7M8.44%+2,75613F-HRTimeline
NewEdge Advisors, LLC266,874$12.3M0.04%+54,42413F-HR/ATimeline
Focus Partners Wealthgroup of 2 filers holding264,969$12.2M+67,994Timeline
Pinion Investment Advisors, LLC263,252$12.1M2.83%+116,77113F-HRTimeline
Farther Finance Advisors, LLC263,966$12.1M0.11%-95,10313F-HRTimeline
HARBOR ADVISORY CORP /MA/262,618$12.1M3.64%new13F-HRTimeline
American Financial Advisors, LLC261,282$12M1.61%+1,11513F-HRTimeline
Perigon Wealth Management, LLC259,155$11.9M0.22%+15,82913F-HRTimeline
Krilogy Financial LLC257,446$11.9M0.38%+12,60113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…250,805$11.6M0.01%+55,64313F-HRTimelineGroup
FAGAN ASSOCIATES, INC.246,240$11.3M1.58%+238,46513F-HRTimeline
Bridgewealth Advisory Group, LLC245,878$11.3M2.35%+30,44013F-HRTimeline
BankPlus Trust Departmentgroup of 2 filers holding242,734$11.2M+26,089Timeline
CHOREO, LLC241,843$11.1M0.14%+76,85513F-HRTimeline
O'ROURKE & COMPANY, Inc241,622$11.1M4.41%+47,48813F-HRTimeline
Waterloo Capital, L.P.239,785$11M0.78%+54,61813F-HRTimeline
Richard W. Paul & Associates, LLC234,753$10.8M3.64%+9,40013F-HRTimeline
PLANNING DIRECTIONS INC229,934$10.6M5.36%new13F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC220,793$10.2M6.53%+56,14013F-HRTimeline
Andrews Advisory Associates, LLC219,949$10.1M5.34%+41,37513F-HRTimeline
Financial Futures Ltd Liability Co.211,128$9.73M4.27%+18,05213F-HRTimeline
Penney Financial, LLC208,599$9.61M3.69%+7,28313F-HRTimeline
Royal Harbor Partners, LLC205,000$9.44M3.2%+11,86213F-HRTimeline
S Harris Financial Group, LLC202,352$9.32M8.5%+10,01613F-HRTimeline
OLD MISSION CAPITAL LLC197,058$9.08M0.22%new13F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC195,143$8.99M0.22%+2,82413F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC189,908$8.75M0.49%+16,89313F-HR/ATimeline
N.E.W. Advisory Services LLC188,897$8.7M0.65%+184,02613F-HRTimeline
SkyOak Wealth, LLC188,237$8.67M1.59%+18,72713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…187,823$8.62M0.02%-99,36913F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC186,336$8.58M0.28%+16,25013F-HRTimeline
MATHER GROUP, LLC.183,784$8.47M0.08%+3,83213F-HRTimeline
MGO ONE SEVEN LLC181,869$8.38M0.17%+99,47513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…175,661$8.09M<0.01%+3,45213F-HRTimelineGroup
DAVENPORT & Co LLC174,675$8.05M0.04%+51,35513F-HRTimeline
BEAM WEALTH ADVISORS, INC.173,934$8.01M1.99%new13F-HRTimeline
Seascape Capital Management173,021$7.97M2.3%+1,92813F-HRTimeline
Mutual Advisors, LLC170,941$7.88M0.17%+2,78613F-HRTimeline
MML INVESTORS SERVICES, LLC169,736$7.82M0.02%-14,73213F-HRTimeline
Financial Management Professionals, Inc.168,663$7.77M0.87%-2,80013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC165,677$7.63M0.24%-34,40613F-HRTimeline
VanWeelden Wealth Management, LLC153,545$7.07M5.64%new13F-HRTimeline
Etesian Wealth Advisors, Inc.151,356$6.97M2.22%+2,34213F-HRTimeline
Blue Chip Partners, LLC147,558$6.8M0.49%+49413F-HRTimeline
LARCH CAPITAL PARTNERS LLC145,400$6.7M0.97%+4,60113F-HRTimeline
Lionsbridge Wealth Management LLC143,245$6.6M6.64%+2,67713F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…141,416$6.53M0.76%-23,11113F-HRTimeline
Patriot Financial Group Insurance Agenc…140,990$6.5M0.37%+71,58613F-HRTimeline
Asset Advisory Group, Inc.139,081$6.41M3.22%+16,94713F-HRTimeline
Mariner, LLCin group Mariner, LLC136,128$6.27M0.01%+56,55613F-HRTimelineGroup
EPG Wealth Management LLC133,658$6.16M1.67%+7,07213F-HRTimeline
Fiduciary Alliance LLC131,213$6.06M0.37%+30,16513F-HRTimeline
Jeter Robert S II129,502$5.97M5.94%13F-HRTimeline
OPTIMA CAPITAL LLC128,688$5.93M2.75%+6,97313F-HRTimeline
Sovran Advisors, LLC126,088$5.82M0.46%+6,64913F-HRTimeline
LifeGoal Investments, LLC126,673$5.82M3.33%-9,02913F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC126,169$5.81M0.28%+9,36013F-HRTimeline
Focus Financial Network, Inc.123,906$5.71M0.2%+9,17013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\120,163$5.54M0.01%+70,93513F-HRTimelineGroup
KELLY FINANCIAL GROUP LLC119,351$5.5M1.38%+1,78413F-HRTimeline
Red Mountain Financial, LLC117,666$5.42M5.11%+2,93413F-HRTimeline
Creative Planningin group Creative Planning115,651$5.33M<0.01%-2,58313F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.115,542$5.32M0.08%+20,51713F-HRTimeline
Ethos Financial Group, LLC114,717$5.29M0.39%+27,87913F-HRTimeline
Continuum Advisory, LLC113,246$5.22M0.5%+4,72013F-HRTimeline
Nordwand Advisors, LLC109,943$5.07M0.89%-21,50013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding108,071$4.98M+37,839Timeline
UBS Group AGgroup of 2 filers holding106,883$4.92MnewTimeline
Colter Lewis Investment Partners LLC103,637$4.77M4.49%+20,41613F-HRTimeline
MorganRosel Wealth Management, LLC103,575$4.77M1.88%-56,22013F-HRTimeline
Cauble & Harre Wealth Management, Inc.103,523$4.76M3.79%+93313F-HRTimeline
KICKSTAND VENTURES, LLC.102,735$4.73M1%+6613F-HRTimeline
HTG Investment Advisors, Inc.100,488$4.63M1.32%+23,85813F-HRTimeline
Evolution Wealth Advisors, LLC100,391$4.63M0.47%+6513F-HRTimeline
Marmo Financial Group, LLC100,326$4.62M2.29%-1,31313F-HRTimeline
Summit Financial, LLC97,540$4.49M0.06%+15,86913F-HRTimeline
Hopwood Nicholas Hunter97,053$4.47M1.42%+63,23013F-HRTimeline
Keystone Financial Services, LLC96,394$4.44M2.99%+3,22013F-HRTimeline
Advisory Services Network, LLC96,049$4.42M0.06%+2,10913F-HRTimeline
Beacon Bank & Trust94,974$4.38M0.9%+21,94513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC94,328$4.35M0.04%+32,54613F-HRTimelineGroup
Orion Porfolio Solutions, LLC91,129$4.2M0.04%-16,31913F-HRTimeline
Montecito Bank & Trust91,043$4.19M0.69%+20,57013F-HRTimeline
RFG Advisory, LLC87,710$4.04M0.07%+6,96613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…87,521$4.03M0.01%+56,96113F-HRTimelineGroup
Miller Global Investments, LLC86,812$4M3.67%+79213F-HRTimeline
Invst, LLC86,230$3.97M0.45%+3,36213F-HRTimeline
TBH Global Asset Management, LLC85,998$3.96M0.8%new13F-HRTimeline
OMNI 360 Wealth, Inc.84,812$3.91M2.02%+8,18513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.84,714$3.9M0.01%-1,32013F-HRTimelineGroup
Savvy Advisors, Inc.83,978$3.87M0.1%-24,03913F-HRTimeline
Peck Wealth Management, LLC83,383$3.84M3.85%+4,95013F-HRTimeline
Vigilare Wealth Management82,646$3.81M1.29%-365,32513F-HRTimeline
Chesley Taft & Associates LLC82,549$3.8M0.16%+2,62913F-HRTimeline
Addison Capital Co80,582$3.71M0.66%+16,99313F-HRTimeline
Paladin Advisory Group, LLC80,403$3.7M2.82%-12,68413F-HRTimeline
Citizens National Bank Trust Department79,625$3.67M0.61%+23,01013F-HRTimeline
BNB Wealth Management, LLC78,643$3.62M2.33%+3,35213F-HRTimeline
Financial Partners Group, Inc78,429$3.61M0.43%+2,11413F-HRTimeline
Centurion Wealth Management LLC78,310$3.61M0.81%+17,64113F-HRTimeline
Syverson Strege & Co77,003$3.55M0.85%-12,69513F-HRTimeline
Kingsview Wealth Management, LLC76,373$3.52M0.05%-41,24013F-HRTimeline
First Citizens Financial Corp74,537$3.43M1.62%+15,21913F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT73,791$3.4M0.22%+9,30613F-HRTimeline
Future Financial Wealth Managment LLC73,487$3.4M2.19%-2,58613F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC69,548$3.2M0.33%+21,60013F-HRTimeline
Strategies Wealth Advisors, LLC68,553$3.16M0.32%+713F-HRTimeline
Prospera Financial Services Inc68,475$3.15M0.05%+59,30013F-HRTimeline
Triad Wealth Partners, LLC68,218$3.14M0.25%-6,83713F-HRTimeline
Narus Financial Partners, LLC67,573$3.11M0.82%+12,44613F-HRTimeline
Emissary Wealth LLC64,341$2.96M2.78%+6,76313F-HRTimeline
Everest Financial Group LLC61,307$2.82M0.47%+21,52213F-HRTimeline
Beckerman Institutional, LLC60,635$2.79M1.48%+51113F-HRTimeline
&PARTNERS60,157$2.77M0.01%+14,86413F-HRTimeline
Layline Advisors, LLC59,210$2.73M3.05%13F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC59,131$2.72M0.46%+2,12713F-HRTimeline
PFG Advisors58,798$2.71M0.13%+10,05313F-HRTimeline
Castle Rock Wealth Management, LLC56,429$2.59M0.56%+6,39013F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT55,227$2.54M0.29%+8,34513F-HRTimeline
Altus Wealth Management, LLC54,559$2.51M1.12%+2,46513F-HRTimeline
SAGE RHINO CAPITAL LLC54,248$2.5M0.47%+5,85613F-HRTimeline
Opal Wealth Advisors, LLC53,804$2.48M0.56%+2,68913F-HRTimeline