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Disclosery

JPIE J P MORGAN EXCHANGE TRADED F

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ETF (fund)

Filings received so far for Q3 2026: 49 13F filers report a position in JPIE shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Syntegra Private Wealth Group, LLC2,127,337$95.5M7.34%+465,31213F-HRTimeline
Leverty Financial Group, LLC977,616$43.9M8%+753,29213F-HRTimeline
Capital Advisors Wealth Management, LLC949,910$42.6M4.81%+237,16713F-HRTimeline
Scott Capital Advisors, LLC627,371$28.1M4.04%+29,56013F-HRTimeline
Lineweaver Wealth Advisors, LLC555,932$25M2.89%+18,54613F-HRTimeline
Apella Capital, LLC524,647$23.5M0.3%new13F-HRTimeline
Peterson Wealth Advisors, LLC442,990$19.9M2.31%+28,35613F-HRTimeline
Pearl Planning LLC418,492$18.8M7.79%+27,13613F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.405,276$18.2M2.96%new13F-HRTimeline
Farther Finance Advisors, LLC364,915$16.4M0.12%+35,75213F-HRTimeline
FAGAN ASSOCIATES, INC.297,025$13.3M1.55%+24,86513F-HRTimeline
Cadent Capital Advisors, LLC266,483$12M2.56%new13F-HRTimeline
Krilogy Financial LLC257,229$11.5M0.31%+8,45513F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC227,521$10.2M6.57%-3,88613F-HRTimeline
Emerald Advisors, LLC226,651$10.2M1.3%+149,46213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…224,108$10.1M0.01%+54,31713F-HRTimeline
Financial Futures Ltd Liability Co.211,785$9.51M3.52%-12,83013F-HRTimeline
BankPlus Wealth Management LLCin group BankPlus Trust Department199,189$8.94M3.91%-6,38913F-HRTimelineGroup
MLG Wealth Management DBA Pine Grove Fi…155,582$6.98M0.68%+8,66613F-HRTimeline
Fiduciary Alliance LLC131,852$5.92M0.45%-10,03713F-HRTimeline
Overbrook Management Corp130,215$5.85M0.91%+3,95513F-HRTimeline
Chesley Taft & Associates LLC111,280$5M0.2%+23,39013F-HRTimeline
Miller Global Investments, LLC102,708$4.61M3.72%+8,64513F-HRTimeline
LifeGoal Investments, LLC97,184$4.36M1.33%-21,34513F-HRTimeline
Montecito Bank & Trust95,261$4.28M0.65%+1,00213F-HRTimeline
OMNI 360 Wealth, Inc.94,963$4.26M1.93%+1,80913F-HRTimeline
First Citizens Financial Corp89,498$4.02M1.69%+4,76013F-HRTimeline
Centurion Wealth Management LLC65,238$2.93M0.71%-5,69413F-HRTimeline
Castle Rock Wealth Management, LLC63,730$2.85M0.54%+5,96413F-HRTimeline
Fragasso Financial Advisors Inc57,722$2.59M0.13%new13F-HRTimeline
Altus Wealth Management, LLC56,739$2.55M0.97%+2,89513F-HRTimeline
Dynamic Advisor Solutions LLC50,577$2.27M0.06%+3,40013F-HRTimeline
Cooper Financial Group48,598$2.18M0.17%+2,49013F-HRTimeline
Breakwater Capital Group43,912$1.97M0.23%+30,84813F-HRTimeline
First Heartland Consultants, Inc.37,177$1.67M0.11%+1,23213F-HRTimeline
SALEM INVESTMENT COUNSELORS INC32,411$1.45M0.04%+20,91113F-HRTimeline
Cobblestone Asset Management LLC22,223$998K0.4%+79613F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…17,874$802K0.01%new13F-HRTimelineGroup
M.E. ALLISON & CO., INC.17,640$792K0.44%+1,22713F-HRTimeline
MassMutual Private Wealth & Trust, FSB13,019$584K0.02%-1,98213F-HRTimeline
Shulman DeMeo Asset Management LLC11,579$518K0.1%new13F-HRTimeline
Fermata Advisors, LLC8,124$365K0.07%new13F-HRTimeline
Investment Partners Asset Management, I…8,113$364K0.2%-4513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC6,032$271K<0.01%+1013F-HRTimeline
Lighthouse Wealth Management Inc.5,336$240K0.15%+89813F-HRTimeline
FCG Investment Co4,958$223K0.07%new13F-HRTimeline
GK Wealth Management LLC1,500$67.3K0.04%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC314$14.1K<0.01%+23613F-HRTimeline
CoreCap Advisors, LLC138$6.2K<0.01%-17213F-HRTimeline