# J P MORGAN EXCHANGE TRADED F (JPIE)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/JPIE/

- Reporting holders: 23
- Reported value: $220.8M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Leverty Financial Group, LLC](https://holderbook.com/funds/1908386-leverty-financial-group-llc/) | $43.9M | 977,616 | 8.0% | 2 |
| [Capital Advisors Wealth Management, LLC](https://holderbook.com/funds/1824700-capital-advisors-wealth-management-llc/) | $42.6M | 949,910 | 4.8% | 19 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $23.5M | 524,647 | 0.3% | 1 |
| [Peterson Wealth Advisors, LLC](https://holderbook.com/funds/1713558-peterson-wealth-advisors-llc/) | $19.9M | 442,990 | 2.3% | 7 |
| [Whitaker-Myers Wealth Managers, LTD.](https://holderbook.com/funds/1973849-whitaker-myers-wealth-managers-ltd/) | $18.2M | 405,276 | 3.0% | 1 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $16.4M | 364,915 | 0.1% | 15 |
| [Cadent Capital Advisors, LLC](https://holderbook.com/funds/1803536-cadent-capital-advisors-llc/) | $12.0M | 266,483 | 2.6% | 1 |
| [WINEBRENNER CAPITAL MANAGEMENT LLC](https://holderbook.com/funds/2047728-winebrenner-capital-management-llc/) | $10.2M | 227,521 | 6.6% | 7 |
| [Overbrook Management Corp](https://holderbook.com/funds/1269786-overbrook-management-corp/) | $5.8M | 130,215 | 0.9% | 2 |
| [Miller Global Investments, LLC](https://holderbook.com/funds/2099097-miller-global-investments-llc/) | $4.6M | 102,708 | 3.7% | 4 |
| [LifeGoal Investments, LLC](https://holderbook.com/funds/2054684-lifegoal-investments-llc/) | $4.4M | 97,184 | 1.3% | 8 |
| [Montecito Bank & Trust](https://holderbook.com/funds/1422508-montecito-bank-trust/) | $4.3M | 95,261 | 0.6% | 7 |
| [First Citizens Financial Corp](https://holderbook.com/funds/1800597-first-citizens-financial-corp/) | $4.0M | 89,498 | 1.7% | 14 |
| [Castle Rock Wealth Management, LLC](https://holderbook.com/funds/1727605-castle-rock-wealth-management-llc/) | $2.9M | 63,730 | 0.5% | 4 |
| [Cooper Financial Group](https://holderbook.com/funds/1751581-cooper-financial-group/) | $2.2M | 48,598 | 0.2% | 15 |
| [Breakwater Capital Group](https://holderbook.com/funds/1964309-breakwater-capital-group/) | $2.0M | 43,912 | 0.2% | 5 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $1.7M | 37,177 | 0.1% | 6 |
| [M.E. ALLISON & CO., INC.](https://holderbook.com/funds/1619532-m-e-allison-co-inc/) | $791.9K | 17,640 | 0.4% | 7 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $584.4K | 13,019 | 0.0% | 19 |
| [Shulman DeMeo Asset Management LLC](https://holderbook.com/funds/1767070-shulman-demeo-asset-management-llc/) | $517.8K | 11,579 | 0.1% | 1 |
| [Investment Partners Asset Management, Inc.](https://holderbook.com/funds/1384416-investment-partners-asset-management-inc/) | $364.2K | 8,113 | 0.2% | 12 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $67.3K | 1,500 | 0.0% | 1 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $6.2K | 138 | 0.0% | 6 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 23 | $220.8M |
| Q2 2026 | 480 | $6.7B |
| Q1 2026 | 441 | $5.4B |
| Q4 2025 | 412 | $4.2B |
| Q3 2025 | 354 | $3.9B |
| Q2 2025 | 338 | $3.0B |
| Q1 2025 | 298 | $2.4B |
| Q4 2024 | 271 | $1.9B |
| Q3 2024 | 230 | $1.9B |
| Q2 2024 | 199 | $1.3B |
| Q1 2024 | 178 | $1.0B |
| Q4 2023 | 166 | $854.9M |