J P MORGAN EXCHANGE TRADED F (JPIE)
Institutional ownership reported to the SEC as of Q2 2026, across 19 quarters.
463
Reporting holders
$6.4B
Reported value
0.0%
Held as options
+39
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $616.1M | 13,379,994 | 0.08% | 2q | +54.2%+$216.4M |
| Sixth Street Partners Management Company, L.P. | $616.1M | 13,379,994 | 0.08% | new | NEW |
| JPMORGAN CHASE & CO | $381.4M | 8,272,672 | 0.02% | 12q | +23.5%+$72.6M |
| MORGAN STANLEY | $336.6M | 7,308,659 | 0.02% | 18q | +2.4%+$8.0M |
| Sequoia Financial Advisors, LLC | $328.4M | 7,131,321 | 1.64% | 9q | +11.7%+$34.4M |
| WELLS FARGO & COMPANY/MN | $289.4M | 6,285,301 | 0.05% | 10q | -45.7%-$243.1M |
| Savant Capital, LLC | $286.2M | 6,215,784 | 0.84% | 12q | -3.4%-$9.9M |
| BANK OF AMERICA CORP /DE/ | $190.3M | 4,132,207 | 0.01% | 14q | +14.3%+$23.7M |
| Waverly Advisors, LLC | $122.9M | 2,667,808 | 0.71% | 11q | +7.1%+$8.1M |
| ENVESTNET ASSET MANAGEMENT INC | $121.3M | 2,634,836 | 0.03% | 17q | +1.2%+$1.5M |
| LPL Financial LLC | $95.4M | 2,071,878 | 0.02% | 9q | +187.2%+$62.2M |
| RAYMOND JAMES FINANCIAL INC | $92.7M | 2,013,557 | 0.03% | 7q | +16.0%+$12.8M |
| ROYAL BANK OF CANADA | $87.2M | 1,894,283 | 0.01% | 10q | -17.2%-$18.1M |
| OSAIC HOLDINGS, INC. | $79.5M | 1,726,054 | 0.09% | 17q | +5.0%+$3.8M |
| Syntegra Private Wealth Group, LLC | $76.5M | 1,662,025 | 5.93% | 15q | +50.6%+$25.7M |
| Southern Financial Group, LLC | $65.0M | 1,410,454 | 16.58% | new | FIRST |
| CARY STREET PARTNERS FINANCIAL LLC | $56.4M | 1,225,072 | 1.23% | 7q | +8.6%+$4.5M |
| Hilton Capital Management, LLC | $54.5M | 1,183,795 | 3.71% | 5q | +22.1%+$9.9M |
| Williams Financial, LLC | $51.6M | 1,120,305 | 26.66% | 6q | +6.6%+$3.2M |
| Wagner Wealth Management, LLC | $47.6M | 1,034,574 | 8.81% | 16q | +14.3%+$6.0M |
| D'Orazio & Associates, Inc. | $45.7M | 991,357 | 5.28% | 13q | +4.7%+$2.1M |
| Rockefeller Capital Management L.P. | $44.5M | 966,943 | 0.07% | 11q | +9.2%+$3.8M |
| Enclave Advisors LLC | $44.2M | 960,511 | 5.60% | 8q | +9.4%+$3.8M |
| TRUIST FINANCIAL CORP | $40.5M | 879,721 | 0.05% | 13q | +8.6%+$3.2M |
| KINTRA WEALTH, LLC | $39.0M | 848,974 | 2.04% | 6q | +47.1%+$12.5M |
| Cornerstone Advisory, LLC | $38.2M | 829,529 | 3.17% | 15q | +20.5%+$6.5M |
| Diversified Enterprises, LLC | $37.9M | 822,163 | 1.83% | 8q | +3.7%+$1.3M |
| Cetera Investment Advisers | $37.3M | 810,798 | 0.03% | 10q | +10.5%+$3.6M |
| Confluence Wealth Services, Inc. | $34.1M | 740,802 | 0.98% | 8q | +33.3%+$8.5M |
| Capital Advisors Wealth Management, LLC | $32.8M | 712,743 | 3.85% | 18q | +8.5%+$2.6M |
| Merit Financial Group, LLC | $31.3M | 679,984 | 0.10% | 3q | +108.6%+$16.3M |
| Legacy Edge Advisors, LLC | $31.1M | 675,481 | 1.69% | 10q | +52.0%+$10.6M |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | $29.6M | 642,277 | 2.56% | 15q | +6.8%+$1.9M |
| Wealthcare Advisory Partners LLC | $29.0M | 630,709 | 0.55% | 15q | +6.0%+$1.6M |
| JONES FINANCIAL COMPANIES LLLP | $28.1M | 610,186 | 0.01% | 6q | +50.9%+$9.5M |
| Scott Capital Advisors, LLC | $27.5M | 597,811 | 4.31% | 14q | +4.5%+$1.2M |
| Armor Investment Advisors, LLC | $27.2M | 589,846 | 8.71% | 16q | +8.6%+$2.2M |
| D.A. DAVIDSON & CO. | $26.8M | 582,072 | 0.15% | 14q | +5.5%+$1.4M |
| STIFEL FINANCIAL CORP | $26.5M | 574,844 | 0.02% | 10q | +3.4%+$869.1K |
| Longview Financial Advisors LLC | $26.3M | 571,553 | 13.01% | 7q | +9.9%+$2.4M |
| Resonant Capital Advisors, LLC | $25.9M | 562,989 | 1.24% | 2q | +3.8%+$949.6K |
| GREAT VALLEY ADVISOR GROUP, INC. | $25.3M | 549,852 | 0.40% | 5q | +14.0%+$3.1M |
| Planned Solutions, Inc. | $25.1M | 544,008 | 7.18% | 15q | +2.1%+$503.7K |
| Lineweaver Wealth Advisors, LLC | $24.7M | 537,386 | 2.93% | 7q | -8.1%-$2.2M |
| Schneider Downs Wealth Management Advisors, LP | $24.6M | 533,150 | 2.31% | 13q | +12.7%+$2.8M |
| TPG Financial Advisors, LLC | $24.3M | 526,755 | 7.24% | 15q | +1.4%+$339.3K |
| NavPoint Financial, Inc. | $23.9M | 519,341 | 8.86% | 8q | +4.1%+$941.3K |
| Certified Advisory Corp | $23.9M | 517,962 | 1.92% | 13q | +9.6%+$2.1M |
| Visionary Wealth Advisors | $23.2M | 503,272 | 0.92% | 15q | -0.8%-$178.5K |
| MEANS INVESTMENT CO., INC. | $23.1M | 501,929 | 1.75% | new | NEW |
| Apollon Wealth Management, LLC | $23.0M | 498,556 | 0.28% | 6q | +19.9%+$3.8M |
| NewEdge Wealth, LLC | $22.8M | 495,830 | 0.23% | 8q | -12.6%-$3.3M |
| True North Advisors, LLC | $22.5M | 488,499 | 2.15% | 2q | -6.0%-$1.4M |
| ELEMENT POINTE ADVISORS, LLC | $22.3M | 485,022 | 3.60% | 4q | +2.6%+$558.2K |
| BEAM WEALTH ADVISORS, INC. | $22.3M | 483,418 | 2.60% | 2q | +177.9%+$14.3M |
| Echo Wealth Management, LLC | $21.5M | 466,277 | 10.96% | 11q | +5.6%+$1.1M |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | $21.5M | 466,095 | 5.44% | 12q | +1.0%+$216.3K |
| Vestmark Advisory Solutions, Inc. | $20.8M | 451,814 | 0.20% | 18q | +4.1%+$825.6K |
| JANE STREET GROUP, LLC | $20.8M | 450,787 | 0.00% | new | NEW |
| Perigon Wealth Management, LLC | $20.6M | 447,195 | 0.32% | 11q | +72.6%+$8.7M |
| One Capital Management, LLC | $20.0M | 435,070 | 0.56% | 5q | HELD |
| Peterson Wealth Advisors, LLC | $19.1M | 414,634 | 2.26% | 6q | +2.1%+$388.4K |
| HBW ADVISORY SERVICES LLC | $18.8M | 408,821 | 1.70% | 11q | HELD |
| HighTower Advisors, LLC | $18.5M | 401,901 | 0.02% | 11q | +13.6%+$2.2M |
| COMMONWEALTH EQUITY SERVICES, LLC | $18.3M | 397,952 | 0.02% | 16q | -37.5%-$11.0M |
| NORTHLAND SECURITIES, INC. | $18.3M | 397,103 | 10.65% | 3q | -2.5%-$471.4K |
| Kestra Advisory Services, LLC | $18.1M | 392,373 | 0.06% | 12q | +25.1%+$3.6M |
| Pearl Planning LLC | $18.0M | 391,356 | 8.29% | 2q | +9.3%+$1.5M |
| Integrated Wealth Concepts LLC | $17.5M | 379,655 | 0.09% | 2q | +5.8%+$962.5K |
| Magnus Financial Group LLC | $17.2M | 372,965 | 1.21% | 15q | +4.2%+$687.1K |
| Bernardo Wealth Planning LLC | $17.1M | 371,857 | 2.93% | 15q | +20.5%+$2.9M |
| ELEVATION POINT WEALTH PARTNERS, LLC | $17.0M | 369,273 | 0.31% | 11q | +1.1%+$188.3K |
| Tradition Wealth Management, LLC | $16.4M | 355,491 | 1.00% | 18q | +8.9%+$1.3M |
| Pinion Investment Advisors, LLC | $16.1M | 349,358 | 3.05% | 6q | +32.7%+$4.0M |
| PLANNING DIRECTIONS INC | $15.4M | 334,845 | 7.14% | 2q | +45.6%+$4.8M |
| Farther Finance Advisors, LLC | $15.2M | 329,163 | 0.12% | 14q | +24.7%+$3.0M |
| Clear Trail Advisors, LLC | $15.2M | 329,004 | 2.31% | 2q | +10.5%+$1.4M |
| SMITH, MOORE & CO. | $14.8M | 321,603 | 0.96% | 13q | +4.6%+$649.6K |
| HARBOR ADVISORY CORP /MA/ | $14.2M | 309,388 | 3.81% | 2q | +17.8%+$2.2M |
| PNC Financial Services Group, Inc. | $14.1M | 306,182 | 0.01% | 9q | +22.1%+$2.6M |
| Arkadios Wealth Advisors | $13.9M | 302,038 | 0.21% | 6q | -74.9%-$41.5M |
| O'ROURKE & COMPANY, Inc | $13.2M | 286,947 | 4.61% | 8q | +18.8%+$2.1M |
| American Financial Advisors, LLC | $13.2M | 286,634 | 1.59% | 5q | +9.7%+$1.2M |
| FMA Wealth Management, LLC | $12.5M | 272,348 | 8.03% | 11q | -1.1%-$137.8K |
| FAGAN ASSOCIATES, INC. | $12.5M | 272,160 | 1.54% | 4q | +10.5%+$1.2M |
| NewEdge Advisors, LLC | $12.3M | 267,010 | 0.04% | 13q | HELD |
| Bridgewealth Advisory Group, LLC | $12.2M | 265,243 | 2.31% | 11q | +7.9%+$891.8K |
| Krilogy Financial LLC | $11.5M | 248,774 | 0.34% | 6q | -3.4%-$399.3K |
| Richard W. Paul & Associates, LLC | $11.4M | 247,862 | 3.49% | 13q | +5.6%+$603.7K |
| Andrews Advisory Associates, LLC | $10.7M | 233,186 | 5.16% | 3q | +6.0%+$609.6K |
| WINEBRENNER CAPITAL MANAGEMENT LLC | $10.7M | 231,407 | 6.49% | 6q | +4.8%+$488.8K |
| Geneos Wealth Management Inc. | $10.6M | 229,432 | 0.22% | 10q | -29.3%-$4.4M |
| Financial Futures Ltd Liability Co. | $10.3M | 224,615 | 3.94% | 10q | +6.4%+$621.1K |
| Leverty Financial Group, LLC | $10.3M | 224,324 | 2.01% | new | NEW |
| MML INVESTORS SERVICES, LLC | $10.3M | 222,697 | 0.02% | 16q | +31.2%+$2.4M |
| S Harris Financial Group, LLC | $10.1M | 219,612 | 7.84% | 3q | +8.5%+$794.8K |
| Beacon Bank & Trust | $9.8M | 213,860 | 0.94% | 3q | +125.2%+$5.5M |
| Penney Financial, LLC | $9.8M | 211,958 | 3.41% | 8q | +1.6%+$154.7K |
| Mutual Advisors, LLC | $9.7M | 210,670 | 0.18% | 8q | +23.2%+$1.8M |
| MGO ONE SEVEN LLC | $9.6M | 208,086 | 0.16% | 8q | +14.4%+$1.2M |
Showing the largest 100 of 478 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 463 | $6.4B | 139,938,402 | 61 | 243 | 99 | 0.0% |
| Q1 2026 | 424 | $5.3B | 115,062,319 | 67 | 240 | 77 | 0.0% |
| Q4 2025 | 392 | $4.1B | 88,517,209 | 45 | 220 | 65 | 0.0% |
| Q3 2025 | 340 | $3.8B | 81,726,314 | 44 | 209 | 53 | 0.0% |
| Q2 2025 | 323 | $2.9B | 63,027,223 | 61 | 158 | 71 | 0.0% |
| Q1 2025 | 279 | $2.3B | 49,419,782 | 43 | 150 | 54 | 0.0% |
| Q4 2024 | 259 | $1.9B | 40,637,281 | 31 | 127 | 47 | 0.0% |
| Q3 2024 | 217 | $1.8B | 38,379,705 | 37 | 113 | 32 | 0.0% |
| Q2 2024 | 186 | $1.2B | 26,395,605 | 31 | 92 | 39 | 0.0% |
| Q1 2024 | 166 | $974.1M | 21,382,643 | 30 | 89 | 30 | 0.0% |
| Q4 2023 | 151 | $803.4M | 17,617,280 | 31 | 72 | 27 | 0.0% |
| Q3 2023 | 122 | $457.7M | 10,309,714 | 26 | 64 | 13 | 0.0% |
| Q2 2023 | 99 | $383.4M | 8,482,723 | 28 | 51 | 13 | 0.0% |
| Q1 2023 | 77 | $274.0M | 5,985,510 | 22 | 37 | 11 | 0.0% |
| Q4 2022 | 58 | $215.0M | 4,705,580 | 26 | 19 | 3 | 1.2% |
| Q3 2022 | 37 | $123.5M | 2,748,739 | 13 | 15 | 6 | 1.4% |
| Q2 2022 | 31 | $121.2M | 2,608,036 | 14 | 10 | 3 | 1.3% |
| Q1 2022 | 19 | $127.4M | 2,653,802 | 11 | 4 | 2 | 0.0% |
| Q4 2021 | 8 | $109.8M | 2,187,336 | 7 | 0 | 0 | 0.0% |