J P MORGAN EXCHANGE TRADED F (JPIE)
Institutional ownership reported to the SEC as of Q3 2026, across 20 quarters.
23
Reporting holders
$220.8M
Reported value
0.0%
Calls
0.0%
Puts
-457
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Leverty Financial Group, LLC | $43.9M | 977,616 | 8.00% | 2q | +335.8%+$33.8M |
| Capital Advisors Wealth Management, LLC | $42.6M | 949,910 | 4.80% | 19q | +33.3%+$10.6M |
| Apella Capital, LLC | $23.5M | 524,647 | 0.30% | new | NEW |
| Peterson Wealth Advisors, LLC | $19.9M | 442,990 | 2.31% | 7q | +6.8%+$1.3M |
| Whitaker-Myers Wealth Managers, LTD. | $18.2M | 405,276 | 2.96% | new | NEW |
| Farther Finance Advisors, LLC | $16.4M | 364,915 | 0.12% | 15q | +10.9%+$1.6M |
| Cadent Capital Advisors, LLC | $12.0M | 266,483 | 2.56% | new | NEW |
| WINEBRENNER CAPITAL MANAGEMENT LLC | $10.2M | 227,521 | 6.57% | 7q | -1.7%-$174.4K |
| Overbrook Management Corp | $5.8M | 130,215 | 0.91% | 2q | +3.1%+$177.5K |
| Miller Global Investments, LLC | $4.6M | 102,708 | 3.72% | 4q | +9.2%+$388.1K |
| LifeGoal Investments, LLC | $4.4M | 97,184 | 1.33% | 8q | -18.0%-$958.2K |
| Montecito Bank & Trust | $4.3M | 95,261 | 0.65% | 7q | +1.1%+$45.0K |
| First Citizens Financial Corp | $4.0M | 89,498 | 1.69% | 14q | +5.6%+$213.7K |
| Castle Rock Wealth Management, LLC | $2.9M | 63,730 | 0.54% | 4q | +10.3%+$267.1K |
| Cooper Financial Group | $2.2M | 48,598 | 0.17% | 15q | +5.4%+$111.8K |
| Breakwater Capital Group | $2.0M | 43,912 | 0.23% | 5q | +236.1%+$1.4M |
| First Heartland Consultants, Inc. | $1.7M | 37,177 | 0.11% | 6q | +3.4%+$55.3K |
| M.E. ALLISON & CO., INC. | $791.9K | 17,640 | 0.44% | 7q | +7.5%+$55.1K |
| MassMutual Private Wealth & Trust, FSB | $584.4K | 13,019 | 0.02% | 19q | -13.2%-$89.0K |
| Shulman DeMeo Asset Management LLC | $517.8K | 11,579 | 0.10% | new | NEW |
| Investment Partners Asset Management, Inc. | $364.2K | 8,113 | 0.20% | 12q | -0.6%-$2.0K |
| GK Wealth Management LLC | $67.3K | 1,500 | 0.04% | new | NEW |
| CoreCap Advisors, LLC | $6.2K | 138 | 0.00% | 6q | -55.5%-$7.7K |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 23 | $220.8M | 4,919,630 | 5 | 13 | 5 | 0.0% |
| Q2 2026 | 480 | $6.7B | 146,142,963 | 62 | 254 | 103 | 0.0% |
| Q1 2026 | 441 | $5.4B | 117,790,748 | 68 | 248 | 81 | 0.0% |
| Q4 2025 | 412 | $4.2B | 90,752,493 | 51 | 226 | 70 | 0.0% |
| Q3 2025 | 354 | $3.9B | 84,198,328 | 46 | 218 | 55 | 0.0% |
| Q2 2025 | 338 | $3.0B | 65,460,919 | 61 | 166 | 77 | 0.0% |
| Q1 2025 | 298 | $2.4B | 51,914,559 | 49 | 161 | 56 | 0.0% |
| Q4 2024 | 271 | $1.9B | 42,125,555 | 33 | 131 | 52 | 0.0% |
| Q3 2024 | 230 | $1.9B | 40,243,943 | 38 | 120 | 36 | 0.0% |
| Q2 2024 | 199 | $1.3B | 27,966,941 | 33 | 99 | 42 | 0.0% |
| Q1 2024 | 178 | $1.0B | 22,571,617 | 30 | 96 | 33 | 0.0% |
| Q4 2023 | 166 | $854.9M | 18,746,216 | 35 | 79 | 29 | 0.0% |
| Q3 2023 | 133 | $492.5M | 11,093,100 | 27 | 74 | 13 | 0.0% |
| Q2 2023 | 109 | $410.9M | 9,090,830 | 31 | 57 | 14 | 0.0% |
| Q1 2023 | 84 | $294.6M | 6,436,800 | 22 | 41 | 13 | 0.0% |
| Q4 2022 | 67 | $235.3M | 5,156,462 | 28 | 22 | 7 | 1.1% |
| 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% |