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JPIE
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Position history for Waverly Advisors, LLC's holdings in J P MORGAN EXCHANGE TRADED F

Waverly Advisors, LLC holds 2.5M shares of JPIE (J P MORGAN EXCHANGE TRADED F), worth $114.8M as of 2026-Q1. The position was increased (+9.5% shares). JPIE represents 0.9% of Waverly Advisors, LLC's portfolio.

Current Value

$114.8M

Current Shares

2.5M

Total Value Change

+$99.3M

Total Shares Change

+2.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
2.5M
+9.5%
$114.8M0.9%$46.30
46
2025-Q4
Increased
2.3M
+8.1%
$105.4M0.9%$46.10
46
2025-Q3
Increased
2.1M
+19.9%
$97.7M1.0%$45.37
50
2025-Q2
Increased
1.8M
+31.2%
$81.4M0.9%$44.56
53
2025-Q1
Increased
1.3M
+35.7%
$61.7M0.8%$43.72
54
2024-Q4
Increased
987,428
+147.5%
$45M0.7%$42.89
66
2024-Q3
Increased
398,975
+17.2%
$18.5M0.3%$42.78
39
2024-Q2
Increased
340,477
+32.1%
$15.5M0.3%$41.29
43

Other major holders of JPIE: CHARLES SCHWAB INVESTMENT MANAGEMENT INC, JPMORGAN CHASE & CO, MORGAN STANLEY

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