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JPIEJPIE
11 quarters

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

Waverly Advisors, LLC holds 2.7M shares of JPIE (J P MORGAN EXCHANGE TRADED F), worth $122.9M as of 2026-Q2. The position was increased (+7.1% shares). JPIE represents 0.7% of Waverly Advisors, LLC's portfolio.

Current Value

$122.9M

Current Shares

2.7M

Total Value Change

+$120.3M

Total Shares Change

+2.6M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2.7M
+7.1%
$122.9M0.7%$45.62
46
2026-Q1
Increased
2.5M
+9.5%
$114.8M0.9%$45.02
46
2025-Q4
Increased
2.3M
+8.1%
$105.4M0.9%$44.83
46
2025-Q3
Increased
2.1M
+19.9%
$97.7M1.0%$44.11
50
2025-Q2
Increased
1.8M
+31.2%
$81.4M0.9%$43.40
53
2025-Q1
Increased
1.3M
+35.7%
$61.7M0.8%$42.56
54
2024-Q4
Increased
987,428
+147.5%
$45M0.7%$41.75
66
2024-Q3
Increased
398,975
+17.2%
$18.5M0.3%$41.62
39
2024-Q2
Increased
340,477
+32.1%
$15.5M0.3%$40.16
43
2024-Q1
Increased
257,650
+364.6%
$11.7M0.3%$39.63
54
2023-Q4
New
55,457
-
$2.5M0.1%$39.26
36

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

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