Position history for Waverly Advisors, LLC's holdings in J P MORGAN EXCHANGE TRADED F
Waverly Advisors, LLC holds 2.3M shares of JPIE (J P MORGAN EXCHANGE TRADED F), worth $105.4M as of 2025-Q4. The position was increased (++8.1% shares). JPIE represents 0.9% of Waverly Advisors, LLC's portfolio.
Current Value
$105.4M
Current Shares
2.3M
Total Value Change
+$89.9M
Total Shares Change
+1.9M
Other major holders of JPIE: JPMORGAN CHASE & CO, MORGAN STANLEY, Sequoia Financial Advisors, LLC
Increased |
| 2.3M |
+8.1% |
| $105.4M |
| 0.9% |
| $46.10 |
46 |
| 2025-Q3 | Increased | 2.1M | +19.9% | $97.7M | 1.0% | $45.37 | 50 |
| 2025-Q2 | Increased | 1.8M | +31.2% | $81.4M | 0.9% | $44.56 | 53 |
| 2025-Q1 | Increased | 1.3M | +35.7% | $61.7M | 0.8% | $43.72 | 54 |
| 2024-Q4 | Increased | 987,428 | +147.5% | $45M | 0.7% | $42.89 | 66 |
| 2024-Q3 | Increased | 398,975 | +17.2% | $18.5M | 0.3% | $42.78 | 39 |
| 2024-Q2 | Increased | 340,477 | +32.1% | $15.5M | 0.3% | $41.29 | 43 |