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JPIEJPIE
Showing 8 of 10 quarters

Position history for NewEdge Wealth, LLCNewEdge Wealth, LLC's holdings in J P MORGAN EXCHANGE TRADED F

Yes. Newedge Group holds 495,830 shares of JPIE, worth $22.8M, as of its Q2 2026 13F filing. It reduced the position by 71,223 shares (-12.6%) from Q1 2026. Newedge Group has held JPIE since Q3 2024, across 8 quarterly 13F filings. JPIE is 0.2% of Newedge Group's reported 13F portfolio.

Current Value

$22.8M

Current Shares

495,830

Total Value Change

+$8.8M

Total Shares Change

+193,670

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
495,830
-12.6%
$22.8M0.2%$45.62
0
2026-Q1
Increased
567,053
+6.1%
$26.1M0.3%$45.02
36
2025-Q4
Increased
534,415
+0.6%
$24.7M0.3%$44.83
34
2025-Q3
Increased
531,112
+3.7%
$24.5M0.4%$44.11
35
2025-Q2
Increased
512,098
+71.0%
$23.7M0.4%$43.40
51
2025-Q1
Decreased
299,453
-2.7%
$13.8M0.2%$42.56
0
2024-Q4
Increased
307,759
+1.9%
$14M0.2%$41.75
34
2024-Q3
New
302,160
-
$14M0.3%$41.62
46

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

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