J P MORGAN EXCHANGE TRADED F

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JPIE·46641Q159·US·ETF·Unknown - Unknown

JPIE (J P MORGAN EXCHANGE TRADED F) is held by 75 institutional investors as of Q2 2026. Largest holders: CHARLES SCHWAB INVESTMENT MANAGEMENT INC ($616.1M), JPMORGAN CHASE & CO ($381.4M), MORGAN STANLEY ($336.6M). Net institutional sentiment: Bullish.

75

Holders

(12 Elite)

$3.5B

Total Value

74% (72)

Consensus

53 buying - 19 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)63

Insider (Form 4)59

Activist (13D/13G)76

Congressional (STOCK Act)31

Holder Quality

23

★★★★★

Elite

23

★★★★

Strong

31

★★★

Solid

69

★★

Below

56

★

Weak

Held by 75 funds

12 elite

Who's Trading

Source dates: Price Aug 27, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for JPIE.

Top Holders

Top Holders (75)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Increased	13.4M(+54.1%)	$616.1M	0.1%	+1.55%	44
JPMORGAN CHASE & CO	Increased	8.3M(+23.5%)	$381.4M	0.0%	+5.16%	38
MORGAN STANLEY	Increased	7.3M(+2.4%)	$336.6M	0.0%	+6.17%	32
Sequoia Financial Advisors, LLC	Increased	7.1M(+11.7%)	$328.4M	1.6%	+5.84%	55
WELLS FARGO & COMPANY/MN	Increased	6.3M(+8.7%)	$289.4M	0.0%	+3.24%	34
Savant Capital, LLC	Decreased	6.2M(-3.4%)	$286.2M	0.8%	+6.02%	0
BANK OF AMERICA CORP /DE/	Increased	4.1M(+14.3%)	$190.3M	0.0%	+5.70%	35
WAWaverly Advisors, LLC	Increased	2.7M(+7.1%)	$122.9M	0.7%	+7.13%	46
ENVESTNET ASSET MANAGEMENT INC	Increased	2.6M(+1.2%)	$121.3M	0.0%	+6.33%	30
LPL Financial LLC	Increased	2.1M(+187.2%)	$95.4M	0.0%	+2.09%	48
RAYMOND JAMES FINANCIAL INC	Increased	2M(+16.0%)	$92.7M	0.0%	+4.46%	34
ROYAL BANK OF CANADA	Decreased	1.9M(-17.2%)	$87.2M	0.0%	+7.38%	0
OSAIC HOLDINGS, INC.	Increased	1.7M(+5.0%)	$79.5M	0.1%	+8.55%	31
Rockefeller Capital Management L.P.	Increased	966,943(+9.3%)	$44.5M	0.1%	+2.54%	32
TRUIST FINANCIAL CORP	Increased	879,721(+8.6%)	$40.5M	0.0%	+5.46%	32
Cetera Investment Advisers	Increased	810,798(+10.5%)	$37.3M	0.0%	+5.09%	32
JONES FINANCIAL COMPANIES LLLP	Increased	610,186(+50.9%)	$28.1M	0.0%	+2.51%	40
D.A. DAVIDSON & CO.	Increased	582,072(+5.5%)	$26.8M	0.1%	+4.13%	36
STIFEL FINANCIAL CORP	Increased	574,844(+3.4%)	$26.5M	0.0%	+5.74%	30
NewEdge Wealth, LLC	Decreased	495,830(-12.6%)	$22.8M	0.2%	+7.86%	0

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JPIEJ P MORGAN EXCHANGE TRADED F

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer