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 69 institutional investors as of Q1 2026. Largest holders: CHARLES SCHWAB INVESTMENT MANAGEMENT INC ($399.9M), MORGAN STANLEY ($328.7M), JPMORGAN CHASE & CO ($307.7M). Net institutional sentiment: Bullish.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (69)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	New	8.7M	$399.9M	0.1%	-0.93%	43
MORGAN STANLEY	Increased	7.1M(+5.1%)	$328.7M	0.0%	+3.29%	33
JPMORGAN CHASE & CO	Decreased	6.7M(-13.4%)	$307.7M	0.0%	+5.22%	0
Savant Capital, LLC	Increased	6.4M(+82.1%)	$296.3M	1.4%	+3.00%	75
Sequoia Financial Advisors, LLC	Increased	6.4M(+14.2%)	$294.1M	1.6%	+3.42%	55
WELLS FARGO & COMPANY/MN	Increased	5.8M(+53.8%)	$266.4M	0.1%	+0.50%	43
BANK OF AMERICA CORP /DE/	Increased	3.6M(+16.5%)	$166.6M	0.0%	+3.44%	35
ENVESTNET ASSET MANAGEMENT INC	Increased	2.6M(+2.4%)	$119.9M	0.0%	+3.40%	31
WAWaverly Advisors, LLC	Increased	2.5M(+9.5%)	$114.8M	0.9%	+4.58%	46
ROYAL BANK OF CANADA	Increased	2.3M(+5.7%)	$105.4M	0.0%	+5.87%	32
RAYMOND JAMES FINANCIAL INC	Increased	1.7M(+18.1%)	$80M	0.0%	+2.10%	35
OSAIC HOLDINGS, INC.	Increased	1.6M(+11.0%)	$75.7M	0.1%	+5.93%	39
Rockefeller Capital Management L.P.	Decreased	885,099(-21.8%)	$40.8M	0.1%	-0.16%	0
TRUIST FINANCIAL CORP	Decreased	809,994(-3.1%)	$37.3M	0.1%	+2.88%	0
Cetera Investment Advisers	Increased	733,690(+33.0%)	$33.8M	0.0%	+2.59%	37
LPL Financial LLC	Increased	721,310(+10.5%)	$33.2M	0.0%	+1.90%	32
COMMONWEALTH EQUITY SERVICES, LLC	Increased	637,188(+10.5%)	$29.4M	0.0%	+4.19%	32
NewEdge Wealth, LLC	Increased	567,053(+6.1%)	$26.1M	0.3%	+4.83%	36
STIFEL FINANCIAL CORP	Increased	555,971(+3.5%)	$25.6M	0.0%	+2.97%	30
D.A. DAVIDSON & CO.	Increased	551,927(+8.1%)	$25.4M	0.2%	+1.33%	37

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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer