J.P. Morgan Exchange-Traded Fund Trust - JPIE

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$4.187B

QoQ value delta ($000)

+$758.6M (+22.13%)

Implied price effect (QoQ)

-0.31%

Total shares

90,508,031

QoQ shares delta

+16,625,759 (+22.5%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Early Q1 2026 data: only 2 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
JPMORGAN CHASE & CO	357,882	7,731,323	0.02%
MORGAN STANLEY	314,310	6,790,024	0.02%
Sequoia Financial Advisors, LLC	258,861	5,592,163	1.44%
WELLS FARGO & COMPANY/MN	174,009	3,759,117	0.03%
Savant Capital, LLC	163,518	3,532,480	0.93%
BANK OF AMERICA CORP /DE/	143,653	3,103,338	0.01%
Heritage Financial Services, LLC	131,862	2,848,628	11.01%
ENVESTNET ASSET MANAGEMENT INC	117,644	2,541,476	0.03%
Waverly Advisors, LLC	105,364	2,276,189	0.85%
ROYAL BANK OF CANADA	100,199	2,164,598	0.02%
OSAIC HOLDINGS, INC.	68,541	1,480,357	0.1%
RAYMOND JAMES FINANCIAL INC	68,005	1,469,124	0.02%
Rockefeller Capital Management L.P.	52,399	1,131,981	0.09%
Janney Montgomery Scott LLC	51,338	1,109,045	0.12%
Syntegra Private Wealth Group, LLC	50,084	1,081,981	4.6%
CARY STREET PARTNERS FINANCIAL LLC	49,228	1,063,485	1.22%
Williams Financial, LLC	48,775	1,053,702	28.22%
Enclave Advisors LLC	43,395	937,379	6.15%
D'Orazio & Associates, Inc.	43,217	933,629	5.52%
Hilton Capital Management, LLC	42,941	927,662	3.23%
Wagner Wealth Management, LLC	40,460	874,075	8.6%
TRUIST FINANCIAL CORP	38,689	835,817	0.05%
Diversified Enterprises, LLC	35,169	759,765	2.09%
LPL Financial LLC	30,211	652,659	0.01%
Capital Advisors Wealth Management, LLC	30,029	648,730	4.09%