Who Owns J P MORGAN EXCHANGE TRADED F (JPIE)? -- Institutional Holders (2026-03-31)
465 institutions reported holding $5.14B of J P MORGAN EXCHANGE TRADED F (JPIE) in SEC 13F filings for 2026-03-31. Largest institutional holders: CHARLES SCHWAB INVESTMENT MANAGEMENT INC ($399.9M), MORGAN STANLEY ($328.7M), JPMORGAN CHASE & CO ($307.7M), Savant Capital, LLC ($296.3M), Sequoia Financial Advisors, LLC ($294.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $399.9M | 8.7M | New |
| 2 | MORGAN STANLEY | $328.7M | 7.1M | Added |
| 3 | JPMORGAN CHASE & CO | $307.7M | 6.7M | Trimmed |
| 4 | Savant Capital, LLC | $296.3M | 6.4M | Added |
| 5 | Sequoia Financial Advisors, LLC | $294.1M | 6.4M | Added |
| 6 | WELLS FARGO & COMPANY/MN | $266.4M | 5.8M | Added |
| 7 | BANK OF AMERICA CORP /DE/ | $166.6M | 3.6M | Added |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $119.9M | 2.6M | Added |
| 9 | Waverly Advisors, LLC | $114.8M | 2.5M | Added |
| 10 | Royal Bank of Canada | $105.4M | 2.3M | Added |
| 11 | RAYMOND JAMES FINANCIAL INC | $80.0M | 1.7M | Added |
| 12 | OSAIC HOLDINGS, INC. | $75.7M | 1.6M | Added |
| 13 | Arkadios Wealth Advisors | $55.4M | 1.2M | Added |
| 14 | CARY STREET PARTNERS FINANCIAL LLC | $52.0M | 1.1M | Added |
| 15 | Syntegra Private Wealth Group, LLC | $50.9M | 1.1M | Added |
| 16 | Williams Financial, LLC | $48.4M | 1.1M | Trimmed |
| 17 | Janney Montgomery Scott LLC | $47.6M | 1.0M | Trimmed |
| 18 | Hilton Capital Management, LLC | $44.7M | 969,267 | Added |
| 19 | D'Orazio & Associates, Inc. | $43.6M | 946,406 | Added |
| 20 | Wagner Wealth Management, LLC | $41.7M | 905,261 | Added |
| 21 | Rockefeller Capital Management L.P. | $40.8M | 885,099 | Trimmed |
| 22 | Enclave Advisors LLC | $40.5M | 878,087 | Trimmed |
| 23 | TRUIST FINANCIAL CORP | $37.3M | 809,994 | Trimmed |
| 24 | Diversified Enterprises, LLC | $36.5M | 793,208 | Added |
| 25 | Cetera Investment Advisers | $33.8M | 733,690 | Added |
Source: SEC Form 13F filings · as of 2026-03-31