Who Owns J P MORGAN EXCHANGE TRADED F (JPIE)? -- Institutional Holders (2026-06-30)
503 institutions reported holding $6.55B of J P MORGAN EXCHANGE TRADED F (JPIE) in SEC 13F filings for 2026-06-30. Largest institutional holders: CHARLES SCHWAB INVESTMENT MANAGEMENT INC ($616.1M), Sixth Street Partners Management Company, L.P. ($616.1M), JPMORGAN CHASE & CO ($381.4M), MORGAN STANLEY ($336.6M), Sequoia Financial Advisors, LLC ($328.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $616.1M | 13.4M | Added |
| 2 | Sixth Street Partners Management Company, L.P. | $616.1M | 13.4M | New |
| 3 | JPMORGAN CHASE & CO | $381.4M | 8.3M | Added |
| 4 | MORGAN STANLEY | $336.6M | 7.3M | Added |
| 5 | Sequoia Financial Advisors, LLC | $328.4M | 7.1M | Added |
| 6 | WELLS FARGO & COMPANY/MN | $289.4M | 6.3M | Added |
| 7 | Savant Capital, LLC | $286.2M | 6.2M | Trimmed |
| 8 | BANK OF AMERICA CORP /DE/ | $190.3M | 4.1M | Added |
| 9 | Waverly Advisors, LLC | $122.9M | 2.7M | Added |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $121.3M | 2.6M | Added |
| 11 | LPL Financial LLC | $95.4M | 2.1M | Added |
| 12 | RAYMOND JAMES FINANCIAL INC | $92.7M | 2.0M | Added |
| 13 | Royal Bank of Canada | $87.2M | 1.9M | Trimmed |
| 14 | OSAIC HOLDINGS, INC. | $79.5M | 1.7M | Added |
| 15 | Syntegra Private Wealth Group, LLC | $76.5M | 1.7M | Added |
| 16 | Southern Financial Group, LLC | $65.0M | 1.4M | Added |
| 17 | CARY STREET PARTNERS FINANCIAL LLC | $56.4M | 1.2M | Added |
| 18 | Hilton Capital Management, LLC | $54.5M | 1.2M | Added |
| 19 | Janney Montgomery Scott LLC | $52.2M | 1.1M | Added |
| 20 | Williams Financial, LLC | $51.6M | 1.1M | Added |
| 21 | Wagner Wealth Management, LLC | $47.6M | 1.0M | Added |
| 22 | D'Orazio & Associates, Inc. | $45.7M | 991,357 | Added |
| 23 | Rockefeller Capital Management L.P. | $44.5M | 966,943 | Added |
| 24 | Enclave Advisors LLC | $44.2M | 960,511 | Added |
| 25 | TRUIST FINANCIAL CORP | $40.5M | 879,721 | Added |
Source: SEC Form 13F filings · as of 2026-06-30