JPIE — J P Morgan Exchange Traded F Institutional Holders · Q3 2026

Name: Who Owns JPIE? 26 Institutions Hold $221M (Q3 2026)
Creator: ko.io

Who owns J P Morgan Exchange Traded F (JPIE)? 26 institutions reported holding $220.79M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Leverty Financial Group, LLC ($43.9M), Capital Advisors Wealth Management, LLC ($42.6M), Apella Capital, LLC ($23.5M).

Rank	Institution	Value	Shares	Change
1	Leverty Financial Group, LLC	$43.9M	977,616	Added
2	Capital Advisors Wealth Management, LLC	$42.6M	949,910	Added
3	Apella Capital, LLC	$23.5M	524,647	New
4	Peterson Wealth Advisors, LLC	$19.9M	442,990	Added
5	Whitaker-Myers Wealth Managers, LTD.	$18.2M	405,276	New
6	Farther Finance Advisors, LLC	$16.4M	364,915	Added
7	Cadent Capital Advisors, LLC	$12.0M	266,483	New
8	WINEBRENNER CAPITAL MANAGEMENT LLC	$10.2M	227,521	Trimmed
9	Overbrook Management Corp	$5.8M	130,215	Added
10	Miller Global Investments, LLC	$4.6M	102,708	Added
11	LifeGoal Investments, LLC	$4.4M	97,184	Trimmed
12	Montecito Bank & Trust	$4.3M	95,261	Added
13	First Citizens Financial Corp	$4.0M	89,498	Added
14	Castle Rock Wealth Management, LLC	$2.9M	63,730	Added
15	Cooper Financial Group	$2.2M	48,598	Added
16	Breakwater Capital Group	$2.0M	43,912	Added
17	First Heartland Consultants, Inc.	$1.7M	37,177	Added
18	M.E. ALLISON & CO., INC.	$791,878	17,640	Added
19	MassMutual Private Wealth & Trust, FSB	$584,423	13,019	Trimmed
20	Shulman DeMeo Asset Management LLC	$517,810	11,579	New
21	Investment Partners Asset Management, Inc.	$364,193	8,113	Trimmed
22	GK Wealth Management LLC	$67,335	1,500	New
23	CoreCap Advisors, LLC	$6,195	138	Trimmed
24	Wedmont Private Capital	$0	0	Exited
25	Client First Investment Management LLC	$0	0	Exited

Source: SEC Form 13F filings · as of 2026-09-30