JPIE — J P MORGAN EXCHANGE TRADED F
Reported value held$1.85B
Funds holding (latest)15
Sector—
Funds holding (Q2 2026)13
Institutional value$1.84B · 39.90M sh
New / Add / Cut / Exit4 / 7 / 0 / 1
Top-5 / Top-10 concentration98.7% / 100.0%
Institutional holdings change
Accumulating +56.6%
(+14.41M sh)
Institutional value change
Up +56.5%
As of Q2 2026, 13 SEC-registered investment managers reported holding JPIE (J P MORGAN EXCHANGE TRADED F) in their latest 13F filings, with a combined reported value of $1.84B across 39.90M shares. That is +56.6% by share count (+14.41M shares) versus the previous quarter, while reported value moved +56.5%. Ownership is concentrated: the five largest holders account for 98.7% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 4 opened new positions, 7 added to existing stakes, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 13 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Charles Schwab Investment Management history | 13.38M | $616.15M | 0.08% | Add |
| JPMorgan Chase & Co history | 8.27M | $381.37M | 0.04% | New |
| Morgan Stanley history | 7.31M | $336.56M | 0.02% | Add |
| Wells Fargo & Co history | 6.29M | $289.44M | 0.05% | Add |
| Bank of America Corp history | 4.13M | $190.29M | 0.01% | Add |
| PNC Financial Services history | 306.18K | $14.10M | 0.01% | Add |
| Renaissance Technologies history | 132.19K | $6.09M | 0.01% | New |
| Citadel Advisors history | 58.27K | $2.68M | 0.00% | New |
| UBS Group AG history | 8.59K | $395.62K | 0.00% | Add |
| AQR Capital Management history | 7.74K | $356.49K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 4.26K | $195.97K | 0.00% | Add |
| Franklin Resources history | 1.01K | $46.65K | 0.00% | New |
| BlackRock Inc history | 191 | $8.80K | 0.00% | Hold |
Q1 2026 — 10 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Charles Schwab Investment Management history | 8.68M | $399.87M | 0.06% | New |
| Morgan Stanley history | 7.13M | $328.68M | 0.02% | Add |
| Wells Fargo & Co history | 5.78M | $266.39M | 0.05% | Add |
| Bank of America Corp history | 3.62M | $166.62M | 0.01% | Add |
| PNC Financial Services history | 250.81K | $11.55M | 0.01% | Add |
| AQR Capital Management history | 7.74K | $356.65K | 0.00% | New |
| Northern Trust Corp history | 5.88K | $270.98K | 0.00% | Hold |
| UBS Group AG history | 5.01K | $230.63K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 229 | $10.54K | 0.00% | Add |
| BlackRock Inc history | 191 | $8.80K | 0.00% | New |
Q4 2025 — 9 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 7.73M | $357.88M | 0.05% | Add |
| Morgan Stanley history | 6.79M | $314.31M | 0.02% | Add |
| Wells Fargo & Co history | 3.76M | $174.01M | 0.03% | Add |
| Bank of America Corp history | 3.10M | $143.65M | 0.01% | Add |
| Renaissance Technologies history | 206.99K | $9.58M | 0.01% | Reduce |
| PNC Financial Services history | 195.16K | $9.03M | 0.01% | Add |
| Citadel Advisors history | 43.59K | $2.02M | 0.00% | Reduce |
| Northern Trust Corp history | 5.88K | $272.28K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 5 | $25 | 0.00% | Reduce |
Q3 2025 — 10 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 7.43M | $344.80M | 0.04% | Add |
| Morgan Stanley history | 5.40M | $250.44M | 0.02% | Add |
| Wells Fargo & Co history | 2.58M | $119.61M | 0.02% | Add |
| Bank of America Corp history | 2.18M | $101.21M | 0.01% | Add |
| Renaissance Technologies history | 708.54K | $32.88M | 0.04% | Reduce |
| PNC Financial Services history | 161.10K | $7.48M | 0.01% | Add |
| Goldman Sachs Group history | 159.19K | $7.39M | 0.00% | Add |
| Citadel Advisors history | 116.30K | $5.40M | 0.00% | Reduce |
| Northern Trust Corp history | 5.88K | $272.98K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 7 | $32 | 0.00% | Hold |
Q2 2025 — 17 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 6.85M | $317.32M | 0.04% | Add |
| JPMorgan Chase & Co history | 6.85M | $317.32M | 0.04% | Add |
| Morgan Stanley history | 3.81M | $176.27M | 0.01% | Add |
| Morgan Stanley history | 3.81M | $176.27M | 0.01% | Add |
| Bank of America Corp history | 2.16M | $100.27M | 0.01% | Add |
| Wells Fargo & Co history | 985.52K | $45.65M | 0.01% | Add |
| Renaissance Technologies history | 748.43K | $34.67M | 0.05% | Add |
| Renaissance Technologies history | 748.43K | $34.67M | 0.05% | Add |
| PNC Financial Services history | 150.87K | $6.99M | 0.01% | Add |
| Citadel Advisors history | 125.41K | $5.81M | 0.00% | Add |
| Citadel Advisors history | 125.41K | $5.81M | 0.00% | Add |
| Goldman Sachs Group history | 11.90K | $551.39K | 0.00% | New |
| Goldman Sachs Group history | 11.90K | $551.39K | 0.00% | New |
| Northern Trust Corp history | 5.00K | $231.60K | 0.00% | Hold |
| UBS Group AG history | 1.02K | $47.48K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 7 | $312 | 0.00% | New |
| Fidelity Management & Research (FMR) history | 7 | $312 | 0.00% | New |
Q1 2025 — 12 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 5.07M | $233.46M | 0.04% | Add |
| JPMorgan Chase & Co history | 5.07M | $233.46M | 0.04% | Add |
| Morgan Stanley history | 3.20M | $147.43M | 0.01% | Add |
| Morgan Stanley history | 3.20M | $147.43M | 0.01% | Add |
| Bank of America Corp history | 1.87M | $86.20M | 0.01% | Add |
| Renaissance Technologies history | 506.85K | $23.35M | 0.04% | Add |
| Renaissance Technologies history | 506.85K | $23.35M | 0.04% | Add |
| Wells Fargo & Co history | 437.26K | $20.14M | 0.01% | New |
| PNC Financial Services history | 134.53K | $6.20M | 0.00% | Add |
| Citadel Advisors history | 29.21K | $1.35M | 0.00% | Reduce |
| Citadel Advisors history | 29.21K | $1.35M | 0.00% | Reduce |
| Northern Trust Corp history | 5.00K | $230.35K | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 8.27M sh · $381.37M
- Renaissance Technologies 132.19K sh · $6.09M
- Citadel Advisors 58.27K sh · $2.68M
- Franklin Resources 1.01K sh · $46.65K
Fully Exited (vs previous quarter)
- Northern Trust Corp sold 5.88K sh · $270.98K
Fund Position History — shares by quarter (top 15 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Charles Schwab Investment Management | 13.38M | 8.68M | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| JPMorgan Chase & Co | 8.27M | — | 7.73M | 7.43M | 6.85M | 5.07M | 5.00M | 4.93M | 2.04M | 1.84M | 1.65M | 440.46K | — | 1.46K | — | 1.18M | 1.60M | 1.83M | 1.98M |
| Morgan Stanley | 7.31M | 7.13M | 6.79M | 5.40M | 3.81M | 3.20M | 1.35M | 1.26M | 774.77K | 530.31K | 371.48K | 211.45K | 277.81K | 125.39K | 58.41K | 46.05K | 44.66K | 10.78K | — |
| Wells Fargo & Co | 6.29M | 5.78M | 3.76M | 2.58M | 985.52K | 437.26K | — | 1 | — | 1 | — | 184 | — | — | 420 | 2.03K | 1.28K | — | — |
| Bank of America Corp | 4.13M | 3.62M | 3.10M | 2.18M | 2.16M | 1.87M | 1.85M | 1.53M | 1.21M | 1.01M | 713.90K | 669.73K | 627.21K | 8.31K | — | — | — | — | — |
| PNC Financial Services | 306.18K | 250.81K | 195.16K | 161.10K | 150.87K | 134.53K | 100.47K | 55.49K | 15.74K | — | — | — | — | — | — | — | — | — | — |
| Renaissance Technologies | 132.19K | — | 206.99K | 708.54K | 748.43K | 506.85K | 77.70K | 38.90K | — | — | — | — | — | — | — | — | — | — | — |
| Citadel Advisors | 58.27K | — | 43.59K | 116.30K | 125.41K | 29.21K | 36.63K | — | 13.97K | — | — | — | — | — | — | — | — | — | — |
| UBS Group AG | 8.59K | 5.01K | — | — | 1.02K | — | 170 | — | — | 853 | 3.70K | 131 | — | 689 | — | — | 1.47K | 199 | 1.49K |
| AQR Capital Management | 7.74K | 7.74K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Fidelity Management & Research (FMR) | 4.26K | 229 | 5 | 7 | 7 | — | 2 | 1 | 1 | — | — | — | — | — | — | — | — | — | — |
| Franklin Resources | 1.01K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| BlackRock Inc | 191 | 191 | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Goldman Sachs Group | — | — | — | 159.19K | 11.90K | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Northern Trust Corp | — | 5.88K | 5.88K | 5.88K | 5.00K | 5.00K | 5.25K | — | — | 26.46K | — | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details