JPIE: J P Morgan Exchange Traded F insider trading, 5% holders and institutional ownership
From public SEC filings: open-market insider purchases and sales (Form 4, last 180 days), holders of 5% or more (Schedules 13D and 13G) and institutional ownership (Form 13F). Insider and 5% data delayed 48 hours.
Insider trading
0 open-market buys totaling - and 0 sales totaling - in the last 180 days.
Institutional ownership (Q2 2026)
480 institutions reported holding $5.81B of J P Morgan Exchange Traded F on Form 13F (450 the quarter before). 60 opened a new position and 27 sold out. Shares held by institutions: +13%.
| Largest holders | Shares | Value |
|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 13,379,994 | $616.15M |
| JPMORGAN CHASE & CO | 8,272,672 | $381.37M |
| MORGAN STANLEY | 7,308,659 | $336.56M |
| Sequoia Financial Advisors, LLC | 7,131,321 | $328.40M |
| WELLS FARGO & COMPANY/MN | 6,285,301 | $289.44M |
| Savant Capital, LLC | 6,215,784 | $286.24M |
| BANK OF AMERICA CORP /DE/ | 4,132,207 | $190.29M |
| Waverly Advisors, LLC | 2,667,808 | $122.85M |
| ENVESTNET ASSET MANAGEMENT INC | 2,634,836 | $121.33M |
| LPL Financial LLC | 2,071,878 | $95.41M |
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