JPIE

J P MORGAN EXCHANGE TRADED F

$44.76 ▲ +0.12%

Prev close $44.71

15 New Institutional Positions5 Institutional Exits

Snapshot

The big-picture read on JPIE right now — valuation, ownership and activity at a glance.

Inst. Holders

50 funds

Inst. Value

$3.5B

Inst. Activity

15 buys / 5 sells

Price chart 30d -1.8%

Daily candles (open–high–low–close) with volume. Green = up day, red = down day.

Vol

Recent activity

The latest filings, insider trades, analyst actions, press and options flow — newest first.

Oct 1, 2026 short_volume

Short Volume: JPIE — 65.7% short (1.2M / 1.8M)

Short: 1,195,633 | Exempt: 7,042 | TRF Vol: 1,820,374 | Short Ratio: 65.7% | Off-exchange volume (da

Jun 30, 2026 Inst.

CHARLES SCHWAB INVESTMENT MANAGEMENT — ADD

13,379,994 shares ($616.1M)

Jun 30, 2026 Inst.

LPL Financial LLC — DOUBLED

2,071,878 shares ($95.4M)

Upcoming & catalyst events

Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.

Oct 1, 2026

short_volume

Short Volume: JPIE — 65.7% short (1.2M / 1.8M)

Short: 1,195,633 | Exempt: 7,042 | TRF Vol: 1,820,374 | Short Ratio: 65.7% | Off-exchange volume (dark pool + OTC)

Sep 29, 2026

short_volume

Short Volume: JPIE — 56.8% short (0.7M / 1.3M)

Short: 734,939 | Exempt: 0 | TRF Vol: 1,294,033 | Short Ratio: 56.8% | Off-exchange volume (dark pool + OTC)

Sep 24, 2026

short_volume

Short Volume: JPIE — 63.5% short (1.1M / 1.8M)

Short: 1,138,331 | Exempt: 1,387 | TRF Vol: 1,791,881 | Short Ratio: 63.5% | Off-exchange volume (dark pool + OTC)

Sep 21, 2026

short_volume

Short Volume: JPIE — 71.6% short (1.2M / 1.6M)

Short: 1,162,186 | Exempt: 700 | TRF Vol: 1,622,187 | Short Ratio: 71.6% | Off-exchange volume (dark pool + OTC)

Sep 18, 2026

short_volume

Short Volume: JPIE — 75.4% short (0.7M / 0.9M)

Short: 677,427 | Exempt: 837 | TRF Vol: 898,590 | Short Ratio: 75.4% | Off-exchange volume (dark pool + OTC)

Institutional ownership

Which big funds own JPIE (from quarterly 13F filings) and who is adding or trimming.

50 institutional holders with $3.5B total value (76,476,866 shares) as of 2026-Q2. Top holders: CHARLES, JPMORGAN, MORGAN. Net buying activity: 15 institutions added/increased vs 5 reduced.

Top holders — 2026-Q2

Fund	Shares	Value	% Tracked	Last move
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	13,379,994	$616.1M	17.5%	ADD +54.2%
JPMORGAN CHASE & CO	8,272,672	$381.4M	10.8%	—
MORGAN STANLEY	7,308,659	$336.6M	9.6%	ADD +25.8%
Sequoia Financial Advisors, LLC	7,131,321	$328.4M	9.3%	—
WELLS FARGO & COMPANY/MN	6,285,301	$289.4M	8.2%	ADD +53.8%
Savant Capital, LLC	6,215,784	$286.2M	8.1%	ADD +82.1%
BANK OF AMERICA CORP /DE/	4,132,207	$190.3M	5.4%	ADD +42.3%
Waverly Advisors, LLC	2,667,808	$122.9M	3.5%	—
ENVESTNET ASSET MANAGEMENT INC	2,634,836	$121.3M	3.4%	—
LPL Financial LLC	2,071,878	$95.4M	2.7%	DOUBLED +187.2%

Recent position changes

Fund	Action	Prev	Current	Change	Value
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	ADD	8,679,689	13,379,994	+54.2%	$616.1M
LPL Financial LLC	DOUBLED	721,310	2,071,878	+187.2%	$95.4M
JONES FINANCIAL COMPANIES LLLP	ADD	404,369	610,186	+50.9%	$28.1M
JANE STREET GROUP, LLC	NEW	—	450,787	—	$20.8M
COMMONWEALTH EQUITY SERVICES, LLC	TRIM	637,188	397,952	-37.5%	$18.3M
Kestra Advisory Services, LLC	ADD	313,650	392,373	+25.1%	$18.1M
MML INVESTORS SERVICES, LLC	ADD	169,736	222,697	+31.2%	$10.3M
SUSQUEHANNA INTERNATIONAL GROUP, LLP	ADD	87,521	125,777	+43.7%	$5.8M
&PARTNERS	ADD	60,157	96,560	+60.5%	$4.6M
Private Advisor Group, LLC	NEAR_EXIT	430,196	67,764	-84.2%	$3.1M

Short interest & halts

FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for JPIE.

Shares short

411,391

Settlement Sep 15, 2026

Change vs prior

+44.0%

Semi-monthly cycle

Days to cover

1.0

At avg daily volume