JPIB · Insider trading · 13F holders · Congress trades
J P Morgan Exchange Traded F (JPIB)
Who is buying and selling JPIB: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 83
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
JPIB at a glance
- No open-market insider purchases or sales of JPIB were filed in the last 90 days.
- 83 13F filers hold JPIB among their 50 largest positions, worth $953.6M combined. The biggest bets by portfolio weight are Rice Partnership, LLC (9.5%), Midwest Financial Partners Investments, Inc. (9.3%) and FSM Wealth Advisors, LLC (7.2%). In their latest 13Fs, 2 managers opened a new position and 34 added to one.
- No member of Congress has disclosed a trade in JPIB.
JPIB insider trading
No open-market insider purchases or sales of JPIB were filed in the last 90 days.
Who owns JPIB? Hedge funds and superinvestors
83 13F filers hold JPIB among their 50 largest positions, worth $953.6M combined. The biggest bets by portfolio weight are Rice Partnership, LLC (9.5%), Midwest Financial Partners Investments, Inc. (9.3%) and FSM Wealth Advisors, LLC (7.2%). In their latest 13Fs, 2 managers opened a new position and 34 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Avantax Planning Partners, Inc.Wealth manager | 3.0% | $121.8M | 2,518,715 | +3.5% shares | Q2 2026 |
| Rice Partnership, LLCWealth manager | 9.5% | $78.6M | 1,625,600 | +9.0% shares | Q2 2026 |
| FSM Wealth Advisors, LLCWealth manager | 7.2% | $69.9M | 1,495,021 | +8.4% shares | Q3 2026 |
| Hills Bank & Trust CoBank & trust | 2.6% | $61.2M | 1,265,473 | +202.9% shares | Q2 2026 |
| Parallel Advisors, LLCWealth manager | 0.7% | $47.8M | 988,934 | +12.0% shares | Q2 2026 |
| Prime Capital Investment Advisors, LLCAsset manager | 0.4% | $45.5M | 973,337 | — | Q3 2026 |
| Goldstone Financial Group, LLCWealth manager | 2.5% | $27.4M | 566,365 | +5.2% shares | Q2 2026 |
| Kestra Investment Management, LLCInstitutional asset manager | 0.5% | $25.8M | 534,010 | -19.5% shares | Q2 2026 |
| Midwest Financial Partners Investments, Inc.Wealth manager | 9.3% | $24.2M | 517,558 | +7.2% shares | Q3 2026 |
| Hughes Financial Services, LLCWealth manager | 3.2% | $23.9M | 495,030 | +9.6% shares | Q2 2026 |
| ForthRight Wealth Management, LLCWealth manager | 5.6% | $22.0M | 455,739 | +8.1% shares | Q2 2026 |
| Certified Advisory CorpWealth manager | 1.5% | $17.7M | 378,625 | +3.8% shares | Q3 2026 |
| Peak Financial Management, Inc.Wealth manager | 3.9% | $17.3M | 370,686 | +3.7% shares | Q3 2026 |
| Kmg Fiduciary Partners, LLCWealth manager | 1.5% | $15.5M | 331,211 | -9.6% shares | Q3 2026 |
| Ade, LLCWealth manager | 6.2% | $15.2M | 326,106 | +6.5% shares | Q3 2026 |
| Ignite Planners, LLCWealth manager | 1.6% | $11.9M | 255,782 | +56.7% shares | Q3 2026 |
| Financial Connections Group, Inc.Investment manager | 4.0% | $11.6M | 242,579 | +43.7% shares | Q1 2026 |
| Stadion Money Management, LLCWealth manager | 1.0% | $11.4M | 237,297 | -0.4% shares | Q2 2026 |
| CGN Advisors LLCWealth manager | 0.8% | $10.6M | 227,341 | -2.1% shares | Q3 2026 |
| KWB WealthWealth manager | 0.9% | $10.2M | 218,500 | — | Q3 2026 |
| Acima Private Wealth, LLCWealth manager | 2.9% | $9.9M | 212,010 | -1.6% shares | Q3 2026 |
| Peterson Wealth Advisors, LLCWealth manager | 1.1% | $9.9M | 211,114 | +6.3% shares | Q3 2026 |
| Arq Wealth Advisors, LLCWealth manager | 1.2% | $9.8M | 208,863 | +0.7% shares | Q3 2026 |
| Fiduciary Alliance LLCWealth manager | 0.7% | $9.2M | 198,051 | +7.0% shares | Q3 2026 |
| Cadent Capital Advisors, LLCWealth manager | 2.0% | $9.2M | 196,306 | +16.4% shares | Q3 2026 |
| Destiny Wealth Partners, LLCWealth manager | 1.3% | $9.1M | 189,248 | -39.3% shares | Q2 2026 |
| Broadway Wealth Solutions, Inc.Wealth manager | 3.8% | $8.4M | 180,447 | +8.9% shares | Q3 2026 |
| Patton Albertson Miller Group, LLCWealth manager | 0.8% | $8.3M | 178,213 | +18.6% shares | Q3 2026 |
| Cedar Mountain Advisors, LLCWealth manager | 1.3% | $7.8M | 166,361 | +53.9% shares | Q3 2026 |
| Manske Wealth ManagementWealth manager | 1.8% | $7.6M | 162,158 | +12.0% shares | Q3 2026 |
The 30 largest of 83 positions, by value. Each manager counts with its latest 13F (Q3 2026: 46, Q2 2026: 33, Q1 2026: 4). Screen JPIB in the grand portfolio →
JPIB stock trades by members of Congress
No member of Congress has disclosed a trade in JPIB.
JPIB questions and answers
Are insiders buying JPIB stock?
No open-market insider purchases or sales of JPIB were filed in the last 90 days.
Which hedge funds own JPIB?
83 13F filers hold JPIB among their 50 largest positions, worth $953.6M combined. The biggest bets by portfolio weight are Rice Partnership, LLC (9.5%), Midwest Financial Partners Investments, Inc. (9.3%) and FSM Wealth Advisors, LLC (7.2%). In their latest 13Fs, 2 managers opened a new position and 34 added to one.
Has Congress traded JPIB?
No member of Congress has disclosed a trade in JPIB.
Who is the largest holder of JPIB?
Among 13F filers, Avantax Planning Partners, Inc. reports the largest JPIB position, $121.8M (2,518,715 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Rice Partnership, LLC's: 9.5% of its portfolio.
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