Institutional Ownership J P Morgan Exchange Traded Fd (JPIE)
This table provides information about the institutional ownership of J P Morgan Exchange Traded Fd (JPIE). We have compiled data on the 346 institutions that hold shares in the stock, with a total of 59.2 Million shares, which have been reported (via 13F filing form) to have a value of $2.74 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
5,067,492
shares
|
$234 Million
0.02% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
3,210,220
shares
|
$148 Million
0.97% of portfolio
|
Q2 2025
Added 28.53%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
3,200,030
shares
|
$148 Million
0.01% of portfolio
|
Q1 2025
Added 137.44%
|
|
|
Heritage Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
2,205,824
shares
|
$102 Million
10.05% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
2,164,650
shares
|
$100 Million
0.01% of portfolio
|
Q2 2025
Added 15.69%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,986,436
shares
|
$91.8 Million
0.02% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
1,757,302
shares
|
$81.2 Million
0.92% of portfolio
|
Q2 2025
Added 31.17%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
1,598,821
shares
|
$73.9 Million
0.02% of portfolio
|
Q2 2025
Added 83.36%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
1,524,099
shares
|
$70.4 Million
0.16% of portfolio
|
Q2 2025
Reduced 5.31%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
1,096,120
shares
|
$50.7 Million
0.82% of portfolio
|
Q2 2025
Added 49.21%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
1,055,359
shares
|
$48.8 Million
0.13% of portfolio
|
Q2 2025
Reduced 7.5%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
1,025,387
shares
|
$47.4 Million
1.33% of portfolio
|
Q2 2025
Added 15.17%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jul 30, 2025 Q2 2025 |
996,058
shares
|
$46 Million
4.71% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
985,518
shares
|
$45.6 Million
0.01% of portfolio
|
Q2 2025
Added 125.39%
|
|
|
Hilton Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
950,717
shares
|
$43.9 Million
3.84% of portfolio
|
Q2 2025
New holding
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Aug 08, 2025 Q2 2025 |
851,022
shares
|
$39.3 Million
5.62% of portfolio
|
Q2 2025
Added 3.14%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jul 17, 2025 Q2 2025 |
831,895
shares
|
$38.5 Million
6.22% of portfolio
|
Q2 2025
Added 2.48%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
748,430
shares
|
$34.6 Million
0.05% of portfolio
|
Q2 2025
Added 47.66%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
715,190
shares
|
$33.1 Million
2.47% of portfolio
|
Q2 2025
Added 6.18%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
710,909
shares
|
$32.9 Million
0.01% of portfolio
|
Q2 2025
Added 21.11%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
656,341
shares
|
$30.3 Million
10.07% of portfolio
|
Q2 2025
Added 3.56%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
620,213
shares
|
$28.7 Million
3.34% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Cornerstone Advisory, LLC
|
Jul 30, 2025 Q2 2025 |
562,436
shares
|
$26 Million
3.07% of portfolio
|
Q2 2025
Added 3.98%
|
|
|
Capital Advisors Wealth Management, LLC
|
Aug 13, 2025 Q2 2025 |
517,157
shares
|
$23.9 Million
3.84% of portfolio
|
Q2 2025
Added 9.3%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
512,098
shares
|
$23.7 Million
0.4% of portfolio
|
Q2 2025
Added 71.01%
|