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 203 institutions that hold shares in the stock, with a total of 26.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.22 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Heritage Financial Services, LLC
|
Jul 23, 2024 Q2 2024 |
2,254,884
shares
|
$105 Million
15.11% of portfolio
|
Q2 2024
Added 3.9%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
2,035,038
shares
|
$94.3 Million
0.01% of portfolio
|
Q2 2024
Added 10.62%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
1,908,942
shares
|
$88.5 Million
0.02% of portfolio
|
Q2 2024
Added 1612.44%
|
|
Sequoia Financial Advisors, LLC
|
Jul 15, 2024 Q2 2024 |
1,539,918
shares
|
$71.4 Million
0.87% of portfolio
|
Q2 2024
New holding
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
1,210,740
shares
|
$56.1 Million
0.0% of portfolio
|
Q2 2024
Added 19.61%
|
|
Savant Capital, LLC
|
Aug 05, 2024 Q2 2024 |
840,019
shares
|
$38.9 Million
0.38% of portfolio
|
Q2 2024
Added 71.8%
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
803,346
shares
|
$37.2 Million
0.11% of portfolio
|
Q2 2024
Added 58.57%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
774,767
shares
|
$35.9 Million
0.0% of portfolio
|
Q1 2024
Added 42.76%
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jul 26, 2024 Q2 2024 |
757,507
shares
|
$35.1 Million
4.38% of portfolio
|
Q2 2024
Added 2.48%
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Aug 07, 2024 Q2 2024 |
689,589
shares
|
$32 Million
4.83% of portfolio
|
Q2 2024
Added 9.75%
|
|
Diversified, LLC
|
Jul 24, 2024 Q2 2024 |
601,177
shares
|
$27.9 Million
3.4% of portfolio
|
Q2 2024
Added 3.66%
|
|
Capital Advisors Wealth Management, LLC
|
Jul 16, 2024 Q2 2024 |
489,337
shares
|
$22.7 Million
4.41% of portfolio
|
Q2 2024
Added 0.52%
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 12, 2024 Q2 2024 |
482,868
shares
|
$22.4 Million
1.0% of portfolio
|
Q2 2024
Added 44.37%
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 18, 2024 Q2 2024 |
388,207
shares
|
$18 Million
6.88% of portfolio
|
Q2 2024
Added 25.71%
|
|
Tpg Financial Advisors, LLC
|
Jan 09, 2024 Q4 2023 |
381,993
shares
|
$17.7 Million
9.24% of portfolio
|
Q4 2023
Added 0.72%
|
|
Echo Wealth Management, LLC
|
Jul 17, 2024 Q2 2024 |
355,837
shares
|
$16.5 Million
13.74% of portfolio
|
Q2 2024
Added 12.48%
|
|
Pennsylvania Capital Management Inc
|
Jul 12, 2024 Q2 2024 |
355,097
shares
|
$16.5 Million
6.25% of portfolio
|
Q2 2024
Added 7.49%
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2024 Q2 2024 |
340,477
shares
|
$15.8 Million
0.31% of portfolio
|
Q2 2024
Added 32.15%
|
|
Scott Capital Advisors, LLC
|
Jul 12, 2024 Q2 2024 |
340,048
shares
|
$15.8 Million
4.73% of portfolio
|
Q2 2024
Added 1.83%
|
|
Planned Solutions, Inc.
|
Jul 24, 2024 Q2 2024 |
301,768
shares
|
$14 Million
6.64% of portfolio
|
Q2 2024
Added 1.69%
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 14, 2024 Q2 2024 |
275,341
shares
|
$12.8 Million
1.3% of portfolio
|
Q2 2024
Added 3.17%
|
|
Mount Yale Investment Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
266,769
shares
|
$12.4 Million
0.97% of portfolio
|
Q2 2024
Added 3.83%
|
|
Magnus Financial Group LLC
New York, NY |
Aug 01, 2024 Q2 2024 |
263,917
shares
|
$12.2 Million
1.36% of portfolio
|
Q2 2024
Added 5.11%
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 22, 2024 Q2 2024 |
248,976
shares
|
$11.5 Million
0.49% of portfolio
|
Q3 2023
Added 15.2%
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 13, 2024 Q2 2024 |
233,995
shares
|
$10.8 Million
1.37% of portfolio
|
Q2 2024
Added 69.31%
|