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 |
|---|---|---|---|---|---|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
13,310
shares
|
$615,188
0.05% of portfolio
|
Q4 2023
Added 28.23%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jul 25, 2025 Q2 2025 |
13,009
shares
|
$601,275
0.48% of portfolio
|
Q2 2025
Added 94.48%
|
|
|
Delta Investment Management, LLC
|
Jul 31, 2025 Q2 2025 |
12,772
shares
|
$590,321
0.14% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
La Fleur & Godfrey LLC
|
Jul 14, 2025 Q2 2025 |
12,738
shares
|
$588,750
0.08% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Jul 29, 2025 Q2 2025 |
12,685
shares
|
$586,300
0.62% of portfolio
|
Q2 2025
New holding
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Aug 12, 2025 Q2 2025 |
12,463
shares
|
$576,039
0.26% of portfolio
|
Q2 2025
Reduced 30.23%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jul 30, 2025 Q2 2025 |
12,274
shares
|
$567,304
0.1% of portfolio
|
Q2 2025
Reduced 8.2%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
12,192
shares
|
$563,514
0.02% of portfolio
|
Q2 2025
Added 174.97%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
12,187
shares
|
$563,283
0.0% of portfolio
|
Q2 2025
Added 8.44%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
12,109
shares
|
$559,677
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
11,904
shares
|
$550,202
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
11,800
shares
|
$545,396
0.04% of portfolio
|
Q1 2025
Added 21.65%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
11,795
shares
|
$545,164
0.0% of portfolio
|
Q4 2024
Reduced 63.72%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
11,665
shares
|
$539,156
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Hicks Capital Management LLC
Columbus, OH |
Aug 04, 2025 Q2 2025 |
11,503
shares
|
$531,668
0.84% of portfolio
|
Q2 2025
New holding
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jul 30, 2025 Q2 2025 |
10,980
shares
|
$507,495
0.08% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
10,935
shares
|
$505,415
0.01% of portfolio
|
Q2 2025
Reduced 17.59%
|
|
|
Helen Stephens Group, LLC
|
Jul 02, 2025 Q2 2025 |
10,854
shares
|
$501,671
0.12% of portfolio
|
Q2 2025
Added 86.3%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Aug 06, 2025 Q2 2025 |
10,578
shares
|
$488,915
0.42% of portfolio
|
Q2 2025
Reduced 6.11%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
10,440
shares
|
$482,536
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Aug 05, 2025 Q2 2025 |
10,432
shares
|
$482,167
0.24% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
10,260
shares
|
$474,217
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
10,002
shares
|
$462,292
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Aug 01, 2025 Q2 2025 |
9,808
shares
|
$453,325
0.07% of portfolio
|
Q2 2025
Reduced 38.31%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
9,789
shares
|
$452,447
0.15% of portfolio
|
Q2 2025
Reduced 56.43%
|