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 282 institutions that hold shares in the stock, with a total of 44 Million shares, which have been reported (via 13F filing form) to have a value of $2.02 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
5,945
shares
|
$273,053
0.01% of portfolio
|
Q4 2024
Added 17.61%
|
|
|
Helen Stephens Group, LLC
|
Apr 23, 2025 Q1 2025 |
5,826
shares
|
$267,588
0.08% of portfolio
|
Q1 2025
Reduced 43.43%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
5,755
shares
|
$264,327
0.01% of portfolio
|
Q4 2024
Added 9.91%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
5,732
shares
|
$263,270
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Lake Street Financial LLC
|
Apr 10, 2025 Q1 2025 |
5,692
shares
|
$261,433
0.04% of portfolio
|
Q1 2025
Added 15.86%
|
|
|
Burt Wealth Advisors
|
Apr 22, 2025 Q1 2025 |
5,681
shares
|
$260,928
0.06% of portfolio
|
Q4 2023
Reduced 67.37%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
5,540
shares
|
$254,452
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
5,531
shares
|
$254,038
0.02% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Prentice Wealth Management LLC
|
Apr 16, 2025 Q1 2025 |
5,490
shares
|
$252,155
0.07% of portfolio
|
Q1 2025
Reduced 15.63%
|
|
|
Penney Financial, LLC
Houston, TX |
Jan 23, 2025 Q4 2024 |
5,485
shares
|
$251,926
0.17% of portfolio
|
Q4 2024
Added 14.87%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
5,406
shares
|
$248,297
0.02% of portfolio
|
Q1 2025
Added 2.17%
|
|
|
Firethorn Wealth Partners, LLC
|
Apr 10, 2025 Q1 2025 |
5,368
shares
|
$246,552
0.12% of portfolio
|
Q1 2025
Added 22.31%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
5,274
shares
|
$242,234
0.01% of portfolio
|
Q1 2025
Added 126.06%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
5,247
shares
|
$240,994
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
5,229
shares
|
$240,167
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Feb 13, 2025 Q4 2024 |
5,155
shares
|
$236,769
0.07% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Dynamic Financial Group
Cedar Falls, IA |
Apr 09, 2025 Q4 2024 |
5,135
shares
|
$235,850
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
Apr 24, 2025 Q1 2025 |
5,013
shares
|
$230,247
0.22% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Feb 14, 2025 Q4 2024 |
4,705
shares
|
$216,100
0.03% of portfolio
|
Q4 2024
Reduced 68.0%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
4,693
shares
|
$215,549
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Emerald Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
4,692
shares
|
$215,503
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
4,689
shares
|
$215,365
0.01% of portfolio
|
Q4 2024
Reduced 35.47%
|
|
|
Advisory Alpha, LLC
|
Apr 08, 2025 Q1 2025 |
4,475
shares
|
$205,536
0.01% of portfolio
|
Q1 2025
Reduced 29.8%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
4,456
shares
|
$204,664
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jan 28, 2025 Q4 2024 |
4,440
shares
|
$203,929
0.11% of portfolio
|
Q3 2024
Reduced 13.75%
|