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 361 institutions that hold shares in the stock, with a total of 62.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.91 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
16,094
shares
|
$746,117
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
15,854
shares
|
$734,991
0.41% of portfolio
|
Q1 2025
New holding
|
|
|
Waterfront Wealth Inc.
|
Aug 04, 2025 Q2 2025 |
15,850
shares
|
$734,806
0.18% of portfolio
|
Q2 2025
Reduced 6.84%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Oct 24, 2025 Q3 2025 |
15,333
shares
|
$710,837
0.42% of portfolio
|
Q3 2025
Added 13.1%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
15,285
shares
|
$708,612
0.0% of portfolio
|
Q2 2025
Added 5.84%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
14,610
shares
|
$677,319
0.02% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
14,377
shares
|
$666,517
0.01% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Aug 05, 2025 Q2 2025 |
14,270
shares
|
$661,557
0.11% of portfolio
|
Q2 2025
Added 6.26%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
14,092
shares
|
$653,305
0.09% of portfolio
|
Q2 2025
Added 118.38%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
13,856
shares
|
$642,364
0.22% of portfolio
|
Q3 2025
Added 2.56%
|
|
|
Steinberganna Wealth Management
Huntington, NY |
Oct 23, 2025 Q3 2025 |
13,560
shares
|
$628,641
0.3% of portfolio
|
Q3 2025
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
13,310
shares
|
$617,051
0.05% of portfolio
|
Q4 2023
Added 28.23%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Oct 07, 2025 Q3 2025 |
13,127
shares
|
$608,567
0.42% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
La Fleur & Godfrey LLC
|
Jul 14, 2025 Q2 2025 |
12,738
shares
|
$590,533
0.08% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Jul 29, 2025 Q2 2025 |
12,685
shares
|
$588,076
0.62% of portfolio
|
Q2 2025
New holding
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Aug 12, 2025 Q2 2025 |
12,463
shares
|
$577,784
0.26% of portfolio
|
Q2 2025
Reduced 30.23%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jul 30, 2025 Q2 2025 |
12,274
shares
|
$569,022
0.1% of portfolio
|
Q2 2025
Reduced 8.2%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
12,192
shares
|
$565,221
0.02% of portfolio
|
Q2 2025
Added 174.97%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
12,187
shares
|
$564,989
0.0% of portfolio
|
Q2 2025
Added 8.44%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
12,129
shares
|
$562,300
0.07% of portfolio
|
Q3 2025
Added 23.66%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
12,109
shares
|
$561,373
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
11,904
shares
|
$551,869
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
11,800
shares
|
$547,048
0.04% of portfolio
|
Q1 2025
Added 21.65%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
11,795
shares
|
$546,816
0.0% of portfolio
|
Q4 2024
Reduced 63.72%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
11,665
shares
|
$540,789
0.04% of portfolio
|
Q1 2025
New holding
|