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 |
|---|---|---|---|---|---|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
3,894
shares
|
$178,851
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
3,760
shares
|
$172,696
0.11% of portfolio
|
Q4 2024
Reduced 97.02%
|
|
|
North Rock Partners, LLC
|
Apr 22, 2025 Q4 2024 |
2,331
shares
|
$107,062
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
1,300
shares
|
$59,709
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1,288
shares
|
$59,157
0.0% of portfolio
|
Q4 2024
Reduced 12.91%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
1,030
shares
|
$47,307
0.01% of portfolio
|
Q4 2024
Added 33.77%
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
1,000
shares
|
$45,930
0.02% of portfolio
|
Q4 2024
Added 25.0%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
1,000
shares
|
$45,930
0.01% of portfolio
|
Q3 2024
Reduced 54.23%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
921
shares
|
$42,301
0.0% of portfolio
|
Q2 2024
Added 95.13%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
867
shares
|
$39,821
0.0% of portfolio
|
Q4 2024
Added 12.45%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
863
shares
|
$39,637
0.0% of portfolio
|
Q1 2025
Reduced 38.45%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
859
shares
|
$39,453
0.09% of portfolio
|
Q4 2024
Reduced 15.7%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
813
shares
|
$37,341
0.0% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Apr 14, 2025 Q1 2025 |
753
shares
|
$34,585
0.03% of portfolio
|
Q1 2025
Added 245.41%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
584
shares
|
$26,823
0.0% of portfolio
|
Q1 2024
Reduced 15.85%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
569
shares
|
$26,134
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
488
shares
|
$22,413
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
305
shares
|
$14,008
0.0% of portfolio
|
Q1 2025
Added 435.09%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
238
shares
|
$10,931
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
170
shares
|
$7,808
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
162
shares
|
$7,440
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
109
shares
|
$5,006
0.0% of portfolio
|
Q1 2025
Added 890.91%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
107
shares
|
$4,914
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
100
shares
|
$4,593
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
100
shares
|
$4,593
0.0% of portfolio
|
Q3 2023
New holding
|