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 |
|---|---|---|---|---|---|
|
Hicks Capital Management LLC
Columbus, OH |
Aug 04, 2025 Q2 2025 |
11,503
shares
|
$533,279
0.84% of portfolio
|
Q2 2025
New holding
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 17, 2025 Q3 2025 |
10,980
shares
|
$509,032
0.07% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Helen Stephens Group, LLC
|
Oct 02, 2025 Q3 2025 |
10,887
shares
|
$504,721
0.11% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
10,440
shares
|
$483,998
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Aug 05, 2025 Q2 2025 |
10,432
shares
|
$483,627
0.24% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Oct 15, 2025 Q3 2025 |
10,318
shares
|
$478,342
0.37% of portfolio
|
Q3 2025
Reduced 2.46%
|
|
|
Park National Corp
|
Oct 01, 2025 Q3 2025 |
10,250
shares
|
$475,190
0.02% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
10,002
shares
|
$463,692
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
9,789
shares
|
$453,818
0.15% of portfolio
|
Q2 2025
Reduced 56.43%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 21, 2025 Q3 2025 |
9,706
shares
|
$449,970
0.22% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Aug 12, 2025 Q2 2025 |
9,617
shares
|
$445,844
0.24% of portfolio
|
Q2 2025
Reduced 46.08%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
9,548
shares
|
$442,645
0.21% of portfolio
|
Q2 2025
Added 3.12%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
9,218
shares
|
$427,346
0.0% of portfolio
|
Q2 2025
Reduced 8.95%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Oct 20, 2025 Q3 2025 |
9,167
shares
|
$424,982
0.19% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
9,110
shares
|
$422,339
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
9,003
shares
|
$417,379
0.02% of portfolio
|
Q2 2025
Reduced 13.62%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 16, 2025 Q3 2025 |
8,802
shares
|
$408,060
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
8,455
shares
|
$391,973
0.02% of portfolio
|
Q1 2025
Added 48.99%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Oct 20, 2025 Q3 2025 |
8,445
shares
|
$391,510
0.26% of portfolio
|
Q3 2025
Reduced 5.09%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Aug 12, 2025 Q2 2025 |
8,432
shares
|
$390,907
0.05% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
8,295
shares
|
$384,556
0.02% of portfolio
|
Q3 2025
Added 24.62%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
8,218
shares
|
$380,986
0.0% of portfolio
|
Q2 2025
Added 5.72%
|
|
|
Van Hulzen Asset Management, LLC
|
Aug 13, 2025 Q2 2025 |
7,795
shares
|
$361,376
0.03% of portfolio
|
Q2 2025
Added 37.14%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
7,784
shares
|
$360,866
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Atlantic Private Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
7,773
shares
|
$360,356
0.26% of portfolio
|
Q2 2023
New holding
|