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 |
|---|---|---|---|---|---|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Aug 12, 2025 Q2 2025 |
9,617
shares
|
$444,497
0.24% of portfolio
|
Q2 2025
Reduced 46.08%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
9,606
shares
|
$443,989
0.23% of portfolio
|
Q2 2025
Added 15.65%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
9,548
shares
|
$441,308
0.21% of portfolio
|
Q2 2025
Added 3.12%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
9,269
shares
|
$428,413
0.0% of portfolio
|
Q2 2025
Added 228.69%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
9,218
shares
|
$426,055
0.0% of portfolio
|
Q2 2025
Reduced 8.95%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Jul 14, 2025 Q2 2025 |
9,134
shares
|
$422,173
0.22% of portfolio
|
Q2 2025
Reduced 10.23%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
9,003
shares
|
$416,118
0.02% of portfolio
|
Q2 2025
Reduced 13.62%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jul 16, 2025 Q2 2025 |
8,898
shares
|
$411,265
0.29% of portfolio
|
Q2 2025
Reduced 2.28%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
8,455
shares
|
$390,790
0.02% of portfolio
|
Q1 2025
Added 48.99%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Aug 12, 2025 Q2 2025 |
8,432
shares
|
$389,727
0.05% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
8,218
shares
|
$379,835
0.0% of portfolio
|
Q2 2025
Added 5.72%
|
|
|
Van Hulzen Asset Management, LLC
|
Aug 13, 2025 Q2 2025 |
7,795
shares
|
$360,284
0.03% of portfolio
|
Q2 2025
Added 37.14%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
7,784
shares
|
$359,776
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Atlantic Private Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
7,773
shares
|
$359,268
0.26% of portfolio
|
Q2 2023
New holding
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Aug 07, 2025 Q2 2025 |
7,528
shares
|
$347,944
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
6,999
shares
|
$323,493
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Matisse Capital
|
Jul 23, 2025 Q2 2025 |
6,700
shares
|
$309,674
0.15% of portfolio
|
Q1 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
6,656
shares
|
$307,640
0.02% of portfolio
|
Q2 2025
Added 6.27%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
6,631
shares
|
$306,484
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Aug 11, 2025 Q2 2025 |
6,551
shares
|
$302,787
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Essex LLC
|
Jul 28, 2025 Q2 2025 |
6,545
shares
|
$302,509
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
6,421
shares
|
$296,778
0.05% of portfolio
|
Q2 2025
Added 15.46%
|
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
6,318
shares
|
$292,017
0.06% of portfolio
|
Q2 2025
Added 1108.03%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
6,215
shares
|
$287,257
0.03% of portfolio
|
Q2 2025
Added 3.33%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Aug 11, 2025 Q2 2025 |
6,210
shares
|
$287,026
0.05% of portfolio
|
Q2 2025
New holding
|