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 307 institutions that hold shares in the stock, with a total of 52.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Adg Wealth Management Group, LLC
Metairie, LA |
May 01, 2025 Q1 2025 |
4,447
shares
|
$204,739
0.19% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
May 02, 2025 Q1 2025 |
4,440
shares
|
$204,417
0.11% of portfolio
|
Q3 2024
Reduced 13.75%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
4,434
shares
|
$204,141
0.01% of portfolio
|
Q1 2025
Reduced 22.95%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
2,820
shares
|
$129,832
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
1,600
shares
|
$73,664
0.02% of portfolio
|
Q1 2025
Added 60.0%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
1,460
shares
|
$67,218
0.0% of portfolio
|
Q1 2025
Added 58.52%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,299
shares
|
$59,805
0.0% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
1,030
shares
|
$47,421
0.01% of portfolio
|
Q4 2024
Added 33.77%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
1,000
shares
|
$46,040
0.01% of portfolio
|
Q3 2024
Reduced 54.23%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
952
shares
|
$43,830
0.13% of portfolio
|
Q1 2025
Added 10.83%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
867
shares
|
$39,916
0.0% of portfolio
|
Q4 2024
Added 12.45%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
863
shares
|
$39,732
0.0% of portfolio
|
Q1 2025
Reduced 38.45%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
838
shares
|
$38,581
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Apr 14, 2025 Q1 2025 |
753
shares
|
$34,668
0.03% of portfolio
|
Q1 2025
Added 245.41%
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
523
shares
|
$24,078
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
467
shares
|
$21,500
0.0% of portfolio
|
Q1 2025
Reduced 42.56%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
305
shares
|
$14,042
0.0% of portfolio
|
Q1 2025
Added 435.09%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
238
shares
|
$10,957
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
238
shares
|
$10,957
0.0% of portfolio
|
Q1 2025
Reduced 58.17%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
220
shares
|
$10,128
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
162
shares
|
$7,458
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
109
shares
|
$5,018
0.0% of portfolio
|
Q1 2025
Added 890.91%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
107
shares
|
$4,926
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
100
shares
|
$4,604
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
100
shares
|
$4,604
0.0% of portfolio
|
Q3 2023
New holding
|