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 |
|---|---|---|---|---|---|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
6,200
shares
|
$286,564
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jul 15, 2025 Q2 2025 |
6,180
shares
|
$285,639
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jul 08, 2025 Q2 2025 |
6,100
shares
|
$281,942
0.18% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
6,086
shares
|
$281,294
0.01% of portfolio
|
Q2 2025
Reduced 7.44%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
6,000
shares
|
$277,320
0.02% of portfolio
|
Q2 2025
Reduced 20.0%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
5,996
shares
|
$277,135
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Elequin Capital LP
New York, NY |
Aug 11, 2025 Q2 2025 |
5,969
shares
|
$275,887
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
5,852
shares
|
$270,479
0.01% of portfolio
|
Q2 2025
Reduced 89.7%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
5,806
shares
|
$268,353
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
5,732
shares
|
$264,933
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Dynamic Financial Group
Cedar Falls, IA |
Jul 25, 2025 Q2 2025 |
5,689
shares
|
$262,945
0.25% of portfolio
|
Q1 2025
Added 10.79%
|
|
|
Burt Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
5,681
shares
|
$262,575
0.06% of portfolio
|
Q4 2023
Reduced 67.37%
|
|
|
Firethorn Wealth Partners, LLC
|
Jul 22, 2025 Q2 2025 |
5,545
shares
|
$256,289
0.12% of portfolio
|
Q2 2025
Added 3.3%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
5,540
shares
|
$256,058
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
5,531
shares
|
$255,642
0.02% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
5,527
shares
|
$255,457
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
5,434
shares
|
$251,159
0.01% of portfolio
|
Q2 2025
Reduced 8.6%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jul 10, 2025 Q2 2025 |
5,416
shares
|
$250,327
0.05% of portfolio
|
Q2 2025
Reduced 18.41%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 14, 2025 Q2 2025 |
5,370
shares
|
$248,201
0.07% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
5,287
shares
|
$244,365
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
5,259
shares
|
$243,070
0.01% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
5,245
shares
|
$242,423
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
5,156
shares
|
$238,310
0.02% of portfolio
|
Q2 2025
Reduced 4.62%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
5,141
shares
|
$237,617
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
5,000
shares
|
$231,100
0.0% of portfolio
|
Q1 2025
Reduced 4.71%
|