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 |
|---|---|---|---|---|---|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Aug 07, 2025 Q2 2025 |
7,528
shares
|
$348,998
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Essex LLC
|
Oct 23, 2025 Q3 2025 |
7,045
shares
|
$326,606
0.07% of portfolio
|
Q3 2025
Added 7.64%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
6,999
shares
|
$324,473
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
6,752
shares
|
$313,022
0.06% of portfolio
|
Q3 2025
Added 8.73%
|
|
|
Matisse Capital
|
Jul 23, 2025 Q2 2025 |
6,700
shares
|
$310,612
0.15% of portfolio
|
Q1 2023
New holding
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Aug 11, 2025 Q2 2025 |
6,551
shares
|
$303,704
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
6,421
shares
|
$297,677
0.05% of portfolio
|
Q2 2025
Added 15.46%
|
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
6,318
shares
|
$292,902
0.06% of portfolio
|
Q2 2025
Added 1108.03%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
6,215
shares
|
$288,127
0.03% of portfolio
|
Q2 2025
Added 3.33%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
6,200
shares
|
$287,432
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jul 15, 2025 Q2 2025 |
6,180
shares
|
$286,504
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
6,166
shares
|
$285,855
0.06% of portfolio
|
Q3 2025
Added 28.43%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Oct 17, 2025 Q3 2025 |
6,100
shares
|
$282,796
0.17% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
6,056
shares
|
$280,756
0.01% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
6,000
shares
|
$278,160
0.02% of portfolio
|
Q2 2025
Reduced 20.0%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
5,996
shares
|
$277,974
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Elequin Capital LP
New York, NY |
Aug 11, 2025 Q2 2025 |
5,969
shares
|
$276,722
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Fulcrum Equity Management
|
Aug 25, 2025 Q2 2025 |
5,933
shares
|
$275,053
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
5,899
shares
|
$273,477
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
5,806
shares
|
$269,166
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
5,732
shares
|
$265,735
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 08, 2025 Q3 2025 |
5,716
shares
|
$264,993
0.12% of portfolio
|
Q3 2025
Added 3.08%
|
|
|
Dynamic Financial Group
Cedar Falls, IA |
Jul 25, 2025 Q2 2025 |
5,689
shares
|
$263,742
0.25% of portfolio
|
Q1 2025
Added 10.79%
|
|
|
Burt Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
5,681
shares
|
$263,371
0.06% of portfolio
|
Q4 2023
Reduced 67.37%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
5,540
shares
|
$256,834
0.0% of portfolio
|
Q2 2024
New holding
|