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 |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
5,536
shares
|
$256,648
0.01% of portfolio
|
Q3 2025
Added 1.88%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
5,531
shares
|
$256,417
0.02% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
5,527
shares
|
$256,231
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jul 10, 2025 Q2 2025 |
5,416
shares
|
$251,085
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
|
$248,953
0.07% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Nautilus Advisors LLC
La Jolla, CA |
Aug 25, 2025 Q2 2025 |
5,320
shares
|
$246,635
0.18% of portfolio
|
Q2 2025
Reduced 69.39%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
5,287
shares
|
$245,105
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Aug 15, 2025 Q2 2025 |
5,275
shares
|
$244,549
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
5,259
shares
|
$243,807
0.01% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
5,245
shares
|
$243,158
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
5,156
shares
|
$239,032
0.02% of portfolio
|
Q2 2025
Reduced 4.62%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
5,141
shares
|
$238,336
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
5,000
shares
|
$231,800
0.0% of portfolio
|
Q1 2025
Reduced 4.71%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 17, 2025 Q3 2025 |
4,911
shares
|
$227,673
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
Oct 20, 2025 Q3 2025 |
4,848
shares
|
$224,753
0.18% of portfolio
|
Q2 2025
Reduced 3.29%
|
|
|
Emerald Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
4,837
shares
|
$224,243
0.03% of portfolio
|
Q2 2025
Added 3.09%
|
|
|
Lake Street Financial LLC
|
Aug 11, 2025 Q2 2025 |
4,783
shares
|
$221,739
0.03% of portfolio
|
Q2 2025
Reduced 15.97%
|
|
|
Hudson Value Partners, LLC
|
Jul 18, 2025 Q2 2025 |
4,750
shares
|
$220,210
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Next Level Wealth Planning, LLC
Meridian, ID |
Jul 22, 2025 Q2 2025 |
4,742
shares
|
$219,839
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
4,650
shares
|
$215,574
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
4,511
shares
|
$209,129
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Washington Trust CO
|
Aug 08, 2025 Q2 2025 |
4,456
shares
|
$206,580
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Oct 16, 2025 Q3 2025 |
4,440
shares
|
$205,838
0.08% of portfolio
|
Q3 2024
Reduced 13.75%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
4,363
shares
|
$202,268
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
3,609
shares
|
$167,313
0.01% of portfolio
|
Q2 2025
New holding
|