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 |
|---|---|---|---|---|---|
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
Jul 11, 2025 Q2 2025 |
4,848
shares
|
$224,074
0.28% of portfolio
|
Q2 2025
Reduced 3.29%
|
|
|
Emerald Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
4,837
shares
|
$223,566
0.03% of portfolio
|
Q2 2025
Added 3.09%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
4,801
shares
|
$221,902
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Lake Street Financial LLC
|
Aug 11, 2025 Q2 2025 |
4,783
shares
|
$221,070
0.03% of portfolio
|
Q2 2025
Reduced 15.97%
|
|
|
Hudson Value Partners, LLC
|
Jul 18, 2025 Q2 2025 |
4,750
shares
|
$219,545
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Next Level Wealth Planning, LLC
Meridian, ID |
Jul 22, 2025 Q2 2025 |
4,742
shares
|
$219,175
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
4,650
shares
|
$214,923
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
4,511
shares
|
$208,498
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Washington Trust CO
|
Aug 08, 2025 Q2 2025 |
4,456
shares
|
$205,956
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jul 15, 2025 Q2 2025 |
4,440
shares
|
$205,216
0.1% of portfolio
|
Q3 2024
Reduced 13.75%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
4,363
shares
|
$201,657
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
3,609
shares
|
$166,807
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
3,316
shares
|
$153,265
0.13% of portfolio
|
Q2 2025
Reduced 91.51%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
3,316
shares
|
$153,265
0.13% of portfolio
|
Q2 2025
Reduced 95.58%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
2,606
shares
|
$120,449
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
1,820
shares
|
$84,120
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
1,642
shares
|
$75,893
0.0% of portfolio
|
Q2 2025
Added 26.4%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
1,600
shares
|
$73,952
0.02% of portfolio
|
Q1 2025
Added 60.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
1,436
shares
|
$66,371
0.0% of portfolio
|
Q2 2025
Added 1336.0%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
1,402
shares
|
$64,800
0.01% of portfolio
|
Q2 2025
Added 62.46%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
1,330
shares
|
$61,472
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
1,030
shares
|
$47,606
0.01% of portfolio
|
Q4 2024
Added 33.77%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,025
shares
|
$47,375
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
1,000
shares
|
$46,220
0.01% of portfolio
|
Q3 2024
Reduced 54.23%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
921
shares
|
$42,568
0.0% of portfolio
|
Q2 2025
Reduced 36.92%
|