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 |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
893
shares
|
$41,274
0.0% of portfolio
|
Q2 2025
Added 3.0%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
764
shares
|
$35,312
0.03% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
695
shares
|
$32,122
0.08% of portfolio
|
Q2 2025
Reduced 27.0%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
623
shares
|
$28,795
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
501
shares
|
$23,156
0.0% of portfolio
|
Q2 2025
Reduced 40.21%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
451
shares
|
$20,845
0.0% of portfolio
|
Q2 2025
Reduced 3.43%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
238
shares
|
$11,000
0.0% of portfolio
|
Q1 2025
Reduced 58.17%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
238
shares
|
$11,000
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
220
shares
|
$10,168
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
162
shares
|
$7,487
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
141
shares
|
$6,517
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
109
shares
|
$5,037
0.0% of portfolio
|
Q1 2025
Added 890.91%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
107
shares
|
$4,945
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
100
shares
|
$4,622
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
84
shares
|
$3,882
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
79
shares
|
$3,651
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
57
shares
|
$2,634
0.0% of portfolio
|
Q2 2025
Reduced 81.31%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
53
shares
|
$2,449
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
9
shares
|
$415
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
5
shares
|
$231
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|