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 |
|---|---|---|---|---|---|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
3,316
shares
|
$153,729
0.13% of portfolio
|
Q2 2025
Reduced 91.51%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
3,316
shares
|
$153,729
0.13% of portfolio
|
Q2 2025
Reduced 95.58%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
2,606
shares
|
$120,814
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
1,820
shares
|
$84,375
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
1,642
shares
|
$76,123
0.0% of portfolio
|
Q2 2025
Added 26.4%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
1,600
shares
|
$74,176
0.02% of portfolio
|
Q1 2025
Added 60.0%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
1,482
shares
|
$68,705
0.01% of portfolio
|
Q2 2025
Added 43.88%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
1,436
shares
|
$66,572
0.0% of portfolio
|
Q2 2025
Added 1336.0%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
1,402
shares
|
$64,996
0.01% of portfolio
|
Q2 2025
Added 62.46%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
1,330
shares
|
$61,658
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,025
shares
|
$47,519
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
1,000
shares
|
$46,360
0.01% of portfolio
|
Q3 2024
Reduced 54.23%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
921
shares
|
$42,697
0.0% of portfolio
|
Q2 2025
Reduced 36.92%
|
|
|
Beacon Capital Management, Inc.
|
Oct 16, 2025 Q3 2025 |
877
shares
|
$40,657
0.0% of portfolio
|
Q3 2025
Reduced 67.86%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
809
shares
|
$37,505
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
764
shares
|
$35,419
0.03% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
695
shares
|
$32,220
0.08% of portfolio
|
Q2 2025
Reduced 27.0%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
623
shares
|
$28,882
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
501
shares
|
$23,226
0.0% of portfolio
|
Q2 2025
Reduced 40.21%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
451
shares
|
$20,908
0.0% of portfolio
|
Q2 2025
Reduced 3.43%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
238
shares
|
$11,033
0.0% of portfolio
|
Q1 2025
Reduced 58.17%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
238
shares
|
$11,033
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
220
shares
|
$10,199
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
162
shares
|
$7,510
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
162
shares
|
$7,510
0.0% of portfolio
|
Q3 2025
Added 48.62%
|