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 |
|---|---|---|---|---|---|
|
Lineweaver Wealth Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
530,067
shares
|
$24.6 Million
4.19% of portfolio
|
Q3 2025
Added 5.45%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
512,098
shares
|
$23.7 Million
0.4% of portfolio
|
Q2 2025
Added 71.01%
|
|
|
Echo Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
504,207
shares
|
$23.4 Million
15.45% of portfolio
|
Q3 2025
Added 2.9%
|
|
|
Planned Solutions, Inc.
|
Oct 23, 2025 Q3 2025 |
497,668
shares
|
$23.1 Million
8.9% of portfolio
|
Q3 2025
Added 5.1%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
495,664
shares
|
$23 Million
0.01% of portfolio
|
Q2 2025
Added 1268.03%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
482,877
shares
|
$22.4 Million
0.53% of portfolio
|
Q2 2025
Added 12.11%
|
|
|
Williams Financial, LLC
Bennington, VT |
Oct 24, 2025 Q3 2025 |
456,107
shares
|
$21.1 Million
21.83% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Aug 06, 2025 Q2 2025 |
454,947
shares
|
$21.1 Million
13.2% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
437,512
shares
|
$20.3 Million
0.02% of portfolio
|
Q2 2025
Added 241.64%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
414,021
shares
|
$19.2 Million
1.06% of portfolio
|
Q2 2025
Added 19.22%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
405,877
shares
|
$18.8 Million
0.03% of portfolio
|
Q2 2025
Added 82.89%
|
|
|
Tpg Financial Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
405,387
shares
|
$18.8 Million
7.84% of portfolio
|
Q2 2025
Reduced 3.94%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
401,410
shares
|
$18.6 Million
0.02% of portfolio
|
Q3 2025
Added 5.54%
|
|
|
Pennsylvania Capital Management Inc
|
Jul 17, 2025 Q2 2025 |
401,152
shares
|
$18.6 Million
6.14% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
367,919
shares
|
$17.1 Million
0.03% of portfolio
|
Q2 2025
Added 72.1%
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Oct 09, 2025 Q3 2025 |
365,541
shares
|
$16.9 Million
8.9% of portfolio
|
Q3 2025
Added 23.0%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
355,745
shares
|
$16.5 Million
0.11% of portfolio
|
Q3 2025
Added 236.02%
|
|
|
Armor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
349,900
shares
|
$16.2 Million
6.05% of portfolio
|
Q3 2025
Added 117.99%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
341,625
shares
|
$15.8 Million
1.67% of portfolio
|
Q2 2025
Added 4.57%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
338,335
shares
|
$15.7 Million
1.82% of portfolio
|
Q2 2025
Added 25.79%
|
|
|
Fortress Wealth Management, Inc.
|
Oct 15, 2025 Q3 2025 |
337,830
shares
|
$15.7 Million
8.41% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Jul 31, 2025 Q2 2025 |
332,128
shares
|
$15.4 Million
2.37% of portfolio
|
Q2 2025
Added 39.93%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
320,004
shares
|
$14.8 Million
1.4% of portfolio
|
Q2 2025
Added 4.51%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
310,331
shares
|
$14.4 Million
1.19% of portfolio
|
Q2 2025
Reduced 3.36%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
304,089
shares
|
$14.1 Million
0.37% of portfolio
|
Q3 2025
Added 24.7%
|