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 235 institutions that hold shares in the stock, with a total of 35.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
284,521
shares
|
$13 Million
1.36% of portfolio
|
Q3 2024
Added 7.81%
|
|
|
Mount Yale Investment Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
284,241
shares
|
$13 Million
1.28% of portfolio
|
Q3 2024
Added 6.55%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
280,279
shares
|
$12.8 Million
0.53% of portfolio
|
Q3 2024
Added 12.57%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
258,864
shares
|
$11.8 Million
0.44% of portfolio
|
Q3 2024
Added 144.02%
|
|
|
Fortress Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
249,521
shares
|
$11.4 Million
6.43% of portfolio
|
Q3 2024
Added 12.17%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
244,668
shares
|
$11.2 Million
0.72% of portfolio
|
Q3 2024
Added 21.1%
|
|
|
Fma Wealth Management, LLC
Duxbury, MA |
Oct 15, 2024 Q3 2024 |
242,222
shares
|
$11.1 Million
8.15% of portfolio
|
Q3 2024
Added 46.43%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
242,171
shares
|
$11.1 Million
0.38% of portfolio
|
Q3 2024
Added 43.07%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
234,471
shares
|
$10.7 Million
0.01% of portfolio
|
Q3 2024
Added 48.06%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
221,267
shares
|
$10.1 Million
0.0% of portfolio
|
Q3 2024
Added 44.3%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
220,501
shares
|
$10.1 Million
0.38% of portfolio
|
Q4 2023
New holding
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
211,609
shares
|
$9.67 Million
0.06% of portfolio
|
Q3 2024
Added 5.18%
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
202,584
shares
|
$9.26 Million
1.17% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
197,074
shares
|
$9.01 Million
0.27% of portfolio
|
Q3 2024
Added 22.51%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
195,464
shares
|
$8.93 Million
0.02% of portfolio
|
Q3 2024
Added 39.56%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 25, 2024 Q3 2024 |
193,650
shares
|
$8.85 Million
1.08% of portfolio
|
Q3 2024
Added 11.48%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
189,777
shares
|
$8.67 Million
3.16% of portfolio
|
Q3 2024
Added 662.22%
|
|
|
Bernardo Wealth Planning LLC
|
Oct 18, 2024 Q3 2024 |
186,944
shares
|
$8.54 Million
2.09% of portfolio
|
Q3 2024
Added 14.36%
|
|
|
Prentice Wealth Management LLC
|
Oct 07, 2024 Q3 2024 |
185,017
shares
|
$8.46 Million
2.61% of portfolio
|
Q3 2024
Added 5.68%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
183,758
shares
|
$8.4 Million
1.24% of portfolio
|
Q3 2024
Added 26.13%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
171,131
shares
|
$7.82 Million
0.1% of portfolio
|
Q3 2024
Added 7.48%
|
|
|
Royal Harbor Partners, LLC
|
Oct 29, 2024 Q3 2024 |
170,510
shares
|
$7.79 Million
4.21% of portfolio
|
Q3 2024
Added 6.51%
|
|
|
Financial Futures LTD Liability Co.
|
Oct 24, 2024 Q3 2024 |
160,692
shares
|
$7.34 Million
4.61% of portfolio
|
Q3 2024
Added 13.13%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Nov 01, 2024 Q3 2024 |
160,236
shares
|
$7.32 Million
6.53% of portfolio
|
Q3 2024
Reduced 13.48%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
157,858
shares
|
$7.21 Million
0.01% of portfolio
|
Q3 2024
Added 13.25%
|