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 |
|---|---|---|---|---|---|
|
Lineweaver Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
502,695
shares
|
$23.2 Million
4.17% of portfolio
|
Q2 2025
Added 7.36%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
495,664
shares
|
$22.9 Million
0.01% of portfolio
|
Q2 2025
Added 1268.03%
|
|
|
Echo Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
489,979
shares
|
$22.6 Million
15.72% of portfolio
|
Q2 2025
Added 3.24%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
482,877
shares
|
$22.3 Million
0.53% of portfolio
|
Q2 2025
Added 12.11%
|
|
|
Planned Solutions, Inc.
|
Jul 29, 2025 Q2 2025 |
473,539
shares
|
$21.9 Million
9.27% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Aug 06, 2025 Q2 2025 |
454,947
shares
|
$21 Million
13.2% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Williams Financial, LLC
Bennington, VT |
Jul 11, 2025 Q2 2025 |
453,068
shares
|
$20.9 Million
22.88% of portfolio
|
Q2 2025
Added 13.73%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
437,512
shares
|
$20.2 Million
0.02% of portfolio
|
Q2 2025
Added 241.64%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
414,021
shares
|
$19.1 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
|
$18.7 Million
7.84% of portfolio
|
Q2 2025
Reduced 3.94%
|
|
|
Pennsylvania Capital Management Inc
|
Jul 17, 2025 Q2 2025 |
401,152
shares
|
$18.5 Million
6.14% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Scott Capital Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
393,616
shares
|
$18.2 Million
5.0% of portfolio
|
Q2 2025
Added 4.22%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
380,325
shares
|
$17.6 Million
0.02% of portfolio
|
Q2 2025
Added 21.99%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
367,919
shares
|
$17 Million
0.03% of portfolio
|
Q2 2025
Added 72.1%
|
|
|
Fortress Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
341,851
shares
|
$15.8 Million
9.04% of portfolio
|
Q2 2025
Added 7.16%
|
|
|
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
|
$15.6 Million
1.82% of portfolio
|
Q2 2025
Added 25.79%
|
|
|
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
|
$14.3 Million
1.19% of portfolio
|
Q2 2025
Reduced 3.36%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
302,553
shares
|
$14 Million
0.27% of portfolio
|
Q2 2025
Added 23.09%
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Jul 24, 2025 Q2 2025 |
297,192
shares
|
$13.7 Million
8.32% of portfolio
|
Q2 2025
Added 38.17%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
295,151
shares
|
$13.6 Million
0.08% of portfolio
|
Q2 2025
Added 9.99%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Aug 13, 2025 Q2 2025 |
287,787
shares
|
$13.3 Million
5.46% of portfolio
|
Q2 2025
Added 3.16%
|