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 |
|---|---|---|---|---|---|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
284,155
shares
|
$13.1 Million
1.2% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Fma Wealth Management, LLC
Duxbury, MA |
Jul 15, 2025 Q2 2025 |
262,258
shares
|
$12.1 Million
8.99% of portfolio
|
Q2 2025
Added 6.07%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
245,906
shares
|
$11.4 Million
1.01% of portfolio
|
Q2 2025
Added 48.3%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
234,471
shares
|
$10.8 Million
0.01% of portfolio
|
Q3 2024
Added 48.06%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
230,805
shares
|
$10.7 Million
0.43% of portfolio
|
Q2 2025
Reduced 23.91%
|
|
|
Blue Investment Partners LLC
Alamo, CA |
Aug 05, 2025 Q2 2025 |
222,272
shares
|
$10.3 Million
3.92% of portfolio
|
Q2 2025
Added 32.76%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
220,501
shares
|
$10.2 Million
0.38% of portfolio
|
Q4 2023
New holding
|
|
|
Bernardo Wealth Planning LLC
|
Aug 13, 2025 Q2 2025 |
219,883
shares
|
$10.2 Million
2.21% of portfolio
|
Q2 2025
Added 5.32%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
215,267
shares
|
$9.95 Million
0.33% of portfolio
|
Q2 2025
Added 23.19%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
208,092
shares
|
$9.62 Million
0.02% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
199,408
shares
|
$9.22 Million
3.34% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Royal Harbor Partners, LLC
|
Aug 08, 2025 Q2 2025 |
189,510
shares
|
$8.76 Million
4.45% of portfolio
|
Q2 2025
Added 1.74%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
183,758
shares
|
$8.49 Million
1.24% of portfolio
|
Q3 2024
Added 26.13%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
181,823
shares
|
$8.4 Million
0.98% of portfolio
|
Q2 2025
Reduced 5.02%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
176,310
shares
|
$8.15 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
175,032
shares
|
$8.09 Million
0.19% of portfolio
|
Q2 2025
Added 11.57%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Jul 14, 2025 Q2 2025 |
174,703
shares
|
$8.07 Million
2.55% of portfolio
|
Q2 2025
Added 7.15%
|
|
|
Penney Financial, LLC
Houston, TX |
Jul 23, 2025 Q2 2025 |
170,545
shares
|
$7.88 Million
4.02% of portfolio
|
Q2 2025
Added 2517.73%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
169,919
shares
|
$7.85 Million
0.64% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
165,630
shares
|
$7.66 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Armor Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
160,511
shares
|
$7.42 Million
2.87% of portfolio
|
Q2 2025
Added 7.33%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
157,858
shares
|
$7.3 Million
0.01% of portfolio
|
Q3 2024
Added 13.25%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
157,552
shares
|
$7.28 Million
0.5% of portfolio
|
Q2 2025
New holding
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
156,212
shares
|
$7.22 Million
3.92% of portfolio
|
Q4 2023
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
155,606
shares
|
$7.19 Million
0.19% of portfolio
|
Q2 2025
Added 22.99%
|