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 307 institutions that hold shares in the stock, with a total of 52.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Apr 22, 2025 Q1 2025 |
226,169
shares
|
$10.4 Million
5.15% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
221,920
shares
|
$10.2 Million
0.02% of portfolio
|
Q1 2025
Added 109.32%
|
|
|
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
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Apr 14, 2025 Q1 2025 |
215,099
shares
|
$9.9 Million
6.97% of portfolio
|
Q1 2025
Added 36.4%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
213,777
shares
|
$9.84 Million
0.02% of portfolio
|
Q1 2025
Added 69.7%
|
|
|
Bernardo Wealth Planning LLC
|
Apr 30, 2025 Q1 2025 |
208,770
shares
|
$9.61 Million
2.3% of portfolio
|
Q1 2025
Added 3.62%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
207,874
shares
|
$9.57 Million
0.02% of portfolio
|
Q1 2025
Added 41.0%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 12, 2025 Q1 2025 |
195,818
shares
|
$9.02 Million
3.54% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
191,441
shares
|
$8.81 Million
1.15% of portfolio
|
Q1 2025
Reduced 2.97%
|
|
|
Royal Harbor Partners, LLC
|
Apr 28, 2025 Q1 2025 |
186,260
shares
|
$8.58 Million
4.33% of portfolio
|
Q1 2025
Added 5.15%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
183,758
shares
|
$8.46 Million
1.24% of portfolio
|
Q3 2024
Added 26.13%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
176,778
shares
|
$8.14 Million
0.09% of portfolio
|
Q1 2025
Added 2.99%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
174,744
shares
|
$8.05 Million
0.28% of portfolio
|
Q1 2025
Reduced 40.68%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
172,101
shares
|
$7.92 Million
0.74% of portfolio
|
Q1 2025
New holding
|
|
|
Blue Investment Partners LLC
Alamo, CA |
May 13, 2025 Q1 2025 |
167,428
shares
|
$7.71 Million
3.2% of portfolio
|
Q1 2025
Added 26.75%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
166,586
shares
|
$7.67 Million
0.03% of portfolio
|
Q1 2025
Added 41.15%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
165,813
shares
|
$7.63 Million
0.73% of portfolio
|
Q1 2025
Added 90.46%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Apr 29, 2025 Q1 2025 |
163,049
shares
|
$7.51 Million
2.62% of portfolio
|
Q1 2025
Added 10.52%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
157,858
shares
|
$7.27 Million
0.01% of portfolio
|
Q3 2024
Added 13.25%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
156,885
shares
|
$7.22 Million
0.19% of portfolio
|
Q1 2025
Added 54.82%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
156,212
shares
|
$7.19 Million
3.92% of portfolio
|
Q4 2023
New holding
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
153,656
shares
|
$7.07 Million
0.17% of portfolio
|
Q1 2025
Added 5.55%
|
|
|
Sky Oak Wealth, LLC
|
May 01, 2025 Q1 2025 |
151,858
shares
|
$6.99 Million
1.54% of portfolio
|
Q1 2025
Added 27.27%
|
|
|
Armor Investment Advisors, LLC
|
May 02, 2025 Q1 2025 |
149,551
shares
|
$6.89 Million
2.88% of portfolio
|
Q1 2025
Added 3.99%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Apr 25, 2025 Q1 2025 |
147,631
shares
|
$6.8 Million
5.0% of portfolio
|
Q1 2025
Added 5.97%
|