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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
295,151
shares
|
$13.7 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%
|
|
|
Bernardo Wealth Planning LLC
|
Oct 22, 2025 Q3 2025 |
285,922
shares
|
$13.3 Million
2.62% of portfolio
|
Q3 2025
Added 30.03%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
284,155
shares
|
$13.2 Million
1.2% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Fma Wealth Management, LLC
Duxbury, MA |
Jul 15, 2025 Q2 2025 |
262,258
shares
|
$12.2 Million
8.99% of portfolio
|
Q2 2025
Added 6.07%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
249,107
shares
|
$11.5 Million
0.41% of portfolio
|
Q3 2025
Added 7.93%
|
|
|
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
|
$10.9 Million
0.01% of portfolio
|
Q3 2024
Added 48.06%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
223,018
shares
|
$10.3 Million
0.22% of portfolio
|
Q3 2025
Added 27.42%
|
|
|
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
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
215,267
shares
|
$9.98 Million
0.33% of portfolio
|
Q2 2025
Added 23.19%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
208,092
shares
|
$9.65 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
|
$9.24 Million
3.34% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Royal Harbor Partners, LLC
|
Oct 22, 2025 Q3 2025 |
187,924
shares
|
$8.71 Million
3.97% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
183,758
shares
|
$8.52 Million
1.24% of portfolio
|
Q3 2024
Added 26.13%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
182,189
shares
|
$8.45 Million
0.09% of portfolio
|
Q3 2025
Added 3.33%
|
|
|
Penney Financial, LLC
Houston, TX |
Oct 21, 2025 Q3 2025 |
179,047
shares
|
$8.3 Million
3.72% of portfolio
|
Q3 2025
Added 4.99%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
176,344
shares
|
$8.18 Million
0.88% of portfolio
|
Q3 2025
Reduced 3.01%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Oct 20, 2025 Q3 2025 |
173,847
shares
|
$8.06 Million
2.31% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
169,919
shares
|
$7.88 Million
0.64% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
165,630
shares
|
$7.68 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 22, 2025 Q3 2025 |
160,980
shares
|
$7.46 Million
3.26% of portfolio
|
Q3 2025
Added 13.66%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
157,858
shares
|
$7.32 Million
0.01% of portfolio
|
Q3 2024
Added 13.25%
|