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 181 institutions that hold shares in the stock, with a total of 20.5 Million shares, which have been reported (via 13F filing form) to have a value of $932 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Schneider Downs Wealth Management Advisors, LP
|
May 08, 2024 Q1 2024 |
104,973
shares
|
$4.77 Million
1.12% of portfolio
|
Q1 2024
Added 13.61%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
95,106
shares
|
$4.32 Million
0.01% of portfolio
|
Q1 2024
Added 54.52%
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 13, 2024 Q1 2024 |
93,065
shares
|
$4.23 Million
0.19% of portfolio
|
Q1 2024
New holding
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
92,540
shares
|
$4.21 Million
0.01% of portfolio
|
Q1 2024
Added 30.63%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
91,619
shares
|
$4.16 Million
0.01% of portfolio
|
Q1 2024
Added 11.14%
|
|
Financial Futures LTD Liability Co.
|
Apr 29, 2024 Q1 2024 |
88,672
shares
|
$4.03 Million
2.82% of portfolio
|
Q1 2024
New holding
|
|
Tradition Wealth Management, LLC
|
May 13, 2024 Q1 2024 |
87,613
shares
|
$3.98 Million
0.42% of portfolio
|
Q1 2024
Added 10.29%
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
May 08, 2024 Q1 2024 |
86,433
shares
|
$3.93 Million
0.79% of portfolio
|
Q1 2024
Reduced 20.95%
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Apr 30, 2024 Q1 2024 |
81,791
shares
|
$3.72 Million
0.16% of portfolio
|
Q1 2024
Added 21.69%
|
|
Paladin Advisory Group, LLC
|
May 08, 2024 Q1 2024 |
79,919
shares
|
$3.63 Million
2.88% of portfolio
|
Q1 2024
Added 1.84%
|
|
Syverson Strege & CO
West Des Moines, IA |
Apr 30, 2024 Q1 2024 |
76,532
shares
|
$3.48 Million
1.34% of portfolio
|
Q1 2024
Added 3.91%
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
May 14, 2024 Q1 2024 |
76,361
shares
|
$3.47 Million
0.1% of portfolio
|
Q1 2024
Reduced 6.01%
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
69,175
shares
|
$3.14 Million
0.01% of portfolio
|
Q1 2024
Added 66.67%
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Mar 11, 2024 Q4 2023 |
68,833
shares
|
$3.13 Million
4.85% of portfolio
|
Q4 2023
New holding
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Apr 18, 2024 Q1 2024 |
67,982
shares
|
$3.09 Million
1.52% of portfolio
|
Q1 2024
Added 494.09%
|
|
Evolution Wealth Advisors, LLC
|
Apr 19, 2024 Q1 2024 |
66,141
shares
|
$3.01 Million
0.58% of portfolio
|
Q1 2024
Reduced 4.4%
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
May 14, 2024 Q1 2024 |
62,280
shares
|
$2.83 Million
0.8% of portfolio
|
Q1 2024
Reduced 37.76%
|
|
Sky Oak Wealth, LLC
|
Apr 29, 2024 Q1 2024 |
61,317
shares
|
$2.79 Million
0.67% of portfolio
|
Q1 2024
Added 20.77%
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Apr 30, 2024 Q1 2024 |
60,735
shares
|
$2.76 Million
1.71% of portfolio
|
Q1 2024
Added 7.99%
|
|
Marmo Financial Group, LLC
Johnson City, TN |
Apr 19, 2024 Q1 2024 |
55,911
shares
|
$2.54 Million
1.55% of portfolio
|
Q1 2024
New holding
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 17, 2024 Q1 2024 |
55,331
shares
|
$2.52 Million
0.94% of portfolio
|
Q1 2024
Added 165.53%
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
54,565
shares
|
$2.48 Million
0.0% of portfolio
|
Q1 2024
Added 6.59%
|
|
Janney Capital Management LLC
|
May 01, 2024 Q1 2024 |
53,802
shares
|
$2.45 Million
0.16% of portfolio
|
Q1 2024
Reduced 1.56%
|
|
Econ Financial Services Corp
|
May 15, 2024 Q1 2024 |
53,389
shares
|
$2.43 Million
1.53% of portfolio
|
Q1 2024
Added 1.13%
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
May 10, 2024 Q1 2024 |
52,071
shares
|
$2.37 Million
0.1% of portfolio
|
Q1 2024
Added 1.92%
|