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 235 institutions that hold shares in the stock, with a total of 35.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
156,212
shares
|
$7.14 Million
3.92% of portfolio
|
Q4 2023
New holding
|
|
|
Blue Chip Partners, Inc.
|
Nov 04, 2024 Q3 2024 |
151,065
shares
|
$6.9 Million
0.61% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 06, 2024 Q3 2024 |
146,916
shares
|
$6.71 Million
1.42% of portfolio
|
Q3 2024
Added 8.11%
|
|
|
Armor Investment Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
143,119
shares
|
$6.54 Million
2.79% of portfolio
|
Q3 2024
Added 10.63%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Nov 01, 2024 Q3 2024 |
141,694
shares
|
$6.48 Million
2.34% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
132,079
shares
|
$6.04 Million
0.01% of portfolio
|
Q3 2024
Added 1686.06%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Nov 01, 2024 Q3 2024 |
131,223
shares
|
$6 Million
1.63% of portfolio
|
Q3 2024
Reduced 33.43%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
128,503
shares
|
$5.87 Million
0.01% of portfolio
|
Q3 2024
Added 25.32%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
126,000
shares
|
$5.76 Million
0.22% of portfolio
|
Q3 2024
Added 35.19%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Oct 09, 2024 Q3 2024 |
122,386
shares
|
$5.59 Million
3.06% of portfolio
|
Q2 2024
New holding
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Nov 04, 2024 Q3 2024 |
110,840
shares
|
$5.07 Million
1.15% of portfolio
|
Q3 2024
Added 11.93%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
108,450
shares
|
$4.96 Million
0.02% of portfolio
|
Q3 2024
Added 10.88%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
106,385
shares
|
$4.86 Million
0.03% of portfolio
|
Q3 2024
Added 1731.07%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Nov 13, 2024 Q3 2024 |
104,947
shares
|
$4.8 Million
1.77% of portfolio
|
Q3 2024
Added 18.14%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Oct 07, 2024 Q3 2024 |
98,236
shares
|
$4.49 Million
0.61% of portfolio
|
Q3 2024
Added 10.37%
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Oct 31, 2024 Q3 2024 |
98,137
shares
|
$4.48 Million
3.67% of portfolio
|
Q3 2024
New holding
|
|
|
Sky Oak Wealth, LLC
|
Nov 04, 2024 Q3 2024 |
95,368
shares
|
$4.36 Million
0.99% of portfolio
|
Q3 2024
Added 16.71%
|
|
|
Cornerstone Advisory, LLC
|
Nov 12, 2024 Q3 2024 |
93,589
shares
|
$4.28 Million
0.6% of portfolio
|
Q3 2024
Added 1035.51%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Oct 09, 2024 Q3 2024 |
89,370
shares
|
$4.08 Million
4.41% of portfolio
|
Q3 2024
Added 10.77%
|
|
|
Marmo Financial Group, LLC
Johnson City, TN |
Oct 24, 2024 Q3 2024 |
89,283
shares
|
$4.08 Million
2.21% of portfolio
|
Q3 2024
Added 18.68%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Nov 12, 2024 Q3 2024 |
87,197
shares
|
$3.98 Million
1.46% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
83,645
shares
|
$3.82 Million
2.73% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
83,645
shares
|
$3.82 Million
2.73% of portfolio
|
Q3 2024
New holding
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2024 Q3 2024 |
82,544
shares
|
$3.77 Million
2.85% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
81,949
shares
|
$3.75 Million
0.36% of portfolio
|
Q3 2024
Added 7.18%
|