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 |
|---|---|---|---|---|---|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
79,943
shares
|
$3.65 Million
0.1% of portfolio
|
Q3 2024
Added 1361.75%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Oct 15, 2024 Q3 2024 |
78,561
shares
|
$3.59 Million
2.07% of portfolio
|
Q3 2024
Added 6.99%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
72,334
shares
|
$3.31 Million
0.01% of portfolio
|
Q3 2024
Added 66.53%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 28, 2024 Q3 2024 |
71,284
shares
|
$3.26 Million
1.69% of portfolio
|
Q3 2024
New holding
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
66,009
shares
|
$3.02 Million
0.0% of portfolio
|
Q3 2024
Added 39.5%
|
|
|
Evolution Wealth Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
63,691
shares
|
$2.91 Million
0.54% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
62,906
shares
|
$2.87 Million
0.22% of portfolio
|
Q2 2024
Added 53.25%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Oct 21, 2024 Q3 2024 |
62,536
shares
|
$2.86 Million
0.74% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
61,538
shares
|
$2.81 Million
0.03% of portfolio
|
Q3 2024
Added 261.03%
|
|
|
Clarity Financial LLC
|
Oct 30, 2024 Q3 2024 |
60,778
shares
|
$2.78 Million
0.33% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
60,433
shares
|
$2.76 Million
0.11% of portfolio
|
Q3 2024
Added 78.67%
|
|
|
Econ Financial Services Corp
|
Oct 18, 2024 Q3 2024 |
58,929
shares
|
$2.69 Million
1.55% of portfolio
|
Q3 2024
Added 10.64%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
56,588
shares
|
$2.59 Million
0.9% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
56,415
shares
|
$2.58 Million
0.1% of portfolio
|
Q3 2024
Added 7.84%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
55,494
shares
|
$2.54 Million
0.0% of portfolio
|
Q3 2024
Added 252.48%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
54,086
shares
|
$2.47 Million
1.51% of portfolio
|
Q3 2024
Added 23.65%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 12, 2024 Q3 2024 |
52,970
shares
|
$2.42 Million
1.13% of portfolio
|
Q3 2024
Reduced 6.45%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
52,170
shares
|
$2.38 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Janney Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
51,150
shares
|
$2.34 Million
0.16% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
49,484
shares
|
$2.26 Million
0.54% of portfolio
|
Q1 2024
Reduced 26.26%
|
|
|
Peoples Bank
|
Oct 23, 2024 Q3 2024 |
48,749
shares
|
$2.23 Million
1.16% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
48,565
shares
|
$2.22 Million
1.18% of portfolio
|
Q1 2024
Reduced 7.95%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 11, 2024 Q3 2024 |
44,892
shares
|
$2.05 Million
0.28% of portfolio
|
Q3 2024
Added 20.69%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
44,865
shares
|
$2.05 Million
0.27% of portfolio
|
Q3 2024
Added 3004.84%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 24, 2024 Q3 2024 |
44,561
shares
|
$2.04 Million
1.35% of portfolio
|
Q3 2024
Added 20.29%
|