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 346 institutions that hold shares in the stock, with a total of 59.2 Million shares, which have been reported (via 13F filing form) to have a value of $2.74 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
155,143
shares
|
$7.17 Million
0.14% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Jul 16, 2025 Q2 2025 |
153,576
shares
|
$7.1 Million
4.72% of portfolio
|
Q2 2025
Added 4.03%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
150,868
shares
|
$6.97 Million
0.0% of portfolio
|
Q2 2025
Added 12.14%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
149,989
shares
|
$6.93 Million
0.04% of portfolio
|
Q2 2025
Added 13.89%
|
|
|
Sky Oak Wealth, LLC
|
Jul 30, 2025 Q2 2025 |
148,741
shares
|
$6.87 Million
1.4% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
Blue Chip Partners, Inc.
|
May 15, 2025 Q1 2025 |
146,395
shares
|
$6.77 Million
0.6% of portfolio
|
Q1 2025
Reduced 10.29%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Jul 18, 2025 Q2 2025 |
141,638
shares
|
$6.55 Million
3.17% of portfolio
|
Q2 2025
Added 6.19%
|
|
|
Financial Futures LTD Liability Co.
|
Jul 29, 2025 Q2 2025 |
138,151
shares
|
$6.39 Million
3.82% of portfolio
|
Q2 2025
Added 743.88%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Jul 30, 2025 Q2 2025 |
137,697
shares
|
$6.36 Million
7.29% of portfolio
|
Q2 2025
Added 2.85%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Aug 11, 2025 Q2 2025 |
131,443
shares
|
$6.08 Million
0.96% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
130,822
shares
|
$6.05 Million
0.01% of portfolio
|
Q2 2025
Added 291.48%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Aug 13, 2025 Q2 2025 |
127,432
shares
|
$5.89 Million
0.29% of portfolio
|
Q2 2025
Added 166.68%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jul 24, 2025 Q2 2025 |
125,936
shares
|
$5.82 Million
2.18% of portfolio
|
Q2 2025
Added 89.63%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
125,414
shares
|
$5.8 Million
0.0% of portfolio
|
Q2 2025
Added 329.34%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Aug 04, 2025 Q2 2025 |
123,756
shares
|
$5.72 Million
1.45% of portfolio
|
Q2 2025
Added 427.92%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
120,634
shares
|
$5.58 Million
1.6% of portfolio
|
Q2 2025
Added 16.1%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
115,004
shares
|
$5.32 Million
0.02% of portfolio
|
Q2 2025
Added 72.92%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
111,041
shares
|
$5.13 Million
0.71% of portfolio
|
Q2 2025
Added 200.73%
|
|
|
Optima Capital LLC
Portland, OR |
Jul 14, 2025 Q2 2025 |
108,866
shares
|
$5.03 Million
2.71% of portfolio
|
Q2 2025
Added 26.3%
|
|
|
Marmo Financial Group, LLC
Johnson City, TN |
Jul 16, 2025 Q2 2025 |
108,506
shares
|
$5.02 Million
2.5% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Jul 15, 2025 Q2 2025 |
107,391
shares
|
$4.96 Million
1.3% of portfolio
|
Q2 2025
New holding
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
105,869
shares
|
$4.89 Million
0.04% of portfolio
|
Q2 2025
Added 19.02%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Jul 15, 2025 Q2 2025 |
103,064
shares
|
$4.76 Million
1.38% of portfolio
|
Q2 2025
Added 4.81%
|
|
|
Blue Oak Capital, LLC
Menlo Park, CA |
Jul 16, 2025 Q2 2025 |
102,554
shares
|
$4.74 Million
2.5% of portfolio
|
Q2 2025
Reduced 18.56%
|
|
|
Evolution Wealth Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
102,471
shares
|
$4.74 Million
0.72% of portfolio
|
Q2 2025
Added 17.18%
|