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 307 institutions that hold shares in the stock, with a total of 52.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blue Chip Partners, Inc.
|
May 15, 2025 Q1 2025 |
146,395
shares
|
$6.74 Million
0.6% of portfolio
|
Q1 2025
Reduced 10.29%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
134,534
shares
|
$6.19 Million
0.0% of portfolio
|
Q1 2025
Added 33.91%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
May 14, 2025 Q1 2025 |
133,878
shares
|
$6.16 Million
5.93% of portfolio
|
Q1 2025
Reduced 12.05%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
May 08, 2025 Q1 2025 |
133,382
shares
|
$6.14 Million
3.27% of portfolio
|
Q1 2025
Added 11.86%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
133,331
shares
|
$6.14 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
131,691
shares
|
$6.06 Million
0.04% of portfolio
|
Q1 2025
Added 10.74%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
131,223
shares
|
$6.04 Million
2.27% of portfolio
|
Q3 2024
Reduced 33.43%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
128,061
shares
|
$5.9 Million
0.01% of portfolio
|
Q1 2025
Added 426.65%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
126,524
shares
|
$5.83 Million
0.17% of portfolio
|
Q1 2025
Added 63.33%
|
|
|
Blue Oak Capital, LLC
Menlo Park, CA |
Jun 06, 2025 Q1 2025 |
125,931
shares
|
$5.8 Million
3.2% of portfolio
|
Q1 2025
Added 17.34%
|
|
|
Marmo Financial Group, LLC
Johnson City, TN |
Apr 16, 2025 Q1 2025 |
108,399
shares
|
$4.99 Million
2.73% of portfolio
|
Q1 2025
Added 17.05%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
103,909
shares
|
$4.78 Million
1.53% of portfolio
|
Q1 2025
Added 78.4%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Apr 28, 2025 Q1 2025 |
102,100
shares
|
$4.7 Million
5.73% of portfolio
|
Q1 2025
Added 6.23%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
101,654
shares
|
$4.68 Million
0.13% of portfolio
|
Q1 2025
Added 202.69%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Apr 16, 2025 Q1 2025 |
98,337
shares
|
$4.53 Million
1.42% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
98,328
shares
|
$4.53 Million
0.16% of portfolio
|
Q1 2025
Reduced 45.67%
|
|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Apr 21, 2025 Q1 2025 |
97,605
shares
|
$4.49 Million
4.86% of portfolio
|
Q1 2025
Added 20.16%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
May 09, 2025 Q1 2025 |
93,806
shares
|
$4.32 Million
1.11% of portfolio
|
Q1 2025
Added 10.29%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
May 13, 2025 Q1 2025 |
92,397
shares
|
$4.25 Million
1.47% of portfolio
|
Q1 2025
Added 2.76%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
88,954
shares
|
$4.1 Million
0.03% of portfolio
|
Q1 2025
Added 208.93%
|
|
|
Evolution Wealth Advisors, LLC
|
May 09, 2025 Q1 2025 |
87,451
shares
|
$4.03 Million
0.69% of portfolio
|
Q1 2025
Added 43.09%
|
|
|
Optima Capital LLC
Portland, OR |
Jun 12, 2025 Q1 2025 |
86,199
shares
|
$3.97 Million
2.53% of portfolio
|
Q1 2025
Added 88.43%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
85,234
shares
|
$3.92 Million
0.08% of portfolio
|
Q1 2025
Reduced 6.74%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Apr 18, 2025 Q1 2025 |
82,361
shares
|
$3.79 Million
2.23% of portfolio
|
Q1 2025
Added 15.55%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
82,242
shares
|
$3.79 Million
0.46% of portfolio
|
Q1 2025
Reduced 2.94%
|