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 361 institutions that hold shares in the stock, with a total of 62.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.91 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
157,552
shares
|
$7.3 Million
0.5% of portfolio
|
Q2 2025
New holding
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
156,212
shares
|
$7.24 Million
3.92% of portfolio
|
Q4 2023
New holding
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
155,899
shares
|
$7.23 Million
0.53% of portfolio
|
Q3 2025
New holding
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
155,710
shares
|
$7.22 Million
1.38% of portfolio
|
Q3 2025
Added 4.69%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
155,606
shares
|
$7.21 Million
0.19% of portfolio
|
Q2 2025
Added 22.99%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
155,143
shares
|
$7.19 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
|
$7.12 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
|
$6.99 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
|
$6.95 Million
0.04% of portfolio
|
Q2 2025
Added 13.89%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 23, 2025 Q3 2025 |
148,816
shares
|
$6.9 Million
2.28% of portfolio
|
Q3 2025
Added 18.17%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Oct 24, 2025 Q3 2025 |
147,741
shares
|
$6.85 Million
1.87% of portfolio
|
Q3 2025
Added 22.47%
|
|
|
Blue Chip Partners, Inc.
|
Aug 14, 2025 Q2 2025 |
143,595
shares
|
$6.66 Million
0.57% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Oct 20, 2025 Q3 2025 |
140,008
shares
|
$6.49 Million
7.55% of portfolio
|
Q3 2025
Added 1.68%
|
|
|
Financial Futures LTD Liability Co.
|
Jul 29, 2025 Q2 2025 |
138,151
shares
|
$6.4 Million
3.82% of portfolio
|
Q2 2025
Added 743.88%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
134,431
shares
|
$6.23 Million
0.79% of portfolio
|
Q3 2025
Added 21.06%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Oct 23, 2025 Q3 2025 |
133,111
shares
|
$6.17 Million
1.43% of portfolio
|
Q3 2025
Added 7.56%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Aug 11, 2025 Q2 2025 |
131,443
shares
|
$6.09 Million
0.96% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Aug 13, 2025 Q2 2025 |
127,432
shares
|
$5.91 Million
0.29% of portfolio
|
Q2 2025
Added 166.68%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
125,414
shares
|
$5.81 Million
0.0% of portfolio
|
Q2 2025
Added 329.34%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Oct 20, 2025 Q3 2025 |
123,285
shares
|
$5.72 Million
1.19% of portfolio
|
Q3 2025
New holding
|
|
|
Mc Carthy & Cox
Marysville, OH |
Oct 14, 2025 Q3 2025 |
120,387
shares
|
$5.58 Million
1.27% of portfolio
|
Q3 2025
Added 12.1%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
115,004
shares
|
$5.33 Million
0.02% of portfolio
|
Q2 2025
Added 72.92%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Oct 22, 2025 Q3 2025 |
112,111
shares
|
$5.2 Million
1.38% of portfolio
|
Q3 2025
Added 8.78%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Oct 14, 2025 Q3 2025 |
110,716
shares
|
$5.13 Million
5.22% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
109,570
shares
|
$5.08 Million
0.03% of portfolio
|
Q3 2025
Added 24.21%
|