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 |
|---|---|---|---|---|---|
|
Keystone Financial Services, LLC
Omaha, NE |
Apr 25, 2025 Q1 2025 |
81,933
shares
|
$3.77 Million
3.2% of portfolio
|
Q1 2025
Added 3.56%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Apr 21, 2025 Q1 2025 |
79,084
shares
|
$3.64 Million
2.08% of portfolio
|
Q1 2025
Added 19.6%
|
|
|
Paladin Advisory Group, LLC
|
Apr 15, 2025 Q1 2025 |
78,121
shares
|
$3.6 Million
2.95% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
76,330
shares
|
$3.51 Million
0.48% of portfolio
|
Q1 2025
Added 34.02%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
75,536
shares
|
$3.48 Million
0.26% of portfolio
|
Q1 2025
Reduced 4.65%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
75,089
shares
|
$3.46 Million
2.46% of portfolio
|
Q4 2024
Reduced 10.23%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Apr 22, 2025 Q1 2025 |
68,548
shares
|
$3.16 Million
0.41% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
66,508
shares
|
$3.06 Million
0.01% of portfolio
|
Q1 2025
Added 68.34%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Apr 24, 2025 Q1 2025 |
66,412
shares
|
$3.06 Million
1.32% of portfolio
|
Q1 2025
Added 67.57%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
65,102
shares
|
$3 Million
0.01% of portfolio
|
Q1 2025
Added 38.5%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Apr 17, 2025 Q1 2025 |
60,222
shares
|
$2.77 Million
0.67% of portfolio
|
Q1 2025
New holding
|
|
|
Krilogy Financial LLC
|
Apr 16, 2025 Q1 2025 |
59,763
shares
|
$2.75 Million
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
59,000
shares
|
$2.72 Million
0.4% of portfolio
|
Q1 2025
Added 23.06%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Apr 30, 2025 Q1 2025 |
57,771
shares
|
$2.66 Million
1.56% of portfolio
|
Q1 2025
Added 17.03%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
57,198
shares
|
$2.63 Million
0.01% of portfolio
|
Q1 2025
Added 215.47%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
56,819
shares
|
$2.62 Million
0.09% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
54,086
shares
|
$2.49 Million
1.51% of portfolio
|
Q3 2024
Added 23.65%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Apr 30, 2025 Q1 2025 |
53,672
shares
|
$2.47 Million
0.84% of portfolio
|
Q1 2025
Reduced 12.06%
|
|
|
Peoples Bank
|
Apr 30, 2025 Q1 2025 |
53,476
shares
|
$2.46 Million
1.62% of portfolio
|
Q1 2025
Added 7.12%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
53,371
shares
|
$2.46 Million
0.18% of portfolio
|
Q1 2025
Added 219.28%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
May 05, 2025 Q1 2025 |
51,335
shares
|
$2.36 Million
1.15% of portfolio
|
Q1 2025
Reduced 3.4%
|
|
|
Janney Capital Management LLC
|
Apr 21, 2025 Q1 2025 |
49,675
shares
|
$2.29 Million
0.16% of portfolio
|
Q1 2025
Added 1.63%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
49,484
shares
|
$2.28 Million
0.54% of portfolio
|
Q1 2024
Reduced 26.26%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
48,565
shares
|
$2.24 Million
1.18% of portfolio
|
Q1 2024
Reduced 7.95%
|
|
|
Sage Rhino Capital LLC
|
Apr 30, 2025 Q1 2025 |
48,415
shares
|
$2.23 Million
0.53% of portfolio
|
Q1 2025
Added 1.51%
|