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 |
|---|---|---|---|---|---|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
44,417
shares
|
$2.03 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
44,314
shares
|
$2.03 Million
0.66% of portfolio
|
Q3 2024
Added 16.24%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
44,260
shares
|
$2.02 Million
0.28% of portfolio
|
Q3 2024
Added 122.03%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
44,205
shares
|
$2.02 Million
0.01% of portfolio
|
Q3 2024
Added 99.72%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
42,590
shares
|
$1.95 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
41,989
shares
|
$1.92 Million
0.43% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
40,260
shares
|
$1.84 Million
0.01% of portfolio
|
Q3 2024
Added 11.29%
|
|
|
First Citizens Financial Corp
|
Oct 03, 2024 Q3 2024 |
39,705
shares
|
$1.81 Million
0.98% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
39,323
shares
|
$1.8 Million
0.06% of portfolio
|
Q3 2024
Added 3.3%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
38,900
shares
|
$1.78 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
37,993
shares
|
$1.74 Million
0.05% of portfolio
|
Q3 2024
Added 17.38%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Oct 18, 2024 Q3 2024 |
37,825
shares
|
$1.73 Million
0.63% of portfolio
|
Q3 2024
Added 56.99%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
36,942
shares
|
$1.69 Million
0.04% of portfolio
|
Q3 2024
Reduced 17.76%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
36,878
shares
|
$1.69 Million
0.06% of portfolio
|
Q3 2024
Added 20.3%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
36,753
shares
|
$1.68 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Altus Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
35,584
shares
|
$1.63 Million
0.78% of portfolio
|
Q3 2024
Added 21.18%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
35,359
shares
|
$1.62 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Nov 01, 2024 Q3 2024 |
34,907
shares
|
$1.6 Million
1.36% of portfolio
|
Q3 2024
New holding
|
|
|
Sage Rhino Capital LLC
|
Nov 01, 2024 Q3 2024 |
34,312
shares
|
$1.57 Million
0.36% of portfolio
|
Q3 2024
Reduced 3.55%
|
|
|
Hbw Advisory Services LLC
|
Oct 04, 2024 Q3 2024 |
34,134
shares
|
$1.56 Million
0.25% of portfolio
|
Q3 2024
Reduced 8.05%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
32,511
shares
|
$1.49 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
29,753
shares
|
$1.36 Million
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 18, 2024 Q3 2024 |
29,140
shares
|
$1.33 Million
0.61% of portfolio
|
Q3 2024
New holding
|
|
|
Vienna Asset Management LLC
Cupertino, CA |
Nov 14, 2024 Q3 2024 |
26,828
shares
|
$1.23 Million
0.97% of portfolio
|
Q3 2024
Added 69.26%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
26,667
shares
|
$1.22 Million
0.38% of portfolio
|
Q3 2024
Added 30.04%
|