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 |
|---|---|---|---|---|---|
|
Optima Capital LLC
Portland, OR |
Jul 14, 2025 Q2 2025 |
108,866
shares
|
$5.05 Million
2.71% of portfolio
|
Q2 2025
Added 26.3%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
107,738
shares
|
$4.99 Million
0.05% of portfolio
|
Q2 2025
Reduced 17.65%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
106,346
shares
|
$4.93 Million
0.3% of portfolio
|
Q3 2025
Added 260.76%
|
|
|
Blue Oak Capital, LLC
Menlo Park, CA |
Jul 16, 2025 Q2 2025 |
102,554
shares
|
$4.75 Million
2.5% of portfolio
|
Q2 2025
Reduced 18.56%
|
|
|
Evolution Wealth Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
102,471
shares
|
$4.75 Million
0.72% of portfolio
|
Q2 2025
Added 17.18%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Aug 12, 2025 Q2 2025 |
101,567
shares
|
$4.71 Million
2.57% of portfolio
|
Q2 2025
Added 28.43%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
100,846
shares
|
$4.68 Million
0.17% of portfolio
|
Q3 2025
Added 7.46%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
100,279
shares
|
$4.65 Million
0.55% of portfolio
|
Q3 2025
Added 10.51%
|
|
|
Marmo Financial Group, LLC
Johnson City, TN |
Oct 24, 2025 Q3 2025 |
100,038
shares
|
$4.64 Million
2.25% of portfolio
|
Q3 2025
Reduced 7.8%
|
|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Jul 17, 2025 Q2 2025 |
99,192
shares
|
$4.6 Million
4.37% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Aug 04, 2025 Q2 2025 |
98,696
shares
|
$4.58 Million
1.14% of portfolio
|
Q2 2025
Added 6.82%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
97,679
shares
|
$4.53 Million
0.02% of portfolio
|
Q2 2025
Added 50.04%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jul 22, 2025 Q2 2025 |
94,659
shares
|
$4.39 Million
1.03% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jul 22, 2025 Q2 2025 |
94,659
shares
|
$4.39 Million
1.03% of portfolio
|
Q2 2025
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
90,285
shares
|
$4.19 Million
0.28% of portfolio
|
Q3 2025
Added 12.91%
|
|
|
Keystone Financial Services, LLC
Omaha, NE |
Aug 14, 2025 Q2 2025 |
87,289
shares
|
$4.05 Million
3.07% of portfolio
|
Q2 2025
Added 6.54%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
86,482
shares
|
$4.01 Million
0.07% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Peterson Wealth Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
81,742
shares
|
$3.79 Million
0.67% of portfolio
|
Q3 2025
Added 178.51%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
80,993
shares
|
$3.75 Million
0.01% of portfolio
|
Q2 2025
Added 41.6%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
78,944
shares
|
$3.66 Million
0.0% of portfolio
|
Q2 2025
Added 128.0%
|
|
|
Paladin Advisory Group, LLC
|
Aug 06, 2025 Q2 2025 |
77,072
shares
|
$3.57 Million
2.79% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
75,646
shares
|
$3.51 Million
0.09% of portfolio
|
Q2 2025
Reduced 25.58%
|
|
|
Invst, LLC
Indianapolis, IN |
Oct 16, 2025 Q2 2025 |
73,169
shares
|
$3.39 Million
0.44% of portfolio
|
Q2 2025
New holding
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
72,243
shares
|
$3.35 Million
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
71,876
shares
|
$3.33 Million
0.26% of portfolio
|
Q3 2025
New holding
|