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 277 institutions that hold shares in the stock, with a total of 42.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.91 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Altus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
37,954
shares
|
$1.72 Million
0.78% of portfolio
|
Q4 2024
Added 6.66%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
36,952
shares
|
$1.68 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
36,930
shares
|
$1.68 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
36,924
shares
|
$1.68 Million
0.27% of portfolio
|
Q1 2025
Reduced 11.69%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
36,629
shares
|
$1.66 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
34,974
shares
|
$1.59 Million
0.01% of portfolio
|
Q4 2024
Added 122.5%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
34,761
shares
|
$1.58 Million
0.05% of portfolio
|
Q1 2025
Added 16.14%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
33,583
shares
|
$1.53 Million
0.04% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
31,494
shares
|
$1.43 Million
0.05% of portfolio
|
Q4 2024
Reduced 14.6%
|
|
|
Financial Futures LTD Liability Co.
|
Jan 24, 2025 Q4 2024 |
29,247
shares
|
$1.33 Million
0.9% of portfolio
|
Q4 2024
Reduced 81.8%
|
|
|
Madden Securities Corp
|
Apr 14, 2025 Q1 2025 |
29,183
shares
|
$1.33 Million
0.56% of portfolio
|
Q1 2025
Added 5.55%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
28,794
shares
|
$1.31 Million
0.01% of portfolio
|
Q4 2024
Added 353.45%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Feb 03, 2025 Q4 2024 |
28,085
shares
|
$1.28 Million
1.05% of portfolio
|
Q4 2024
Added 6.69%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Jan 28, 2025 Q4 2024 |
27,710
shares
|
$1.26 Million
0.87% of portfolio
|
Q4 2024
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
26,667
shares
|
$1.21 Million
0.38% of portfolio
|
Q3 2024
Added 30.04%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Feb 06, 2025 Q4 2024 |
26,108
shares
|
$1.19 Million
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Wise Wealth Partners
Phoenix, AZ |
Feb 14, 2025 Q4 2024 |
24,876
shares
|
$1.13 Million
2.8% of portfolio
|
Q4 2024
New holding
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
24,702
shares
|
$1.12 Million
1.08% of portfolio
|
Q4 2022
Added 86.26%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
24,316
shares
|
$1.1 Million
0.0% of portfolio
|
Q4 2024
Added 101.16%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Apr 15, 2025 Q1 2025 |
23,605
shares
|
$1.07 Million
0.49% of portfolio
|
Q4 2024
Reduced 8.13%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
22,948
shares
|
$1.04 Million
0.07% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Feb 14, 2025 Q4 2024 |
22,638
shares
|
$1.03 Million
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Triumph Capital Management
|
Feb 14, 2025 Q4 2024 |
22,638
shares
|
$1.03 Million
0.38% of portfolio
|
Q4 2024
Added 16.91%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
22,602
shares
|
$1.03 Million
0.13% of portfolio
|
Q4 2024
Reduced 4.39%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
22,472
shares
|
$1.02 Million
0.35% of portfolio
|
Q4 2024
New holding
|