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 203 institutions that hold shares in the stock, with a total of 26.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.22 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
13,310
shares
|
$617,051
0.05% of portfolio
|
Q4 2023
Added 28.23%
|
|
Financial Advocates Investment Management
Olympia, WA |
Jul 26, 2024 Q2 2024 |
13,235
shares
|
$613,574
0.04% of portfolio
|
Q2 2024
New holding
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
12,855
shares
|
$595,957
0.0% of portfolio
|
Q2 2024
Added 7.49%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 31, 2024 Q2 2024 |
12,629
shares
|
$585,480
0.03% of portfolio
|
Q2 2024
Reduced 4.89%
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 12, 2024 Q2 2024 |
12,611
shares
|
$584,645
0.03% of portfolio
|
Q2 2024
Added 18.32%
|
|
Walkner Condon Financial Advisors LLC
|
Aug 09, 2024 Q2 2024 |
12,031
shares
|
$557,757
0.12% of portfolio
|
Q2 2024
Reduced 2.74%
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jul 19, 2024 Q2 2024 |
11,492
shares
|
$532,769
0.37% of portfolio
|
Q1 2024
Added 12.03%
|
|
Townsquare Capital LLC
|
Aug 14, 2024 Q2 2024 |
11,463
shares
|
$531,424
0.01% of portfolio
|
Q2 2024
Reduced 28.43%
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 30, 2024 Q2 2024 |
11,165
shares
|
$517,609
0.05% of portfolio
|
Q2 2024
Reduced 6.88%
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Aug 02, 2024 Q2 2024 |
11,021
shares
|
$510,933
0.18% of portfolio
|
Q2 2024
Reduced 42.27%
|
|
Belpointe Asset Management LLC
|
Aug 02, 2024 Q2 2024 |
11,021
shares
|
$510,933
0.04% of portfolio
|
Q2 2024
Reduced 42.27%
|
|
Advisory Alpha, LLC
|
Aug 21, 2024 Q2 2024 |
10,989
shares
|
$509,450
0.02% of portfolio
|
Q2 2024
Reduced 64.14%
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jul 12, 2024 Q2 2024 |
10,927
shares
|
$506,575
0.17% of portfolio
|
Q1 2024
Added 0.26%
|
|
La Fleur & Godfrey LLC
|
Jul 23, 2024 Q2 2024 |
10,883
shares
|
$504,535
0.07% of portfolio
|
Q2 2024
Added 86.42%
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
10,592
shares
|
$491,045
0.0% of portfolio
|
Q2 2024
Added 9.7%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
10,509
shares
|
$487,197
0.0% of portfolio
|
Q2 2024
Added 8.92%
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Jul 31, 2024 Q2 2024 |
10,496
shares
|
$486,594
0.25% of portfolio
|
Q2 2024
Added 0.56%
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
10,440
shares
|
$483,998
0.01% of portfolio
|
Q1 2024
New holding
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
9,454
shares
|
$438,287
0.0% of portfolio
|
Q2 2024
Added 46.19%
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 14, 2024 Q2 2024 |
9,162
shares
|
$424,750
0.03% of portfolio
|
Q2 2024
Added 12.02%
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Aug 05, 2024 Q2 2024 |
8,930
shares
|
$413,994
0.09% of portfolio
|
Q2 2024
Added 46.18%
|
|
Cornerstone Advisory, LLC
|
Aug 14, 2024 Q2 2024 |
8,242
shares
|
$382,099
0.05% of portfolio
|
Q2 2024
Added 42.13%
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jul 08, 2024 Q2 2024 |
8,118
shares
|
$376,350
0.33% of portfolio
|
Q2 2024
Reduced 2.73%
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
7,968
shares
|
$369,396
0.0% of portfolio
|
Q2 2024
Added 2.51%
|
|
Atlantic Private Wealth, LLC
|
Aug 12, 2024 Q2 2024 |
7,773
shares
|
$360,356
0.29% of portfolio
|
Q2 2023
New holding
|