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 |
|---|---|---|---|---|---|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Aug 08, 2025 Q2 2025 |
71,446
shares
|
$3.31 Million
0.36% of portfolio
|
Q2 2025
Reduced 13.13%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
70,998
shares
|
$3.29 Million
0.23% of portfolio
|
Q2 2025
Reduced 6.01%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 20, 2025 Q3 2025 |
68,638
shares
|
$3.18 Million
1.79% of portfolio
|
Q3 2025
Added 11.23%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Aug 01, 2025 Q2 2025 |
68,532
shares
|
$3.18 Million
2.56% of portfolio
|
Q2 2025
Added 314.69%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Oct 21, 2025 Q3 2025 |
68,504
shares
|
$3.18 Million
1.7% of portfolio
|
Q3 2025
Added 9.05%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
68,429
shares
|
$3.17 Million
2.03% of portfolio
|
Q3 2025
Added 10.36%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
66,981
shares
|
$3.11 Million
0.44% of portfolio
|
Q3 2025
Added 3.26%
|
|
|
Forefront Wealth Management Inc.
|
Jul 17, 2025 Q2 2025 |
64,685
shares
|
$3 Million
2.62% of portfolio
|
Q2 2025
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
63,260
shares
|
$2.93 Million
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2025 Q3 2025 |
63,072
shares
|
$2.92 Million
0.13% of portfolio
|
Q3 2025
Added 8.56%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
61,783
shares
|
$2.86 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
60,339
shares
|
$2.8 Million
0.18% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Montecito Bank & Trust
|
Oct 07, 2025 Q3 2025 |
59,513
shares
|
$2.76 Million
0.43% of portfolio
|
Q3 2025
Added 157.64%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Oct 09, 2025 Q3 2025 |
55,847
shares
|
$2.59 Million
0.59% of portfolio
|
Q3 2025
Added 4.32%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
54,936
shares
|
$2.55 Million
0.08% of portfolio
|
Q2 2025
Added 14.89%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
54,086
shares
|
$2.51 Million
1.51% of portfolio
|
Q3 2024
Added 23.65%
|
|
|
First Citizens Financial Corp
|
Oct 03, 2025 Q3 2025 |
53,516
shares
|
$2.48 Million
1.24% of portfolio
|
Q3 2025
Added 23.11%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
52,055
shares
|
$2.41 Million
0.49% of portfolio
|
Q2 2025
Added 30.52%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
51,600
shares
|
$2.39 Million
0.08% of portfolio
|
Q2 2025
Added 40.0%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
51,573
shares
|
$2.39 Million
0.0% of portfolio
|
Q2 2025
Added 618.59%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
51,414
shares
|
$2.38 Million
0.01% of portfolio
|
Q2 2025
Added 28.95%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 24, 2025 Q3 2025 |
51,270
shares
|
$2.38 Million
0.69% of portfolio
|
Q3 2025
Added 5.86%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
50,454
shares
|
$2.34 Million
0.2% of portfolio
|
Q2 2025
Reduced 5.47%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Aug 05, 2025 Q2 2025 |
50,404
shares
|
$2.34 Million
1.55% of portfolio
|
Q2 2025
Added 9.71%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
49,999
shares
|
$2.32 Million
0.01% of portfolio
|
Q3 2025
Added 439.42%
|