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 346 institutions that hold shares in the stock, with a total of 59.2 Million shares, which have been reported (via 13F filing form) to have a value of $2.74 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
62,030
shares
|
$2.87 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
62,008
shares
|
$2.87 Million
1.98% of portfolio
|
Q2 2025
New holding
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 07, 2025 Q2 2025 |
61,710
shares
|
$2.85 Million
1.41% of portfolio
|
Q2 2025
Added 6.82%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
60,339
shares
|
$2.79 Million
0.18% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
58,097
shares
|
$2.69 Million
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
54,936
shares
|
$2.54 Million
0.08% of portfolio
|
Q2 2025
Added 14.89%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
54,086
shares
|
$2.5 Million
1.51% of portfolio
|
Q3 2024
Added 23.65%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
53,534
shares
|
$2.47 Million
0.71% of portfolio
|
Q2 2025
Added 17.57%
|
|
|
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
|
$2.38 Million
0.08% of portfolio
|
Q2 2025
Added 40.0%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
51,573
shares
|
$2.38 Million
0.0% of portfolio
|
Q2 2025
Added 618.59%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
50,454
shares
|
$2.33 Million
0.2% of portfolio
|
Q2 2025
Reduced 5.47%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Aug 05, 2025 Q2 2025 |
50,404
shares
|
$2.33 Million
1.55% of portfolio
|
Q2 2025
Added 9.71%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
49,484
shares
|
$2.29 Million
0.54% of portfolio
|
Q1 2024
Reduced 26.26%
|
|
|
Janney Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
49,383
shares
|
$2.28 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Jul 07, 2025 Q2 2025 |
49,089
shares
|
$2.27 Million
1.05% of portfolio
|
Q2 2025
Reduced 4.38%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
49,083
shares
|
$2.27 Million
0.05% of portfolio
|
Q2 2025
Added 920.44%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
49,008
shares
|
$2.27 Million
0.71% of portfolio
|
Q2 2025
Reduced 8.69%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
48,625
shares
|
$2.25 Million
0.68% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
48,565
shares
|
$2.24 Million
1.18% of portfolio
|
Q1 2024
Reduced 7.95%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
48,433
shares
|
$2.24 Million
0.64% of portfolio
|
Q2 2025
New holding
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
48,110
shares
|
$2.22 Million
0.03% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Peoples Bank
|
Jul 22, 2025 Q2 2025 |
46,869
shares
|
$2.17 Million
1.35% of portfolio
|
Q2 2025
Reduced 12.36%
|
|
|
Sage Rhino Capital LLC
|
Jul 16, 2025 Q2 2025 |
45,960
shares
|
$2.12 Million
0.46% of portfolio
|
Q2 2025
Reduced 5.07%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
44,737
shares
|
$2.07 Million
0.02% of portfolio
|
Q2 2025
Added 3.59%
|