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 307 institutions that hold shares in the stock, with a total of 52.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
47,815
shares
|
$2.2 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
May 12, 2025 Q1 2025 |
47,784
shares
|
$2.2 Million
0.17% of portfolio
|
Q1 2025
Added 131.59%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
47,746
shares
|
$2.2 Million
0.61% of portfolio
|
Q1 2025
Added 3572.77%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
47,657
shares
|
$2.19 Million
0.03% of portfolio
|
Q1 2025
Added 29.05%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Apr 09, 2025 Q1 2025 |
47,618
shares
|
$2.19 Million
0.22% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
First Citizens Financial Corp
|
Apr 03, 2025 Q1 2025 |
46,171
shares
|
$2.13 Million
1.21% of portfolio
|
Q1 2025
Added 3.72%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
May 05, 2025 Q1 2025 |
45,944
shares
|
$2.12 Million
1.53% of portfolio
|
Q1 2025
Added 9.82%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Apr 16, 2025 Q1 2025 |
45,533
shares
|
$2.1 Million
0.65% of portfolio
|
Q4 2024
Added 2.75%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
43,188
shares
|
$1.99 Million
0.02% of portfolio
|
Q1 2025
Added 7.57%
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
41,753
shares
|
$1.92 Million
0.44% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
5 T Wealth, LLC
Napa, CA |
Apr 22, 2025 Q1 2025 |
41,035
shares
|
$1.89 Million
1.01% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
May 14, 2025 Q1 2025 |
39,883
shares
|
$1.84 Million
0.57% of portfolio
|
Q1 2025
Added 52.76%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
39,870
shares
|
$1.84 Million
0.01% of portfolio
|
Q1 2025
Added 14.0%
|
|
|
Altus Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
39,782
shares
|
$1.83 Million
0.86% of portfolio
|
Q1 2025
Added 4.82%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
39,074
shares
|
$1.8 Million
1.48% of portfolio
|
Q1 2025
Reduced 47.96%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
37,080
shares
|
$1.71 Million
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
36,924
shares
|
$1.7 Million
0.27% of portfolio
|
Q1 2025
Reduced 11.69%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
36,857
shares
|
$1.7 Million
0.06% of portfolio
|
Q1 2025
Reduced 5.73%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
36,232
shares
|
$1.67 Million
0.0% of portfolio
|
Q1 2025
Reduced 34.72%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
35,857
shares
|
$1.65 Million
0.06% of portfolio
|
Q1 2025
Added 13.85%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
35,832
shares
|
$1.65 Million
0.02% of portfolio
|
Q1 2025
Added 663.52%
|
|
|
Vienna Asset Management LLC
Cupertino, CA |
May 15, 2025 Q1 2025 |
35,462
shares
|
$1.63 Million
1.45% of portfolio
|
Q1 2025
Reduced 13.85%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
34,761
shares
|
$1.6 Million
0.05% of portfolio
|
Q1 2025
Added 16.14%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
34,625
shares
|
$1.59 Million
0.0% of portfolio
|
Q1 2025
Added 187.39%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
33,417
shares
|
$1.54 Million
0.02% of portfolio
|
Q1 2025
New holding
|