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 |
---|---|---|---|---|---|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
7,395
shares
|
$342,832
0.0% of portfolio
|
Q2 2024
Added 10.09%
|
|
Sargent Investment Group, LLC
|
Aug 09, 2024 Q2 2024 |
7,259
shares
|
$336,527
0.07% of portfolio
|
Q2 2024
New holding
|
|
Matisse Capital
|
Jul 30, 2024 Q2 2024 |
6,700
shares
|
$310,612
0.15% of portfolio
|
Q1 2023
New holding
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Aug 13, 2024 Q2 2024 |
6,415
shares
|
$297,399
0.17% of portfolio
|
Q2 2024
Added 17.58%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
6,353
shares
|
$294,525
0.0% of portfolio
|
Q2 2024
New holding
|
|
Argent Advisors, Inc.
Monroe, LA |
Jul 29, 2024 Q2 2024 |
6,206
shares
|
$287,710
0.11% of portfolio
|
Q2 2024
Reduced 1.74%
|
|
Global Retirement Partners, LLC
|
Jul 23, 2024 Q2 2024 |
6,039
shares
|
$279,968
0.01% of portfolio
|
Q2 2024
Added 1.56%
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jul 12, 2024 Q2 2024 |
6,034
shares
|
$279,736
0.22% of portfolio
|
Q2 2024
Added 23.67%
|
|
Essex Financial Services, Inc.
|
Aug 09, 2024 Q2 2024 |
5,975
shares
|
$277,001
0.01% of portfolio
|
Q2 2024
New holding
|
|
D.A. Davidson & Co.
|
Jul 31, 2024 Q2 2024 |
5,850
shares
|
$271,206
0.0% of portfolio
|
Q2 2024
Added 4.32%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
5,810
shares
|
$269,351
0.0% of portfolio
|
Q2 2024
Reduced 0.27%
|
|
Lake Street Financial LLC
|
Jul 12, 2024 Q2 2024 |
5,732
shares
|
$265,735
0.03% of portfolio
|
Q2 2024
Reduced 50.87%
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
5,732
shares
|
$265,735
0.03% of portfolio
|
Q2 2024
New holding
|
|
Burt Wealth Advisors
|
Jul 16, 2024 Q2 2024 |
5,681
shares
|
$263,371
0.07% of portfolio
|
Q4 2023
Reduced 67.37%
|
|
Choreo, LLC
Minneapolis, MN |
Aug 06, 2024 Q2 2024 |
5,540
shares
|
$256,834
0.0% of portfolio
|
Q2 2024
New holding
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
5,496
shares
|
$254,794
0.0% of portfolio
|
Q2 2024
Reduced 1.08%
|
|
Prospera Financial Services Inc
|
Aug 13, 2024 Q2 2024 |
5,469
shares
|
$253,542
0.01% of portfolio
|
Q2 2024
New holding
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jul 10, 2024 Q2 2024 |
5,424
shares
|
$251,456
0.06% of portfolio
|
Q2 2024
Reduced 4.86%
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Aug 02, 2024 Q2 2024 |
5,209
shares
|
$241,489
0.03% of portfolio
|
Q2 2024
Reduced 0.17%
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jul 08, 2024 Q2 2024 |
5,148
shares
|
$238,661
0.15% of portfolio
|
Q2 2024
Reduced 37.81%
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 12, 2024 Q2 2024 |
5,104
shares
|
$236,621
0.12% of portfolio
|
Q2 2024
New holding
|
|
Oppenheimer & CO Inc
New York, NY |
Aug 07, 2024 Q2 2024 |
5,000
shares
|
$231,800
0.0% of portfolio
|
Q2 2024
New holding
|
|
Jfs Wealth Advisors, LLC
|
Jul 15, 2024 Q2 2024 |
5,000
shares
|
$231,800
0.02% of portfolio
|
Q2 2024
Added 12.36%
|
|
Transform Wealth, LLC
|
Jul 15, 2024 Q2 2024 |
4,917
shares
|
$227,952
0.02% of portfolio
|
Q2 2024
New holding
|
|
Addison Capital CO
|
Jul 25, 2024 Q2 2024 |
4,904
shares
|
$227,349
0.1% of portfolio
|
Q2 2024
New holding
|