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 235 institutions that hold shares in the stock, with a total of 35.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
13,310
shares
|
$608,267
0.05% of portfolio
|
Q4 2023
Added 28.23%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
13,266
shares
|
$606,256
0.02% of portfolio
|
Q3 2024
Reduced 9.12%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
13,041
shares
|
$595,973
0.02% of portfolio
|
Q3 2024
Added 42.34%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
12,456
shares
|
$569,239
0.0% of portfolio
|
Q3 2024
Added 18.53%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
12,324
shares
|
$563,206
0.02% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
12,324
shares
|
$563,206
0.0% of portfolio
|
Q3 2024
Added 16.35%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2024 Q3 2024 |
12,324
shares
|
$563,206
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
12,249
shares
|
$559,779
0.12% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
12,088
shares
|
$552,421
0.0% of portfolio
|
Q3 2024
Added 27.86%
|
|
|
La Fleur & Godfrey LLC
|
Oct 16, 2024 Q3 2024 |
12,065
shares
|
$551,370
0.08% of portfolio
|
Q3 2024
Added 10.86%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
11,699
shares
|
$534,644
0.06% of portfolio
|
Q3 2024
Reduced 76.47%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 23, 2024 Q3 2024 |
11,492
shares
|
$525,184
0.34% of portfolio
|
Q1 2024
Added 12.03%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
11,363
shares
|
$519,289
0.0% of portfolio
|
Q3 2024
Added 78.86%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 30, 2024 Q3 2024 |
10,927
shares
|
$499,363
0.13% of portfolio
|
Q1 2024
Added 0.26%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
10,440
shares
|
$477,108
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
10,424
shares
|
$476,376
0.0% of portfolio
|
Q3 2024
Reduced 26.61%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Nov 08, 2024 Q3 2024 |
10,373
shares
|
$474,046
0.25% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Oct 23, 2024 Q3 2024 |
10,170
shares
|
$464,769
0.1% of portfolio
|
Q3 2024
Added 32.27%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Nov 12, 2024 Q3 2024 |
10,116
shares
|
$462,301
0.24% of portfolio
|
Q3 2024
Added 57.69%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
9,382
shares
|
$428,757
0.08% of portfolio
|
Q3 2024
Added 5.06%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Oct 24, 2024 Q3 2024 |
8,714
shares
|
$398,229
0.33% of portfolio
|
Q3 2024
Added 7.34%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
8,582
shares
|
$392,197
0.01% of portfolio
|
Q3 2024
Reduced 21.9%
|
|
|
Addison Capital CO
|
Oct 17, 2024 Q3 2024 |
8,433
shares
|
$385,388
0.16% of portfolio
|
Q3 2024
Added 71.96%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
7,857
shares
|
$359,064
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
7,773
shares
|
$355,226
0.0% of portfolio
|
Q3 2024
Reduced 2.45%
|