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 |
|---|---|---|---|---|---|
|
Kc Investment Advisors, LLC
Wichita, KS |
Jul 24, 2025 Q2 2025 |
43,972
shares
|
$2.03 Million
0.76% of portfolio
|
Q2 2025
Reduced 26.98%
|
|
|
First Citizens Financial Corp
|
Jul 07, 2025 Q2 2025 |
43,470
shares
|
$2.01 Million
1.11% of portfolio
|
Q2 2025
Reduced 5.85%
|
|
|
Vienna Asset Management LLC
Cupertino, CA |
Aug 14, 2025 Q2 2025 |
43,197
shares
|
$2 Million
1.57% of portfolio
|
Q2 2025
Added 21.81%
|
|
|
Herold Advisors, Inc.
|
Aug 14, 2025 Q2 2025 |
42,358
shares
|
$1.96 Million
0.43% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Altus Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
40,201
shares
|
$1.86 Million
0.89% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
39,870
shares
|
$1.84 Million
0.01% of portfolio
|
Q1 2025
Added 14.0%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Aug 12, 2025 Q2 2025 |
39,459
shares
|
$1.82 Million
0.68% of portfolio
|
Q2 2025
Added 25.12%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
38,217
shares
|
$1.77 Million
0.06% of portfolio
|
Q2 2025
Added 36.77%
|
|
|
Addison Capital CO
|
Aug 11, 2025 Q2 2025 |
36,996
shares
|
$1.71 Million
0.63% of portfolio
|
Q2 2025
Added 30.35%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
34,204
shares
|
$1.58 Million
0.16% of portfolio
|
Q2 2025
Reduced 7.76%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
33,417
shares
|
$1.54 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
32,786
shares
|
$1.52 Million
0.12% of portfolio
|
Q2 2025
Added 3.08%
|
|
|
5 T Wealth, LLC
Napa, CA |
Aug 05, 2025 Q2 2025 |
32,523
shares
|
$1.5 Million
0.72% of portfolio
|
Q2 2025
Reduced 20.74%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
32,313
shares
|
$1.49 Million
0.63% of portfolio
|
Q2 2025
Added 29.89%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
31,880
shares
|
$1.47 Million
0.18% of portfolio
|
Q2 2025
Added 23.81%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
31,577
shares
|
$1.46 Million
0.09% of portfolio
|
Q2 2025
Added 25.98%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
31,267
shares
|
$1.45 Million
0.01% of portfolio
|
Q2 2025
Added 32.68%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Aug 14, 2025 Q2 2025 |
30,459
shares
|
$1.41 Million
0.88% of portfolio
|
Q2 2025
Added 96.79%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
29,976
shares
|
$1.39 Million
0.17% of portfolio
|
Q2 2025
Added 55.08%
|
|
|
Element Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
29,903
shares
|
$1.38 Million
0.66% of portfolio
|
Q2 2025
Added 18.25%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
29,572
shares
|
$1.37 Million
0.02% of portfolio
|
Q2 2025
Added 13.44%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
29,478
shares
|
$1.36 Million
0.11% of portfolio
|
Q1 2025
Reduced 63.55%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
29,395
shares
|
$1.36 Million
0.05% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
|
Peterson Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
29,350
shares
|
$1.36 Million
0.26% of portfolio
|
Q2 2025
Added 95.43%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
29,247
shares
|
$1.35 Million
0.04% of portfolio
|
Q2 2025
New holding
|