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 361 institutions that hold shares in the stock, with a total of 62.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.91 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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
|
$2.29 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
|
$2.28 Million
1.05% of portfolio
|
Q2 2025
Reduced 4.38%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
49,083
shares
|
$2.28 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
|
$2.25 Million
1.18% of portfolio
|
Q1 2024
Reduced 7.95%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
48,519
shares
|
$2.25 Million
0.29% of portfolio
|
Q3 2025
Added 142.74%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
48,110
shares
|
$2.23 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%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
46,184
shares
|
$2.14 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Sage Rhino Capital LLC
|
Jul 16, 2025 Q2 2025 |
45,960
shares
|
$2.13 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%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Jul 24, 2025 Q2 2025 |
43,972
shares
|
$2.04 Million
0.76% of portfolio
|
Q2 2025
Reduced 26.98%
|
|
|
5 T Wealth, LLC
Napa, CA |
Oct 17, 2025 Q3 2025 |
43,680
shares
|
$2.03 Million
0.88% of portfolio
|
Q3 2025
Added 34.3%
|
|
|
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
|
Oct 20, 2025 Q3 2025 |
40,952
shares
|
$1.9 Million
0.84% of portfolio
|
Q3 2025
Added 1.87%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Aug 12, 2025 Q2 2025 |
39,459
shares
|
$1.83 Million
0.68% of portfolio
|
Q2 2025
Added 25.12%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
39,138
shares
|
$1.81 Million
0.04% of portfolio
|
Q3 2025
Added 111.72%
|
|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
39,023
shares
|
$1.81 Million
0.21% of portfolio
|
Q3 2025
Added 30.18%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
38,217
shares
|
$1.77 Million
0.06% of portfolio
|
Q2 2025
Added 36.77%
|
|
|
Cooper Financial Group
|
Oct 07, 2025 Q3 2025 |
37,995
shares
|
$1.76 Million
0.2% of portfolio
|
Q3 2025
Added 19.18%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
37,395
shares
|
$1.73 Million
0.12% of portfolio
|
Q3 2025
Added 50.99%
|
|
|
Addison Capital CO
|
Aug 11, 2025 Q2 2025 |
36,996
shares
|
$1.72 Million
0.63% of portfolio
|
Q2 2025
Added 30.35%
|