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 |
|---|---|---|---|---|---|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
36,299
shares
|
$1.68 Million
0.05% of portfolio
|
Q3 2025
Added 28.53%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
34,204
shares
|
$1.59 Million
0.16% of portfolio
|
Q2 2025
Reduced 7.76%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Oct 17, 2025 Q3 2025 |
33,792
shares
|
$1.57 Million
0.42% of portfolio
|
Q3 2025
Added 26.32%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
33,417
shares
|
$1.55 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%
|
|
|
Delta Investment Management, LLC
|
Oct 20, 2025 Q3 2025 |
32,773
shares
|
$1.52 Million
0.36% of portfolio
|
Q3 2025
Added 156.6%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
32,313
shares
|
$1.5 Million
0.63% of portfolio
|
Q2 2025
Added 29.89%
|
|
|
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%
|
|
|
In Track Investment Management Inc
|
Oct 21, 2025 Q3 2025 |
31,353
shares
|
$1.45 Million
0.97% of portfolio
|
Q3 2025
Added 8.12%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
31,267
shares
|
$1.45 Million
0.01% of portfolio
|
Q2 2025
Added 32.68%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
30,985
shares
|
$1.44 Million
0.05% of portfolio
|
Q3 2025
Added 6.71%
|
|
|
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%
|
|
|
Element Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
29,903
shares
|
$1.39 Million
0.66% of portfolio
|
Q2 2025
Added 18.25%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Aug 14, 2025 Q2 2025 |
29,664
shares
|
$1.38 Million
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
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%
|
|
|
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%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
29,247
shares
|
$1.36 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
28,796
shares
|
$1.33 Million
0.14% of portfolio
|
Q2 2025
Added 52.7%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
27,553
shares
|
$1.28 Million
0.04% of portfolio
|
Q2 2025
Reduced 23.16%
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
27,149
shares
|
$1.26 Million
0.03% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
26,667
shares
|
$1.24 Million
0.38% of portfolio
|
Q3 2024
Added 30.04%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
26,480
shares
|
$1.23 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
25,415
shares
|
$1.18 Million
0.0% of portfolio
|
Q2 2025
Added 9.22%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
24,702
shares
|
$1.15 Million
1.08% of portfolio
|
Q4 2022
Added 86.26%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
22,915
shares
|
$1.06 Million
0.01% of portfolio
|
Q2 2025
Reduced 36.05%
|