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 |
|---|---|---|---|---|---|
|
Atlantic Private Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
7,773
shares
|
$355,226
0.27% of portfolio
|
Q2 2023
New holding
|
|
|
Madden Securities Corp
|
Oct 09, 2024 Q3 2024 |
7,758
shares
|
$354,540
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
7,598
shares
|
$347,228
0.0% of portfolio
|
Q3 2024
Reduced 33.72%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
7,266
shares
|
$332,056
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
6,750
shares
|
$308,475
0.02% of portfolio
|
Q3 2024
Added 35.0%
|
|
|
Matisse Capital
|
Oct 17, 2024 Q3 2024 |
6,700
shares
|
$306,190
0.15% of portfolio
|
Q1 2023
New holding
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Oct 18, 2024 Q3 2024 |
6,588
shares
|
$301,071
0.07% of portfolio
|
Q3 2024
Added 21.46%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
6,350
shares
|
$290,195
0.0% of portfolio
|
Q3 2024
Added 8.55%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 13, 2024 Q3 2024 |
6,316
shares
|
$288,641
0.11% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
6,200
shares
|
$283,340
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
6,054
shares
|
$276,667
0.0% of portfolio
|
Q3 2024
Added 10.15%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Oct 07, 2024 Q3 2024 |
6,034
shares
|
$275,753
0.2% of portfolio
|
Q2 2024
Added 23.67%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Oct 24, 2024 Q3 2024 |
6,034
shares
|
$275,753
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
5,732
shares
|
$261,952
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Burt Wealth Advisors
|
Oct 31, 2024 Q3 2024 |
5,681
shares
|
$259,621
0.07% of portfolio
|
Q4 2023
Reduced 67.37%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Oct 23, 2024 Q3 2024 |
5,653
shares
|
$258,342
0.03% of portfolio
|
Q3 2024
Added 8.52%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
5,540
shares
|
$253,178
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 29, 2024 Q3 2024 |
5,424
shares
|
$247,876
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
5,150
shares
|
$235,355
0.01% of portfolio
|
Q3 2024
Reduced 13.81%
|
|
|
Transform Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
5,148
shares
|
$235,263
0.02% of portfolio
|
Q3 2024
Added 4.7%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 14, 2024 Q3 2024 |
5,131
shares
|
$234,486
0.09% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
5,055
shares
|
$231,013
0.01% of portfolio
|
Q3 2024
Reduced 16.29%
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 16, 2024 Q3 2024 |
5,051
shares
|
$230,830
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
5,038
shares
|
$230,236
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
4,810
shares
|
$219,817
0.01% of portfolio
|
Q2 2024
Added 52.17%
|