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 |
|---|---|---|---|---|---|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
29,037
shares
|
$1.34 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
In Track Investment Management Inc
|
Jul 23, 2025 Q2 2025 |
28,997
shares
|
$1.34 Million
1.0% 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%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
28,242
shares
|
$1.31 Million
0.04% of portfolio
|
Q2 2025
Added 39.83%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Jul 15, 2025 Q2 2025 |
27,859
shares
|
$1.29 Million
0.5% of portfolio
|
Q2 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
27,553
shares
|
$1.27 Million
0.04% of portfolio
|
Q2 2025
Reduced 23.16%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
27,072
shares
|
$1.25 Million
0.03% of portfolio
|
Q2 2025
Reduced 22.12%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Jul 23, 2025 Q2 2025 |
26,751
shares
|
$1.24 Million
0.37% of portfolio
|
Q2 2025
Added 14.01%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
26,667
shares
|
$1.23 Million
0.38% of portfolio
|
Q3 2024
Added 30.04%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
26,480
shares
|
$1.22 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
25,415
shares
|
$1.17 Million
0.0% of portfolio
|
Q2 2025
Added 9.22%
|
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
24,766
shares
|
$1.14 Million
0.09% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
24,702
shares
|
$1.14 Million
1.08% of portfolio
|
Q4 2022
Added 86.26%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Jul 21, 2025 Q2 2025 |
23,605
shares
|
$1.09 Million
0.57% of portfolio
|
Q4 2024
Reduced 8.13%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
23,099
shares
|
$1.07 Million
0.19% of portfolio
|
Q1 2025
Added 39.75%
|
|
|
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%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
22,259
shares
|
$1.03 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
22,057
shares
|
$1.02 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Aug 07, 2025 Q2 2025 |
22,033
shares
|
$1.02 Million
0.05% of portfolio
|
Q2 2025
Added 348.92%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
21,974
shares
|
$1.02 Million
0.18% of portfolio
|
Q2 2025
Added 33.02%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
21,513
shares
|
$994,330
0.02% of portfolio
|
Q2 2025
Reduced 92.83%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
20,711
shares
|
$957,262
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jul 21, 2025 Q2 2025 |
20,477
shares
|
$946,446
0.47% of portfolio
|
Q2 2025
Reduced 90.95%
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
19,988
shares
|
$923,845
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
19,794
shares
|
$914,878
0.06% of portfolio
|
Q2 2025
Reduced 5.21%
|