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 307 institutions that hold shares in the stock, with a total of 52.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
14,441
shares
|
$664,863
0.0% of portfolio
|
Q1 2025
Added 13.67%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Apr 24, 2025 Q1 2025 |
13,429
shares
|
$618,271
0.12% of portfolio
|
Q1 2025
Added 12.53%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
May 06, 2025 Q1 2025 |
13,370
shares
|
$615,554
0.13% of portfolio
|
Q1 2025
Added 33.97%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
13,310
shares
|
$612,792
0.05% of portfolio
|
Q4 2023
Added 28.23%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
13,269
shares
|
$610,904
0.02% of portfolio
|
Q1 2025
Reduced 12.44%
|
|
|
La Fleur & Godfrey LLC
|
Apr 23, 2025 Q1 2025 |
12,900
shares
|
$593,916
0.08% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Delta Investment Management, LLC
|
May 14, 2025 Q1 2025 |
12,729
shares
|
$586,043
0.15% of portfolio
|
Q1 2025
Reduced 21.62%
|
|
|
Independent Wealth Network Inc.
|
May 02, 2025 Q1 2025 |
12,675
shares
|
$583,557
0.25% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
12,512
shares
|
$576,052
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
12,276
shares
|
$565,187
0.11% of portfolio
|
Q1 2025
Reduced 86.49%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
11,800
shares
|
$543,272
0.04% of portfolio
|
Q1 2025
Added 21.65%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
11,795
shares
|
$543,041
0.0% of portfolio
|
Q4 2024
Reduced 63.72%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
May 09, 2025 Q1 2025 |
11,693
shares
|
$538,345
0.19% of portfolio
|
Q1 2025
Added 53.41%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
May 12, 2025 Q1 2025 |
11,665
shares
|
$537,056
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
11,286
shares
|
$519,607
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Apr 22, 2025 Q1 2025 |
11,266
shares
|
$518,686
0.52% of portfolio
|
Q1 2025
Added 5.18%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
11,238
shares
|
$517,397
0.0% of portfolio
|
Q4 2024
Added 7.81%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Apr 28, 2025 Q1 2025 |
10,980
shares
|
$505,519
0.11% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
10,745
shares
|
$494,699
0.02% of portfolio
|
Q1 2025
Reduced 77.1%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
May 02, 2025 Q1 2025 |
10,497
shares
|
$483,281
0.25% of portfolio
|
Q1 2025
Added 2.69%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
10,440
shares
|
$480,657
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
10,422
shares
|
$479,828
0.02% of portfolio
|
Q1 2025
Added 12.05%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Apr 22, 2025 Q1 2025 |
10,175
shares
|
$468,457
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
10,124
shares
|
$466,108
0.0% of portfolio
|
Q1 2025
Reduced 8.54%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
9,259
shares
|
$426,284
0.25% of portfolio
|
Q1 2025
Added 146.25%
|