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 237 institutions that hold shares in the stock, with a total of 35.8 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 |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
4,810
shares
|
$218,662
0.01% of portfolio
|
Q2 2024
Added 52.17%
|
|
|
Lake Street Financial LLC
|
Oct 22, 2024 Q3 2024 |
4,788
shares
|
$217,662
0.04% of portfolio
|
Q3 2024
Reduced 16.47%
|
|
|
Penney Financial, LLC
Houston, TX |
Dec 31, 2024 Q3 2024 |
4,775
shares
|
$217,071
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
4,670
shares
|
$212,298
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cable Hill Partners, LLC
Portland, OR |
Nov 05, 2024 Q3 2024 |
4,655
shares
|
$211,616
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Insight Wealth Partners, LLC
|
Nov 13, 2024 Q3 2024 |
4,504
shares
|
$204,751
0.04% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Oct 10, 2024 Q3 2024 |
4,440
shares
|
$201,842
0.12% of portfolio
|
Q3 2024
Reduced 13.75%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
4,403
shares
|
$200,160
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
4,390
shares
|
$199,569
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
4,386
shares
|
$199,387
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Nov 13, 2024 Q3 2024 |
4,326
shares
|
$196,659
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
4,159
shares
|
$189,068
0.02% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,479
shares
|
$67,235
0.0% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
1,410
shares
|
$64,098
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
1,397
shares
|
$63,507
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
1,248
shares
|
$56,734
0.0% of portfolio
|
Q3 2024
Added 107.31%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
1,019
shares
|
$46,323
0.12% of portfolio
|
Q3 2024
Added 75.39%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
1,000
shares
|
$45,460
0.01% of portfolio
|
Q3 2024
Reduced 54.23%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
921
shares
|
$41,868
0.0% of portfolio
|
Q2 2024
Added 95.13%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
822
shares
|
$37,368
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
800
shares
|
$36,368
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
771
shares
|
$35,049
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
770
shares
|
$35,004
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
584
shares
|
$26,548
0.0% of portfolio
|
Q1 2024
Reduced 15.85%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
569
shares
|
$25,866
0.01% of portfolio
|
Q2 2024
New holding
|