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 277 institutions that hold shares in the stock, with a total of 42.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.91 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
9,301
shares
|
$422,451
0.01% of portfolio
|
Q4 2024
Reduced 24.53%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Apr 15, 2025 Q1 2025 |
9,106
shares
|
$413,594
0.33% of portfolio
|
Q1 2025
Added 7.71%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
8,583
shares
|
$389,839
0.02% of portfolio
|
Q4 2024
Added 70.37%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jan 13, 2025 Q4 2024 |
8,306
shares
|
$377,258
0.23% of portfolio
|
Q4 2024
Reduced 27.72%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
8,250
shares
|
$374,715
0.03% of portfolio
|
Q4 2024
Added 22.22%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Feb 13, 2025 Q4 2024 |
8,195
shares
|
$372,216
0.05% of portfolio
|
Q4 2024
Added 89.44%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
7,773
shares
|
$353,049
0.0% of portfolio
|
Q3 2024
Reduced 2.45%
|
|
|
Atlantic Private Wealth, LLC
|
Feb 11, 2025 Q4 2024 |
7,773
shares
|
$353,049
0.27% of portfolio
|
Q2 2023
New holding
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Feb 05, 2025 Q4 2024 |
7,622
shares
|
$346,191
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
7,180
shares
|
$326,115
0.0% of portfolio
|
Q4 2024
Reduced 41.74%
|
|
|
Matisse Capital
|
Jan 24, 2025 Q4 2024 |
6,700
shares
|
$304,314
0.16% of portfolio
|
Q1 2023
New holding
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Apr 08, 2025 Q1 2025 |
6,638
shares
|
$301,497
0.07% of portfolio
|
Q1 2025
Reduced 4.08%
|
|
|
Essex LLC
|
Jan 28, 2025 Q4 2024 |
6,545
shares
|
$297,273
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Prentice Wealth Management LLC
|
Feb 03, 2025 Q4 2024 |
6,507
shares
|
$295,547
0.09% of portfolio
|
Q4 2024
Reduced 96.48%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
6,475
shares
|
$294,094
0.0% of portfolio
|
Q4 2024
Added 6.95%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 14, 2025 Q1 2025 |
6,453
shares
|
$293,095
0.04% of portfolio
|
Q1 2025
Reduced 10.03%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
6,263
shares
|
$284,465
0.02% of portfolio
|
Q1 2025
Added 15.51%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
6,200
shares
|
$281,604
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Apr 11, 2025 Q1 2025 |
6,100
shares
|
$277,062
0.2% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
6,015
shares
|
$273,201
0.03% of portfolio
|
Q1 2025
Added 4.07%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
5,945
shares
|
$270,021
0.01% of portfolio
|
Q4 2024
Added 17.61%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
5,755
shares
|
$261,392
0.01% of portfolio
|
Q4 2024
Added 9.91%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
5,732
shares
|
$260,347
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Lake Street Financial LLC
|
Apr 10, 2025 Q1 2025 |
5,692
shares
|
$258,530
0.04% of portfolio
|
Q1 2025
Added 15.86%
|
|
|
Burt Wealth Advisors
|
Feb 06, 2025 Q4 2024 |
5,681
shares
|
$258,031
0.07% of portfolio
|
Q4 2023
Reduced 67.37%
|