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 361 institutions that hold shares in the stock, with a total of 62.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.91 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Oct 24, 2025 Q3 2025 |
22,698
shares
|
$1.05 Million
0.05% of portfolio
|
Q3 2025
Added 3.02%
|
|
|
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
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
21,588
shares
|
$1 Million
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
21,513
shares
|
$997,342
0.02% of portfolio
|
Q2 2025
Reduced 92.83%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Oct 09, 2025 Q3 2025 |
21,480
shares
|
$995,812
0.49% of portfolio
|
Q3 2025
Reduced 9.0%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
21,387
shares
|
$991,501
0.02% of portfolio
|
Q3 2025
Added 43.14%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
20,985
shares
|
$972,864
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
20,891
shares
|
$968,506
0.15% of portfolio
|
Q3 2025
Reduced 4.93%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
20,711
shares
|
$960,161
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
20,449
shares
|
$948,015
0.01% of portfolio
|
Q3 2025
Added 87.01%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Oct 21, 2025 Q3 2025 |
20,175
shares
|
$935,313
0.34% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
19,794
shares
|
$917,649
0.06% of portfolio
|
Q2 2025
Reduced 5.21%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
19,293
shares
|
$894,423
0.02% of portfolio
|
Q2 2025
Reduced 3.82%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
18,985
shares
|
$880,144
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Commons Capital, LLC
Needham, MA |
Jul 29, 2025 Q2 2025 |
18,838
shares
|
$873,329
0.68% of portfolio
|
Q2 2025
Reduced 9.71%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Oct 23, 2025 Q3 2025 |
18,456
shares
|
$855,620
0.4% of portfolio
|
Q3 2025
Reduced 2.69%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Jul 31, 2025 Q2 2025 |
17,889
shares
|
$829,334
0.25% of portfolio
|
Q2 2025
Added 52.99%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
17,727
shares
|
$821,823
0.0% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
17,529
shares
|
$812,644
0.07% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
16,844
shares
|
$780,887
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Menard Financial Group LLC
Houston, TX |
Aug 13, 2025 Q2 2025 |
16,838
shares
|
$780,609
0.48% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
16,649
shares
|
$771,847
0.0% of portfolio
|
Q2 2025
Added 223.22%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
16,566
shares
|
$767,999
0.11% of portfolio
|
Q2 2025
Added 46.78%
|
|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
16,305
shares
|
$755,899
0.81% of portfolio
|
Q2 2023
Reduced 31.48%
|