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 |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
19,293
shares
|
$891,722
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
|
$877,486
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Jul 22, 2025 Q2 2025 |
18,967
shares
|
$876,654
0.45% of portfolio
|
Q2 2025
Reduced 36.44%
|
|
|
Commons Capital, LLC
Needham, MA |
Jul 29, 2025 Q2 2025 |
18,838
shares
|
$870,692
0.68% of portfolio
|
Q2 2025
Reduced 9.71%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
18,486
shares
|
$854,422
0.02% of portfolio
|
Q2 2025
Reduced 14.23%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Jul 31, 2025 Q2 2025 |
17,889
shares
|
$826,829
0.25% of portfolio
|
Q2 2025
Added 52.99%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
17,727
shares
|
$819,341
0.0% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
17,529
shares
|
$810,190
0.07% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
16,844
shares
|
$778,529
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Menard Financial Group LLC
Houston, TX |
Aug 13, 2025 Q2 2025 |
16,838
shares
|
$778,252
0.48% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
16,649
shares
|
$769,516
0.0% of portfolio
|
Q2 2025
Added 223.22%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
16,566
shares
|
$765,680
0.11% of portfolio
|
Q2 2025
Added 46.78%
|
|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
16,305
shares
|
$753,617
0.81% of portfolio
|
Q2 2023
Reduced 31.48%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
16,094
shares
|
$743,864
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
15,854
shares
|
$732,771
0.41% of portfolio
|
Q1 2025
New holding
|
|
|
Waterfront Wealth Inc.
|
Aug 04, 2025 Q2 2025 |
15,850
shares
|
$732,587
0.18% of portfolio
|
Q2 2025
Reduced 6.84%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
15,285
shares
|
$706,472
0.0% of portfolio
|
Q2 2025
Added 5.84%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
14,941
shares
|
$690,573
0.02% of portfolio
|
Q2 2025
Added 218.64%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
14,610
shares
|
$675,274
0.02% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
14,377
shares
|
$664,504
0.01% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Aug 05, 2025 Q2 2025 |
14,270
shares
|
$659,559
0.11% of portfolio
|
Q2 2025
Added 6.26%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
14,092
shares
|
$651,332
0.09% of portfolio
|
Q2 2025
Added 118.38%
|
|
|
Madden Securities Corp
|
Jul 22, 2025 Q2 2025 |
13,673
shares
|
$631,966
0.26% of portfolio
|
Q2 2025
Reduced 53.15%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
13,557
shares
|
$626,604
0.41% of portfolio
|
Q2 2025
Reduced 8.09%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
13,510
shares
|
$624,432
0.24% of portfolio
|
Q2 2025
Added 6.59%
|