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 305 institutions that hold shares in the stock, with a total of 52.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
5,067,492
shares
|
$232 Million
0.02% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
3,200,030
shares
|
$147 Million
0.01% of portfolio
|
Q1 2025
Added 137.44%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
2,497,567
shares
|
$115 Million
0.87% of portfolio
|
Q1 2025
Added 29.97%
|
|
|
Heritage Financial Services, LLC
|
May 14, 2025 Q1 2025 |
2,182,745
shares
|
$100 Million
10.15% of portfolio
|
Q1 2025
Reduced 11.06%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
2,159,182
shares
|
$99 Million
0.86% of portfolio
|
Q1 2025
Added 21.18%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,961,739
shares
|
$90 Million
0.02% of portfolio
|
Q1 2025
Added 4.19%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,871,050
shares
|
$85.8 Million
0.01% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,609,585
shares
|
$73.8 Million
0.18% of portfolio
|
Q1 2025
Added 655.33%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
1,339,709
shares
|
$61.5 Million
0.77% of portfolio
|
Q1 2025
Added 35.68%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
1,140,924
shares
|
$52.3 Million
0.15% of portfolio
|
Q1 2025
Added 29.46%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
May 09, 2025 Q1 2025 |
985,094
shares
|
$45.2 Million
5.31% of portfolio
|
Q1 2025
Added 6.54%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
890,293
shares
|
$40.8 Million
1.3% of portfolio
|
Q1 2025
Added 43.09%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
871,971
shares
|
$40 Million
0.01% of portfolio
|
Q1 2025
Added 150.89%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Apr 17, 2025 Q1 2025 |
825,134
shares
|
$37.8 Million
5.8% of portfolio
|
Q1 2025
Added 3.79%
|
|
|
Enclave Advisors LLC
Austin, TX |
Apr 10, 2025 Q1 2025 |
811,781
shares
|
$37.2 Million
6.38% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
734,627
shares
|
$33.7 Million
0.95% of portfolio
|
Q1 2025
Added 35.71%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
May 15, 2025 Q1 2025 |
673,570
shares
|
$30.9 Million
2.61% of portfolio
|
Q1 2025
Added 5.29%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
633,754
shares
|
$29.1 Million
9.38% of portfolio
|
Q1 2025
Added 13.15%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
620,213
shares
|
$28.4 Million
3.34% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
586,974
shares
|
$26.9 Million
0.01% of portfolio
|
Q1 2025
Added 28.59%
|
|
|
Cornerstone Advisory, LLC
|
May 07, 2025 Q1 2025 |
540,923
shares
|
$24.8 Million
3.13% of portfolio
|
Q1 2025
Added 9.97%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
506,849
shares
|
$23.2 Million
0.04% of portfolio
|
Q1 2025
Added 552.29%
|
|
|
Planned Solutions, Inc.
|
Apr 09, 2025 Q1 2025 |
476,001
shares
|
$21.8 Million
9.49% of portfolio
|
Q1 2025
Added 3.05%
|
|
|
Echo Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
474,595
shares
|
$21.8 Million
16.63% of portfolio
|
Q1 2025
Added 7.85%
|
|
|
Capital Advisors Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
473,139
shares
|
$21.7 Million
3.89% of portfolio
|
Q1 2025
Added 0.48%
|