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 181 institutions that hold shares in the stock, with a total of 20.5 Million shares, which have been reported (via 13F filing form) to have a value of $932 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Heritage Financial Services, LLC
|
May 14, 2024 Q1 2024 |
2,170,238
shares
|
$98.7 Million
15.13% of portfolio
|
Q1 2024
Added 5.94%
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
1,839,636
shares
|
$83.6 Million
0.01% of portfolio
|
Q1 2024
Added 11.69%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
1,012,280
shares
|
$46 Million
0.0% of portfolio
|
Q1 2024
Added 41.79%
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
May 10, 2024 Q1 2024 |
739,199
shares
|
$33.6 Million
4.35% of portfolio
|
Q1 2024
Added 1.29%
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
May 08, 2024 Q1 2024 |
628,303
shares
|
$28.6 Million
4.63% of portfolio
|
Q1 2024
Added 15.88%
|
|
Diversified, LLC
|
May 02, 2024 Q1 2024 |
579,962
shares
|
$26.4 Million
3.88% of portfolio
|
Q1 2024
Added 50.62%
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
530,312
shares
|
$24.1 Million
0.0% of portfolio
|
Q1 2024
Added 42.76%
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
506,630
shares
|
$23 Million
0.07% of portfolio
|
Q1 2024
Added 35.17%
|
|
Savant Capital, LLC
|
May 03, 2024 Q1 2024 |
488,964
shares
|
$22.2 Million
0.26% of portfolio
|
Q1 2024
Added 171.44%
|
|
Capital Advisors Wealth Management, LLC
|
Apr 12, 2024 Q1 2024 |
486,810
shares
|
$22.1 Million
4.61% of portfolio
|
Q1 2024
Added 16.66%
|
|
Tpg Financial Advisors, LLC
|
Jan 09, 2024 Q4 2023 |
381,993
shares
|
$17.4 Million
9.24% of portfolio
|
Q4 2023
Added 0.72%
|
|
Vestmark Advisory Solutions, Inc.
|
May 15, 2024 Q1 2024 |
334,459
shares
|
$15.2 Million
0.71% of portfolio
|
Q1 2024
Added 26.27%
|
|
Scott Capital Advisors, LLC
|
Apr 17, 2024 Q1 2024 |
333,930
shares
|
$15.2 Million
4.7% of portfolio
|
Q1 2024
Added 15.78%
|
|
Pennsylvania Capital Management Inc
|
Apr 30, 2024 Q1 2024 |
330,358
shares
|
$15 Million
6.24% of portfolio
|
Q1 2024
Added 16.72%
|
|
Echo Wealth Management, LLC
|
Apr 22, 2024 Q1 2024 |
316,350
shares
|
$14.4 Million
13.46% of portfolio
|
Q1 2024
Added 7.39%
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 23, 2024 Q1 2024 |
308,800
shares
|
$14 Million
5.55% of portfolio
|
Q1 2024
Added 297.86%
|
|
Planned Solutions, Inc.
|
Apr 26, 2024 Q1 2024 |
296,751
shares
|
$13.5 Million
6.52% of portfolio
|
Q1 2024
Added 0.29%
|
|
Smith, Moore & Co.
Clayton, MO |
May 10, 2024 Q1 2024 |
266,888
shares
|
$12.1 Million
1.3% of portfolio
|
Q1 2024
Added 290.36%
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2024 Q1 2024 |
257,650
shares
|
$11.7 Million
0.28% of portfolio
|
Q1 2024
Added 364.59%
|
|
Mount Yale Investment Advisors, LLC
|
May 15, 2024 Q1 2024 |
256,921
shares
|
$11.7 Million
0.91% of portfolio
|
Q1 2024
Added 3.77%
|
|
Magnus Financial Group LLC
New York, NY |
May 03, 2024 Q1 2024 |
251,079
shares
|
$11.4 Million
1.36% of portfolio
|
Q1 2024
Added 5.0%
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
May 03, 2024 Q1 2024 |
223,474
shares
|
$10.2 Million
6.08% of portfolio
|
Q1 2024
Added 1.37%
|
|
Fortress Wealth Management, Inc.
|
Apr 19, 2024 Q1 2024 |
222,982
shares
|
$10.1 Million
5.96% of portfolio
|
Q1 2024
Reduced 0.96%
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
220,501
shares
|
$10 Million
0.38% of portfolio
|
Q4 2023
New holding
|
|
Financial Management Professionals, Inc.
|
Apr 16, 2024 Q1 2024 |
213,006
shares
|
$9.68 Million
1.43% of portfolio
|
Q1 2024
Reduced 3.92%
|