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 235 institutions that hold shares in the stock, with a total of 35.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
4,929,890
shares
|
$225 Million
0.02% of portfolio
|
Q3 2024
Added 142.25%
|
|
|
Heritage Financial Services, LLC
|
Oct 23, 2024 Q3 2024 |
2,366,448
shares
|
$108 Million
15.0% of portfolio
|
Q3 2024
Added 4.95%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
1,879,225
shares
|
$85.9 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
1,637,431
shares
|
$74.8 Million
0.85% of portfolio
|
Q3 2024
Added 6.33%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,526,246
shares
|
$69.7 Million
0.01% of portfolio
|
Q3 2024
Added 26.06%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
1,380,954
shares
|
$63.1 Million
0.55% of portfolio
|
Q3 2024
Added 64.4%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,257,195
shares
|
$57.5 Million
0.0% of portfolio
|
Q3 2024
Added 62.27%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
910,818
shares
|
$41.6 Million
0.12% of portfolio
|
Q3 2024
Added 13.38%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 22, 2024 Q3 2024 |
883,099
shares
|
$40.4 Million
4.73% of portfolio
|
Q3 2024
Added 16.58%
|
|
|
Enclave Advisors LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
769,558
shares
|
$35.2 Million
6.05% of portfolio
|
Q3 2024
New holding
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 05, 2024 Q3 2024 |
756,628
shares
|
$34.6 Million
4.99% of portfolio
|
Q3 2024
Added 9.72%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
620,213
shares
|
$28.3 Million
3.16% of portfolio
|
Q3 2024
New holding
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
620,213
shares
|
$28.3 Million
3.34% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
561,199
shares
|
$25.6 Million
1.07% of portfolio
|
Q3 2024
Added 16.22%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
533,900
shares
|
$24.4 Million
8.71% of portfolio
|
Q3 2024
Added 37.53%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
470,901
shares
|
$21.5 Million
4.06% of portfolio
|
Q3 2024
Reduced 3.77%
|
|
|
Echo Wealth Management, LLC
|
Oct 18, 2024 Q3 2024 |
434,342
shares
|
$19.8 Million
15.82% of portfolio
|
Q3 2024
Added 22.06%
|
|
|
Tpg Financial Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
418,942
shares
|
$19.1 Million
8.76% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
398,975
shares
|
$18.2 Million
0.35% of portfolio
|
Q3 2024
Added 17.18%
|
|
|
Pennsylvania Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
376,377
shares
|
$17.2 Million
6.37% of portfolio
|
Q3 2024
Added 5.99%
|
|
|
Scott Capital Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
349,370
shares
|
$16 Million
4.61% of portfolio
|
Q3 2024
Added 2.74%
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
313,172
shares
|
$14.3 Million
5.94% of portfolio
|
Q3 2024
Added 3.78%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
302,160
shares
|
$13.8 Million
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2024 Q3 2024 |
301,859
shares
|
$13.8 Million
1.59% of portfolio
|
Q3 2024
Added 29.0%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
288,910
shares
|
$13.2 Million
1.3% of portfolio
|
Q3 2024
Added 4.93%
|