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 319 institutions that hold shares in the stock, with a total of 53.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.48 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
|
$234 Million
0.02% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
3,200,030
shares
|
$148 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
|
Jul 18, 2025 Q2 2025 |
2,205,824
shares
|
$102 Million
10.05% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
2,159,182
shares
|
$99.8 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
|
$90.6 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
|
$86.4 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
|
$74.4 Million
0.18% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
1,339,709
shares
|
$61.9 Million
0.77% of portfolio
|
Q1 2025
Added 35.68%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
1,055,359
shares
|
$48.8 Million
0.13% of portfolio
|
Q2 2025
Reduced 7.5%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
May 09, 2025 Q1 2025 |
985,094
shares
|
$45.5 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
|
$41.1 Million
1.3% of portfolio
|
Q1 2025
Added 43.09%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
871,971
shares
|
$40.3 Million
0.01% of portfolio
|
Q1 2025
Added 150.89%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jul 17, 2025 Q2 2025 |
831,895
shares
|
$38.4 Million
6.22% of portfolio
|
Q2 2025
Added 2.48%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Apr 17, 2025 Q1 2025 |
825,134
shares
|
$38.1 Million
5.8% of portfolio
|
Q1 2025
Added 3.79%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
734,627
shares
|
$33.9 Million
0.95% of portfolio
|
Q1 2025
Added 35.71%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
715,190
shares
|
$33 Million
2.47% of portfolio
|
Q2 2025
Added 6.18%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
656,341
shares
|
$30.3 Million
10.07% of portfolio
|
Q2 2025
Added 3.56%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
620,213
shares
|
$28.7 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
|
$27.1 Million
0.01% of portfolio
|
Q1 2025
Added 28.59%
|
|
|
Cornerstone Advisory, LLC
|
May 07, 2025 Q1 2025 |
540,923
shares
|
$25 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
|
$23.4 Million
0.04% of portfolio
|
Q1 2025
Added 552.29%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
502,695
shares
|
$23.2 Million
4.17% of portfolio
|
Q2 2025
Added 7.36%
|
|
|
Echo Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
489,979
shares
|
$22.6 Million
15.72% of portfolio
|
Q2 2025
Added 3.24%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
482,877
shares
|
$22.3 Million
0.53% of portfolio
|
Q2 2025
Added 12.11%
|