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 |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
10,935
shares
|
$505,197
0.01% of portfolio
|
Q2 2025
Reduced 17.59%
|
|
|
Helen Stephens Group, LLC
|
Jul 02, 2025 Q2 2025 |
10,854
shares
|
$501,454
0.12% of portfolio
|
Q2 2025
Added 86.3%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
May 02, 2025 Q1 2025 |
10,497
shares
|
$484,961
0.25% of portfolio
|
Q1 2025
Added 2.69%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
10,440
shares
|
$482,328
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
10,422
shares
|
$481,496
0.02% of portfolio
|
Q1 2025
Added 12.05%
|
|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
10,260
shares
|
$474,012
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
10,124
shares
|
$467,728
0.0% of portfolio
|
Q1 2025
Reduced 8.54%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
9,789
shares
|
$452,251
0.15% of portfolio
|
Q2 2025
Reduced 56.43%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
9,259
shares
|
$427,765
0.25% of portfolio
|
Q1 2025
Added 146.25%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Jul 14, 2025 Q2 2025 |
9,134
shares
|
$421,990
0.22% of portfolio
|
Q2 2025
Reduced 10.23%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jul 16, 2025 Q2 2025 |
8,898
shares
|
$411,087
0.29% of portfolio
|
Q2 2025
Reduced 2.28%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
8,861
shares
|
$409,378
0.0% of portfolio
|
Q1 2025
Reduced 24.61%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
8,455
shares
|
$390,621
0.02% of portfolio
|
Q1 2025
Added 48.99%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
May 14, 2025 Q1 2025 |
8,314
shares
|
$384,106
0.05% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Apr 18, 2025 Q1 2025 |
8,306
shares
|
$383,737
0.23% of portfolio
|
Q4 2024
Reduced 27.72%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
8,218
shares
|
$379,671
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
7,773
shares
|
$359,112
0.0% of portfolio
|
Q3 2024
Reduced 2.45%
|
|
|
Atlantic Private Wealth, LLC
|
May 09, 2025 Q1 2025 |
7,773
shares
|
$359,112
0.28% of portfolio
|
Q2 2023
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
7,500
shares
|
$346,500
0.02% of portfolio
|
Q1 2025
Reduced 9.09%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
7,177
shares
|
$331,577
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Matisse Capital
|
Jul 23, 2025 Q2 2025 |
6,700
shares
|
$309,540
0.15% of portfolio
|
Q1 2023
New holding
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Apr 17, 2025 Q1 2025 |
6,689
shares
|
$309,031
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
6,656
shares
|
$307,507
0.02% of portfolio
|
Q2 2025
Added 6.27%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
6,631
shares
|
$306,352
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
6,575
shares
|
$303,765
0.01% of portfolio
|
Q1 2025
New holding
|