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 385 institutions that hold shares in the stock, with a total of 79.5 Million shares, which have been reported (via 13F filing form) to have a value of $3.68 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Oct 15, 2025 Q3 2025 |
10,318
shares
|
$477,001
0.37% of portfolio
|
Q3 2025
Reduced 2.46%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Oct 28, 2025 Q3 2025 |
10,292
shares
|
$475,799
0.45% of portfolio
|
Q3 2025
Reduced 18.86%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
9,974
shares
|
$461,098
0.0% of portfolio
|
Q3 2025
Added 21.37%
|
|
|
Nautilus Advisors LLC
La Jolla, CA |
Nov 12, 2025 Q3 2025 |
9,859
shares
|
$455,781
0.31% of portfolio
|
Q3 2025
Added 85.32%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
9,855
shares
|
$455,596
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
9,732
shares
|
$449,910
0.04% of portfolio
|
Q3 2025
Added 24.85%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 21, 2025 Q3 2025 |
9,706
shares
|
$448,708
0.22% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Oct 20, 2025 Q3 2025 |
9,167
shares
|
$423,790
0.19% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
9,110
shares
|
$421,155
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 16, 2025 Q3 2025 |
8,802
shares
|
$406,916
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
8,610
shares
|
$398,040
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 13, 2025 Q3 2025 |
8,600
shares
|
$397,578
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Nov 07, 2025 Q3 2025 |
8,553
shares
|
$395,405
0.04% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Nov 10, 2025 Q3 2025 |
8,495
shares
|
$392,723
0.14% of portfolio
|
Q3 2025
Added 82.69%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Nov 13, 2025 Q3 2025 |
8,473
shares
|
$391,706
0.04% of portfolio
|
Q3 2025
Added 36.33%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Nov 12, 2025 Q3 2025 |
8,461
shares
|
$391,152
0.18% of portfolio
|
Q3 2025
Reduced 12.02%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Oct 20, 2025 Q3 2025 |
8,445
shares
|
$390,412
0.26% of portfolio
|
Q3 2025
Reduced 5.09%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
8,295
shares
|
$383,477
0.02% of portfolio
|
Q3 2025
Added 24.62%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
8,260
shares
|
$381,859
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 06, 2026 Q4 2025 |
8,200
shares
|
$379,086
0.22% of portfolio
|
Q4 2025
Added 34.43%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
8,196
shares
|
$378,901
0.03% of portfolio
|
Q3 2025
Added 58.96%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Nov 12, 2025 Q3 2025 |
8,186
shares
|
$378,438
0.08% of portfolio
|
Q3 2025
Added 40.99%
|
|
|
Hudson Value Partners, LLC
|
Oct 30, 2025 Q3 2025 |
7,931
shares
|
$366,650
0.11% of portfolio
|
Q3 2025
Added 66.97%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
7,881
shares
|
$364,338
0.06% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
7,773
shares
|
$359,345
0.25% of portfolio
|
Q2 2023
New holding
|
|