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 |
|---|---|---|---|---|---|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
7,638
shares
|
$353,104
0.01% of portfolio
|
Q3 2025
Reduced 15.16%
|
|
|
Fagan Associates, Inc.
|
Nov 14, 2025 Q3 2025 |
7,525
shares
|
$347,880
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
7,335
shares
|
$339,097
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Oct 31, 2025 Q3 2025 |
7,335
shares
|
$339,097
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Essex LLC
|
Oct 23, 2025 Q3 2025 |
7,045
shares
|
$325,690
0.07% of portfolio
|
Q3 2025
Added 7.64%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Nov 05, 2025 Q3 2025 |
6,928
shares
|
$320,281
0.26% of portfolio
|
Q3 2025
Reduced 7.97%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
6,752
shares
|
$312,144
0.06% of portfolio
|
Q3 2025
Added 8.73%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Oct 29, 2025 Q3 2025 |
6,725
shares
|
$310,896
0.07% of portfolio
|
Q3 2025
Added 27.49%
|
|
|
Matisse Capital
|
Oct 29, 2025 Q3 2025 |
6,700
shares
|
$309,741
0.15% of portfolio
|
Q1 2023
New holding
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
6,461
shares
|
$298,692
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
6,370
shares
|
$294,485
0.0% of portfolio
|
Q3 2025
Reduced 55.69%
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
6,335
shares
|
$292,867
0.05% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
6,200
shares
|
$286,626
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
6,166
shares
|
$285,054
0.06% of portfolio
|
Q3 2025
Added 28.43%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2025 Q3 2025 |
6,100
shares
|
$282,003
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
6,056
shares
|
$279,968
0.01% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
6,000
shares
|
$277,380
0.02% of portfolio
|
Q2 2025
Reduced 20.0%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
5,899
shares
|
$272,710
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
5,882
shares
|
$271,924
0.0% of portfolio
|
Q3 2025
Added 17.64%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
5,830
shares
|
$269,520
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
5,732
shares
|
$264,990
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 08, 2025 Q3 2025 |
5,716
shares
|
$264,250
0.12% of portfolio
|
Q3 2025
Added 3.08%
|
|
|
Burt Wealth Advisors
|
Nov 05, 2025 Q3 2025 |
5,681
shares
|
$262,632
0.07% of portfolio
|
Q4 2023
Reduced 67.37%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
5,626
shares
|
$260,089
0.0% of portfolio
|
Q3 2025
Added 6.41%
|
|
|
Dynamic Financial Group
Cedar Falls, IA |
Oct 28, 2025 Q3 2025 |
5,615
shares
|
$259,581
0.23% of portfolio
|
Q3 2025
Reduced 1.3%
|
|