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 384 institutions that hold shares in the stock, with a total of 79 Million shares, which have been reported (via 13F filing form) to have a value of $3.65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
3,038
shares
|
$140,446
0.1% of portfolio
|
Q3 2025
Reduced 8.38%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
2,606
shares
|
$120,475
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
2,440
shares
|
$112,801
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
1,928
shares
|
$89,131
0.0% of portfolio
|
Q3 2025
Added 34.26%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
1,600
shares
|
$73,968
0.02% of portfolio
|
Q1 2025
Added 60.0%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
1,135
shares
|
$52,471
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
1,021
shares
|
$47,200
0.0% of portfolio
|
Q3 2025
Added 10.86%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
1,000
shares
|
$46,230
0.01% of portfolio
|
Q3 2024
Reduced 54.23%
|
|
|
Ggm Financials LLC
Columbus, OH |
Nov 10, 2025 Q3 2025 |
924
shares
|
$42,716
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
922
shares
|
$42,624
0.01% of portfolio
|
Q3 2025
Reduced 37.79%
|
|
|
Beacon Capital Management, Inc.
|
Oct 16, 2025 Q3 2025 |
877
shares
|
$40,543
0.0% of portfolio
|
Q3 2025
Reduced 67.86%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
764
shares
|
$35,319
0.03% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Esl Trust Services, LLC
|
Nov 04, 2025 Q3 2025 |
750
shares
|
$34,672
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
Nov 14, 2025 Q3 2025 |
712
shares
|
$32,915
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
661
shares
|
$30,558
0.07% of portfolio
|
Q3 2025
Reduced 4.89%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
623
shares
|
$28,801
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
415
shares
|
$19,185
0.0% of portfolio
|
Q3 2025
Added 156.17%
|
|
|
Elequin Capital LP
New York, NY |
Nov 14, 2025 Q3 2025 |
304
shares
|
$14,053
0.0% of portfolio
|
Q3 2025
Reduced 94.91%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
238
shares
|
$11,002
0.0% of portfolio
|
Q1 2025
Reduced 58.17%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
238
shares
|
$11,002
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
194
shares
|
$8,968
0.0% of portfolio
|
Q3 2025
Added 145.57%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
188
shares
|
$8,691
0.0% of portfolio
|
Q3 2025
Added 33.33%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
162
shares
|
$7,489
0.0% of portfolio
|
Q3 2025
Added 48.62%
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
160
shares
|
$7,396
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
107
shares
|
$4,946
0.0% of portfolio
|
Q1 2025
New holding
|
|