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 181 institutions that hold shares in the stock, with a total of 20.5 Million shares, which have been reported (via 13F filing form) to have a value of $932 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
208,153
shares
|
$9.46 Million
0.07% of portfolio
|
Q1 2024
Added 13.22%
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 24, 2024 Q1 2024 |
205,256
shares
|
$9.33 Million
0.45% of portfolio
|
Q1 2024
New holding
|
|
Fma Wealth Management, LLC
Duxbury, MA |
Apr 29, 2024 Q1 2024 |
197,508
shares
|
$8.98 Million
7.63% of portfolio
|
Q1 2024
Added 28.72%
|
|
Nordwand Advisors, LLC
Radnor, PA |
May 06, 2024 Q1 2024 |
197,128
shares
|
$8.96 Million
3.49% of portfolio
|
Q1 2024
Added 7.5%
|
|
Kensington Asset Management, LLC
Austin, TX |
Apr 29, 2024 Q1 2024 |
188,250
shares
|
$8.56 Million
0.43% of portfolio
|
Q1 2024
New holding
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
May 02, 2024 Q1 2024 |
186,786
shares
|
$8.49 Million
6.73% of portfolio
|
Q1 2024
Added 30.18%
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 15, 2024 Q1 2024 |
182,742
shares
|
$8.31 Million
0.58% of portfolio
|
Q1 2024
Added 15.54%
|
|
Family Asset Management, LLC
Charleston, SC |
May 14, 2024 Q1 2024 |
181,632
shares
|
$8.26 Million
5.17% of portfolio
|
Q1 2024
Added 0.93%
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2024 Q1 2024 |
162,952
shares
|
$7.41 Million
0.49% of portfolio
|
Q1 2024
Added 5.72%
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2024 Q1 2024 |
161,814
shares
|
$7.36 Million
1.05% of portfolio
|
Q1 2024
Added 10.2%
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
156,212
shares
|
$7.1 Million
3.92% of portfolio
|
Q4 2023
New holding
|
|
Blue Chip Partners, Inc.
|
Apr 25, 2024 Q1 2024 |
154,068
shares
|
$7 Million
0.68% of portfolio
|
Q1 2024
Reduced 19.62%
|
|
Mather Group, Llc.
Chicago, IL |
Apr 08, 2024 Q1 2024 |
150,137
shares
|
$6.83 Million
0.1% of portfolio
|
Q4 2023
Added 281.33%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
148,953
shares
|
$6.77 Million
0.02% of portfolio
|
Q1 2024
Added 71.37%
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
May 06, 2024 Q1 2024 |
146,089
shares
|
$6.64 Million
3.38% of portfolio
|
Q1 2024
Reduced 3.02%
|
|
Seascape Capital Management
Portsmouth, NH |
Apr 29, 2024 Q1 2024 |
141,861
shares
|
$6.45 Million
2.4% of portfolio
|
Q1 2024
Added 21.5%
|
|
Bernardo Wealth Planning LLC
|
May 07, 2024 Q1 2024 |
139,624
shares
|
$6.35 Million
1.77% of portfolio
|
Q1 2024
Added 12.41%
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 10, 2024 Q1 2024 |
138,208
shares
|
$6.28 Million
0.9% of portfolio
|
Q1 2024
Added 91.73%
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 10, 2024 Q1 2024 |
133,639
shares
|
$6.08 Million
0.25% of portfolio
|
Q1 2024
Added 17.71%
|
|
49 Wealth Management, LLC
Austin, TX |
May 07, 2024 Q1 2024 |
133,461
shares
|
$6.07 Million
1.29% of portfolio
|
Q1 2024
Reduced 12.43%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
128,806
shares
|
$5.86 Million
0.0% of portfolio
|
Q1 2024
Added 36.23%
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 15, 2024 Q1 2024 |
121,273
shares
|
$5.51 Million
0.18% of portfolio
|
Q1 2024
Added 2.22%
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Apr 30, 2024 Q1 2024 |
119,930
shares
|
$5.45 Million
0.89% of portfolio
|
Q1 2024
Added 19.03%
|
|
Armor Investment Advisors, LLC
|
Apr 25, 2024 Q1 2024 |
114,278
shares
|
$5.2 Million
2.52% of portfolio
|
Q1 2024
Added 20.02%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
111,475
shares
|
$5.07 Million
0.0% of portfolio
|
Q1 2024
New holding
|