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 310 institutions that hold shares in the stock, with a total of 53 Million shares, which have been reported (via 13F filing form) to have a value of $2.44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Advisors Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
473,139
shares
|
$21.8 Million
3.89% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Williams Financial, LLC
Bennington, VT |
Jul 11, 2025 Q2 2025 |
453,068
shares
|
$20.9 Million
22.88% of portfolio
|
Q2 2025
Added 13.73%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
437,257
shares
|
$20.2 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
430,713
shares
|
$19.9 Million
0.56% of portfolio
|
Q1 2025
Added 106.91%
|
|
|
Tpg Financial Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
422,035
shares
|
$19.5 Million
8.61% of portfolio
|
Q1 2025
Reduced 3.43%
|
|
|
Pennsylvania Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
395,558
shares
|
$18.2 Million
7.15% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Scott Capital Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
393,616
shares
|
$18.1 Million
5.0% of portfolio
|
Q2 2025
Added 4.22%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
347,273
shares
|
$16 Million
1.02% of portfolio
|
Q1 2025
Added 40.52%
|
|
|
Fortress Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
341,851
shares
|
$15.8 Million
9.04% of portfolio
|
Q2 2025
Added 7.16%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
326,680
shares
|
$15.1 Million
1.72% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
321,134
shares
|
$14.8 Million
1.33% of portfolio
|
Q1 2025
Added 4.79%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
311,763
shares
|
$14.4 Million
0.02% of portfolio
|
Q1 2025
Added 125.45%
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
306,208
shares
|
$14.1 Million
1.41% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
303,340
shares
|
$14 Million
0.63% of portfolio
|
Q1 2025
Added 33.04%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
299,964
shares
|
$13.8 Million
0.18% of portfolio
|
Q1 2025
Added 79.16%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
299,453
shares
|
$13.8 Million
0.26% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
289,927
shares
|
$13.4 Million
1.29% of portfolio
|
Q1 2025
Reduced 9.45%
|
|
|
Obsidian Personal Planning Solutions LLC
|
May 16, 2025 Q1 2025 |
278,961
shares
|
$12.9 Million
5.76% of portfolio
|
Q1 2025
New holding
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
268,975
shares
|
$12.4 Million
1.57% of portfolio
|
Q1 2025
Added 20.9%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
268,354
shares
|
$12.4 Million
0.08% of portfolio
|
Q1 2025
Added 8.39%
|
|
|
Fma Wealth Management, LLC
Duxbury, MA |
Apr 22, 2025 Q1 2025 |
247,252
shares
|
$11.4 Million
8.77% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
245,793
shares
|
$11.3 Million
0.24% of portfolio
|
Q1 2025
Added 565.17%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
May 13, 2025 Q1 2025 |
237,357
shares
|
$10.9 Million
2.04% of portfolio
|
Q1 2025
Added 32.12%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
234,471
shares
|
$10.8 Million
0.01% of portfolio
|
Q3 2024
Added 48.06%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Apr 22, 2025 Q1 2025 |
226,169
shares
|
$10.4 Million
5.15% of portfolio
|
Q1 2025
Added 2.68%
|