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 383 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 |
|---|---|---|---|---|---|
|
Scott Capital Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
555,231
shares
|
$25.7 Million
5.88% of portfolio
|
Q3 2025
Added 41.06%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
536,064
shares
|
$24.8 Million
3.65% of portfolio
|
Q3 2025
Added 3.66%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
531,112
shares
|
$24.6 Million
0.37% of portfolio
|
Q3 2025
Added 3.71%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
530,067
shares
|
$24.5 Million
4.19% of portfolio
|
Q3 2025
Added 5.45%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
529,495
shares
|
$24.5 Million
1.25% of portfolio
|
Q3 2025
Added 27.89%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
514,016
shares
|
$23.8 Million
0.52% of portfolio
|
Q3 2025
Added 6.45%
|
|
|
Echo Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
504,207
shares
|
$23.3 Million
15.45% of portfolio
|
Q3 2025
Added 2.9%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
500,657
shares
|
$23.1 Million
0.02% of portfolio
|
Q3 2025
Added 14.43%
|
|
|
Planned Solutions, Inc.
|
Oct 23, 2025 Q3 2025 |
497,668
shares
|
$23 Million
8.9% of portfolio
|
Q3 2025
Added 5.1%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
495,420
shares
|
$22.9 Million
0.03% of portfolio
|
Q3 2025
Added 22.06%
|
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Nov 10, 2025 Q3 2025 |
475,253
shares
|
$22 Million
12.71% of portfolio
|
Q3 2025
Added 4.46%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
474,678
shares
|
$21.9 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.23%
|
|
|
Williams Financial, LLC
Bennington, VT |
Oct 24, 2025 Q3 2025 |
456,107
shares
|
$21.1 Million
21.83% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Vigilare Wealth Management
|
Jan 07, 2026 Q4 2025 |
447,971
shares
|
$20.7 Million
8.21% of portfolio
|
Q4 2025
New holding
|
|
|
Pennsylvania Capital Management Inc
|
Nov 06, 2025 Q3 2025 |
433,892
shares
|
$20.1 Million
6.27% of portfolio
|
Q3 2025
Added 8.16%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 28, 2025 Q3 2025 |
425,203
shares
|
$19.7 Million
2.08% of portfolio
|
Q3 2025
Added 25.68%
|
|
|
Tpg Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
420,482
shares
|
$19.4 Million
7.61% of portfolio
|
Q3 2025
Added 3.72%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2025 Q3 2025 |
416,549
shares
|
$19.3 Million
1.87% of portfolio
|
Q3 2025
Added 21.93%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
401,410
shares
|
$18.6 Million
0.02% of portfolio
|
Q3 2025
Added 5.54%
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Oct 09, 2025 Q3 2025 |
365,541
shares
|
$16.9 Million
8.9% of portfolio
|
Q3 2025
Added 23.0%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 17, 2025 Q3 2025 |
365,251
shares
|
$16.9 Million
2.08% of portfolio
|
Q3 2025
Added 9.97%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
357,465
shares
|
$16.5 Million
1.21% of portfolio
|
Q3 2025
Added 15.19%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
355,745
shares
|
$16.4 Million
0.11% of portfolio
|
Q3 2025
Added 236.02%
|
|
|
Armor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
349,900
shares
|
$16.2 Million
6.05% of portfolio
|
Q3 2025
Added 117.99%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
339,002
shares
|
$15.7 Million
0.08% of portfolio
|
Q3 2025
Added 14.86%
|
|