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 203 institutions that hold shares in the stock, with a total of 26.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.22 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Schneider Downs Wealth Management Advisors, LP
|
Aug 07, 2024 Q2 2024 |
135,900
shares
|
$6.3 Million
1.41% of portfolio
|
Q2 2024
Added 29.46%
|
|
Armor Investment Advisors, LLC
|
Jul 25, 2024 Q2 2024 |
129,364
shares
|
$6 Million
2.75% of portfolio
|
Q2 2024
Added 13.2%
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jul 22, 2024 Q2 2024 |
122,386
shares
|
$5.67 Million
2.84% of portfolio
|
Q2 2024
New holding
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 14, 2024 Q2 2024 |
106,084
shares
|
$4.92 Million
0.21% of portfolio
|
Q2 2024
Added 13.99%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
102,537
shares
|
$4.75 Million
0.01% of portfolio
|
Q2 2024
Added 11.92%
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Aug 02, 2024 Q2 2024 |
99,027
shares
|
$4.59 Million
1.02% of portfolio
|
Q2 2024
Added 14.57%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
97,807
shares
|
$4.53 Million
0.02% of portfolio
|
Q2 2024
Added 41.39%
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Jul 22, 2024 Q2 2024 |
93,204
shares
|
$4.32 Million
0.18% of portfolio
|
Q2 2024
Added 13.95%
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Jul 29, 2024 Q2 2024 |
89,006
shares
|
$4.13 Million
0.59% of portfolio
|
Q2 2024
Added 1036.59%
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Aug 13, 2024 Q2 2024 |
88,831
shares
|
$4.12 Million
1.79% of portfolio
|
Q2 2024
Added 30.67%
|
|
Syverson Strege & CO
West Des Moines, IA |
Aug 07, 2024 Q2 2024 |
84,424
shares
|
$3.91 Million
1.4% of portfolio
|
Q2 2024
Added 10.31%
|
|
Paladin Advisory Group, LLC
|
Jul 24, 2024 Q2 2024 |
82,917
shares
|
$3.84 Million
2.95% of portfolio
|
Q2 2024
Added 3.75%
|
|
Sky Oak Wealth, LLC
|
Aug 12, 2024 Q2 2024 |
81,715
shares
|
$3.79 Million
0.87% of portfolio
|
Q2 2024
Added 33.27%
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Aug 13, 2024 Q2 2024 |
80,678
shares
|
$3.74 Million
4.42% of portfolio
|
Q2 2024
Added 17.21%
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2024 Q2 2024 |
76,456
shares
|
$3.54 Million
0.35% of portfolio
|
Q2 2024
Reduced 12.73%
|
|
Marmo Financial Group, LLC
Johnson City, TN |
Jul 23, 2024 Q2 2024 |
75,230
shares
|
$3.49 Million
2.07% of portfolio
|
Q2 2024
Added 34.55%
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Jul 23, 2024 Q2 2024 |
73,431
shares
|
$3.4 Million
1.94% of portfolio
|
Q2 2024
Added 20.9%
|
|
Evolution Wealth Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
63,671
shares
|
$2.95 Million
0.57% of portfolio
|
Q2 2024
Reduced 3.73%
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 14, 2024 Q2 2024 |
62,906
shares
|
$2.92 Million
0.23% of portfolio
|
Q2 2024
Added 53.25%
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Aug 06, 2024 Q2 2024 |
56,624
shares
|
$2.63 Million
1.35% of portfolio
|
Q2 2024
Reduced 61.24%
|
|
Morgan Rosel Wealth Management, LLC
|
Jul 15, 2024 Q2 2024 |
55,082
shares
|
$2.55 Million
0.92% of portfolio
|
Q2 2024
Reduced 0.45%
|
|
Econ Financial Services Corp
|
Aug 12, 2024 Q2 2024 |
53,260
shares
|
$2.47 Million
1.51% of portfolio
|
Q2 2024
Reduced 0.24%
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 11, 2024 Q2 2024 |
52,313
shares
|
$2.43 Million
0.1% of portfolio
|
Q2 2024
Added 0.46%
|
|
Janney Capital Management LLC
|
Jul 25, 2024 Q2 2024 |
52,172
shares
|
$2.42 Million
0.17% of portfolio
|
Q2 2024
Reduced 3.03%
|
|
First Heartland Consultants, Inc.
|
Jul 25, 2024 Q2 2024 |
49,722
shares
|
$2.31 Million
0.16% of portfolio
|
Q2 2024
Reduced 1.02%
|