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 |
---|---|---|---|---|---|
First Heartland Consultants, Inc.
|
May 07, 2024 Q1 2024 |
50,234
shares
|
$2.28 Million
0.24% of portfolio
|
Q1 2024
Added 5.62%
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
49,484
shares
|
$2.25 Million
0.54% of portfolio
|
Q1 2024
Reduced 26.26%
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
48,565
shares
|
$2.21 Million
1.18% of portfolio
|
Q1 2024
Reduced 7.95%
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
48,552
shares
|
$2.21 Million
0.0% of portfolio
|
Q1 2024
Reduced 29.96%
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 10, 2024 Q1 2024 |
45,475
shares
|
$2.07 Million
0.11% of portfolio
|
Q1 2024
Reduced 3.99%
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 10, 2024 Q1 2024 |
41,047
shares
|
$1.87 Million
0.15% of portfolio
|
Q1 2024
Added 15.88%
|
|
Herold Advisors, Inc.
|
May 10, 2024 Q1 2024 |
39,807
shares
|
$1.81 Million
0.45% of portfolio
|
Q1 2024
Reduced 5.68%
|
|
Spire Wealth Management
|
Apr 24, 2024 Q1 2024 |
39,251
shares
|
$1.78 Million
0.06% of portfolio
|
Q1 2024
Added 33.69%
|
|
First Citizens Financial Corp
|
May 31, 2024 Q1 2024 |
38,891
shares
|
$1.77 Million
1.06% of portfolio
|
Q1 2024
Added 2.94%
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2024 Q1 2024 |
38,733
shares
|
$1.76 Million
0.06% of portfolio
|
Q1 2024
Added 107.01%
|
|
Centurion Wealth Management LLC
Mclean, VA |
Apr 29, 2024 Q1 2024 |
38,122
shares
|
$1.73 Million
0.68% of portfolio
|
Q1 2024
Added 35.08%
|
|
Integrated Wealth Concepts LLC
|
May 15, 2024 Q1 2024 |
35,789
shares
|
$1.63 Million
0.02% of portfolio
|
Q1 2024
Added 34.33%
|
|
Sage Rhino Capital LLC
|
Apr 26, 2024 Q1 2024 |
35,586
shares
|
$1.62 Million
0.39% of portfolio
|
Q1 2024
Added 4.88%
|
|
Beck Capital Management, LLC
Austin, TX |
May 15, 2024 Q1 2024 |
34,704
shares
|
$1.58 Million
0.5% of portfolio
|
Q1 2024
Reduced 7.2%
|
|
Fiduciary Alliance LLC
Greenville, SC |
Apr 17, 2024 Q1 2024 |
33,956
shares
|
$1.54 Million
0.27% of portfolio
|
Q1 2024
Added 6.59%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
32,142
shares
|
$1.46 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
Massmutual Trust CO Fsb
|
Apr 09, 2024 Q1 2024 |
31,618
shares
|
$1.44 Million
0.05% of portfolio
|
Q1 2024
Added 5.9%
|
|
Advisory Alpha, LLC
|
May 06, 2024 Q1 2024 |
30,647
shares
|
$1.39 Million
0.06% of portfolio
|
Q1 2024
Added 2.34%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
May 06, 2024 Q1 2024 |
29,812
shares
|
$1.36 Million
0.01% of portfolio
|
Q1 2024
Added 381.38%
|
|
Altus Wealth Management, LLC
|
Apr 15, 2024 Q1 2024 |
29,707
shares
|
$1.35 Million
0.71% of portfolio
|
Q1 2024
Added 84.68%
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2024 Q1 2024 |
28,476
shares
|
$1.29 Million
0.05% of portfolio
|
Q1 2024
Added 22.67%
|
|
Cooper Financial Group
|
Apr 11, 2024 Q1 2024 |
27,736
shares
|
$1.26 Million
0.21% of portfolio
|
Q1 2024
Added 21.75%
|
|
Northern Trust Corp
Chicago, IL |
May 14, 2024 Q1 2024 |
26,459
shares
|
$1.2 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
24,702
shares
|
$1.12 Million
1.08% of portfolio
|
Q4 2022
Added 86.26%
|
|
John W. Brooker & Co., Cp As
|
Apr 17, 2024 Q1 2024 |
24,162
shares
|
$1.1 Million
0.61% of portfolio
|
Q1 2024
Reduced 5.84%
|