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 274 institutions that hold shares in the stock, with a total of 41.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.92 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Feb 12, 2025 Q4 2024 |
96,114
shares
|
$4.41 Million
4.71% of portfolio
|
Q4 2024
Added 7.55%
|
|
|
Marmo Financial Group, LLC
Johnson City, TN |
Jan 23, 2025 Q4 2024 |
92,611
shares
|
$4.25 Million
2.28% of portfolio
|
Q4 2024
Added 3.73%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
91,397
shares
|
$4.2 Million
0.08% of portfolio
|
Q4 2024
Added 207.19%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
90,850
shares
|
$4.17 Million
0.81% of portfolio
|
Q4 2024
New holding
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Feb 11, 2025 Q4 2024 |
89,911
shares
|
$4.13 Million
1.46% of portfolio
|
Q4 2024
Added 3.11%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
87,060
shares
|
$4 Million
0.38% of portfolio
|
Q4 2024
Added 6.24%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jan 29, 2025 Q4 2024 |
85,054
shares
|
$3.9 Million
0.99% of portfolio
|
Q4 2024
Added 36.01%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Feb 13, 2025 Q4 2024 |
84,736
shares
|
$3.89 Million
0.48% of portfolio
|
Q4 2024
Reduced 13.74%
|
|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
81,232
shares
|
$3.73 Million
4.02% of portfolio
|
Q4 2024
New holding
|
|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
79,248
shares
|
$3.64 Million
2.79% of portfolio
|
Q4 2024
Reduced 3.99%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Feb 13, 2025 Q4 2024 |
79,217
shares
|
$3.64 Million
0.27% of portfolio
|
Q4 2024
Added 25.93%
|
|
|
Keystone Financial Services, LLC
Omaha, NE |
Mar 14, 2025 Q4 2024 |
79,120
shares
|
$3.63 Million
3.31% of portfolio
|
Q4 2024
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
77,703
shares
|
$3.57 Million
0.01% of portfolio
|
Q4 2024
Added 99.75%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
77,463
shares
|
$3.56 Million
0.11% of portfolio
|
Q4 2024
Added 1666.14%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
75,089
shares
|
$3.45 Million
2.46% of portfolio
|
Q4 2024
Reduced 10.23%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
75,089
shares
|
$3.45 Million
2.46% of portfolio
|
Q4 2024
Reduced 10.23%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
71,280
shares
|
$3.27 Million
1.83% of portfolio
|
Q4 2024
Reduced 9.27%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
69,473
shares
|
$3.19 Million
0.11% of portfolio
|
Q4 2024
Added 14.96%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Feb 12, 2025 Q4 2024 |
66,125
shares
|
$3.04 Million
1.88% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
62,859
shares
|
$2.89 Million
0.0% of portfolio
|
Q4 2024
Added 296.26%
|
|
|
Evolution Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
61,116
shares
|
$2.81 Million
0.48% of portfolio
|
Q4 2024
Reduced 4.04%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jan 23, 2025 Q4 2024 |
61,033
shares
|
$2.8 Million
0.94% of portfolio
|
Q4 2024
Added 61.36%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jan 31, 2025 Q4 2024 |
60,957
shares
|
$2.8 Million
0.67% of portfolio
|
Q4 2024
Reduced 45.0%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
58,245
shares
|
$2.67 Million
0.91% of portfolio
|
Q4 2024
Added 2.93%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
56,953
shares
|
$2.61 Million
0.34% of portfolio
|
Q4 2024
Added 26.94%
|