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 273 institutions that hold shares in the stock, with a total of 41.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.91 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
55,502
shares
|
$2.55 Million
0.0% of portfolio
|
Q4 2024
Added 388.44%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
54,086
shares
|
$2.48 Million
1.51% of portfolio
|
Q3 2024
Added 23.65%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Feb 10, 2025 Q4 2024 |
53,144
shares
|
$2.44 Million
1.2% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Econ Financial Services Corp
|
Jan 27, 2025 Q4 2024 |
49,937
shares
|
$2.29 Million
1.4% of portfolio
|
Q4 2024
Reduced 15.26%
|
|
|
Peoples Bank
|
Feb 03, 2025 Q4 2024 |
49,923
shares
|
$2.29 Million
1.35% of portfolio
|
Q4 2024
Added 2.41%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
49,484
shares
|
$2.27 Million
0.54% of portfolio
|
Q1 2024
Reduced 26.26%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Feb 14, 2025 Q4 2024 |
49,364
shares
|
$2.27 Million
1.41% of portfolio
|
Q4 2024
Added 10.78%
|
|
|
Janney Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
48,878
shares
|
$2.25 Million
0.15% of portfolio
|
Q4 2024
Reduced 4.44%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
48,565
shares
|
$2.23 Million
1.18% of portfolio
|
Q1 2024
Reduced 7.95%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
47,944
shares
|
$2.2 Million
0.31% of portfolio
|
Q4 2024
Added 8.32%
|
|
|
Sage Rhino Capital LLC
|
Feb 06, 2025 Q4 2024 |
47,696
shares
|
$2.19 Million
0.49% of portfolio
|
Q4 2024
Added 39.01%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
47,006
shares
|
$2.16 Million
0.01% of portfolio
|
Q4 2024
Added 16.76%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
46,940
shares
|
$2.16 Million
0.22% of portfolio
|
Q4 2024
Added 4.56%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
46,921
shares
|
$2.16 Million
0.16% of portfolio
|
Q4 2024
Reduced 10.06%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Feb 10, 2025 Q4 2024 |
45,533
shares
|
$2.09 Million
0.65% of portfolio
|
Q4 2024
Added 2.75%
|
|
|
First Citizens Financial Corp
|
Jan 03, 2025 Q4 2024 |
44,515
shares
|
$2.05 Million
1.11% of portfolio
|
Q4 2024
Added 12.11%
|
|
|
Herold Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
42,456
shares
|
$1.95 Million
0.44% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Jan 29, 2025 Q4 2024 |
41,837
shares
|
$1.92 Million
1.53% of portfolio
|
Q4 2024
Added 19.85%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
41,810
shares
|
$1.92 Million
0.29% of portfolio
|
Q4 2024
Added 22.49%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
41,480
shares
|
$1.91 Million
0.08% of portfolio
|
Q4 2024
Reduced 6.61%
|
|
|
Vienna Asset Management LLC
Cupertino, CA |
Feb 14, 2025 Q4 2024 |
41,163
shares
|
$1.89 Million
1.35% of portfolio
|
Q4 2024
Added 53.43%
|
|
|
5 T Wealth, LLC
Napa, CA |
Jan 31, 2025 Q4 2024 |
41,043
shares
|
$1.89 Million
1.02% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
40,150
shares
|
$1.84 Million
0.02% of portfolio
|
Q4 2024
Added 13.55%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jan 27, 2025 Q4 2024 |
39,633
shares
|
$1.82 Million
0.8% of portfolio
|
Q4 2024
Added 36.01%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
39,508
shares
|
$1.81 Million
0.01% of portfolio
|
Q4 2024
Reduced 10.63%
|