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 |
---|---|---|---|---|---|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Apr 19, 2024 Q1 2024 |
21,570
shares
|
$980,572
0.8% of portfolio
|
Q1 2024
Added 51.51%
|
|
Geneos Wealth Management Inc.
|
May 03, 2024 Q1 2024 |
19,686
shares
|
$894,925
0.04% of portfolio
|
Q1 2024
New holding
|
|
Delta Investment Management, LLC
|
May 08, 2024 Q1 2024 |
19,564
shares
|
$889,379
0.22% of portfolio
|
Q1 2024
Added 33.18%
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 14, 2024 Q1 2024 |
19,345
shares
|
$879,423
0.35% of portfolio
|
Q1 2024
Added 28.36%
|
|
Belpointe Asset Management LLC
|
May 08, 2024 Q1 2024 |
19,092
shares
|
$867,922
0.07% of portfolio
|
Q1 2024
New holding
|
|
Fortis Capital Advisors, LLC
Reno, NV |
May 08, 2024 Q1 2024 |
19,092
shares
|
$867,922
0.37% of portfolio
|
Q1 2024
New holding
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
17,434
shares
|
$792,549
0.01% of portfolio
|
Q1 2024
Reduced 0.06%
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 30, 2024 Q1 2024 |
17,382
shares
|
$790,185
0.13% of portfolio
|
Q1 2024
Added 18.64%
|
|
Menard Financial Group LLC
Houston, TX |
May 13, 2024 Q1 2024 |
16,707
shares
|
$759,500
0.67% of portfolio
|
Q1 2024
New holding
|
|
Silver Oak Securities, Inc
Jackson, TN |
May 10, 2024 Q1 2024 |
16,489
shares
|
$749,589
0.12% of portfolio
|
Q1 2024
Reduced 27.95%
|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
16,305
shares
|
$741,225
0.81% of portfolio
|
Q2 2023
Reduced 31.48%
|
|
Townsquare Capital LLC
|
May 15, 2024 Q1 2024 |
16,016
shares
|
$728,087
0.01% of portfolio
|
Q1 2024
New holding
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2024 Q1 2024 |
15,783
shares
|
$717,495
0.13% of portfolio
|
Q1 2024
Reduced 74.28%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
15,379
shares
|
$699,129
0.0% of portfolio
|
Q1 2024
Reduced 7.57%
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Apr 18, 2024 Q1 2024 |
15,193
shares
|
$690,673
0.3% of portfolio
|
Q1 2024
Added 56.29%
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 29, 2024 Q1 2024 |
14,905
shares
|
$677,581
0.02% of portfolio
|
Q1 2024
Added 36.63%
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2024 Q1 2024 |
13,794
shares
|
$627,075
0.0% of portfolio
|
Q1 2024
Added 14.01%
|
|
Indie Asset Partners, LLC
Carmel, IN |
May 10, 2024 Q1 2024 |
13,753
shares
|
$625,211
0.57% of portfolio
|
Q1 2024
Added 205.55%
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
13,310
shares
|
$605,072
0.05% of portfolio
|
Q4 2023
Added 28.23%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
May 13, 2024 Q1 2024 |
13,278
shares
|
$603,617
0.04% of portfolio
|
Q1 2024
Added 108.38%
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2024 Q1 2024 |
12,370
shares
|
$562,340
0.12% of portfolio
|
Q1 2024
New holding
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 11, 2024 Q1 2024 |
11,990
shares
|
$545,065
0.06% of portfolio
|
Q1 2024
Reduced 7.05%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
11,959
shares
|
$543,656
0.0% of portfolio
|
Q1 2024
Added 58.71%
|
|
Lake Street Financial LLC
|
Apr 19, 2024 Q1 2024 |
11,666
shares
|
$530,336
0.07% of portfolio
|
Q1 2024
Reduced 0.55%
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Apr 17, 2024 Q1 2024 |
11,492
shares
|
$522,426
0.38% of portfolio
|
Q1 2024
Added 12.03%
|